US car sales analysis 2020 Q1-Q3 – Midsized SUVs

Sales of midsized SUVs in the United States continue to outperform the overall car market with sales down 2% in Q3 of 2020, leading to a Year-To-Date figure of -11%, with over 1.75 million units sold. These family haulers now make up 16.9% of total car sales in the US, and the arrival of new models has expanded the class to 44 nameplates.

In the beginning of this year, the Ford Explorer reclaimed the top spot of the segment it basically helped create in the 1990s, and it has held on to that first place since. While the Jeep Grand Cherokee was the segment best seller in Q2, the Toyota Highlander was the most popular family SUV in Q3, but Ford still holds on to its YTD leadership. The Explorer’s seemingly impressive 20% gain so far this year is actually artificially inflated because of an unusually slow Q3 in 2019. The Honda Pilot moves up one spot into #4 but at a safe distance from the top-3. The Chevrolet Traverse also outsold the Toyota 4Runner in Q3 but still trails its Japanese off-road rival for 5th place. At #7, the Ford Edge is down 24% (-29% in Q3), but the Hyundai Santa Fe sold more units in the third quarter. Its slightly larger sibling Hyundai Palisade is closing in on the Kia Sorento and may outsell it by year end, just like the Kia Telluride is chasing the GMC Acadia and Subaru Ascent.

The Dodge Durango manages an uptick of 2% in Q3 for a YTD loss of 14%, which is quite impressive considering its advanced age. The Nissan Murano and Volkswagen Atlas both lost more than 35% of their sales in Q3, but the latter still manages to move past the Nissan Pathfinder for the year so far. The Honda Passport leapfrogs the Buick Enclave, while newcomer VW Atlas Cross Sport already  outsold the Enclave and the Mazda CX-9 in the third quarter of the year. We welcome back the Land Rover Defender and Toyota Venza nameplates, althoug both are very different vehicles than their namesake predecessors and both still remain at the bottom of the ranking for now.

In the luxury part of the segment, which makes up 20.3% of total midsized crossover sales, the Lexus RX remains ultra dominant, even claiming an overall top-10 spot. And with sales down 13% (+5% in Q3), its market share remains relatively stable at double that of its nearest luxury rival. The Acura MDX leapfrogs both the Mercedes-Benz GLE and BMW X5 to reclaim its #2 spot among luxury models, despite a 13% loss of sales. The GLE lost just 4% year-to-date, but suffered a 30% drop in sales in the third quarter, when it was outsold by the X5 as well. The Volvo XC90 follows at a distance, with the Lexus GX and Tesla Model X in tow. These latter two passed the Infiniti QX60 which is due for a redesign. The QX60 was outsold in Q3 by the Audi Q7, Lincoln Nautilus and Aviator and the Cadillac XT6, with the latter being the best seller of that group and catching up on its domestic cross-town rival Aviator. The Porsche Cayenne outsold the Range Rover Sport in Q3 thanks to sales up 5%, while its platform sibling Audi Q8 distanced its EV sibling Audi e-Tron. The Mercedes-Benz G-Class was up 44% in the third quarter to return into the black and pass the Land Rover Discovery, but both were outsold by the updated BMW X6, which looks set to finish the year on a high note and not finish last among luxury players.

US midsized SUV sales 2020 – Q1-Q3

Midsized SUV segment 2020 2019 Change Share
1 Ford Explorer 160.209 133.369 20% 9,1%
2 Jeep Grand Cherokee 152.856 185.040 -17% 8,7%
3 Toyota Highlander 141.301 180.169 -22% 8,1%
4 Honda Pilot 90.002 103.969 -13% 5,1%
5 Toyota 4Runner 86.827 95.696 -9% 4,9%
6 Chevrolet Traverse 84.012 113.491 -26% 4,8%
7 Ford Edge 76.862 100.894 -24% 4,4%
8 Hyundai Santa Fe 71.176 96.319 -26% 4,1%
9 Lexus RX 66.251 76.170 -13% 3,8%
10 Kia Sorento 60.492 72.200 -16% 3,4%
11 Hyundai Palisade 59.827 13.457 345% 3,4%
12 GMC Acadia 51.159 79.958 -36% 2,9%
13 Subaru Ascent 49.835 60.042 -17% 2,8%
14 Kia Telluride 46.615 39.209 19% 2,7%
15 Dodge Durango 45.456 52.622 -14% 2,6%
16 Nissan Murano 44.859 50.348 -11% 2,6%
17 Volkswagen Atlas 39.056 59.705 -35% 2,2%
18 Nissan Pathfinder 37.525 49.342 -24% 2,1%
19 Acura MDX 32.553 37.231 -13% 1,9%
20 Mercedes-Benz GLE 32.160 33.359 -4% 1,8%
21 BMW X5 31.985 37.035 -14% 1,8%
22 Honda Passport 27.665 25.123 10% 1,6%
23 Buick Enclave 26.142 41.013 -36% 1,5%
24 Volvo XC90 22.535 24.909 -10% 1,3%
25 Mazda CX-9 20.412 18.543 10% 1,2%
26 Lexus GX 18.577 17.376 7% 1,1%
27 Tesla Model X (est.)
18.000 13.725 31% 1,0%
28 Volkswagen Atlas Cross Sport 17.990 0 New 1,0%
29 Infiniti QX60 17.505 31.621 -45% 1,0%
30 Audi Q7 16.783 24.549 -32% 1,0%
31 Lincoln Nautilus / MKX 16.052 23.984 -33% 0,9%
32 Lincoln Aviator 15.800 1.899 732% 0,9%
33 Cadillac XT6 15.454 4.390 252% 0,9%
34 Range Rover Sport 13.054 17.884 -27% 0,7%
35 Porsche Cayenne 12.153 14.331 -15% 0,7%
36 Audi Q8 7.679 10.284 -25% 0,4%
37 Audi e-tron 5.168 3.540 46% 0,3%
38 Mercedes-Benz G-class 5.166 5.067 2% 0,3%
39 Land Rover Discovery 4.811 6.418 -25% 0,3%
40 Ford Flex 4.689 18.337 -74% 0,3%
41 BMW X6 4.447 3.275 36% 0,3%
42 Land Rover Defender 1.900 0 New 0,1%
43 Toyota Venza 1.668 9 New 0,1%
44 Volkswagen Touareg 34 151 -77% 0,0%
Segment total 1.754.702 1.976.053 -11%

Source: Manufacturers.