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GMC Yukon Continues To Outsell Ford Expedition During Q2 2022

GMC Yukon sales decreased in the United States, Canada, and Mexico during the second quarter of 2022.

GMC Yukon Sales – Q2 2022 – United States

Cumulative deliveries of the GMC Yukon family in the United States decreased 28 percent to 17,070 units in Q2 2022, comprised of:

  • 10,210 units of the regular-length Yukon, a decrease of 29 percent compared to 14,360 units sold in Q2 2021 and
  • 6,860 units of the extended-length Yukon XL, a decrease of 28 percent compared to 9,497 units sold in Q2 2021

Sales Numbers - GMC Yukon - Q2 2022 - USA

MODEL Q2 22 / Q2 21 Q2 22 Q2 21 YTD 22 / YTD 21 YTD 22 YTD 21
YUKON -28.90% 10,210 14,360 -14.90% 22,333 26,242
YUKON XL -27.77% 6,860 9,497 -0.25% 16,033 16,073
TOTAL -28.45% 17,070 23,857 -9.33% 38,366 42,315

GMC Yukon Sales – Q2 2022 – Canada

Cumulative deliveries of the GMC Yukon family in Canada decreased eight percent to 2,046 units in Q2 2022, comprised of:

  • 1,265 units of the regular-length Yukon, a decrease of nine percent compared to 1,397 units sold in Q2 2021 and
  • 781 units of the extended-length Yukon XL, a decrease of five percent compared to 822 units sold in Q2 2021

Sales Numbers - GMC Yukon - Q2 2022 - Canada

MODEL Q2 22 / Q2 21 Q2 22 Q2 21 YTD 22 / YTD 21 YTD 22 YTD 21
YUKON -9.45% 1,265 1,397 -0.25% 2,429 2,435
YUKON XL -4.99% 781 822 +13.13% 1,628 1,439
TOTAL -7.80% 2,046 2,219 +4.72% 4,057 3,874

GMC Yukon Sales – Q2 2022 – Mexico

Cumulative deliveries of the GMC Yukon family in Mexico decreased 11 percent to 314 units in Q2 2022, comprised of:

  • 126 units of the regular-length Yukon, a decrease of about one percent compared to 127 units sold in Q2 2021, or just a difference or one delivery, and
  • 188 units of the extended-length Yukon XL, a decrease of 17 percent compared to 226 units sold in Q2 2021

Sales Numbers - GMC Yukon - Q2 2022 - Mexico

MODEL Q2 22 / Q2 21 Q2 22 Q2 21 YTD 22 / YTD 21 YTD 22 YTD 21
YUKON -0.79% 126 127 +33.48% 299 224
YUKON XL -16.81% 188 226 +16.62% 414 355
TOTAL -11.05% 314 353 +23.14% 713 579

Competitive Sales Comparison (USA)

GMC Yukon sales kept the full-size SUV family in second place in the mainstream full-size SUV segment during Q2 2022 as it has for the past year.

Our approach to the figures remains: Ford combines sales of the Expedition and Expedition Max into a single line item called Expedition, while GM’s Chevy 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 Chevy Tahoe sales) and Chevy Suburban (see running Chevy Suburban sales), together remained at the top in spite of a 27 percent drop to 29,966 units. The Yukon family continued in second place in spite of a similar 28 percent slide to 17,070 units. The Ford Expedition family (see running Ford Expedition sales) took third with a 48 percent drop to 13,129 units.

The all-new Jeep Wagoneer, which launched last summer, took fourth place with 10,220 units. The Nissan Armada took fifth with a 60 percent drop to 2,897 units, while the Toyota Sequoia remained in last place with a 98 decrease to just 55 units ahead of the next-generation 2023 Toyota Sequoia arriving at dealerships.

Sales Numbers - Mainstream Full-Size SUVs - Q2 2022 - USA

MODEL Q2 22 / Q2 21 Q2 22 Q2 21 Q2 22 SHARE Q2 21 SHARE YTD 22 / YTD 21 YTD 22 YTD 21
CHEVROLET TAHOE -24.51% 21,069 27,908 29% 28% -11.58% 45,048 50,946
FORD EXPEDITION -47.99% 13,129 25,245 18% 25% -51.91% 22,847 47,508
JEEP WAGONEER * 10,220 * 14% 0% * 17,275 0
GMC YUKON -28.90% 10,210 14,360 14% 14% -14.90% 22,333 26,242
CHEVROLET SUBURBAN -33.47% 8,897 13,373 12% 13% -13.03% 21,321 24,516
GMC YUKON XL -27.77% 6,860 9,497 9% 9% -0.25% 16,033 16,073
NISSAN ARMADA -60.29% 2,897 7,296 4% 7% -69.52% 4,540 14,894
TOYOTA SEQUOIA -97.61% 55 2,301 0% 2% -89.00% 477 4,338
TOTAL -26.65% 73,337 99,980 -18.77% 149,874 184,517

From a segment share standpoint, the Yukon and Yukon XL maintained a 23 percent share.

Sales Numbers - GMC Full-Size SUVs - Q2 2022 - USA

MODEL Q2 22 / Q2 21 Q2 22 Q2 21 Q2 22 SHARE Q2 21 SHARE YTD 22 / YTD 21 YTD 22 YTD 21
GMC YUKON -28.90% 10,210 14,360 60% 60% -14.90% 22,333 26,242
GMC YUKON XL -27.77% 6,860 9,497 40% 40% -0.25% 16,033 16,073
TOTAL -28.45% 17,070 23,857 -9.33% 38,366 42,315

The Tahoe and Suburban maintained a 41 percent segment share while the Expedition family held an 18 percent share, down seven percentage points. The Wagoneer earned 14 percent, the Armada held four percent, down three percentage points, and the Sequoia’s share was nil.

