2023 YUKON CONSTRAINTS LIST?

[suterusu]

Ordered a Z71 6.2, driver alert, luxury pack, off road performance pack and max trailer. As of Thursday the order has not been accepted. I need the truck here by March. Will it be here in time? I really don’t want to go with out any options already chosen.

Max trailer is on 0% constraint until October, so don't expect it to be picked up before then. As far as getting it by March, depends on the chip situation, as well as shipping. There is zero way to give a precise answer. When I ordered my truck in February, they were coming off the line to dealers in 6-8 weeks, but by the time mine was built in April, it got stuck with all the others waiting on chips.

 

[Banks22]

I talked a gmc dealer and acc was on constraint until October. She did not say a percentage. I was thinking to place an order for a HC suburban, really want the diesel with acc, anyone have any recent numbers/percentages on those as far as constraints? Or is it probably going to sit in the order bank until October, at that point I would get it until January at best and I might consider to wait until the 2024 refresh.

 

[bunky319]

Or is it probably going to sit in the order bank until October, at that point I would get it until January at best and I might consider to wait until the 2024 refresh.

Yeah, this is exactly what I'm wondering. If my order doesn't get picked up until Oct/Nov then realistically I won't take delivery until Jan or Feb. How early/late in the year will the 2024 refresh be available? I suspect the refresh will be minimal anyway but being able to get the diesel in the Z71 trim might be nice....

 

[Banks22]

Yeah, this is exactly what I'm wondering. If my order doesn't get picked up until Oct/Nov then realistically I won't take delivery until Jan or Feb. How early/late in the year will the 2024 refresh be available? I suspect the refresh will be minimal anyway but being able to get the diesel in the Z71 trim might be nice....

Well the order bank opened up for 2023’s end of May so I would assume same for 2024’s. And we are leaning towards a Denali over HC and I think the refresh on the Sierra’s is sooo much better on the grill and lighting design. Suppose to be new grill and new dash I think for the refresh Tahoe/yukon

 

[RichM]

Welcome to Capitalism. I just put in an order for a shorty Yukon Ultimate, and the only restriction was all weather floor mats. Even the Super Cruise was included and submitted with the order.

Now does that mean it'll get built that way? Who knows. Excited to get something though.

Dealer told me yesterday 08/09/2022 there will be no builds on Denali Ultimate until January 2023
Also advised the Duramax is at 10% of national allocations. Good luck.

 

[StephenPT]

Dealer told me yesterday 08/09/2022 there will be no builds on Denali Ultimate until January 2023
Also advised the Duramax is at 10% of national allocations. Good luck.

Huh? There's a forum member here that just drove home two Yukon Ultimates - in the same week.

 

[Steebu]

Maybe he meant, “there will be no more builds [after this first batch] until January …””?

 

[Banks22]

Dealer told me yesterday 08/09/2022 there will be no builds on Denali Ultimate until January 2023
Also advised the Duramax is at 10% of national allocations. Good luck.

Is this what he was informed from by his GM rep about the ultimates? And 10% really sucks.
Also on a side note, I was listening to a guy today talk about the f-150 lightning and their price increase (+$7-8k) and also that EV’s take 2-3 more chips than the gassers...

 

[Stbentoak]

There was also an article in MSN News this morning that the chip issue will not resolve in 2023 and may actually constrain more vehicles in the upcoming year. We are 1 million vehicles under capacity due to chips, and that # could go higher next year.

 

[Polo08816]

There was also an article in MSN News this morning that the chip issue will not resolve in 2023 and may actually constrain more vehicles in the upcoming year. We are 1 million vehicles under capacity due to chips, and that # could go higher next year.

There are a few variables at play, right?

Will it "resolve" in 2023? Probably not. But I think the article is trying to forecast demand and speaking to the delta between supply and demand. And demand could change depending on the economy and interest rates.

From a strict supply perspective, the chip production situation is improving significantly. In fact, there some manufacturers that have excess supply - BMW X7, Volvos, Stellantis, etc. You also have the one of the highest volume Ford dealerships - Granger Ford - saying their customer retail orders are below their allocations for the month and the spare allocations will go to dealer inventory.

A friend of mine, an auto broker, has stopped flipping cars and gone back to brokering lease deals for Volvos because of their excess inventory at the moment.

 

[Stbentoak]

The key is excess inventory of vehicles people don’t want….
There will always be vehicle availability that the vast majority of society doesn’t want….

 

[Polo08816]

The key is excess inventory of vehicles people don’t want….
There will always be vehicle availability that the vast majority of society doesn’t want….

