By on December 3, 2014

2015 GMC SierraFull-size pickup trucks generated 13.1% of all U.S. new vehicle sales in November 2014, up from 12.5% in November 2013 thanks to a 10% volume gain.

That 10% segment-wide increase occurred despite a 10% decrease from America’s best-selling vehicle line, the Ford F-Series. New F-150s are arriving at dealers now, but overall F-Series volume will be volatile for a few months as the aluminum F-150 takes over from the outgoing model.

The F-Series’ share of the full-size category slid from 42.2% in November 2013 to 34.6% last month.

GM and Chrysler Group’s Ram more than picked up the slack, while the Toyota Tundra and Nissan Titan stumbled. Chevrolet’s Silverado soared to its highest November total since 2006. GMC Sierra sales climbed to the highest November level ever. The same best-ever label can be applied to Ram’s November.

Truck
November
2014
November
2013
%
Change
11 mos.
2014
11 mos.
2013
%
Change
Ford F-Series
 59,049 65,501 -9.9% 679,496 688,810 -1.4%
Chevrolet Silverado
 42,799 34,386 24.5% 471,918 437,821 7.8%
Ram P/U
 35,865 29,635 21.0% 395,567 322,268 22.7%
GMC Sierra
22,544 14,362 57.0% 188,397 166,535 13.1%
Toyota Tundra
 9,580 10,010 -4.3% 107,974 101,744 6.1%
Nissan Titan
 972 1,180 -17.6% 11,658 14,407 -19.1%
Total
170,809 155,074 10.1% 1,855,010 1,731,585 7.1%

GMC has already sold more Sierras through the first eleven months of 2014 than in all of 2013, or any year going back to 2007, for that matter.

With 395,567 sales through the end of November, the Ram pickup range has already exceeded the year-end totals it achieved in any of the preceding eight years. 2014 should end as the Ram’s best year since 2004, if not 2003.

Truck
November
2014
Share
November
2013
Share
11 mos.
2014
Share
11 mos.
2013
Share
Ford F-Series
34.6% 42.2% 36.6% 39.8%
Chevrolet Silverado/GMC Sierra
38.3% 31.4% 35.6% 34.9%
Ram P/U
21.0% 19.1% 21.3% 18.6%
Toyota Tundra
5.6% 6.5% 5.8% 5.9%
Nissan Titan
0.6% 0.8% 0.6% 0.8%
Full-Size Share Of
Total Pickup Truck Market
88.1% 88.4% 89.1% 87.7%
Full-Size Pickup Share
Of Total Industry
 13.1% 12.5% 12.3% 12.2%

November also marked the fourth consecutive month in which the full-size GM twins outsold the F-Series. Undoubtedly, it helps to be at different life stages, but GM still needed to make a conscious effort to take advantage of a unique opportunity to cash in on some available volume. (Or, with incentives assisting, is it time to cash out?)

Through the first eleven months of 2014, Ford has sold 679,496 pickup trucks. Pickup sales at General Motors totalled 665,961 units over the same time period, including 3966 Colorados, 1537 Canyons, 90 Avalanches, and 53 Escalade EXTs.

Timothy Cain is the founder of GoodCarBadCar.net, which obsesses over the free and frequent publication of U.S. and Canadian auto sales figures.

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24 Comments on “Cain’s Segments: Full-Size Trucks In November 2014 – GM Twins Outsell F-Series Again...”


  • avatar
    ...m...

    …ye gads, i just recognised how much the new silverado/sierra design language hearkens back to the old third and fourth generation C/K trucks…

  • avatar
    Hummer

    They(GM, Ford) have a long way to go if they’re going to reach early 2000s sales levels. Good to see Ram making headway.

    • 0 avatar
      Mr. Orange

      Is anyone expecting Ford to sell 900,000+ F150 anytime soon really. Or GM to sell 700,000+ Silverados. I think it’s safe to say those lost sale have moved to SUV/CUV/hatchback on stilts column and won’t be coming back. Perhaps unless 17 million sales are reached again. I’m doubtful of that anytime soon.

  • avatar
    86er

    You can certainly explain some of the Ford decline on the upcoming Aluminum F150, but has GM abandoned its premium-price strategy or is this just a blip where GM is picking up some Ford-intenders?

  • avatar
    VW16v

    At 10 to 15 k off sticker. Of course they are having the biggest sales.

  • avatar
    frozenman

    I,m feeling more manly just looking at a pic of one of these trucks. Can’t imagine what it would feel like to actually drive one, might have to wrestle control back from the wife!

  • avatar
    Carlson Fan

    The real win for GM has been & continues to be sales of those expensive Tahoes, Suburbans, Yukons, Denalis and Escalades which are based on their 1/2 ton PU’s. Go to any school sporting event here in the midwest and they pretty much rule the parking lots.

