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See site for details. If you're a podcast host, listen up this once for you. My name is Ali Jackson.
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03:28
Andre, this is a great time of year because we can look back and we can do a little bit of
03:35
Monday morning football and coaching by looking back and figuring out what trucks were best sellers
03:42
and maybe more importantly, what trucks were flops last year. So in this episode,
03:47
we're going to go through and talk about, you know, which trucks you guys bought and which
03:53
trucks you guys didn't buy. Exactly. The winners and losers, so to speak. And by the way, happy new
03:59
year. I haven't seen you this year yet. Yes, I just got back from Florida. Yeah, where I was
04:03
driving a Maserati. Whoa, we'll save that for the car podcast. That sounds exciting.
04:07
It was exciting. I was in purgatory. I mean, the ski resort. Okay, good. Not an actual purgatory.
04:13
You didn't die and come back, huh? No, I was, yeah, I was gone for a little while. You were
04:17
gone. So, but now we're back in a big force and we have all the numbers. You know me, I'm kind of
04:22
a numbers guy. You are, if not numbers, you're nothing, Andre. You are definitely the numbers
04:27
guy. I love my numbers. This is episode 313, by the way. Wow. 313 of these. Yes. Makes me feel
04:33
very old. Well, you're doing it a long time. I mean, divide that by 52 and you're at six years.
04:38
Yeah, it's not bad. Yeah, not bad. Well, yeah, so let's take a look at this because
04:42
basically all manufacturers published our numbers. There's a couple of manufacturers that are a little
04:48
bit vague, like Tesla doesn't really break out their Cybertruck sales very clearly,
04:54
but we have all the data so we can go to TFL truck. So, you know, we did, you did, you encased
05:00
a video on this when the numbers first came out. Now we're going to do kind of a deep dive into it,
05:04
but I didn't watch that video. So, I'm going to be learning like the rest of you out there
05:08
from Andre, but I'm going to take a guess. Okay. I'm going to take a guess that the
05:12
Cybertruck did not outsell the F-150 like Mr. Musk had promised. Is that too wild of a guess?
05:19
No, you're on the money. Bullseye. All right. So, in fact, the Cybertruck halved in its production
05:26
sales. Really? So, they sold about 39,000 Cybertrucks in 2024 and they sold 17,000 according to some
05:34
sources in 2025. Yeah, because they don't really, like you said, break out the numbers. The only way
05:40
we really know how many they sold is by recalls, which is a good way to know because the Cybertruck
05:46
has had some recalls. That's right. I think this is, you know, there's that old adage,
05:51
don't mix politics and business. Yes. And I think a lot of people have been trying to figure out
05:57
whether that is true. And I think in this case, it certainly was true, especially in Europe. If you
06:02
look at sales of Teslas, and I know we're kind of veering into the car world here, but sales of
06:08
Teslas in Europe have really fallen off a cliff. They're down by like 25%. And more in some countries
06:14
as well. More in some countries. Yeah. And you know, you could attribute that to things like the
06:19
advent of the Chinese electric car, the advent of much more capable traditional, let's call them
06:26
legacy manufacturer EVs. But I think a lot of it is down to Mr. Musk himself. Yeah. And but here in
06:32
the US, the pickup truck manufacturers, they like those big claims. I'm the best selling truck.
06:38
That's 150 is best selling truck for 49 million years. Yeah, right. Yeah, that's what they say.
06:43
But we have to dig deeper because it may or may not seem what it is. But how about we save the
06:50
full size trucks just for a little later? I wanted to show you what's happening with full size.
06:54
Yeah, we got some news. Truck based SUVs because we didn't do these numbers yet.
06:59
All right. So tell me about the Tahoe the suburban looks like you've got a Ford expedition up there.
07:05
Exactly. And the Jeep Grand Wagoneer, all of them so cool. If you scroll down just a little bit,
07:11
we can take a look at some of these numbers. And it may be no surprise that Journal Motors
07:18
is still kind of a dominant player in this space. Well, you know, there is that trivia
07:23
that the suburban is the longest name plate in the American car scene. In other words, it's the one
07:29
name of a vehicle that's been around the longest, certainly almost 80 years longer than Corvette.
07:35
Yes, 90 years, maybe. Yeah, so exactly. And I think I think, you know, that says a lot. I think
07:40
when people are looking for a three row that'll tow, that's probably the one they think of.
07:46
You know, I was just at the ski resort, right? A couple days back. The purgatory purgatory.
07:52
And there's a lot of outstate folks because it's kind of a southern. This is almost a south in
07:57
Colorado as you can get near Durango. And guess where all of the suburban's were from Texas?
08:01
Yes, of course. Yeah. There were suburban's. There was expeditions. I saw a lot of pickup
08:07
trucks. I mean, this is the road trip vehicle, right? When you want a road trip somewhere,
08:12
for example, a ski resort like this, you probably load up in your Cadillac Escalade or Lincoln
08:18
Navigator or your Sequoia or Tahoe and you keep trucking. So how did the suburban do in terms
08:24
of sales? Wow. So it climbed 32% dude year over year. So huge sales improvement. But the Tahoe
08:32
is still king. The Tahoe sold a hundred and fourteen thousand vehicles in 2025 and then
08:40
improved by about 8%. So Tahoe is the one that I think that's because it's a little cheaper.
08:46
Yeah, it's a little. It's not as long as a suburban, obviously. It's a little bit more
08:49
approachable in terms of its driving dynamics. It's more of the let's call it the Swiss Army
08:55
knife of the three row because it kind of does it all right. There's an off roady one.
08:59
It's got enough room behind the third row where you can actually get some stuff in there,
09:04
even though it doesn't have as much room, obviously, as a suburban. Yeah. And it's,
09:07
it's a good looking truck. Now GMC, you know, Yukon, there's also Yukon XL, which is a suburban
09:13
brother, basically. But they don't break out those sales. They talk about all the Yukons and this
09:19
is more luxurious vehicle. You know, actually, there is some data that says people who buy a Yukon
09:26
probably have higher net worth than all the other people on this list, you know, even more than
09:33
people who buy Cadillacs because they want to be understated, but still have a very nice,
09:38
luxurious vehicle. So how many in total they sell 93,000, if you believe it or not, in the year.
09:44
And it's also up 6%, about 6.6%. Okay, how about the expedition coming in number three here in
09:51
terms of overall sales? Exactly. So Ford is not laying down, right? I mean, yes, the GM
09:57
towels and GMCs are really strong, but they also climbed. They sold 85,000, almost 86,000
10:04
expeditions in 2025, up 10% over previous year. So look at this, they're knocking on the door
10:11
of the Yukon. Yeah, do you like the smiley face on the new expedition? I do. I do actually. I do.
10:17
I kind of like it. Can you show a picture up above here, Cole? They kind of gave you a smiley face,
10:22
right? Yeah, look at that. There it is. You see, Cole, what do you think, Cole? Do you notice that?
10:26
It's like a little big smile on the front of it. Exactly. And you know what, I was just talking to
10:31
my cousin, Mike, you know, Mike, we interviewed him. Actually, he helped us out shipping
10:37
with shipping. He said he likes the front of the new expedition, but he doesn't like the rear.
