Bolloré may kill off Disco Sport, XJ, XE, XF...

Bolloré may kill off Disco Sport, XJ, XE, XF...

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Lester H

2,739 posts

106 months

Friday 2nd July 2021
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Interesting that the consensus is that JLR have too many models when the successful BMW now have so many, including niche offerings, that many diehard BMW drivers and enthusiasts are confused, and possibly some of their sales staff.

Stick Legs

4,929 posts

166 months

Friday 2nd July 2021
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Unfortunately JLR suffer from a number of issues IMHO.

1) The range is confused. No one who isn't into cars I speak to has a clue what the Velar is and the parallel models of Discovery Sport / Evoque and Discovery / RRS devalue both models.

2) The first comment out of anyone's mouth when JLR is mentioned is reliability. The question was asked how BMW survive with a plethora of models why shouldn't it work for JLR is because the perception is that that BMW are reliable and keen on price. The perception with JLR is they are expensive for what you get (on lease or PCP as well due to low discounting and poorer residuals) and have this question mark (deserved or not) over reliability.
As my father in law put it "why would I pay more to be let down?".

3) Jaguar in particular have lost their USP. They have been trying for 30 years to loose the 'old man' image and re capture the glory of the E-Type.
This was and is a stupid strategy. Old men have money and buy cars. The E-Type was a flash in the pan. I am in my mid 40's and if it was 1990 would be straight out to buy a new XJ6.
They don't make a fuss about the XJ, most dealers don't have one in stock, when it is the flagship of the range, used by government ministers and the very essence of the brand. Instead they have a litany of 3 and 5 series clones which fail against the competition for the reasons in (2).
They dropped the XK for the F-Type. Why?
The XK sold, people like occasional back seats and a GT car.
Old men have money and play golf. Get over yourselves and market cars people want.

4) Kill the XE & F-Type. Make the next XJ a real Tesla rival with better interiors and comfort (the one area Tesla fail on).
XJ and XF are the key cars for Jaguar and should be supported.
Forget the iPace, Tesla show that EV's don't need to look like noddy cars. Jaguars should be beautiful.
Forget F-Pace etc etc as well. Why compete with LR?

Nickbrapp

5,277 posts

131 months

Friday 2nd July 2021
quotequote all
Stick Legs said:
Unfortunately JLR suffer from a number of issues IMHO.

1) The range is confused. No one who isn't into cars I speak to has a clue what the Velar is and the parallel models of Discovery Sport / Evoque and Discovery / RRS devalue both models.

2) The first comment out of anyone's mouth when JLR is mentioned is reliability. The question was asked how BMW survive with a plethora of models why shouldn't it work for JLR is because the perception is that that BMW are reliable and keen on price. The perception with JLR is they are expensive for what you get (on lease or PCP as well due to low discounting and poorer residuals) and have this question mark (deserved or not) over reliability.
As my father in law put it "why would I pay more to be let down?".

3) Jaguar in particular have lost their USP. They have been trying for 30 years to loose the 'old man' image and re capture the glory of the E-Type.
This was and is a stupid strategy. Old men have money and buy cars. The E-Type was a flash in the pan. I am in my mid 40's and if it was 1990 would be straight out to buy a new XJ6.
They don't make a fuss about the XJ, most dealers don't have one in stock, when it is the flagship of the range, used by government ministers and the very essence of the brand. Instead they have a litany of 3 and 5 series clones which fail against the competition for the reasons in (2).
They dropped the XK for the F-Type. Why?
The XK sold, people like occasional back seats and a GT car.
Old men have money and play golf. Get over yourselves and market cars people want.

4) Kill the XE & F-Type. Make the next XJ a real Tesla rival with better interiors and comfort (the one area Tesla fail on).
XJ and XF are the key cars for Jaguar and should be supported.
Forget the iPace, Tesla show that EV's don't need to look like noddy cars. Jaguars should be beautiful.
Forget F-Pace etc etc as well. Why compete with LR?
Very true with Jauguar I think they’ve tried to follow BMW Mercedes and Audi by trying to appeal to young people but then they never managed it because they never actually had a car cheap enough like the 1 series for young people to actually buy, and in doing that and going sporty they ruined the rest of the range and drove away their core customers, it may have worked for Mercedes but they have being German on their side

The only one that young people like is the Range Rover SVR, you never see a XF in a rap video.

