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GMC Yukon Sales Displace Ford Expedition Again For Second Place During Q4 2021

GMC Yukon sales decreased in the United States, while increasing in Canada and Mexico during the fourth quarter of 2021.

GMC Yukon Sales – Q4 2021 – United States

Cumulative deliveries of the GMC Yukon family in the United States decreased one percentage point to 24,499 units in Q4 2021, comprised of:

  • 14,390 units of the regular-length Yukon, an decrease of 10 percent compared to 16,074 units sold in Q4 2020 and
  • 10,109 units of the extended-length Yukon XL, an increase of 16 percent compared to 8,685 units sold in Q4 2021

Sales Numbers - GMC Yukon - Q4 2021 - United States

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 YTD 21 / YTD 20 YTD 21 YTD 20
YUKON -10.48% 14,390 16,074 +25.39% 51,365 40,965
YUKON XL +16.40% 10,109 8,685 +46.28% 32,877 22,475
TOTAL -1.05% 24,499 24,759 +32.79% 84,242 63,440

GMC Yukon Sales – Q4 2021 – Canada

Cumulative deliveries of the GMC Yukon family in Canada increased 96 percent to 2,301 units in Q4 2021, comprised of:

  • 1,475 units of the regular-length Yukon, an increase of 80 percent compared to 821 units sold in Q4 2020 and
  • 826 units of the extended-length Yukon XL, an increase of 134 percent compared to 353 units sold in Q4 2021

Sales Numbers - GMC Yukon - Q4 2021 - Canada

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 YTD 21 / YTD 20 YTD 21 YTD 20
YUKON +79.66% 1,475 821 +86.50% 5,220 2,799
YUKON XL +133.98% 826 353 +118.96% 3,118 1,424
TOTAL +95.99% 2,301 1,174 +97.44% 8,338 4,223

GMC Yukon Sales – Q4 2021 – Mexico

Cumulative deliveries of the GMC Yukon family in Mexico increased 26 percent to 468 units in Q4 2021, comprised of:

  • 220 units of the regular-length Yukon
  • 248 units of the extended-length Yukon XL (this is only the second quarter that Yukon XL figures were available for Mexico.)

Sales Numbers - GMC Yukon - Q4 2021 - Mexico

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 YTD 21 / YTD 20 YTD 21 YTD 20
YUKON -40.70% 220 371 +12.38% 608 541
YUKON XL * 248 * * 783 0
TOTAL +26.15% 468 371 +157.12% 1,391 541

Competitive Sales Comparison (USA)

GMC Yukon sales kept the full-size SUV family in second place for the second quarter in a row in the mainstream full-size SUVs segment during Q4 2021, with a mere percentage point decline in sales, to 24,499 units.

Our approach to the figures remains: Ford combines sales of the Expedition and Expedition Max into a single line item, while GM’s Chevrolet Tahoe and Suburban as well as the GMC Yukon and Yukon XL are reported on separate line items. To keep it apples-to-apples, we combine sales of the Tahoe with those of the Suburban, and do the same with sales of the Yukon and Yukon XL.

The Yukon’s corporate cousins, the Chevy Tahoe (see running Chevrolet Tahoe sales) and Chevy Suburban (see running Chevrolet Suburban sales), together continued to lead the pack, with a 6 percent increase in sales, to 44,913 units. These were followed by the Yukon family in second. The Ford Expedition family (see running Ford Expedition sales) remained in third place, with a 32 percent decline in sales, to 17,784 units. The all-new Jeep Wagoneer, which launched this past summer, moved up to fourth place, moving 5,307 units. Filling out the bottom of the list were the Nissan Armada, in spite of a 484 percent jump in sales volume to 4,130 units, and the Toyota Sequoia, with a 26 percent drop to 1,959 units.

Sales Numbers - Mainstream Full-Size SUVs - Q4 2021 - United States

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE YTD 21 / YTD 20 YTD 21 YTD 20
CHEVROLET TAHOE +7.61% 30,882 28,698 31% 30% +20.16% 106,030 88,238
FORD EXPEDITION -31.84% 17,784 26,091 18% 27% +5.33% 81,988 77,838
GMC YUKON -10.48% 14,390 16,074 15% 17% +25.39% 51,365 40,965
CHEVROLET SUBURBAN +3.34% 14,031 13,577 14% 14% +28.11% 48,214 37,636
GMC YUKON XL +16.40% 10,109 8,685 10% 9% +46.28% 32,877 22,475
JEEP WAGONEER * 5,307 * 5% 0% * 5,349 0
NISSAN ARMADA +484.43% 4,130 707 4% 1% +16.16% 22,814 19,640
TOYOTA SEQUOIA -25.54% 1,959 2,631 2% 3% +9.59% 8,070 7,364
TOTAL +2.21% 98,592 96,463 +21.26% 356,707 294,156

From a segment share standpoint, the Yukon and Yukon XL saw a 25 percent, down a percentage point.

Sales Numbers - GMC Full-Size SUVs - Q4 2021 - United States

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE YTD 21 / YTD 20 YTD 21 YTD 20
GMC YUKON -10.48% 14,390 16,074 59% 65% +25.39% 51,365 40,965
GMC YUKON XL +16.40% 10,109 8,685 41% 35% +46.28% 32,877 22,475
TOTAL -1.05% 24,499 24,759 +32.79% 84,242 63,440

The Tahoe and Suburban combined for 45 percent segment share, gaining a percentage point. The Expedition and Expedition Max combined for an 18 percent share, down 9 percentage points. The Wagoneer posted a 5 percent share, Armada held a 4 percent share, up 3 percentage points, and the Sequoia held a 2 percent share, down a percentage point.