10:43
The rear's got that big bar that goes across. Yeah, Cole, can you look up an image of a 2026
10:50
expedition? And I actually appreciate the rear hatch of these new trucks because it's kind of a
10:58
split tailgate, right? There's a tailgate that falls down. I think there's an image right below
11:03
there, right there. And then there's a part that opens up. So it's kind of handy in my perspective,
11:10
but he said he didn't like the way it looks. Now, you went, well, it's also got a smiley
11:16
smiley face, but you went on the launch of this, right? I did. And what did you think of it? Do
11:22
you like it? I did. It drives amazing. I mean, they improved the suspension system on a lot of
11:28
these vehicles. You know what else they're doing? They're increasing the size of the wheels and tires,
11:32
right? Now you're rolling on 24s on some of these models. Yeah, I know that. I remember when I went
11:37
on the launch, it was unveiling of the latest Suburban Slash. And they talked about 24s, right?
11:43
It was just crazy because, oh, God, to make those ride well because you were looking,
11:47
you're riding on rubber bands at that point. Exactly. The sidewall is not
11:50
existent. And to make that ride well, you really have to do some suspension magic.
11:55
Yeah, but I think what helps, I test drove a couple of different Suburbans and Taho's
12:01
and also the Expedition. And the longer the wheelbase, the better it gets, you know,
12:05
so you can spread out that weight. All right, so which is cool. Let me ask you this,
12:08
you got two Taho's, all right? Yes. One is the, let's say, the City Slicker, right? It's got
12:14
whatever it is, 22s or 23s. So maybe like RST performance. RST performance, right? It's kind
12:20
of low and mean. Or you get the off-roading one, which is riding on like, what would we
12:25
be riding on? 20s maybe? I think it's the smallest. I think it's 20s with like a 33 inch tall. Yeah,
12:29
yeah, with a big all-terrain tire. Which look do you like better? Do you like the street or you
12:36
like the country? It is country. You know me, I'm country. Yeah, I like the country look better.
12:42
Well, it's a truck, right? There is a frame underneath. So in my opinion, it should be like
12:48
a Z71 or the Tremor, you know, the Expedition Tremor that they also have. Makes a little bit
12:55
more macho in my view. Here's my hot take, okay? This is my hot take. And see if you agree with
13:02
us, Cole. I figured this out when I was just in Florida. So as you know, Andrea, my mom passed
13:06
away earlier last year. Yeah. And she left me a condo on Marko Island. Marko Island has gotten,
13:12
my parents bought that place in 83 when it was still being developed. Well, over 40 years ago.
13:18
Yeah, for a hundred and like $60,000. Okay. But now it's gotten very ritzy and there's a lot
13:23
of rich folk who go on vacation down there. So Marko, if you're wondering where Marko is, it's
13:28
below Naples, Florida, which is kind of directly across from Miami. So if you were to drive across
13:32
the peninsula of Florida from Miami on Alligator Alley, you would hit Naples and or Marko Island.
13:38
That's where it's at on the Gulf side. Anyway, so all these ritzy cars. And as you know, I recently
13:44
flew down there and I bought a Bentley Continental, a Conti. I like to call it a Conti. Convertible.
13:49
And we're going to we're going to get the trucks. Don't worry. I'm not. Yeah, where are you coming
13:53
from? I'm not hijacking this. Okay, trucks. So I bought a Conti down there and drove it back up
13:58
here. And the thing about the Continentals down there is it's there's a lot of them. And I bought
14:03
a 2007. So, you know, 35,000. This is not a $400,000 car. No, no, no, no, no. We don't roll that
14:10
but but it just feels like an old man car. Okay. Because but I like it. It has presence. Yeah,
14:18
but it just feels like when you because everybody down there is, you know, gray haired or no hair.
14:23
And I suspect very wealthy when they're driving these things. And it just it just and this is a
14:28
convertible. It just feels like the kind of car where, you know, you've gone to the part of your
14:33
life where comfort becomes the overriding factor about about everything else. But did you feel
14:39
inadequate in your older Continental? Is that where you're coming from? No, I didn't feel I love that.
14:44
I don't care. I don't care what people think of me. But the fact is that when you drive it down
14:50
there, you just feel like you're one of the old retirees, you know, you're waiting, you've got
14:55
money and you know, you can't take it with you. So you might as well spend it on a I mean,
14:58
Continentals are probably $400,000 now new ones. So why not? But here's the thing I figured out.
15:05
All Continentals live either in South Florida or in Naples because sorry, not Naples in Southern
15:11
California. So either Southern Florida or Southern California, because that's kind of where, you know,
15:14
Orange County beaches or the sun is and that's where the older folk are. Okay. But if you take
15:19
that vehicle and you take it out of context, and you put it here in Colorado, all of a sudden it
15:24
stops, I think it stops being like an old man car and kind of stops starts being a cool old classic.
15:29
So because it's not as common. Yeah. So like, like right now it's snowing outside and the video I
15:34
want to do with that Conti is I want to take the top down, throw some skis or board in the back
15:38
and take it. We thanks to our friends at who does blue Zach's Michelin, right? Yeah. Yeah. They give
15:46
us the the or Bridgestone Bridgestone. Sorry, Bridgestone. Thanks to our friends. Not Michelin.
15:51
Thank you. Sorry about that. Bridgestone. Thanks to our friends at Bridgestone. We got the all
15:56
weather tires for it. And so now we have snow rated tires and an all wheel drive car and the
16:01
video we're going to make, I'm going to make is I'm going to take the top down, I'm going to throw
16:04
some skis in the back and we're going to go skiing. And I think that's how you make a car cool. So
16:09
what you're doing is you're taking the car out of its context and it's normally and putting it in
16:13
a different context. So you're taking it out of sunny Mark Wilden and putting it in snowy Colorado
16:19
and all of a sudden it kind of becomes cool and hip because it doesn't belong here. And it goes from
16:24
being an old geezer car to kind of like a youthful car. And I think the same thing happens when you
16:30
do that with the Tahoe when you take the Tahoe and you take it off those, you know, 22s or 23s and
16:35
you put it on some off road tires. And then you take it down, let's say Manhattan. All of a sudden
16:41
that off road car becomes cool. I think that's the reason that like the G wagon is so much like
16:47
because even though, you know, it is it is the biggest off roader that Mercedes builds. Most of
16:53
them never see a lick of dirt. Most of them are driving around LA or New York. But because it's
16:58
out of context, it's cool. So that's that's my feeling about these big trucks. So that's how
17:03
you brought it back. That's how I brought it back to the Tahoe that a Tahoe on off road, big old
17:08
off road tires with a lift, even if you're driving down, let's say, you know, Manhattan is cool.
17:13
We were a nice 70 in the mountains last year, and you and I and I think Kase and maybe Cole was
17:18
there. We saw a Lamborghini, I think it was a Diablo with like skis on top. Yeah, that was cool too.