They should have just ditched the Land Rover brand and badged them as Jaguars, or weren’t they going to call them road rovers or something. Then they could have spun Jaguar out as a sports car brand like cupra etc

craigjm

17,959 posts

201 months

Friday 2nd July 2021
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Nickbrapp said:
They should have just ditched the Land Rover brand and badged them as Jaguars, or weren’t they going to call them road rovers or something. Then they could have spun Jaguar out as a sports car brand like cupra etc
Seriously? You do realise that Tata bought Land Rover and were given Jaguar in deal because they couldn’t be untangled? Jaguar fans are lucky that Tata didn’t do what you said but in reverse and have actually invested in the Jaguar brand.

Chasing the Germans was a mistake and the new strategy will move away from that. Jaguar was always a luxury car maker at a more reasonable price and that’s probably what it will get back to. The definition of what luxury means in the car industry is now different though so it more likely won’t be a return to anything like the cars of the past. The new strategy also effectively separates Jaguar and Land Rover. Watch out for a sale of Jaguar in around 2030 if the strategy works.

craigjm

17,959 posts

201 months

Friday 2nd July 2021
quotequote all
Lester H said:
Interesting that the consensus is that JLR have too many models when the successful BMW now have so many, including niche offerings, that many diehard BMW drivers and enthusiasts are confused, and possibly some of their sales staff.
The difference is scale. BMW sell at a volume where they can offer all those derivatives and make them profitable. JLR is not

Dashnine

1,311 posts

51 months

Friday 2nd July 2021
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Stick Legs said:
They don't make a fuss about the XJ, most dealers don't have one in stock, when it is the flagship of the range, used by government ministers and the very essence of the brand.
The XJ died about a year ago (or longer, it was to be replaced by an electric XJ but that was cancelled as part of the new plan.

brickwall

5,250 posts

211 months

Friday 2nd July 2021
quotequote all
Stick Legs said:
Unfortunately JLR suffer from a number of issues IMHO.

1) The range is confused. No one who isn't into cars I speak to has a clue what the Velar is and the parallel models of Discovery Sport / Evoque and Discovery / RRS devalue both models.

2) The first comment out of anyone's mouth when JLR is mentioned is reliability. The question was asked how BMW survive with a plethora of models why shouldn't it work for JLR is because the perception is that that BMW are reliable and keen on price. The perception with JLR is they are expensive for what you get (on lease or PCP as well due to low discounting and poorer residuals) and have this question mark (deserved or not) over reliability.
As my father in law put it "why would I pay more to be let down?".

3) Jaguar in particular have lost their USP. They have been trying for 30 years to loose the 'old man' image and re capture the glory of the E-Type.
This was and is a stupid strategy. Old men have money and buy cars. The E-Type was a flash in the pan. I am in my mid 40's and if it was 1990 would be straight out to buy a new XJ6.
They don't make a fuss about the XJ, most dealers don't have one in stock, when it is the flagship of the range, used by government ministers and the very essence of the brand. Instead they have a litany of 3 and 5 series clones which fail against the competition for the reasons in (2).
They dropped the XK for the F-Type. Why?
The XK sold, people like occasional back seats and a GT car.
Old men have money and play golf. Get over yourselves and market cars people want.

4) Kill the XE & F-Type. Make the next XJ a real Tesla rival with better interiors and comfort (the one area Tesla fail on).
XJ and XF are the key cars for Jaguar and should be supported.
Forget the iPace, Tesla show that EV's don't need to look like noddy cars. Jaguars should be beautiful.
Forget F-Pace etc etc as well. Why compete with LR?
There is a lot of merit in this.

I think the all-electric strategy is the right (only?) one for Jaguar.
a) The world is moving in that direction anyway
b) Premium non-SUVs is the first and most suitable segment for electric power - a price point enough to cover the batteries needed for range, without the drag penalty of a high-sided car

There’s plenty of brand appeal for it too - the silence of electric cars suits the XJ wafting segment.

