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Ford Expedition Loses Market Share During Q4 2021

Ford Expedition sales decreased in the United States while increasing in both Mexico and Canada during the fourth quarter of 2021.

Ford Expedition Sales - Q4 2021 - United States

In the United States, Ford Expedition deliveries totaled 17,784 units in Q4 2021, a decrease of about 32 percent compared to 26,091 units sold in Q4 2020.

During the complete 2021 calendar year, Expedition sales increased about 5 percent to 81,988 units.
MODEL Q4 2021 / Q4 2020 Q4 2021 Q4 2020YTD 2021 / YTD 2020 YTD 2021 YTD 2020
EXPEDITION -31.84% 17,784 26,091 +5.33% 81,988 77,838

Ford Expedition Sales - Q4 2021 - Canada

In Canada, Ford Expedition deliveries totaled 972 units in Q4 2021, an increase of about 17 percent compared to 831 units sold in Q4 2020.

During the complete 2021 calendar year, Expedition sales increased about 41 percent to 4,876 units.
MODEL Q4 2021 / Q4 2020 Q4 2021 Q4 2020YTD 2021 / YTD 2020 YTD 2021 YTD 2020
EXPEDITION +16.97% 972 831 +40.68% 4,876 3,466

Ford Expedition Sales - Q4 2021 - Mexico

In Mexico, Ford Expedition deliveries totaled 186 units in Q4 2021, an increase of about 31 percent compared to 142 units sold in Q4 2020.

During the complete 2021 calendar year, Expedition sales decreased about 5 percent to 462 units.
MODEL Q4 2021 / Q4 2020 Q4 2021 Q4 2020YTD 2021 / YTD 2020 YTD 2021 YTD 2020
EXPEDITION +30.99% 186 142 -4.55% 462 484

Competitive Sales Comparison (USA)

The Ford Expedition experienced a substantial 32 percent decrease in sales volume during the fourth quarter of 2021, leading to the nameplate placing third in its segment from a sales volume standpoint. The Expedition was outsold by the GMC Yukon family, as well as by the Chevy Tahoe and Chevy Suburban family – all of which are competing vehicles from Ford’s cross-town rival, General Motors.

Before we dive into the sales comparison, we should note that the “regular” Expedition is a rival to the Tahoe and Yukon, while the extended-length Expedition Max goes up against the Suburban and Yukon XL. Treating the Tahoe and Suburban as a single vehicle (the way Ford does with Expedition and Expedition Max) gives Chevrolet 44,913 combined deliveries, 27,129 units more than combined Expedition and Expedition Max sales (see running Chevy Tahoe sales and Chevy Suburban sales). In addition, the Yukon and Yukon XL recorded 24,499 deliveries during the quarter, which is 6,715 units higher than the Expedition family. The Expedition did, however, outsell the three remaining segment contenders, including Jeep Wagoneer, Nissan Armada, and Toyota Sequoia.

Sales Numbers - Mainstream Full-Size SUVs - Q4 2021 - USA

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE YTD 21 / YTD 20 YTD 21 YTD 20
CHEVROLET TAHOE +7.61% 30,882 28,698 31% 30% +20.16% 106,030 88,238
CHEVROLET SUBURBAN +3.34% 14,031 13,577 14% 14% +28.11% 48,214 37,636
GMC YUKON -10.48% 14,390 16,074 15% 17% +25.39% 51,365 40,965
GMC YUKON XL +16.40% 10,109 8,685 10% 9% +46.28% 32,877 22,475
FORD EXPEDITION -31.84% 17,784 26,091 18% 27% +5.33% 81,988 77,838
JEEP WAGONEER * 5,307 * 5% 0% * 5,349 0
NISSAN ARMADA +484.43% 4,130 707 4% 1% +16.16% 22,814 19,640
TOYOTA SEQUOIA -25.54% 1,959 2,631 2% 3% +9.59% 8,070 7,364
TOTAL +2.21% 98,592 96,463 +21.26% 356,707 294,156

From a segment share standpoint, the Tahoe/Suburban accounted for a combined segment-leading 45 percent share, followed by 27 percent for the Ford Expedition. Combined Yukon and Yukon XL share was 25 percent, followed by five percent for the Jeep Wagoneer, four percent for the Nissan Armada, and two percent for the Toyota Sequoia.

Sales Numbers - Chevy Full-Size SUVs - Q4 2021 - USA

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE YTD 21 / YTD 20 YTD 21 YTD 20
TAHOE +7.61% 30,882 28,698 69% 68% +20.16% 106,030 88,238
SUBURBAN +3.34% 14,031 13,577 31% 32% +28.11% 48,214 37,636
TOTAL +6.24% 44,913 42,275 +22.54% 154,244 125,874

Sales Numbers - GMC Full-Size SUVs - Q4 2021 - USA

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE YTD 21 / YTD 20 YTD 21 YTD 20
YUKON -10.48% 14,390 16,074 59% 65% +25.39% 51,365 40,965
YUKON XL +16.40% 10,109 8,685 41% 35% +46.28% 32,877 22,475
TOTAL -1.05% 24,499 24,759 +32.79% 84,242 63,440

The four GM offerings in the segment accounted for a combined 69,412 deliveries for a dominant 70.4 percent segment share.