17:23
That is cool. Yeah, you take it out of context. You get it out of South Beach and you put it up
17:27
here in the mountains with skis on top. Yeah, I'm not sure that I'm not sure that the Bentley is as
17:32
cool as we can make it cool. We could we could try. Yeah, you could wear goggles, put the top down,
17:38
wear goggles and just drive into the snow. You don't need goggles, we got a windshield,
17:43
we got heated seats and a windshield. Okay, that's all you need. Okay, all right. All right,
17:46
so let's keep going on the list. Oh, Don has a question. Yeah, so thank you. We are on patreon.com
17:51
slash tfl car live right now. So if you're a Patreon, you could also interact with us. So Don is
17:59
asking when brands report sales, is this a to just to a dealership or is that an actual registered
18:05
vehicle, which is a really important question. So what Don is asking, when a car gets sold,
18:11
it gets sold to a dealership. Yes, as opposed to the end customer, which would be you and me,
18:17
and is the manufacturer counting sales to customers or sales to dealers as being a sale?
18:25
What's the answer entry customers, because when I look at all these numbers is,
18:30
they also state the inventory, right? So they're saying, you know, we sold this many,
18:36
but our inventory and by inventory, that means cars on lots. Yeah, on lots. I think if you
18:42
counted sales to dealers, you would really skew the numbers because yeah, because a lot of them,
18:47
there's like half a million trucks on sold still waiting right right now. So so that would be a
18:52
really a skewed way of looking at it. But also, a customer is like a fleet manager. So like if you
19:00
were Amazon and just bought a hundred F 150s, that would also be a customer. Okay, you know,
19:06
so that's that's how how they counted. Alright, well, let's keep going down that list. You haven't
19:10
gotten to the bottom yet. So we were at the suburban and next comes the slave, my man, the
19:16
escalate dude, they sold almost 50,000 of them in 2025. Also up, do they break out the EV one
19:23
from the regular one? Yes, scroll down actually call. So they have the escalate IQ, which I labeled
19:30
as EV because not a lot of people understand IQ. Wow, that's funny. But look, dude, the escalate
19:37
electric escalate outsold the Lexus LX. I thought that was interesting because Lexus LX is basically
19:44
a Land Cruiser in Lexus clothing that's been around for decades. It's also they're both about
19:51
comparable actually, right? Because the Lexus LX is about 120 and the escalate probably starts
19:57
a little bit more than that. Yeah, probably starts there. So that's really interesting that people
20:01
a lot of people are choosing an electric luxury SUV. At least right now, maybe the rumors of
20:07
EV's death have been somewhat exaggerated. If it's outselling the Lexus or it could have, I mean,
20:14
or maybe also the status symbol, there's a lot more Cadillac dealers. Lexus doesn't. I think there
20:19
are more Cadillac dealers. So there's a lot that goes into these numbers. Yeah, there is. And you
20:23
know, you can't take this. You have to take it with a grain of salt. But I was just, you know,
20:27
just a few months ago, I was at my son's soccer game, and there was a escalate IQ parked in the
20:32
front. So it's almost like a status symbol, right? It's something new and fresh that I think some
20:38
people are actually looking at. Alright, so next on the list is the Nissan Armada up 14%. Of course,
20:44
it's new, which helps. Yeah, went from a V8 to a twin turbo V6. And also the Infinity QX 80,
20:50
same story, right? It's also refreshed. It's also has a twin turbo V6 now. So Armada 15,267,
20:57
Infinity QX 10,339. You think Nissan's happy with those numbers?
21:02
Well, they're growing. The infinity grew by about 31%. And the Armada grew by 14%
21:08
ish. So I think they're, I think they need to sell more. They're still below the navigator,
21:14
right? So now we're going from the bottom up. And so then Armada and Infinity together,
21:20
what's sold about 30,000 vehicles. That's not too bad. The interesting thing about the
21:26
Armada is that we just had that Nismo version. Yeah. And I'm looking at a lot of these other
21:33
vehicles that are on the list. And what makes the Nismo version unique is that it's kind of the
21:38
sporty one. It has like a body kit. It's got a body kit. Yeah, it's got this kind of this cool
21:43
paint job. It looks like it's got like the skirt on that gives it arrow. Well, I don't know if
21:48
skirts on trucks are that cool. Well, that's what I was wondering. Do you think that this is a trend?
21:53
Or do you think that the Nissan's kind of, you know, just trying anything, throwing stuff up
21:59
against the wall to see what sticks? You think that we will see sporty versions? Because when I
22:04
was at the quail, Infinity had built a track version of the QX 80 as well that they were showing.
22:10
Of course, same company, right? Infinity and Nissan. Like a Godzilla version of it? Well,
22:14
yeah, I mean, you did have the trackhawk, right, which is a two row. But do you think that at some
22:21
point that any of these other companies will come and actually compete in like a track focused or
22:28
sport focused? You foresee like a like a Tahoe, what would you call it? I think they're almost
22:35
getting there. Yeah. So the RST, the RST Tahoe is, you know, it has so first of all Chevy sells them
22:42
to police departments, right? You know, you've seen those Chevy Tahoe's, you know, with with
22:47
lights on top of them. But I don't think that our towels low. I don't think it's like, I don't
22:50
think they lowered it. I don't think they like they haven't given it sports suspension. Whereas
22:54
the Armada actually, if you looked at the Armada, you'd know that this is something that is like,
22:58
hey, we're going to put this cool. Can you look up a Chevy Tahoe RST performance? It has that kind
23:05
of a slightly lowered, a little bit more butch. I don't know. I'm not sure how far it's lowered.
23:11
Maybe just half an inch. But it's actually an RST. Maybe you could build it in the configurator.
23:18
There it is. That does not look sporty to me, Andre. There's a different version. That looks
23:22
anything that's sporty. Maybe you can see images do some images. Yeah, with the black wheels and tires.
23:31
So it's a blacked out. So see, you see, it almost looks like kind of a government high
23:38
performance vehicle because it's a Chevy Tahoe that's purchased by a lot of governments.
23:43
So it has that a little bit more sporty appearance. Now, Cole, could you could you click
23:48
get a Nismo Armada and show the difference?
23:53
You like that skirt, huh? No, I don't like the skirt. I think it looks funny. But you're wondering
23:57
if it's a trend. Yeah, okay, now make that bigger. Would you click on that guy? There you go. Yeah,
24:03
so that to me screams performance, right? That red line that runs along the skirt, the red line that
24:09
runs up. Yeah, right. The Tahoe just looks like it's a serious, let's call it a serious version
24:14
of a Tahoe. This to me looks like it. They actually went for a sporty sport. Yeah, like a sports car.
24:22
So Ford also called do me another favor. Look up Ford Expedition Stealth. Now I say that because
24:30
I was just at SEMA with you. Yeah, Nissan was kind enough to invite me out there.
24:34
And their SEMA build was an Armada with a GTR engine. Now that is sporty. Yes, that was a
24:40
thousand horsepower. Yeah, that one was like, dude, take my money, take my money. The problem,
24:45
of course, with the Nismo is that there's no actually it's the same problem with all of these,
24:49
right? It's like the older one. But yeah, they have a stealth performance. It's like the Lobo
24:55
where it's just a body kit, maybe some suspension tuning, maybe some like, you know, headrest
25:01
with a little bit of sporty embroidery in it. Yeah, but unless you actually go for the power plan,
25:07
it's not sporty to me, right? That was I agree. That was a brilliance of the Trackhawk. I agree.
