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US car sales analysis 2021 – Commercial Vans

Commercial van sales in the US are down 8% in 2021, trailing the overall market which is up 3%. As a result, the share of commercial vans of the overall US car market is down to 2.6%, from 2.9% in 2020. After Q3, sales of commercial vans were still up on the year before, but in Q4 deliveries were down 34% in an overall market down 21%. Small vans are down 5% while full-sized vans are down 8%.

Traditional class leader Ford Transit sees a 24% drop in deliveries and drops below the 100,000 mark for the first time since its launch. It was down 45% in Q4 and its full-year share of the class is down 6.6 percentage points to 31.4%. The RAM ProMaster is up 25% to its highest sales and share since it was introduced in North America, at 20% share. The old-timer Chevrolet Express finished 2021 with a 57% drop in deliveries in Q4, which led to a 20% decline for the year, to just 44,300 units. This is a new record low for the nameplate and barely enough to finish the year on the podium, as the Mercedes-Benz Sprinter is up 4% and less than 800 deliveries behind the Express. Even the other old-timer Ford E-Series outsold the Express in Q4 and finishes the year stable, also at record-low levels. The only good news coming from the old-style vans is the GMC Savana which is surprisingly up 17% on last year, thanks to a 37% jump in Q4. Production of the Nissan NV ended in 2021 and it dropped to nearly zero in Q4, leading to a 25% decline for the year.

In the compact commercial van part of the segment, which accounts for 17.6% of total van sales in the US (up from 17% in 2020), we see similar trends as with large vans. For one, Ford’s dominance is also shrinking as the Transit Connect is down 25% and loses over 10 percentage points of share while RAM is making great inroads. The ProMaster City is up 40% to nearly the level it enjoyed in 2016 and 2017 but at a much higher share of the small van class at 21.5%. Thirdly, sales of the Nissan NV200 have come to all but a stop, with just 440 deliveries in Q4 as the model is pulled from the US market. It’s still up 1%, showing how stable sales of the little Nissan van have been: between 17,300 and 18,600 for seven straight years. The Mercedes-Benz Metris is up 9% to its highest sales since it was launched in the US in 2016.

US commercial van sales 2021

Van segment 2021 2020 Change 2021 Share 2020 Share 2021-Q4 2020-Q4 Change
1 Ford Transit 99.745 131.556 -24% 31,4% 38,0% 20.946 37.886 -45%
2 Ram ProMaster 63.361 50.556 25% 20,0% 14,6% 14.184 17.060 -17%
3 Chevrolet Express 44.355 55.131 -20% 14,0% 15,9% 7.766 17.941 -57%
4 Mercedes-Benz Sprinter 43.574 41.930 4% 13,7% 12,1% 12.721 14.988 -15%
5 Ford E-series 37.122 37.001 0% 11,7% 10,7% 10.655 11.815 -10%
6 GMC Savana 17.744 15.108 17% 5,6% 4,4% 4.238 3.099 37%
7 Nissan NV van 11.372 15.247 -25% 3,6% 4,4% 75 4.871 -98%
8 Ford Transit Connect 26.112 34.596 -25% 38,4% 48,6% 6.491 9.355 -31%
9 Nissan NV200 17.359 17.126 1% 25,5% 24,1% 440 4.374 -90%
10 Ram ProMaster City 14.579 10.409 40% 21,5% 14,6% 3.118 2.971 5%
11 Mercedes-Benz Metris 9.898 9.069 9% 14,6% 12,7% 2.984 2.240 33%
Segment total 385.221 417.729 -8% 83.618 126.600 -34%

Source: Manufacturers.