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Not only were GM full-size SUV sales up 30.4% in 2021, during a pandemic with rampant part shortages, but they actually outsold all of their competition COMBINED.

Sales: Annual Large SUV Sales Increase By 20.6% - Chevy Tahoe, GMC, and Cadillac SUVs Dominate! - The Fast Lane Truck (tfltruck.com)

Chevrolet Tahoe - 106,030 units sold
GMC Yukon - 84,242 units sold
Chevrolet Suburban - 48,214 units sold
Cadillac Escalade - 40,505 units sold

GM total full-size SUV's - 278,991 units sold

vs

The rest of the entire segment - 222,308 units sold

Which includes the Ford Expedition, Dodge Durango, Nissan Armada, Lincoln Navigator, Infiniti QX80, Toyota Sequoia, Jeep Wagoneer, Toyota Land Cruiser, Lexus LX, and Jeep Grand Wagoneer (listed in the order from most sold to least sold).

GM's full-size SUV's continue to be the gold standard by which all others are judged. Kudos to GM for having such amazing success in their most profitable segment.
 

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Not only were GM full-size SUV sales up 30.4% in 2021, during a pandemic with rampant part shortages, but they actually outsold all of their competition COMBINED.

Sales: Annual Large SUV Sales Increase By 20.6% - Chevy Tahoe, GMC, and Cadillac SUVs Dominate! - The Fast Lane Truck (tfltruck.com)

Chevrolet Tahoe - 106,030 units sold
GMC Yukon - 84,242 units sold
Chevrolet Suburban - 48,214 units sold
Cadillac Escalade - 40,505 units sold

GM total full-size SUV's - 278,991 units sold

vs

The rest of the entire segment - 222,308 units sold

Which includes the Ford Expedition, Dodge Durango, Nissan Armada, Lincoln Navigator, Infiniti QX80, Toyota Sequoia, Jeep Wagoneer, Toyota Land Cruiser, Lexus LX, and Jeep Grand Wagoneer (listed in the order from most sold to least sold).

GM's full-size SUV's continue to be the gold standard by which all others are judged. Kudos to GM for having such amazing success in their most profitable segment.
Great post RamJet502,
The main profit earners at GM and Ford are their Full Sized Trucks and SUVs and maybe large Utilities. So yeah, while both are neck and neck with Truck sales, GM clears out with Full Sized SUV sales. Things then become closer again with large Utilities but all up, I’m not surprised that GM has continuing strong quarterly profits.

Sales might be down 40% but I think that’s from product that’s mostly sales and service but maybe not much profit. Smart move to prioritise production of those profit earning cash cows.

Either way, GM is to be commended on having great SUV products that clearly are liked and strongly supported by buyers even in tough times.
 

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Man, oh man, I would like to replace my Traverse this year with one of these. Meanwhile, I will be also looking at the Traverse 2022.
Being the cheap person I am, I will probably look at payments.

Also, having seen the new Avalanche, I might lease a Traverse and await the electric Yukon Denali XL EV
 

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Interesting to look at YOY; 2021 vs. 2020 (Full-Size BOF)
- First set is SUV's, second set is SUV's & Trucks and Third is SUV's, Trucks & Vans.
Q4Q4Full YearFull Year
Model20212020% Change20212020% Change
Escalade9,6649,4542.2 40,505 24,54765.0
Suburban14,03113,5773.3 48,214 37,63628.1
Tahoe30,88228,6987.6 106,030 88,23820.2
Yukon24,49924,759-1.1 84,242 63,44032.8
79,076 76,4883.38% 278,991 213,86130.45%
Q4Q4 Full Year Full Year
Model20212020% Change 2021 2020% Change
Escalade9,6649,4542.2 40,505 24,54765.0
Silverado HD28,07951,020-45.0 139,059 150,394-7.5
Silverado LD84,429125,688-32.8 380,715 436,281-12.7
Suburban14,03113,5773.3 48,214 37,63628.1
Tahoe30,88228,6987.6 106,030 88,23820.2
Sierra HD15,92625,195-36.8 70,578 73,777-4.3
Sierra LD41,81253,176-21.4 178,346 179,239-0.5
Yukon24,49924,759-1.1 84,242 63,44032.8
249,322 331,567-24.80% 1,047,689 1,053,552-0.56%
Q4Q4 Full Year Full Year
Model20212020% Change20212020% Change
Escalade9,6649,4542.2 40,505 24,54765.0
Express7,76617,941-56.7 44,355 55,131-19.5
Silverado HD28,07951,020-45.0 139,059 150,394-7.5
Silverado LD84,429125,688-32.8 380,715 436,281-12.7
Suburban14,03113,5773.3 48,214 37,63628.1
Tahoe30,88228,6987.6 106,030 88,23820.2
Savana4,2383,09936.8 17,744 15,10817.4
Sierra HD15,92625,195-36.8 70,578 73,777-4.3
Sierra LD41,81253,176-21.4 178,346 179,239-0.5
Yukon24,49924,759-1.1 84,242 63,44032.8
261,326 352,607
-25.89%​
1,109,788 1,123,791
-1.25%​
 

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Calendar year 2020 had the "hard shutdown" for Covid, as well as the changeover from K2XX to T1XX for the SUV's, not that either of the last 2 years have been anything close to "normal".... Kind of crazy, basically "no inventory" for all of 2021 but comparable sales.

2021 SUV sales were about 15,500 units higher than 2019 with SUV and Truck sales about 12,500 units lower than 2019.
 

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GM total full-size SUV's - 278,991 units sold

vs

The rest of the entire segment - 222,308 units sold
Glad to see that T1XX continues GM's tradition as the "gold standard" in this segment, like you said RamJet502. :cool:

Note to GM executives: Please keep "zero, zero, zero" away from this success story as long as possible.
 