25:12
They took a they took a Hellcat engine, lowered it, lowered a Grand Cherokee and made it into a
25:18
track eating monster. Actually, I just realized something. Yeah, what's that? Cool, forget about
25:23
all this. Forget about all this. Go to Cadillac Escalade V. There you go. The V supercharged,
25:32
yeah, humongous, so maybe so maybe it is a trend. So maybe it is a trend. Yes, I would forget about
25:38
all of this. There it is. 650 ish horsepower in a luxury SUV. When I talked to other journalists,
25:47
they all kind of make fun of this car because it's like, to them, it seems very outrageous. Yes,
25:52
but this is out of all of them, this is the one that gets my heart going. Oh, yes, because as
25:56
soon as you start the engine and it comes to live and it's actually loud, so it's not understated
26:01
in any, in any sense. Can you find the video where we drag raced it? Oh, yes. We got to play the
26:07
audio of this because are we able to hear it? We can't hear it. Well, let's show it to him at
26:14
least on the track trip. Wait, that's all right. Just just play the video. We'll show it to him.
26:18
I should see the video because escalate V. Why can't we hear the audio?
26:23
Well, because it's coming from the different source here. I'm just saying whoever designed the
26:28
software we're using, you could, you could, you know, you could add audio. Is that it? Yeah.
26:35
Anyways, we love doing drag racing for this reason. I think you love watching it too because
26:40
whenever we do, look at Nathan, he's dressed up for this. Whenever we do a drag race with trucks,
26:46
people always say, why are you doing this? But a lot more people watch it. So that's what it is.
26:54
So we drag raced it against our, at that time, our Hummer EV. Exactly. Which is a thousand horsepower.
27:00
There's Nathan with his foot to the floor and teeth grinding. This is not a good demonstration
27:07
of the coolness of the supercharger. That's not a good demo. So here comes the finish line,
27:13
there goes the Hummer EV. Oh, it's way back there. But I would wager around, man. Let's see,
27:19
but the Hummer EV, I couldn't see it. 12.3 a quarter mile. That's insane. That's insane. That's
27:25
a 12 second quarter mile. Probably like 13 or something. So why don't they do that? Why don't
27:31
they do the people's version of that? Why don't they do a supercharged style? Yeah. Yes. General
27:37
motors Chevrolet. Yes, please, please. Hey, GM, did you know that Ram just brought back the TRX?
27:45
Did you hear this? Do they know that? Do they know? Hello? Hello, GM, do you know that? Hello.
27:48
That there's a TRX now? Did you know that Ford has a Raptor R? General Motors, you know that?
27:55
And what do you have? They have an escalate. What do you have? They have an escalate V.
28:02
Yeah. You have an escalate V with a mere six hundred and seventy horsepower because the new
28:07
Ram TRX is over seven hundred and seventy? Seven, triple seven. Triple seven. Seven hundred and seven.
28:14
Yeah. And we're not talking about Boeing. A hundred more than your escalate. A hundred more. Yes.
28:19
Yeah. Chris is here. Chris and Dave are here on Patreon and live. So thank you for joining us.
28:25
Chris says I'm shocked that eighty one hundred escalates EVs were sold. That's over a billion
28:32
dollars in total revenue. He's not wrong. No, that's a lot. And Dave says happy New Year guys
28:38
having a moment of silence for the lightning. Hey, GM, did you know the gas is now two dollars a
28:43
gallon and that the Trump administration has basically neutered EPA standards? I think they've
28:50
heard that. You think you've heard that? And also the lightning died. All right. We talked about
28:56
this. Yeah, let's go back and talk about the rest of because we didn't get we haven't gone. We're
28:59
almost there. Okay, let's finish. Let's finish it off because Lincoln did good. How did the
29:04
slantist vehicles do? Not the best. So so they're changing over. So I'm talking about the Grand
29:11
Wagoneer Wagoneer. Yes. And they're renaming all of them now Grand Wagoneer. So the Wagoneer name
29:16
will be kind of set a little bit away. For example, Wagoneer S electric SUV is still there. But the
29:23
big three row SUVs are all going to be called Grand Wagoneer now. And they had a really great
29:29
fourth quarter. So in fourth quarter, they sold over 10,000 Grand Wagoneers. But for the year
29:34
they were down. Actually, look, they're the only manufacturer that in 2025 actually declined.
29:41
Was that wrong? Did they lower the price? Yes, they did. Yeah. So that's that's a good thing,
29:45
right? And I think that's showing up in the data. But Cole, if you scroll just really quickly to
29:50
the bottom on this page, where you at a little bit further, a little bit further, I combined all
29:55
the numbers. And GM is on top, they have about 60% of the market, then Ford and Lincoln are next.
30:04
And then Grand Wagoneer is number three. So slantist is there. Then number four is Toyota Lexus
30:11
and number five is Nissan Infinity. So let's go back up, Cole. How did the Sequoia do?
30:16
Up or down? Even, even Stephen. Do you see that 0.3% so I think Toyota maybe,
30:26
I don't know, if they're hitting a ceiling with their Sequoia or I'm not quite sure.
30:31
It's funny that the most off road worthy of those, which is at the very bottom,
30:35
the LX, the Lexus has only sold 2000 in the quarter and 7400. Yeah, I wonder why that is. I
30:43
wonder why people that to me out of all of these, okay, that would be the one I would buy just
30:48
because I talked about the 700H triple lock. Yeah, yeah, exactly. Maybe get it with those captain
30:54
seats in the back, but I'll get both. Can you get it with those captain seats? Yeah, you can get
30:59
those captain seats. That's the one that has like, like recliner seats. Yeah, it's like
31:05
private airplane seating, right? Almost, almost where the seat comes up and the foot rest comes
31:10
up and you've got your own little control there for all of your comfort features. It's interesting
31:16
that out of all these, that's the least selling. It's not even the least expensive. I mean, it's
31:21
not the most expensive. I would think that the Escalade IQ is more expensive. I'm looking at this
31:26
list, probably the Grand Wagoneer would have been more expensive at least the beginning of the year.
31:31
So even, you know, even though it's $120,000, I still think. But Roman, wonder why that is.
31:38
Cole, can you show me the total at the bottom of this? So 541,000 of these biggest CVs were
31:46
sold in a year, which is up 11%. So we get a lot of comments from everybody who listens and watches
31:53
that vehicles are getting more expensive. Yes. But this data shows that more than ever,
31:59
and probably a lot of them are fleets, right? So when you see luxury shuttles at resorts or
32:05
Vegas, when you go to some of these places, a lot of them are Escalades or a lot of them are
32:10
very nice Lincoln's. But the numbers are going up. The question I have on the Lexus,
32:16
Alexis, it's got that twin turbo v6 that now today has replaced 200,000, but they haven't
32:23
done the hybrids yet, right? It's a hybrid. So the Lexus, Alexis not technically affected yet.
32:28
But I have this sneaking suspicion that it's the same engine that's in the
32:33
non hybrid. And Toyota's slowly kind of rolling out the recalls trying not to, you know, have to
32:41
recall 300,000 engines or whatever it is, because right now they've recalled 200,000.
32:46
And I got a sneaky suspicion that that might sometime this year be one that gets also recalled.