    • 0 avatar
      bball40dtw

      They aren’t really discounting those beasts either. Until the ground up redesign from Ford comes in a few years, they’ll also continue to have very little competition.

  • avatar
    Big Al from Oz

    I do think there will be more changes to the US pickup market. Of note these changes can only occur with the existing pickup manufacturers as there is little scope for the entry of further competition due to different barriers protecting the larger manufacturers.

    What I see is the gradual decline of Ford F Series numbers. Ram still has room for some more improvement and the GM twins can still produce larger numbers by the introduction of the newer and much more refined midsizers.

    These newer midsizers will eat into some full size sales, especially the potential V6 full size customer.

    I even do think as the full size pickups attempt to use new and different technologies will make the midsizers even more attractive.

    Another blow to Ford will be the introduction of the ISV V8 Cummins Titan and Tundra pickups. Really why would you buy a HD or even one of those 12 000lb tow rated aluminium F-150s when a V8 diesel will do the job, better, safer and cheaper?

    I also see GM deferring the introduction of it’s aluminium 1/2 ton pickups. GM and the other manufacturers will be watching very closely the reaction and acceptance to the aluminium F-150 by the public.

    Most who comment here on these auto sites are some form of brand fan or apologist attempting to talk down any deficiencies that arise with their chosen manufacturer.

    Half ton pickups will sell in significant numbers, but changes are afoot that will alter the current position that has been the norm for the recent past.

    So, I don’t want to hear those dumbass comments regarding how people view my comment as the midsizers are taking over the US pickup market as this IS NOT the case.

    They will increase in number considerably, but look at how few are currently sold against the much more popular full size trucks.

    Ford has a problem on it’s hand with the new 2015 F-150. Not a bad problem, but it will not be number one for a while yet.

    I do envisage the Ranger having to be brought in to challenge the new Colorado. Even the new Frontier by the looks of it will up the ante with the midsizers with a multi link coil sprung assend.

    Interesting times for the US pickup market. Maybe regualtions should alter to create a more competitive market. Then pickups would be priced much better and those ridiculous rebates wouldn’t be offered.

  • avatar
    Big Al from Oz

    I do think there will be more changes to the US pickup market. Of note these changes can only occur with the existing pickup manufacturers as there is little scope for the entry of further competition due to different barriers protecting the larger manufacturers.

    What I see is the gradual decline of Ford F Series numbers. Ram still has room for some more improvement and the GM twins can still produce larger numbers by the introduction of the newer and much more refined midsizers.

    These newer midsizers will eat into some full size sales, especially the potential V6 full size customer.

    I even do think as the full size pickups attempt to use new and different technologies will make the midsizers even more attractive.

    Another blow to Ford will be the introduction of the ISV V8 Cummins Titan and Tundra pickups. Really why would you buy a HD or even one of those 12 000lb tow rated aluminium F-150s when a V8 diesel will do the job, better, safer and cheaper?

    I also see GM deferring the introduction of it’s aluminium 1/2 ton pickups. GM and the other manufacturers will be watching very closely the reaction and acceptance to the aluminium F-150 by the public.

    Most who comment here on these auto sites are some form of brand fan or apologist attempting to talk down any deficiencies that arise with their chosen manufacturer.

    Half ton pickups will sell in significant numbers, but changes are afoot that will alter the current position that has been the norm for the recent past.

    So, I don’t want to hear those dumbass comments regarding how people view my comment as the midsizers are taking over the US pickup market as this IS NOT the case.

    They will increase in number cons!derably, but look at how few are currently sold against the much more popular full size trucks.

    Ford has a problem on it’s hand with the new 2015 F-150. Not a bad problem, but it will not be number one for a while yet.

    I do envisage the Ranger having to be brought in to challenge the new Colorado. Even the new Frontier by the looks of it will up the ante with the midsizers with a multi link coil sprung assend.

    Interesting times for the US pickup market. Maybe regualtions/barriers should alter to create a more competitive market. Then pickups would be priced much better and those ridiculous rebates wouldn’t be offered.

    • 0 avatar
      highdesertcat

      You may very well be right because in MY area the Ford dealers have very few 2014 F150s left to sell while the GM dealers and RAM dealers still have a sizeable number of 2014s left over.

      If there are any 2015 models of Ford, GM or RAM around, I haven’t seen them. But the Toyota dealer here has several 2015 Tundra trucks on the lot with more coming in every day.

      Then again, this is the great Southwest, where pickup trucks are the best selling vehicles.

    • 0 avatar
      bball40dtw

      Ain’t nobody worried about the Titan. Ford sells more Raptors than Nissan sells Titans.

      • 0 avatar
        highdesertcat

        bball, to me it seems that the Titan is the alternative pickup truck for those who despise Ford, GM and RAM, and hate the premium a buyer has to fork over to get into a Tundra (any Tundra).