Whether they can pull it off is a different matter. EVs need mega investment in platforms and powertrain technology. The luxury saloon segment is low volume. Jaguar will struggle against the Germans on this (and in particular against VAG, who share powertrains across at least 3 brands)

DonkeyApple

55,391 posts

170 months

Friday 2nd July 2021
quotequote all
craigjm said:
Seriously? You do realise that Tata bought Land Rover and were given Jaguar in deal because they couldn’t be untangled? Jaguar fans are lucky that Tata didn’t do what you said but in reverse and have actually invested in the Jaguar brand.

Chasing the Germans was a mistake and the new strategy will move away from that. Jaguar was always a luxury car maker at a more reasonable price and that’s probably what it will get back to. The definition of what luxury means in the car industry is now different though so it more likely won’t be a return to anything like the cars of the past. The new strategy also effectively separates Jaguar and Land Rover. Watch out for a sale of Jaguar in around 2030 if the strategy works.
I'm not entirely sure that accurate. Ratan Tata is a massive Jaguar fan. When Ford were forced to divest their premium brands post credit crunch the LR brand wasn't the tour de force it is now. It was one of the big surprises of the credit crunch that Asian demand for SUVs went through the roof and catapulted the LR side into being the massively dominant bit of the business. It's only because of Ratan's love of Jaguar that the brand has been given the money each time to reinvent itself. Sadly, each big move seemed logical and right but got hit by massive market trend changes that made them fail.

craigjm

17,959 posts

201 months

Friday 2nd July 2021
quotequote all
DonkeyApple said:
I'm not entirely sure that accurate. Ratan Tata is a massive Jaguar fan. When Ford were forced to divest their premium brands post credit crunch the LR brand wasn't the tour de force it is now. It was one of the big surprises of the credit crunch that Asian demand for SUVs went through the roof and catapulted the LR side into being the massively dominant bit of the business. It's only because of Ratan's love of Jaguar that the brand has been given the money each time to reinvent itself. Sadly, each big move seemed logical and right but got hit by massive market trend changes that made them fail.
He is and we have him to thank for the F-type in particular but it is entirely true. Look up the details of the sale. They didn’t pay a penny for Jaguar.

Shirt587

360 posts

136 months

Sunday 4th July 2021
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Stick Legs said:
They dropped the XK for the F-Type. Why?
The XK sold, people like occasional back seats and a GT car.
Old men have money and play golf. Get over yourselves and market cars people want.
Only in the UK. Global sales of the XK were 3-4,000, F Type is 5-7,000 (more limited editions push volume) with even more in the early years.
An updated 3.0 diesel XK in about 2012 would probably have moved a lot of units, see BMW 6 series. However was out of character with the brand and positioning and the JLR 3.0 diesel at the time could not be described as refined, given it was engineered as a torque monster for Land Rovers.

I love the XK, I miss mine and will have another one day. But the volume from that product was not sustainable.

Turn7

23,618 posts

222 months

Sunday 4th July 2021
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brickwall said:
WonkeyDonkey said:
I think Jaguar has been living on borrowed time for quite a while now. I do like their models and will probably look at a XF Sportbrake as my next car but they always seem around a generation or two behind the Germans.

From what I can gather the only models making serious money are the RR & RRS. The Slovakia plant seems like a massive waste of money unless they plan on shifting all production over there eventually. I guess it was conceived when both Halewood and Solihull were running at full capacity though.

I wish them look as the Range Rover is a phenomenal product but I don't think their brand it being helped by the massive range of similar models.
This is a good thought.

Perhaps they
- Kill the Full Fat Discovery 5, leave the Defender to pick up the practical £50-70k segment and compete with the XC90 etc.
(This would then open up the opportunity to re-brand the Discovery Sport as just ‘Discovery’, which probably does it no harm)
- Retain the RRS as a premium luxury competitor to Cayenne, GLE, X5, in the £60-80k segment
- Kill the Evoque and Velar

They’d go from 7 models to 4, so decent rationalisation. Plus killing F-Type and E-Pace.
But the F type is the best looking thing they make !

craigjm

17,959 posts

201 months

Sunday 4th July 2021
quotequote all
Shirt587 said:
Stick Legs said:
They dropped the XK for the F-Type. Why?
The XK sold, people like occasional back seats and a GT car.
Old men have money and play golf. Get over yourselves and market cars people want.
Only in the UK. Global sales of the XK were 3-4,000, F Type is 5-7,000 (more limited editions push volume) with even more in the early years.
An updated 3.0 diesel XK in about 2012 would probably have moved a lot of units, see BMW 6 series. However was out of character with the brand and positioning and the JLR 3.0 diesel at the time could not be described as refined, given it was engineered as a torque monster for Land Rovers.

