Sales of full-sized SUVs in the US continue to outperform the overall market, down 10% in the first quarter of 2022. With production limited due to the microchip shortages, manufacturers are prioritizing high margin products. At just over 111,000 deliveries, large SUVs now make up 3.4% of the total US car market, up from 3.1% in Q1 of 2021. The class consolidates with the top-4 all improving their sales while six other nameplates see their sales drop by more than half. The top-4 is 100% General Motors, which improves its share of the class to 61.3%, up from 50.7% in the same period last year. The Chevrolet Tahoe holds on to the top spot with sales up 4%, but the GMC Yukon (including the XL) is up 15% and is now just 2,700 deliveries behind. The Chevrolet Suburban jumps onto the podium with sales up 11% while their luxury sibling Cadillac Escalade is up 7% to outsell the Ford Expedition. The Ford is knocked down 2 places into 5th with sales down 56% as the GM models are much fresher now. Newcomer Jeep Wagoneer lands at #6, while the Japanese are losing ground quickly with the Nissan Armada down 78%, the Toyota Sequoia down 79% just when an all new generation is arriving in showrooms and the Toyota Land Cruiser no longer available in North America.

Luxury full-sized SUVs are down 6% in Q1 of 2022, improving their share of the segment by 1.2 percentage points to 31.1%. The Cadillac Escalade outperforms the class and jumps into fourth place overall, byt the BMW X7 is the best performing nameplate in the class at +36%, leapfrogging its nemesis Mercedes-Benz GLS which is down 18%. The Range Rover is up 6% even though it’s at the end of its life cycle with a new generation due this year. The Jeep Grand Wagoneer lands at #10, outselling the Lincoln Navigator which is down 56%. The Infiniti QX80 loses three quarters of its sales but still sells almost double the figure of the Lexus LX, down 58%.

US Full-sized SUV sales 2022-Q1

Large SUV segment 2022-Q1 2021-Q1 Change 2022 Share 2021 Share
1 Chevrolet Tahoe 23.979 23.038 4% 21,6% 18,7%
2 GMC Yukon 21.296 18.458 15% 19,2% 15,0%
3 Chevrolet Suburban 12.424 11.143 11% 11,2% 9,0%
4 Cadillac Escalade 10.505 9.842 7% 9,4% 8,0%
5 Ford Expedition 9.718 22.263 -56% 8,7% 18,1%
6 Jeep Wagoneer 7.055 0 New 6,3% 0,0%
7 BMW X7 6.462 4.763 36% 5,8% 3,9%
8 Mercedes-Benz GLS 6.203 7.533 -18% 5,6% 6,1%
9 Range Rover 4.500 4.244 6% 4,0% 3,4%
10 Jeep Grand Wagoneer 3.169 0 New 2,9% 0,0%
11 Lincoln Navigator 2.148 4.832 -56% 1,9% 3,9%
12 Nissan Armada 1.643 7.598 -78% 1,5% 6,2%
13 Infiniti QX80 1.064 4.342 -75% 1,0% 3,5%
14 Lexus LX 558 1.340 -58% 0,5% 1,1%
15 Toyota Sequoia 422 2.037 -79% 0,4% 1,7%
16 Toyota Land Cruiser 28 1.896 -99% 0,0% 1,5%
Segment total 111.174 123.329 -10%

Source: Manufacturers.