Sales Numbers - Chevy Full-Size SUVs - Q4 2021 - United States

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE YTD 21 / YTD 20 YTD 21 YTD 20
CHEVROLET TAHOE +7.61% 30,882 28,698 69% 68% +20.16% 106,030 88,238
CHEVROLET SUBURBAN +3.34% 14,031 13,577 31% 32% +28.11% 48,214 37,636
TOTAL +6.24% 44,913 42,275 +22.54% 154,244 125,874

The four GM models dominated the mainstream full-size SUVs segment with a cumulative 70 percent segment share during the quarter, moving 69,412 units. That’s a 4 percent increase year-over-year. By comparison, sales of the Expedition fell 32 percent to only 17,784 sales – a mere quarter the sales earned by The General’s entries.

Sales Numbers - GM Mainstream Full-Size SUVs - Q4 2021 - United States

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE YTD 21 / YTD 20 YTD 21 YTD 20
CHEVROLET TAHOE +7.61% 30,882 28,698 44% 43% +20.16% 106,030 88,238
CHEVROLET SUBURBAN +3.34% 14,031 13,577 20% 20% +28.11% 48,214 37,636
GMC YUKON -10.48% 14,390 16,074 21% 24% +25.39% 51,365 40,965
GMC YUKON XL +16.40% 10,109 8,685 15% 13% +46.28% 32,877 22,475
TOTAL +3.55% 69,412 67,034 +25.97% 238,486 189,314

The segment expanded 2 percent to 98,592 units during Q4 2021, meaning that sales of the Yukon family slightly underperformed the segment average.

The GM Authority Take

GMC Yukon/Yukon XL sales enabled it to again outsell the Ford Expedition range during the fourth quarter of 2021 after doing so during the third quarter of 2021. The results place it in second place in the mainstream full-size SUV segment behind its Chevy Tahoe/Suburban corporate cousins.

The GM SUVs were overhauled (re-engineered and redesigned) for the 2021 model year. With new looks, technology, enhanced performance, and optimized efficiency, the Yukon, along with the Tahoe/Suburban, continue to dominate.

Yet GM is already prepping a refresh of the Yukon set to debut for the 2024 model year. We recently brought you spy photos of the 2024 GMC Yukon refresh undergoing testing, followed by photos of what appears to be a 2024 GMC Yukon Denali Ultimate undergoing testing. As a reminder, the Denali Ultimate trim level was first introduced with the fully refreshed 2022 GMC Sierra 1500, arriving as the new range-topping trim in the GMC Sierra lineup. It now appears as though GM is developing a similar range-topping option for the 2024 GMC Yukon refresh as well.

2023 Toyota Sequoia

That’s a good thing, because competitors continue lobbying rival offerings. The newest entry is the fully redesigned 2023 Toyota Sequoia three-row SUV revealed in January 2022 as a fresh new rival to the regular-wheelbase Yukon (and Chevy Tahoe). The refreshed Yukon will ensure that Big Red has the product to continue performing extremely well in its segment in spite of new entries that could potentially threaten its position.

About The Numbers

  • All percent change figures compared to GMC Yukon sales in Q4 2020, unless noted otherwise
  • In the United States, there were 78 selling days in Q4 2021 and 79 selling days in Q4 2020
GM Q4 2021 sales reports:

Vince grew up in a GM family, likes manuals, and thinks this is the golden age of the automobile.

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Comments

  1. Once the loyalist buy their brand, comes down to the look, and price.

    So far the look of the gm squad is far above the competition mentioned. IMO

    Reply
  2. Ford’s biggest mistake was to bet entirely on the twin turbo V6 as the sole powertrain offer besides the look of the Expedition & Navigator….No V8, no diesel (V6 or V8 Powerstroke) option.
    They still praise its higher torque over engines powering GM full size SUV family but I really doubt about its dependability on the very long term.

    Reply
    1. No it wasn’t, it’s mistake was making it seem like a grandma car, not releasing a performance variant. On top of that, the Expedition has been garbage since 2010.

      Reply
      1. They were obviously overconfident about the commercial success of the twin turbo V6….If there was an alternative gas V8 offer and a diesel option there wouldn’t be a big gap in sales with the GM competitors.

        Reply
        1. While I think it would help of ford offered the 5.0 in the base model, there really isn’t one big mistake, but a handful. Offering independent suspension, styling it more feminine than their trucks, and adding the 5.4l 3v in 05 certainly didn’t help. I think ford is on the right track offering off-road models, but I I think they need to call the xl or El whatever the longer expedition is called, something else. I don’t think anyone knows there exists a suburban competitor. Doesn’t need to be called expedition either. I think the excursion name needs to be polished off. Everyone knows an excursion is really big, and frankly the older ones values are going through the roof. I don’t really get the bold refined look ford is going for when Lincoln exists. I think fords need to look tough, which I feel the new Timberlands or whatever the lifted one is called seems to have finally incorporated.

          Reply
  3. Independent rear axle is the only reason I’d never buy one . like the solid rear axle to carry the extra wt of a heavy trailer and payload

    Reply

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