I love the XK, I miss mine and will have another one day. But the volume from that product was not sustainable.
The XK was slated to be discontinued due to falling sales worldwide. The diesel was, strangely seen as a car that wouldn’t fit the brand so never saw the light of day even after some serious development was put into it.

The F-type was not in the plan when Tata took over. Ratan Tata visited Whitley in 2008 and was shown some of the design ideas for future models. His response was “you should make a modern E-type”. Almost a year later he returned to Whitley and in a meeting asked “how is the design of a new E-type going?” And the Jaguar guys looked at each other with a realisation of “he was serious!” So development started in earnest. Without that the XK was to be withdrawn and not replaced.

camel_landy

4,917 posts

184 months

Sunday 4th July 2021
quotequote all
brickwall said:
- Kill the Full Fat Discovery 5, leave the Defender to pick up the practical £50-70k segment and compete with the XC90 etc.
(This would then open up the opportunity to re-brand the Discovery Sport as just ‘Discovery’, which probably does it no harm)
- Retain the RRS as a premium luxury competitor to Cayenne, GLE, X5, in the £60-80k segment
- Kill the Evoque and Velar
Thing is, the Disco is a cracking all-rounder / workhorse, especially if you're towing. The Disco Sport just doesn't cut the mustard in this department eg: double horse-box.

The Evoque & DS are good sellers, the Velar is the odd one out for me.

However, I tend to agree that they're trying too hard to be all things to everyone and unless they're careful, they'll simply end up being a 'me-too' type brand.

M

Nickbrapp

5,277 posts

131 months

Sunday 4th July 2021
quotequote all
camel_landy said:
Thing is, the Disco is a cracking all-rounder / workhorse, especially if you're towing. The Disco Sport just doesn't cut the mustard in this department eg: double horse-box.

The Evoque & DS are good sellers, the Velar is the odd one out for me.

However, I tend to agree that they're trying too hard to be all things to everyone and unless they're careful, they'll simply end up being a 'me-too' type brand.

M
Funny, as I would say I see most

Range Rover sports older ones of the current shape but I see more 19/20/21 plate velars than I do sports
See loads of evoques too, and more and more defenders too

bakerstreet

4,766 posts

166 months

Monday 5th July 2021
quotequote all
Crossflow Kid said:
I can see Evoque and Defender being dropped, even if the latter has only just arrived.
There just isn’t a need/place for them in the Range Rover line up.
The Defender isn't in the Range Rover sub brand. Defenders sits on its own and their plan was to create a multiple vehicles in that line up including a 130, pick ups etc. However as with everything LR, are just too late to the party with the pick ups especially as Ford have just arrived with the F150 Lightning and even that was a 6 months behind launches of the Rivian and CyberTruck.

As a long term LR fan, I am quite concerned by their future as they seem to be quite behind where other car makers are especially when you compare them to VAG and I do appreciate that VAG are considerably larger. Also BAG have admitted how far they are behind Tesla (Estimated, 7 years) so LR could be another 5 years on top of that!

Lets face it we are probably looking at the last generation of ICE powered Discoveries (Sport and D5) as well as the Range Rovers and I just don't think LR are prepared for the move to electrification of their model range. Also, the future for diesel powered SUVs looks pretty bleak and that's pretty much Land Rover's entire heritage.


Edited by bakerstreet on Monday 5th July 11:47

DonkeyApple

55,391 posts

170 months

Monday 5th July 2021
quotequote all
craigjm said:
He is and we have him to thank for the F-type in particular but it is entirely true. Look up the details of the sale. They didn’t pay a penny for Jaguar.
Thanks. I just remember both brands being a bit lacklustre back then and Ratan being a massive Jag fan driving the purchase.

