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Sunday, March 29, 2026

Is BMW Lastly Able to Tackle the Escalade?


The BMW X7 is, by any affordable measure, a giant automobile. And it’s about to get even larger. 204 inches lengthy, a twin-turbo V8 making 523 horsepower in M60i kind, three rows, sufficient know-how to run a small nation. And but stroll right into a Cadillac dealership in Houston or Scottsdale and the X7 appears nearly modest by comparability. The Escalade makes it look like BMW continues to be fascinated with the issue. That’s not an insult to the X7. It’s an outline of the market.

People Love Massive SUVs

Side view of the Cadillac Escalade

The Cadillac Escalade was the best-selling luxurious car in america final yr. Not the best-selling SUV. The very best-selling luxurious car. It outsells issues that value extra, issues which can be higher made, issues with extra subtle engineering. It does this as a result of a number of American luxurious patrons aren’t shopping for a car — they’re shopping for a press release, and the Escalade makes one which nothing in BMW’s lineup presently matches. The Lincoln Navigator does the identical factor. So does the Infiniti QX80. BMW sellers have been watching this cash stroll out the door for years.

So sure, BMW ought to construct an X9. However the argument for it’s much less about product technique than it’s about cash, and I feel it’s value being trustworthy about that.

Extra Luxurious and Options, Regardless of a Increased Worth Tag

The new Cadillac Escalade

Massive luxurious SUVs earn monumental margins. The Escalade reportedly clears tens of hundreds per unit for GM. A correctly accomplished X9, priced at or above the place the ALPINA XB7 sits at the moment — round $142,000 — would nearly definitely be BMW’s highest-margin car in america. That cash issues as a result of it buys room. Room to suit rear-seat theater screens, Bowers & Wilkins Diamond audio, air suspension tuned particularly for American freeway speeds, massaging seats, actual third-row legroom — all of the issues that may’t virtually stay in a car priced at X7 cash. A totally loaded X9 V8 might legitimately attain $180,000. At that quantity it’s now not competing with the Escalade Platinum a lot because the Vary Rover Autobiography. Totally different dialog, totally different purchaser, totally different margin once more.

Seven seats should be commonplace. Not non-compulsory. The entire level of this car is that it by no means makes a purchaser really feel like they’re configuring as much as one thing that ought to have been included. V8 engine at entry degree — a plug-in hybrid model is smart too, most likely obligatory given the place laws are going, however the V8 must be the automobile folks really need, not the one buried within the configurator.

ROLLS ROYCE CULLINAN SERIES II 03

The markets write themselves. The US, clearly. The Center East, the place the Cullinan and GLS Maybach promote briskly to patrons who additionally need real off-road functionality, which the G74 “Rugged” codename suggests BMW is definitely contemplating. China is murkier — the market there has shifted towards home manufacturers quicker than most Western automakers anticipated — however BMW’s long-wheelbase technique reveals they know how one can adapt a product to Chinese language tastes once they wish to.

Now, the half no person desires to say clearly: there are actual causes to not construct this factor.

Why Ought to BMW Construct An Even Larger SUV?

BMW ALPINA XB7 2026 US EDITION 07

The ALPINA XB7 downside is the primary one. ALPINA is BMW now, totally absorbed. The XB7 exists at the moment on the prime of the SUV lineup. If the X9 arrives at $130,000-plus, the XB7 will definitely transfer even larger in value. So there will probably be a niche within the lineup between a extremely luxurious new XB7 and an everyday X7.

The XM is a cautionary story although. That automobile has been commercially satisfactory however the reception broken one thing. BMW took a danger on a polarizing design and the model absorbed extra criticism than the gross sales numbers most likely justified. An X9 at $140,000+ is probably the most seen BMW in America — each valet stand, each faculty drop-off line, each freeway. If the styling misses, the miss is big and long-lasting.

After which there’s the query I maintain coming again to, the one which sounds philosophical however is definitely sensible: BMW constructed its whole identification on the concept that the motive force issues. Sheer Driving Pleasure. The Final Driving Machine. The M badge. All of it factors towards the particular person behind the wheel. The X9, by its nature, is a car the place the again seat is the product. The driving force is workers. That’s not a criticism of the idea — it’s only a totally different car for a distinct function, and BMW has to resolve whether or not it’s at peace with that or not. As a result of if it isn’t, the automobile will really feel like a compromise, and patrons at $150,000 can scent a compromise.

BMW X9 RENDERING 2
BMW X9 rendering by Theottle

Does BMW want it? Sure. The sellers want it, the margin alternative is actual, and proper now BMW is ceding a significant slice of the American luxurious market to Cadillac and Lincoln just by not displaying up. However BMW must go in with each eyes open. Construct it for the again seat. Make the V8 commonplace. Get the styling proper. And most significantly, make it a world automobile since you nonetheless want quantity in different markets. In fact, China and Center East can be a straightforward plug&play.

Bernd Körber, Head of BMW Product, stated “why not?” once we requested him about it. So it’s fairly clear that BMW is considering it. The actual query now isn’t whether or not an X9 is feasible. It’s whether or not BMW will construct the trustworthy model of it, or hedge.

[Renders: Theottle]

First printed by https://www.bmwblog.com



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