The part of that statement that was omitted:

"The key is excess inventory of vehicles people don’t want at a certain price."

If you discount or lower the price of a competing item, more people are apt to buy it.

If you told me I could buy a Grand Wagoneer L for 30k less than a GMC Yukon XL Denali, I'd deal with whatever problems Stellantis might have for $30k less.

 

[Banks22]

The part of that statement that was omitted:

"The key is excess inventory of vehicles people don’t want at a certain price."

If you discount or lower the price of a competing item, more people are apt to buy it.

If you told me I could buy a Grand Wagoneer L for 30k less than a GMC Yukon XL Denali, I'd deal with whatever problems Stellantis might have for $30k less.

I still wouldn’t buy it, they’re too ugly lol

 

[bunky319]

The part of that statement that was omitted:

"The key is excess inventory of vehicles people don’t want at a certain price."

If you discount or lower the price of a competing item, more people are apt to buy it.

If you told me I could buy a Grand Wagoneer L for 30k less than a GMC Yukon XL Denali, I'd deal with whatever problems Stellantis might have for $30k less.

I agree with this. While I think the GM solution is a better one, I would certainly consider the Wagoneer L in Carbide trim if the price were low enough (not a fan of the Grand Wagoneer). I'm sure I'm not alone. Manufacturers have to be able to deliver products. I can't drive my superior Yukon XL/Suburban to pick up my kids if it is sitting in 1100 status.

 

[Stbentoak]

The part of that statement that was omitted:

"The key is excess inventory of vehicles people don’t want at a certain price."

If you discount or lower the price of a competing item, more people are apt to buy it.

If you told me I could buy a Grand Wagoneer L for 30k less than a GMC Yukon XL Denali, I'd deal with whatever problems Stellantis might have for $30k less.

Except you wouldn’t get one for 30k less… as new as these are I’d be surprised you could get 10 K off the sticker. And it’s not like they are flooded on the laws with these not a single local dealer has a grand Wagoneer on the lot….

 

[todayusay]

just unreal that Jeep is now making $100k SUVs...

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[April20]

Just spoke with my dealer on Friday and they have allocations, but the actual Premier and HC trims are actually on constraint themselves. As far as he knows, stuff like ACC and ventilated seats are available.

Interesting and thanks- mine said there were no constraints. I’m going to call today to ask again.

 

[GTPace500]

Interesting and thanks- mine said there were no constraints. I’m going to call today to ask again.

Please PM me your dealership. The one I'm dealing with is a large-volume dealership and one of the biggest in my area.

 

[Polo08816]

Except you wouldn’t get one for 30k less… as new as these are I’d be surprised you could get 10 K off the sticker. And it’s not like they are flooded on the laws with these not a single local dealer has a grand Wagoneer on the lot….

It does appear that the Grand Wagoneer is taking a chunk out of the full size luxury SUV segment. I anticipate Stellantis to continue to make progress as they haven't introduced the Grand Wagoneer L yet.

https://fordauthority.com/2022/08/lincoln-navigator-sales-numbers-figures-results-second-quarter-2022-q2/

From a segment share standpoint, the Escalade accounted for a dominant 46 percent share, down ten percentage points from the year-ago quarter. The Grand Wagoneer followed with a 20 percent share, up 20 percentage points. Meanwhile, the Navigator accounted for 19 percent share, down four percentage points from the year-ago quarter. The QX80 earned nine percent, down eight percentage points, while the LX saw six percent, up one percentage point from the year-ago quarter.

Notably, the Lexus LX was the only model in the segment to post an increase in sales volume, which is likely the result of the recent launch of the all-new model.

The full-size luxury SUV segment expanded three percent to 20,097 units in Q2 2022, meaning the Navigator significantly underperformed the segment average.

The decrease in Lincoln Navigator sales during the second quarter of 2022 allowed the Grand Wagoneer to displace Lincoln’s second place position that it typically occupies in the segment. As expected, the Cadillac Escalade continued to lead the space, despite a 15 percent drop in sales volume.

The 2022 Navigator has undergone a mid-cycle refresh, bringing about a few minor changes such as an updated front fascia and a larger center stack screen – changes that seem to be resonating favorably with consumers. Hence, we attribute the Navigator’s Q2 2022 decline to less favorable availability as a result of production disruptions due to supply chain constraints.

 

[April20]

Today I chatted w Carlos at GM- he said my order has been accepted and provided a case number. Called dealer (who never called back re: LTZ package) and the first thing he says is, the LTZ package is on constraint. I told him GM said they have accepted my order. His system still showed 1100 and said to call back next week after Tuesday’s system update.