Interestingly, the reason Jag is now open to buyers is because Ratan no longer has the same level of control but any suitors to date have wanted LR included.

bakerstreet

4,766 posts

166 months

Monday 5th July 2021
quotequote all
brickwall said:
This is a good thought.

Perhaps they
- Kill the Full Fat Discovery 5, leave the Defender to pick up the practical £50-70k segment and compete with the XC90 etc.
(This would then open up the opportunity to re-brand the Discovery Sport as just ‘Discovery’, which probably does it no harm)
- Retain the RRS as a premium luxury competitor to Cayenne, GLE, X5, in the £60-80k segment
- Kill the Evoque and Velar

They’d go from 7 models to 4, so decent rationalisation. Plus killing F-Type and E-Pace.
The Defender is not really a direct competitor to the XC90. The XC90 is more a D5 competitor. Remember, the Defender has plastic flooring in the name of washing sheep, but in reality I doubt it will ever be used as that. Also the boot space on a XC90 is considerably bigger than the new Defender. However the 130 should offer more space.

However, I do think the Defender will survive any cull unlike the D5.

FFRR and RRS would surove too along with Evoque and Discovery Sport I think. The Velar...I'm not sure about.

DonkeyApple

55,391 posts

170 months

Monday 5th July 2021
quotequote all
I suspect that any individual view on which models could be cut does depend on which square mile of the planet we each live on.

Jaguar clearly failed to get the diesel fleet volumes the XE needed. Clearly failed to get the brand to go young. And failed to incite a random resurgence in demand for big saloons.

I don't think many of these things are actually their fault. VW getting busted killed their diesel gambit. The big saloon niche continued its steady demise. They were inhibited from entering the SUV segment where the premium brand needed to go but couldn't due to LR etc.

I don't think the XE has any legs. Being small and cheap it needs volumes greater than JLR are set up for and financing also better than they can do. To sell at that level you need to be able to churn out vast numbers on discounted debt deals, wrapped with the right marketing to carve any share that's sustainable.

The XJ was a great car but became a minicab overnight. The XF is a great bit of kit but it's not German so isn't desirable to the debt consumers that you have to appeal to to get the volumes. No one is going to pen a rap song and video about cruising in an 'English'.

In some ways, Jaguar due to being a premium brand probably needs to ditch everything and just take LR frames and roll out road focussed, luxury electric SUVs. Not bother with the E Pace as it's too small to carry a big enough price, just offer an electric version of the RRS and the RR that's carrying a Jaguar look and trim.

If Bentley, Porsche, Lambo and Audi can all flog veneered VWs then the market clearly isn't going to have the slightest issue with Jags using RR underpinnings.

Meanwhile LR does seem to have a lot of models at present. I don't think the Road Rover would have sold. The Evoque seems to keep selling as the baby RR, as does the Sport and the main RR. I really like the Velar but it doesn't seem to have set the world on fire so maybe that is going to get trimmed. On the LR side the Defender is going well. I wonder if the Disco products are in the firing line? I don't see many Disco Sports apart from outside bungalows. One wonders if that has a big future and the main Disco in many ways has been surpassed by the Defnder which strikes me as the one you'd move on to from a Disco 4.

FunkyNige

8,890 posts

276 months

Monday 5th July 2021
quotequote all
DonkeyApple said:
I suspect that any individual view on which models could be cut does depend on which square mile of the planet we each live on.

...

The Evoque seems to keep selling as the baby RR, as does the Sport and the main RR. I really like the Velar but it doesn't seem to have set the world on fire so maybe that is going to get trimmed. On the LR side the Defender is going well. I wonder if the Disco products are in the firing line? I don't see many Disco Sports apart from outside bungalows. One wonders if that has a big future and the main Disco in many ways has been surpassed by the Defnder which strikes me as the one you'd move on to from a Disco 4.
The first sentence - very much so. For example Disco Sports are massively popular around here, there are at least 5 in the village (including mine) but I've only seen one Velar and one Discovery.
Anecdotally, I've heard a lot of Discovery buyers are looking at the Defender instead.

anonymous-user

55 months

Monday 5th July 2021
quotequote all
That will be because Disco sports are way cheaper, and have seven seats.

I really don't see anything being cut from the RR side of the LR line. Rather the impending L460 will hike the price up to provide more breathing room for the lesser models.