LEXUS IS BEGINNING TO CRACK

EV Channels Review

The video analyzes November 2025 sales figures for Toyota and Lexus, revealing contrasting trends. Toyota, despite a slight overall dip in car sales (-0.3%), shows resilience with a 4% increase for the month, driven by strong performance in models like the Corolla and Crown, though the RAV4 and Prius are experiencing temporary or significant declines due to production shifts and market factors respectively. Lexus, however, is facing a more challenging period, with overall sales down 6% for November. The review highlights significant drops in Lexus sedans (-20%), particularly the ES as production winds down for its upcoming EV iteration, and a concerning decline in crossover sales, with the UX and NX showing notable decreases. The GX and LX are also down due to production constraints in Japan, potentially linked to twin-turbo V6 engine issues. While Toyota appears to be navigating the market slowdown effectively by focusing on customer demand for hybrids, Lexus is showing signs of struggle, particularly with its sedan lineup and supply chain issues impacting key SUV models.