Gecko
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I agree with a lot of what you said. Just when we start to see Lexus is getting some momentum, it feels like they are slipping back again.
Thanks. I think Lexus still has a chance to be competitive with EVs since that story is still relatively short, but RZ is a pretty bad first effort when Audi, Mercedes and BMW's strategies and electric portfolios are far more mature. Let's be honest: RZ 450e is DOA for EV buyers unless you've just been dying for an electric Lexus and won't buy anything else. Lucky for Lexus, there are probably plenty of those people -- enough for the first year or two of sales.
There is still plenty of time for Lexus to hit the 2030 goal and I expect serious advancement going forward, but the rollout of Toyota/Lexus' EV strategy so far has made clear that they're going to have an even more uphill battle than we thought, and much more so than Lexus was facing in 2010 - 2020.
By now, I think Lexus should have, at a minimum:
NXe
RXe
ESe
Fast follow with:
ISe
LSe
There is nothing. RZ was supposed to launch in November -- where is it?