32:52
I'm just guessing I have no insider knowledge to back that up. But if I were to, and I had to
32:58
recall every single one of those twin turbo v6's be they hybrid or not, I wouldn't do it all at
33:03
once because that would be a huge chunk of money to outlay and a huge chunk of work for all the
33:08
dealers to do. So I'd be a little concerned. Like I said, I have no insider knowledge of this.
33:15
This is just me kind of guessing at it. So if you're planning on buying one or if you want one,
33:19
you know, take what I'm saying with a big grain of salt, but it might be something to
33:22
think about. And the nice thing is they are replacing the engine. So you might get a whole
33:27
new engine. Yeah, so could go both ways. Dave Stubbs has another comment here. He's wondering
33:33
if Ford should be making an expedition Raptor to go up against the Escalade V. But I think,
33:40
I mean, a Raptor, yes, you could have a V8, you know, supercharged V8, they would start with a
33:45
tremor. They do have a trem already. They already have started with a tremor. So so
33:51
I think the Raptor, it's an off road version, right? So they really need a street supercharged
33:57
truck like an expedition Lobo. That'd be so the Lobo from the factory doesn't have any extra power.
34:05
I think that's where Ford really kind of didn't hit the mark. I know they have a supercharger.
34:11
You could buy at the dealership, you know, with the fourth performance parts. But but I think it
34:17
has to be from the factory. And this is a good place to transition to compact trucks. Let's start
34:22
with the trucks. Let's start with the bottom. Yes, so let's start with compact trucks. Surprise
34:26
you. All right. All right, because there's only two. Yes, there's a Santa Cruz and there's
34:31
the Maverick. So which I can tell you which one sold more without even looking at the numbers.
34:36
But you don't you have no idea how much total they sold. Not not now, not until now you do.
34:41
Okay, so so the Santa Cruz sold 32,033. No, that's the previous year. Oh,
34:49
25,500 ish. That's what they sold in 2025. And Maverick drum roll 155,051 Mavericks were sold
35:00
versus 131 142. Yeah, which is 18% improvement. That's incredible. Usually, sales of vehicles go
35:07
down as the right. If you're ever looking for a classic car, chances are when you're looking for
35:13
a classic car, let's say you're looking for an FJ, the FJ that you're going to find is a first
35:17
year production, which I believe is a 2014, maybe FJ Cruiser. I could be wrong about that. Maybe it's
35:23
like 2000 could be wrong. What's the first year production on the FJ Cruiser. But you have to
35:29
specify which FJ. Yeah, because when you say 2007, yeah, that's the one when you say FJ, it could
35:35
be FJ. 1467 is the last year. I don't know. I'm just I'm bad with numbers, Andre, but it will
35:41
you every time you look at one, you will find that it's a 2007 because that's the first year
35:45
production. So it's very surprising that the numbers actually have increased on the Ford Maverick,
35:51
which means it's strong, which means people want one. Yeah. And also, it's been refreshed,
35:55
right? Because we bought the refreshed last year, because you couldn't get the hybrid.
36:00
And I think the fact that it's also a hybrid and the Santa Cruz is not a hybrid. I don't know why
36:07
because they have that powertrain. It's available. They just haven't put it in the Santa Cruz.
36:11
Exactly. So because the Maverick is both a little bit more affordable in some cases,
36:16
and also have an efficient powertrain with their hybrid, I think Ford is winning. And Roman,
36:22
where is Toyota? Where is General Motors? Where is Ram? Where is Jeep? Where is Honda? Where is
36:27
Nissan? Nobody else is building a compact truck. Where are they? Where's the stout? Yes, Toyota.
36:35
Where are you? Where is the stout? In America. We're not talking about, you know, the rest of
36:41
the world. Akio, bring the stout. Yeah. You will do well. Timing is everything, you know. It's like
36:50
if you wait too long, and if you come up with something and the moment is gone, it's not going
36:55
to do well. And there's numerous examples of manufacturers that have done that, because it
37:00
takes a long time to, you know, from conception to, I think GM has probably waited too long for
37:06
Raptor Fighter at this point. The Raptor, first Raptor was available in 2010. It's two, the moment
37:12
is gone at this point, I think. I mean, we'll see if they're updating the Silverado trucks. We'll
37:17
talk about it a little bit more. But I agree. I mean, if you don't hit the timing, or you might
37:24
be too late, you might be too early, but yes. Yeah, but there's numerous examples of trucks that
37:30
have become competitive, but it, but it, the segment blew up and then the automaker figured
37:37
it out. And then they built the vehicle and then by the time it actually hit the dealership, it was
37:42
too late. It can happen. Yes. So Maverick is a winner, best seller, Santa Cruz, unfortunately
37:50
decreased in sales. So Santa Cruz is struggling pretty badly. Yeah, are you ready for the mid-sizers?
37:59
Yeah, let's go for it. So this was a surprise to me when I first saw it. We know Tacoma is
38:06
the best seller. We know this. But did you know that they had their best year ever in 2025 with
38:15
274,638 Tacomas sold versus 192,813 in 2024? That's a, that's a boat ton of Tacomas, Andre.
38:24
That's more than a boat ton. That's, uh, that's a lot of trucks. That's a lot of trucks. Yeah.
38:30
I think that that is because, um, well, first of all, the Tacoma was old. So now it's new. Now it's
38:37
new, but it took them a little while to get the machine rolling, right? It's interesting that
38:42
they sold so many. And yet when we read the comments in the videos, every comment is, I don't
38:47
want a turbo. And yet, and yet they're on every street corner apparently 274,000 of you don't mind
38:56
having a turbo. So, so maybe, maybe it's the case of, you know, the squeaky wheel gets the grease.
39:01
Yeah. And the squeaky wheel in this case is all the guys and gals who are like, I don't want a turbo.
39:06
And now everybody bought it. Now everybody's buying turbos. So, so in the midsize segment,
39:13
so General Motors is really in the second place. Um, and the Chevy Colorado sold 107,000. But look
39:20
at that. That's less than half of what Tacoma sold. And when you combine Chevy Colorado and
39:25
James C Canyon together, there's still like 130,000 vehicles behind Tacoma. So, and by the way,
39:36
the Canyon is decreasing. Look at this. So the Canyon is in last place as far as all midsize
39:41
trucks are concerned. And it, it's, it's down by 4.5%. So it went from 38,000 in 2024 to 36,000.
39:50
Yeah. So 277 in 2025. I'm wondering if that's because the Canyon is a lot more expensive than
39:56
the Colorado, but doesn't have a different powertrain. I mean, they share the same engine,
40:01
right? So I'm wondering if people are choosing more value and they're going to Colorado instead.
40:08
This is probably just me. We have a Canyon. Yes. 84x. I just love the look of the thing.
40:12
I love the color. I love the interior. My only issue with it is I don't like the powertrain.
40:18
I think it's buzzy. It doesn't feel torquey. It just feels kind of like a lightweight powertrain
40:24
for, you know, what should be a heavyweight powertrain. And I know I don't know what lightweight
40:30
means. Maybe it needs a six instead of a four cylinder, but it just feels like it's a little too
40:37
non significant enough for a truck that I love so much. Agreed. Plus the one we bought is like
40:44
$57,000, right? Yeah. And we came from the Ranger Raptor, which had a six cylinder, so it's always
40:49
hard to go from a six to a four. Yeah. And there's something about a four that just the way that
40:54
it puts out power is always going to be a little a little lightweighty. You know, it's going to be
41:02
a little like buzzy, a little harsh, not pleasing. Yeah. And that's a problem. It's funny. I would
41:08
say that's the problem with all the two of the four cylinders. They're just a little harsh.