        That said, a lot of young GIs in MY (very Military) area seem to buy the Titan with glee from the Las Cruces and El Paso dealerships.

        Years ago, on the Yahoo auto board comments there was a guy ( I forgot his name) who was an early adopter and bought one of the first Titans that came on the market. He cons!dered it a gentleman’s truck, compared to what Ford, GM and RAM offered.

        Since then, Toyota introduced the Tundra in 2007, outdoing the Titan, and getting a Tundra buyer to pay a premium for the privilege of driving one. I say that’s pretty slick and yet ye olde Titan still soldiers on, year after year, presenting an alternative in a full-size halfton pickup truck.

        No one worries about the Titan. It’ll always be there, even if Nissan just breaks even on them.

        • 0 avatar
          bball40dtw

          I’ve driven all of the half ton trucks and the Titan is by far the worst. It isn’t even close. The only reason to buy one is if you must have a truck, and somehow Nissan undercuts RAM/Chevy.

          • 0 avatar
            highdesertcat

            bball, when I last went shopping in Dec 2010 I also drove the Titan. I didn’t think it was any better or any worse than the 2006 F150 SuperCab XLT I was driving at the time.

            The interior was nicer than my F150.

            But after I test drove the 2010 Tundra 5.7 DoubleCab SR5, I knew what my next new truck would be.

            At the time, the Toyota sales people were pretty haughty in their approach to get me to buy a 2010 model.

            But in Jan 2011 they had come around to seeing my point of view and I got to take a 2011 Tundra 5.7 home.

            Still too damn much money though, when the competition was selling similar pickup trucks with smaller V8s for $3000, $4000 and $5000 less than what my Tundra cost me.

          • 0 avatar

            I don’t think the Titans that bad but yeah its towards the bottom but when it came out I think I would have rated it near the top. Right now I think you can get a good deal on one The one guy
            I know who drives one bought it for a deal fully loaded saving 1000’s over the Tundra he was first looking at.

    • 0 avatar
      DenverMike

      @BAFO – Why would the Ranger need to “counter” the Colorado, successful or not? This isn’t a game played on a checkerboard. And Ford has already spoken on the subject. Not happening.

      A big diesel is pointless in a 1/2 ton. Can’t really use it for all its worth.

      A small diesel is pointless too. For every nickel you save in fuel economy, you lose a dime on owning/maintaining the thing.

  • avatar
    AGR

    There is an ongoing shift from cars (sedans) to trucks (pick ups,SUV,CUV) which simply continues on.

    Full size pick ups are the equivalent and the same size as the old full size cars with a frame from way back in the day. When North America was populated with “land barges” its now populated with full size crew cab pick ups. The 5.5 foot box of a crew cab is not much longer than the trunk of a “land barge”.

    Ram has the “eco diesel” to meet fuel economy ratings. GM has gone to mid size pick ups. Ford has gone to aluminum.

    There is strong brand loyalty in the pick up segment, is Silverado, Sierra, Ram stealing sales from the F150, or acquiring sales from the sedan migration especially in non urban areas.

    It takes massive discounts, programs, incentives to move pick ups, and while GM was attempting to get premium pricing, and Ford had steel F150’s, Ram was picking up the slack from the GM pricing strategy.

    Is a crew cab GMC Sierra comparable to a land barge Cadillac Fleetwood with a 429.

    A crew cab F150 is it comparable to a Lincoln land barge, A Silverado to an Oldsmobile 98, a Ram to an Imperial. Most families that spend time with a crew cab find a sedan or SUV cramped for room.

    As for HD work trucks most have a GVW that exempts them from the fuel economy ratings.

    The long term game changer is the aluminum F150 which will provides improved fuel economy, and will recycle a “gazillion” aluminum cans.

    • 0 avatar
      highdesertcat

      It’s the unintended consequence of downsizing our vehicles through regulation and mandates requiring ever more stringent CAFE criteria for automakers to meet.

      I know for myself that if I cannot get what I want in my next half-ton pickup truck, I’ll step up to a 3/4 ton. Done deal!

      People who stepped up to pickups, SUV, CUV when their sedans went away just did the same. What gets me is those silly little squirrel engines they put in pickup trucks these days.

      There’s no reason the automakers could not continue to offer V8 engines with cylinder management. GM and RAM do, i.e Silverado 5.3, RAM, Jeep and Chrysler 300 5.7L.

  • avatar
    redav

    Have the aluminum F-150s hit the market yet? Is Ford’s drop because of low inventory, slow start-up of the new truck, or general wariness of Ford changing things up, or something else? Does anyone know if the change in positions is due to GM conquests of prior Ford owners? Wasn’t the current Silverado in a sales slump recently? Why the change?

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