Sales Numbers - Chevy And GMC Full-Size SUVs - Q4 2021 - USA

MODEL Q4 21 / Q4 20 Q4 21 Q4 20 Q4 21 SHARE Q4 20 SHARE
CHEVROLET TAHOE +7.61% 30,882 28,698 44% 43%
GMC YUKON -10.48% 14,390 16,074 21% 24%
CHEVROLET SUBURBAN +3.34% 14,031 13,577 20% 20%
GMC YUKON XL +16.40% 10,109 8,685 15% 13%
TOTAL +3.55% 69,412 67,034

The full-size SUV segment expanded 2.2 percent to 98,592 units in Q4 2021, meaning that Expedition sales significantly underperformed the segment average.

The Ford Authority Take

The 17,784 Ford Expedition sales during Q4 2021 give the full-size SUV a solid 18 percent share of the highly-lucrative full-size SUV segment. That said, the 18 percent share represents a decrease of 9 percentage points on an annual basis. Two major factors are behind the Expedition’s disheartening performance.

For starters, the Expedition has remained essentially unchanged since the introduction of the current model for the 2018 model year, for which it was overhauled (redesigned and re-engineered). By contrast, the Chevy Tahoe, Chevy Suburban, GMC Yukon and Yukon XL are in their first year of an all-new generation. As such, these vehicles are newer and, as a result, could be considered more attractive than the Expedition to potential customers.

Additionally, the current COVID-19 pandemic has continued to impact the supply chain, delaying critical parts and resources needed for production. As a result, production lines end up being disrupted, causing vehicle supply to become restricted and sales volume to suffer.

Fortunately, Ford will address potential product issues with the launch of the 2022 Ford Expedition refresh, which was revealed in September 2021. A standout feature of the updated model is the addition of the large, vertically-oriented SYNC 4A display from the 2021 Mustang Mach-E and 2022 Ford F-150 Lightning. Additionally, the refreshed 2022 Expedition also introduces the rugged Expedition Timberline model as well as the Expedition Stealth Performance Package, both powered by the high-output version of the Ford 3.5L EcoBoost V6 engine.

As such, we expect the updated Expedition to be more attractive to customers shopping for a full-size SUV, thereby leading to an uptick in sales volume. However, GM will continue to supply strong contenders, while Stellantis’ new entry in the form of the Jeep Wagoneer will remain a wild card.

Meanwhile, Ford is continuing to work on minimizing supply chain constraints, though the ongoing microchip shortage is not expected to be resolved any time soon.

About The Numbers

  • All percent change figures compared to Ford Expedition sales in Q4 2020, unless noted otherwise
  • In the United States, there were 78 selling days in Q4 2021 and 79 selling days in Q4 2020
  • Ford Expedition sales figures include sales for regular-length Expedition and extended-length Expedition Max
Ford Motor Company Q4 2021 sales reports:

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Comments

  1. whypac

    The Q4-21 market share chart says the Expedition is 18%. So, no, in Q4-21 Expedition was not second in market share at 27%. Expedition is 3rd at 18%. Chevy and GMC were 1st and 2nd 45% and 25%, respectively.

    Reply
  2. Stephen Ketterer

    Needs an optional V8.

    Reply
  3. David Dickinson

    As a ’19 Expedition MAX owner, I say you have to put this into more context. The ’18 refresh dramatically improved the Expedition and it took substantial market share away from the dominant GM product (Suburban) for a few years. Having tested both, the Expedition was head and shoulders above the previous GM product. GM was slow to refresh their platform, but they finally did. Now, they are getting some of their previous market share back. Consumers are the winners. All these SUVs are dramatically better than they were previously. The Expedition is a great vehicle.

    Reply
  4. L Key

    Needs a Hybrid, like the F-150

    Reply
  5. Deb G.

    Ford stopped offering a V8 and was still more expensive than the Tahoe with the V8. After test driving a Tahoe, Yukon and Expedition, the road noise was also much more noticeable in the expedition than the others and I did not find the ride as nice as the the Tahoe and Yukon. As a previous owner of an Expedition, that I loved, back in the early 90’s, I was really hopeful that the 2022 would offer more. Even as late as the end of January, I was unable to build and price a vehicle but was able to get a Tahoe within 2 months. Ford has to do better. I will always support the company to the best of my ability but when they no longer offer what I need and have the prices so high, I have to look at other vehicles.

    Reply

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