41:11
Yeah. But apparently it doesn't matter. Apparently not. You guys,
41:15
and I think that has to do with the Toyota's reputation for reliability, which is well
41:19
earned. Yes. But I also kind of feel like that reputation was earned on the back of like the
41:25
2002 four liter V sixes. No, I think it was earned on the back of the 2002 Toyota Camry on the old
41:35
V eight, the five point. I always get this wrong. Is it five point seven seven? I get it wrong. And
41:41
I think there is I'm seeing a little bit more cost cutting in to does nowadays. And I and I think
41:49
I'm not off by saying that Allah that 200,000, you know, replacement engines replacement engine,
41:55
yeah, which I'm sure is costing the company billions. So I think when they were first coming
42:00
to America, the way they established their reputation was by building high quality,
42:06
long lasting, reliable, right? Those small vehicles. Yeah. And people said if you know,
42:11
especially at a time when the American versions of those cars were pretty crappy,
42:16
my dad had an LTD, believe me, there's not a lot of those left. Andre, there was a car called the
42:22
citation. Oh, God, what is why? Why would you buy a citation? Jamesville, Wisconsin, where I used to
42:30
live. Wow. When I was a TV reporter, so I'm very familiar with the citation. And then they
42:35
they also built suburban said anyway, if they're the Japanese specific to came in with this very
42:42
clever plan, they looked not five years ahead, but you know, 50 years ahead. And the plan was
42:47
we're going to build high quality, reliable, long lasting vehicles. And I think they're
42:51
living off that. And I think at some point over the last 10 years, they have kind of switched
42:56
to becoming more let's let's call it, let's say publicly traded profit profit oriented. Yeah.
43:05
More quantity than necessarily it's hard to keep that kind of quality up when you're building
43:12
274,000 Tacomas. Yeah. And so it's it's it's not quite where it used to be.
43:18
But they're still doing very well. So kudos to you, Toyota. Yeah. And time will tell. I mean,
43:24
I know it's a cliche, but you know, when we look back two to three to four years from now,
43:29
we're going to look back at some of these trucks and see, see what's happening.
43:33
So let me ask you this question before we get to the number on the Ford Ranger has the Ford
43:36
Ranger cannibalized sales of the F 150. I don't think so. And that's the excuse the Ford gave
43:43
when they got rid of it. Exactly. And I think that was a mistake because 25 years ago, the Ford
43:48
Ranger was the best selling small truck in the country. And you got rid of it. And then you had
43:53
to bring it back. And now, you know, it's clinging on to third place. Yeah, it's really clinging
43:58
on at 71 approximately 71,000 Rangers were sold. But by the way, that was a big improvement from
44:04
where it was in 24, because they had, for some reason, struggled building Rangers, right? The
44:11
Rangers currently built at the same factory as the Ford Bronco, the four door, the big Broncos.
44:18
And something was going on there. We're not building a lot of Rangers. And they are now
44:22
building more and they're selling more. Let me ask you this question, Andre, from a truck point of
44:27
view, maybe from a yeah, from a truck point of view or an SUV point of view. So I was listening
44:32
to this podcast this week. It's a British podcast. Okay. It's called the intercooler. And they did
44:38
a story about what's happening with Ford in the UK. Ford now has four vehicles for four vehicles
44:45
that are badge engineered. So once upon a time in the UK, Ford was almost as American, or as
44:52
British as bangers and mash. Exactly. Yeah. You know, somehow that company became ingrained into
44:58
the British culture in more than just, you know, a way that a non domestic car company could it
45:05
became like it became almost like it's it's their own. It's not an American company, but it's a
45:09
British car company. Like you said, bangers and mash. There was also like the World Rally cars.
45:15
Yes. And British people really gravitated for one, you know, I mean, they did really well.
45:20
But now they're selling four cars in the UK or in Europe that are badge engineers. So they're
45:26
selling two that are ID buzzes. I want to say the Puma or the Brits a Puma. And I want to say
45:33
the Explorer. I think that's also an ID buzz underneath. And then there are two that are
45:38
Renault's the Fiat. I think you're bringing back the Fiesta or the Focus and one more,
45:42
both all electric. But but the point that this podcast was making is why are you not only badge
45:49
engineering these cars, but why are you paying your competitors to build your cars, which is
45:53
what they're doing? And then the bigger the bigger point they made is that at least in the UK,
45:59
Ford no longer has cars really for the cheapest, I guess they said, Ford in the UK, and they used
46:05
to build the super inexpensive, affordable cars like the fiestas, right? Yeah, this is Mondeo's
46:12
and more that but the cheapest Ford you can buy in the UK now is 26,000 pounds, which I think
46:17
translates to close to like 28,000, 29,000 USD. And they're saying that that Ford is kind of
46:23
given up on the middle, right? They have the GTD. They have these expensive vehicles,
46:28
maybe Raptors. Yeah, and then they they they they don't have anything that kind of lives,
46:34
you know, where most people are, which is weird, because they said one of the things Ford was
46:38
able to do, and very few car companies will do this, is they could sell everything from a Fiesta
46:43
to a GTD, which is a big, you know, that's a that's a big check. That's a huge gap that you're
46:47
selling to right? You're selling to the ultra wealthy, because a GTD realistically starts at
46:52
400,000. And yet you're also selling to the $20,000 or they had a three three cylinder,
46:58
remember they had that little three cylinder Fiesta. We owned one. Yeah, with 100 horsepower.
47:03
That's great. No, we had the Fiesta ST. Yes, there was a little three cylinder. Yes,
47:07
not the sporty one. They had 100 or the basic one, the base one. Yeah. And I wonder if that's
47:11
kind of happening in America too, if they've kind of given up on the middle. So I can answer the
47:16
question, why is the some of their electric cars built by VW? Yeah, I can answer that question.
47:22
Because Ford and VW made a deal a couple years back, where VW said, we need a pickup truck. And
47:29
Ford said, we'll build you an Amarok based on the Ranger. And VW said, Okay, thank you. And Ford
47:37
said, How about you build us a couple of electric cars? So it kind of was a trade. I don't know. I
47:44
don't know why Ford is working with Renault or somebody else. I can't explain. I can't explain
47:49
that. But but there's something going on there. Okay, that's a good explanation, which kind of
47:54
makes sense, because Ford really knows pickup trucks. And VW at the time, you know, was working on
48:01
electric. Siddhans are still selling. The America Ford left that. They left it a long time ago.
48:05
They've become either an SUV or a truck company. But outside of the F 150, which of course, you
48:12
can't just put that aside, right? They sell, we'll get to that in a second. But they sell hundreds of
48:17
thousands of those almost, you know, we're approaching like a million a year now. It's kind
48:22
of crazy. But what, you know, what what is in that middle segment that Ford sells here? It's
48:27
not crazy expensive, right? They got rid of the edge. Well, they got the Broncosport.
