Look at this! GM's full-size SUVs are overwhelming the U.S. market in the first quarter of 2022. GMC Yukon and Yukon XL are leading the renewed sales growth for
tfltruck.com
GM spankin the competition in Q122
2022 Q1 figures are ideal for GM against its competitors because, realistically, there were no competitors in Q1.
The 2022 Ford Expedition basically wasn't delivered for Q1 because that's when they had a gap going from the 2021 model year to the 2022 model year production.
The Jeep Wagoneer and Grand Wagoneer are completely new so it'll be interesting to see sales over the next few quarters.
The Toyota Sequioa doesn't start deliveries until August 2022 for the 2023 model year.
It's hard to guess what the production output will be, but by 2022 Q4, I wouldn't be surprised if Ford starts delivering an extra 15,000 Expeditions, Jeep an extra 10,000 of the Wagoneers and Grand Wagoneers combined, and Toyota delivers 5,000 - 10,000 Sequoias. If GM's competitors start delivering an extra 20,000 or more units combined per quarter, we should start to see some dealer stock inventory start to show up on dealer lots. This would be especially true if GM also increases production and the economy starts to struggle and demand decreases.