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Absolutely no surprise here. My dealer has zero of the GMC/Chevy units and a waiting list.......Meanwhile over at the Jeep store they STILL have the first Cherokee L they got over 3 months ago.
Really? The Grand Cherokee almost outsold all 4 of the GM T1XX models combined. Not bad for a brand new model ramping up during a chip shortage.... The GM SUV's have been good for a long time, but so has the GC. Traditionally the GC has been my favorite midsizer, while Yukon Denali has been my favorite fullsizer.

Jeep Grand Cherokee (Q4 2021)74,817
 
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Impressive results!

Just to get some general ideas, I took the base price of each model and multiplied it by the 2021 sales, so this represents more than $15B in sales. Just for kicks I wanted to see what their profits are if they average $5k per vehicle, $1.2B. I have no clue how much profit they make and certainly more on a fully equipped Escalade than a base Tahoe - just spit balling before anyone gets upset.
 

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View attachment 65182


Impressive results!

Just to get some general ideas, I took the base price of each model and multiplied it by the 2021 sales, so this represents more than $15B in sales. Just for kicks I wanted to see what their profits are if they average $5k per vehicle, $1.2B. I have no clue how much profit they make and certainly more on a fully equipped Escalade than a base Tahoe - just spit balling before anyone gets upset.
Thanks for doing this "back of the envelope" analysis BlackGTP! These estimates affirm what John McElroy of Autoline Daily once said: GM's Arlington Assembly plant, which assembles all four of the models listed, is "the most profitable manufacturing facility in the world".

Not just automotive manufacturing facility - any manufacturing facility! 😎
 

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Really? The Grand Cherokee almost outsold all 4 of the GM T1XX models combined. Not bad for a brand new model ramping up during a chip shortage.... The GM SUV's have been good for a long time, but so has the GC. Traditionally the GC has been my favorite midsizer, while Yukon Denali has been my favorite fullsizer.

Jeep Grand Cherokee (Q4 2021)74,817
He Probably seen a new shipment of the same kind of GCL...

Also Wagoneer's 7,892 units almost beat Escalads sales. whats interesting, STLA seperate's Wagoneer and G. Wagoneer sales so that number is combined.
 

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Expedition and Navigator are refreshed for '22 so it probably put a damper on '21 sales.

GM sells more full size pickups to retail customers which are highly profitable.

Ford dominates full size pickup fleet sales which have razor thin margins, but can keep the production lines rolling in tough times.
 

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View attachment 65182


Impressive results!

Just to get some general ideas, I took the base price of each model and multiplied it by the 2021 sales, so this represents more than $15B in sales. Just for kicks I wanted to see what their profits are if they average $5k per vehicle, $1.2B. I have no clue how much profit they make and certainly more on a fully equipped Escalade than a base Tahoe - just spit balling before anyone gets upset.
I recall back in the day, they were said to bag about $15K with incentives on these, and those are Tahoes, not Escalades,
 

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I recall back in the day, they were said to bag about $15K with incentives on these, and those are Tahoes, not Escalades,
My gut is thinking $5k is conservative, but I really don't know..... The one thing I do not doubt is that they make a lot of profit on these.

Simple enough though, if you think $15k is the true profit, just triple my profit number! If someone thinks the profit is $2.5k each, just cut my number in half.
 

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Not only were GM full-size SUV sales up 30.4% in 2021, during a pandemic with rampant part shortages, but they actually outsold all of their competition COMBINED.

Sales: Annual Large SUV Sales Increase By 20.6% - Chevy Tahoe, GMC, and Cadillac SUVs Dominate! - The Fast Lane Truck (tfltruck.com)

Chevrolet Tahoe - 106,030 units sold
GMC Yukon - 84,242 units sold
Chevrolet Suburban - 48,214 units sold
Cadillac Escalade - 40,505 units sold

GM total full-size SUV's - 278,991 units sold

vs

The rest of the entire segment - 222,308 units sold

Which includes the Ford Expedition, Dodge Durango, Nissan Armada, Lincoln Navigator, Infiniti QX80, Toyota Sequoia, Jeep Wagoneer, Toyota Land Cruiser, Lexus LX, and Jeep Grand Wagoneer (listed in the order from most sold to least sold).

GM's full-size SUV's continue to be the gold standard by which all others are judged. Kudos to GM for having such amazing success in their most profitable segment.
This is the biggest difference between GM and Ford, where GM pressed harder building volume sales for full sized SUV built in a dedicated plant, Ford really only has Expedition and Navigator.

I think Ford missed their mark with the LWB versions of Expedition and Navigator, they should have made them heavy enough to be above CAFE and have 7.3 V8 or even the 6.7 Powerstroke
 

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View attachment 65182


Impressive results!

Just to get some general ideas, I took the base price of each model and multiplied it by the 2021 sales, so this represents more than $15B in sales. Just for kicks I wanted to see what their profits are if they average $5k per vehicle, $1.2B. I have no clue how much profit they make and certainly more on a fully equipped Escalade than a base Tahoe - just spit balling before anyone gets upset.
They are making way more than $5,000/unit, way more.
- Without incentives, they are probably making $5,000 on a Malibu.


I recall back in the day, they were said to bag about $15K with incentives on these, and those are Tahoe's, not Escalades,
 

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This is the biggest difference between GM and Ford, where GM pressed harder building volume sales for full sized SUV built in a dedicated plant, Ford really only has Expedition and Navigator.

I think Ford missed their mark with the LWB versions of Expedition and Navigator, they should have made them heavy enough to be above CAFE and have 7.3 V8 or even the 6.7 Powerstroke
Ford tried that already with the Excursion.
 
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