48:33
The Broncosport. Yeah, I mean, it's a little bit more affordable than some.
48:39
But but they used to do like, the escape is not doing well. Yeah, the escape is going.
48:44
They used to do the Maverick at 19, which is gone. Now it's 27. Yeah, they did the lightening at 39.
48:52
And then it went up to discontinued up to 70 something. And then it's gone. Anyway,
48:57
let's let's leave that for the folks that they are cooler to debate. Let's keep going. There's
49:02
a comment or a couple of comments from nothing to see here. So thank you for joining as well.
49:07
So one comment is the Canyon 84x. They really want it, but it's too expensive. 57. Okay,
49:14
that's a fair comment. I mean, you do get triple lockers, right? So you do have a lot of afford
49:19
capability. And also, it says we always see this, you know, people complain about price,
49:27
but the trucks that are left over dealer lots are always base models. So either dealers are
49:32
really good at upselling or people don't want the people just don't want a basic truck. They want
49:37
a heated seat. They want this is fleet sales. They want more stuff in their vehicles. We're
49:44
running out of time. We better go back to let's go for two hours today. Okay, all right, we can't
49:50
because we got to do the car podcast next. Let's keep going, Cole. So we're at the Ranger,
49:55
which was selling at 71,000. And then next is so far, everybody's been up until the Frontier.
50:03
Frontier was down year over year to 65,000. So they're in fourth place. So they're down 4.3
50:09
whereas Rangers up 56%, 53%. Yeah, yeah. So Frontier, maybe it's aging a little bit. You know,
50:16
I know they gave it a new grill. You drove the new R version of the Frontier pointing.
50:22
It didn't. They didn't give it any more power. Roush. It's Roush. Roush. That's what they do for
50:26
Ford. They give things turbos and superchargers and they didn't do any of that for the Frontier.
50:32
No, something as interesting as happening with the Gladiator, right? We talked about previously
50:36
that the Gladiator was losing sales. They were struggling. They were 35% at 56,790 units. Yes.
50:48
So I think what happened was maybe a lot more incentives came in on the Jeep.
50:54
They got too expensive. They got too expensive. I remember I drove the
50:56
Mohawk a couple of years ago at the Easter Jeeps. It was $74,000. Oh, please don't say that. Yes,
51:02
that's a lot. That's a lot. Yes. And it's missing a locker. I know. Yeah. So that made no sense.
51:09
So I think they made it more, make more sense. They're selling a lot more Jeeps.
51:12
Honda is still doing really well. Look at this. 48,000 Ridgelines were sold.
51:18
So they're still up about 6%. We could break the news here.
51:24
We're getting a long-term Ridgeline. We're replacing our long-term Passport.
51:29
Yes. Trail Sport with Ridgeline Trail Sport. It's coming next week, Andre.
51:34
Wait, already next week? Yeah, Tommy and Kays are driving. Well, actually,
51:38
they're towing it back from California. So we're going to have a Ridgeline for three months.
51:41
I can't wait. I'm super excited. And we just bought one. So we have an old one, first gen,
51:45
and we have a new one. Yes. So that's going to be a huge comparison. I can't wait for that.
51:49
By the way, the reason why they're towing, it's not because anything is wrong. It's because
51:52
we're delivering a vehicle there on a trailer. So we need to bring the vehicle back. Yeah, we're
51:58
bringing back this talent for a year. So we're bringing back the talent as a side-by-side in
52:01
case you're unfamiliar with it. So we're bringing that back and we're taking the
52:03
occasion to bring back Ridgeline. Yes. But Roman, the big news here as we wrap up this section is
52:10
let's ask the Patriots a question. What? All right, we've been pondering this at the office,
52:14
guys. So this is a question and we'll get to the answers. So, you know, every year we buy new
52:19
trucks and then sell new trucks. And this year, you know, we're going to buy new trucks and
52:23
sell new trucks. So we've got basically three trucks that will probably be selling this year.
52:27
So the Canyon AT-4X is going to go. And I'm thinking about buying that from the company
52:31
because I love that truck so much. Our Ford F-150 tremor is going to go. Yes. And probably Gigi's
52:36
going to go with our big old military truck. We're kind of done with them, unfortunately,
52:41
but that's how the YouTube world works. And so people in the office are excited either by the TRX,
52:48
the new old TRX with 770 horsepower or the new diesel power wagon. So the question is,
52:55
should we trade any of those in either a new old TRX or a power wagon with the diesel?
53:02
Which would you guys prefer us to have for review or wait for something else?
53:10
Ram, Ram, Rev, Range Extended Electric Truck, or on the flip side, General Motors is supposed
53:18
to be refreshing their entire Silverado lineup. So we still don't know what's happening with that.
53:24
So if you're listening to this or watching and listening to the comments below,
53:26
what's next? Or if you're alive with us, let us know now so that we know which you'd prefer.
53:31
Would you rather see the Ram TRX or the power wagon? Bryce just voted here in the live chat
53:38
for the power wagon. Nothing to see here votes for the power wagon. So so far,
53:43
people are voting for the power wagon. At least one. Two people. Two. Power wagon.
53:48
Power wagon don't care, Andre. We can make some t-shirts. That's right. All right. Let's go to
53:52
full size. Okay. But before we do, Roman, I wanted to make a point. Go back to midsize.
53:58
Quick. Yeah, Dave says we need the ERAV and the power wagon.
54:07
Well, if we sell three trucks, we might be able to swing. We might be able to afford a TRX,
54:12
but the way the dealers work. Roman, I wanted to make a point that a lot more people bought a
54:16
midsize truck than ever before because they went up 24% altogether to 660,000 mid-sizers.
54:25
So people appreciate smaller vehicles right there. Or less expensive. Less expensive.
54:32
Smaller vehicle. It could be because it's cheaper. Dude, I can't park my tundra in my garage at home.
54:36
That's the problem. The tundra is too big. Yeah, that's the problem. That's why people buy smaller
54:40
vehicles as well. Okay, let's move on to full size because Ford and General Motors are in a big fight.
54:46
You know what your wife would love? I have a suggestion for you. What? You sell the,
54:50
you sell your tundra. I want to sell my tundra. And then you buy the
54:55
ridgeline that Jeff only has bought, the 2008 with 298,000 miles on it. That thing is a peach.
55:02
You know what? I drove it yesterday and I fell in love with the old ridgeline.
55:06
I'm having case bring it down from the ranch. I'm going to be dealing it now. It's a peach.
55:11
Okay, I put it. So this is a preview. I put that ridgeline on a lift and I crawled over every inch
55:19
of it. What's it look like underneath? Really nice. Is it? Yeah, somebody loved that thing.
55:22
And you found out that actually somebody changed the timing belt. The timing belt was changed
55:28
20,000 miles ago. Yeah, because if that goes, yeah. So that, you know, Honda used to build,
55:35
we talked about the yesteryear, Honda built some really nice, reliable stuff. You gotta be quick
55:42
because Tommy's dying it up too. But Roman, unfortunately, I need to tow a 6,000 pound boat.
55:47
It only tows 5,000. So that's not quite working for me. So I'll have to talk to my wife about this.