Sales Numbers - Chevy Full-Size SUVs - Q2 2022 - USA

MODEL Q2 22 / Q2 21 Q2 22 Q2 21 Q2 22 SHARE Q2 21 SHARE YTD 22 / YTD 21 YTD 22 YTD 21
CHEVROLET TAHOE -24.51% 21,069 27,908 70% 68% -11.58% 45,048 50,946
CHEVROLET SUBURBAN -33.47% 8,897 13,373 30% 32% -13.03% 21,321 24,516
TOTAL -27.41% 29,966 41,281 -12.05% 66,369 75,462

As has been the case, the four GM models dominated the mainstream full-size SUVs segment with a cumulative 64 percent segment share during the quarter, moving 47,036 units, down 28 percent year-over-year. By comparison, sales of the Expedition dropped 48 percent to only 13,129 units – representing roughly a quarter of The General’s segment deliveries.

Sales Numbers - GM Mainstream Full-Size SUVs - Q2 2022 - USA

MODEL Q2 22 / Q2 21 Q2 22 Q2 21 Q2 22 SHARE Q2 21 SHARE YTD 22 / YTD 21 YTD 22 YTD 21
CHEVROLET TAHOE -24.51% 21,069 27,908 45% 43% -11.58% 45,048 50,946
CHEVROLET SUBURBAN -33.47% 8,897 13,373 19% 21% -13.03% 21,321 24,516
GMC YUKON -28.90% 10,210 14,360 22% 22% -14.90% 22,333 26,242
GMC YUKON XL -27.77% 6,860 9,497 15% 15% -0.25% 16,033 16,073
TOTAL -27.79% 47,036 65,138 -11.07% 104,735 117,777

The mainstream full-size SUV segment contracted 27 percent to 73,337 units during Q2 2022, meaning Yukon family sales slightly underperformed the segment average.

The GM Authority Take

GMC Yukon family sales have continued to outsell the Ford Expedition range over the past year, a turn of events that was unheard of prior to the launch of the all-new Yukon range for the 2021 model year. The Yukon and Yukon XL were only outdone by corporate cousins Chevy Tahoe/Suburban, which together enabled The General to again dominate the full-size SUV segment.

The decline in Yukon/Yukon XL as well as Tahoe/Suburban sales was the result of decreased availability due to production-related constraints. As such, sales were limited as dealers simply didn’t have as many units to sell as they did in the year-ago quarter.

2023 GMC Yukon Denali Ultimate

The Yukon family was overhauled (re-engineered and redesigned) for the 2021 model year. With new looks, technology, enhanced performance, and optimized efficiency, Big Red’s duo, along with Chevy’s Tahoe/Suburban, continue to appeal to a wide range of customers.

In May, The General introduced the 2023 GMC Yukon Denali Ultimate as the ultra-luxurious trim level that was first introduced on the refreshed 2022 GMC Sierra 1500 pickup earlier this year. The range-topping trim is described by GM as “the most premium Yukon ever offered,” featuring upgrades both inside and out. Notably, the 2023 GMC Yukon Denali Ultimate differs from the Denali Ultimate Package (RPO Code PEC) that was offered on the 2022 GMC Yukon Denali as an option. While Denali Ultimate was a package that could be applied to the Denali trim for the 2022 model year, the 2023 model year reintroduces it as an all-new trim level that further differentiates the Denali Ultimate from the regular Denali with even more upmarket equipment and features.

GM is also preparing a refresh of the Yukon, which is set to debut for the 2024 model year. We caught a prototype of the 2024 GMC Yukon refresh undergoing testing, followed by what appears to be the 2024 GMC Yukon Denali Ultimate prototype.

2023 GMC Yukon Denali Ultimate

In April, Stellantis debuted the Jeep Wagoneer L and the more luxuriously-appointed Grand Wagoneer L, with the two extended wheelbase full-size SUVs set to rival GM’s own extended-length offerings, including the Yukon XL, Suburban, and Cadillac Escalade ESV. GM seems to have already anticipated these challenges, as can be evidenced by the aforementioned GMC Yukon Denali Ultimate trim and the upcoming 2024 GMC Yukon refresh.

Notably, sales volume of the regular-length Wagoneer has continue to rise, edging out the regular-length Yukon for the first time this quarter, albeit by just 10 units.

Production for the 2023 GMC Yukon kicked off on July 18th, 2022, at the GM Arlington plant in Texas. The online configurator for the 2023 GMC Yukon went live earlier this month.

About The Numbers

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. GM could have sold more if Mary could figure out how to get them on dealer lots!

    Reply
  2. I would like to trade my Sierra Pickup on a Yukon XL. But, there is very little inventory. And what is out there is either White or Black. No Burgandy or Dark Blue. And haven’t found any with a 3.0 Diesel. Can’t believe we are still fighting this Chip crap.

    Reply
  3. Doesn’t help that the Expeditions/Navigators have become the new bolts, catching fire at will

    Reply
  4. I can’t see the Armada staying in production that much longer since the Titan will be leaving soon. The Sequoias are built alongside the Tundra, and I guess that supports the justification for their existence. I know the Texas plant was underutilized because when it first opened, they said they had enough capacity to build 200,000 Tundra’s the first year, a number they never met and had to add the taco to the plant to make it more efficient. I may be wrong, but I think the Bronco was more competitive to the GM quadruplets, but I guess OJ murdered the that too.

    Reply

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