55:53
Get a smaller boat. Yes. Why is my boat so heavy? Yeah, you need a smaller boat.
56:00
That's really our first world problem. Can you water ski behind a jet ski?
56:06
Technically, yes. The answer is yes. I've never seen it happen, though. People do it?
56:08
Yes. Really? Okay. I learned something new today. It's an issue because you know when you make
56:14
slalom, you know, when you make a zigzag with your skis, you can actually pull the jet ski to
56:19
the side because it's so small. So it's like the tail wagging the dog. Literally tail wagging you.
56:25
Literally. All right, let's see the number one selling truck in America is...
56:30
Well, how do you want to work it? Because do you want to work combined general motors together?
56:35
Combine them. Yes, combine them. Because a lot of viewers said don't combine them. But I say
56:39
combine them. Why wouldn't you combine them? Well, because it's owned by one company. Somebody
56:44
said that a person who buys a Sierra is not the same person who buys a Silverado. The money goes
56:50
in the same place. It goes to GM. Okay. So when combined GMC and Chevy, they are still number one
56:58
if you combine them. 936,000 trucks. I'll tell you why you combine them because Ford combines all
57:06
the F-Series. And the person that buys an F-150 is certainly not the same person who buys an
57:11
F-450. Yeah, duly. Yeah, no, no. Yeah. So if Ford's combining it, let GM combine it. But it's good
57:17
for the goose, Andre. It's good for the gander. It's good for Ford. It's good for GM. Okay. So in
57:23
this calculation, so GM combined is still number one by a huge margin actually. We're talking about
57:30
specifically full size trucks and heavy duties here. Ford F-Series is in second place, also growing
57:38
year over year, 828,000 trucks. Ford sold. So GM went up 7.1%. Ford went up 8.3% year over year.
57:48
But something happened to Ford F-Series in the fourth quarter of last year. Down three. It's
58:01
yes. Yes. Because they were selling what like 25,000 a year or something?
58:05
Yeah, well, the lightning went down 6,000 units last quarter. And that's probably what it went down
58:11
to. So you nailed it. So lightning. But but why not growing the others? F-150 needs to grow. Super
58:19
duty. Anyways, for all you Chevy and Ram fans, let's break those out. So the Silverado 580,000
58:26
in 2025 versus 549 up 5.5%. And the Ram 1500 up 6.9% from 374 to 373. That's not 6.9%.
58:40
No, because you're looking in the wrong column. It's up 0.3. So so Ram struggled a lot. Yeah.
58:48
Everybody else was up at least. Yeah. So I think I know what's happening here. What's happening?
58:53
It's the same Jeep problem. Remember, Rams were overpriced. Their heavy duty trucks were out of
58:58
reach for most people. Just crazy prices on a lot of their trucks. And now they're making it more
59:04
in line. That's why in fourth quarter, they grew. So and plus the TRX coming back, there's more
59:10
excitement. The Hemi is back, the 57. So I think Ram is going to improve from now on.
59:15
All right. And then Sierra, let's break it down. Just below Ram, actually,
59:21
356,000. So Sierra grew 9.7% from 324. Yeah. So and then Toyota coming down, down, down 12.7.
59:33
Tundra is down. They sold a lot. So so maybe the engine replacements did have an impact on
59:39
Tundra sales because Tacoma is through the roof and yet Tundra is down. Or it could be styling.
59:44
I'm not sure I'm in love with the styling of the Tundra. But but styling, yes, it's a consideration,
59:49
but I don't know if it's a number one consideration. When I talk to people, that's what I hear.
59:55
Well, that's what Michael told me. He said, I don't like the look of the expedition. I just
59:58
keep talking to people and they don't like the look of the Tundra. I don't mind it,
00:01
but I'm wondering if that could play a role. I'm just that's just anecdotal when I'm hearing
00:06
from people. By the way, I got stopped flying back yesterday from the airport at TSA. And the
00:12
recognized me and he said he was a huge fan. And I said, what do you drive? He said he drives a
00:18
what was it? Gosh darn it. I think it was a no is a Ford. It was a Super Duty F 450. Oh my gosh.
00:25
Yeah, single reel. So like 350 single. Maybe it was a 350. Yeah, because I don't make a 450
00:31
single. Yeah, that'd be that'd be a that'd be a Dooley. So I think it was and I said, I said,
00:36
well, what do you tow with that? And he said he doesn't tow anything. He said he used to tow a
00:40
Camper and now he doesn't tow anything. That's a big truck to just people do that. People do that.
00:45
Yeah, I think people daily humongous vehicles. I think a lot more people that you know, when people
00:50
said that the reason I bring that up is people said that that's not the same buyer. And if you
00:55
don't think that like the same buyer is the guy who, you know, buys an F 150 versus the guy or gal
01:00
who buys a 250 or 350 or 450, you might be mistaken. I think I think people like actually
01:05
graduate up from an F 150 to a 250 or 350 or 450. It's actually it's actually they might graduate
01:12
down when they age out because I hear that a lot too. When people get older, they have had like,
01:16
you know, the well, you have to climb up into a truck and a lot of older people don't want to
01:20
climb up. Yeah, but I don't think that I think that is the same buyer. This guy is just dailying
01:24
a 350. Was this in Denver? This was in No, this is in Fort Myers. Oh, in Florida. Well,
01:32
they don't have any turns there. It doesn't matter. It just goes straight. Also in Colorado,
01:36
we don't have on the Eastern Plains, we don't have any turns they have turns they have 90 degree
01:41
turns. So they have no curves. It's just straight 90 degree turn straight 90 degree turn straight.
01:46
I understood what you meant. Okay, because it's big places, you want to have a big vehicle to
01:51
take your long distance. Right. And there's your lightning is next down 18%. Yeah, and it's down
01:58
even more in the fourth quarter. So the lightning was and it's now discontinued until we wait for
02:04
the next one. Cyber truck is down 56%. According to some data, this is based on some of the AI
02:10
searching that I did. Hummer EV on the other hand is up Roman. So GM is still doing pretty well
02:18
with their electric trucks, even though they're not selling a lot of numbers, they're growing
02:22
in their numbers. And then it was up 12.8%. And they sold SUVs and trucks EV 15,788. And the
02:32
Titan is down 86%. Well, they don't build anymore. I know. So they discontinued the Titan what more
02:39
than a year ago, they still sold the Titans. Yeah, they sold what how many 2000 2000 last year
02:45
was still sitting around in lots. They were sitting around. Okay. All right. And then it's
02:50
interesting, the Silverado EV, which I think is like the most useful of all the EV trucks,
02:54
because it's got the biggest battery, everybody's complaining about the fact that trucks don't have
02:58
enough range, yada, yada, yada, they don't tow far enough. And yet the Silverado does. And yet
03:02
it's way at the bottom here, the Sierra EVs. Well, yeah, but it's still growing sales, but they did
03:08
only sell 11,000 Silverado EVs and almost 8,000 Sierra EVs. So they're still there. They're no
03:16
news from GM. But it's a 51%. Yeah, they're still growing their sales. So all together,
03:21
the full size market sold 2.3 million, both Hafton and heavy duty, full size trucks,
03:28
which is a lot of vehicles. So it's more than one out of 10, maybe like 1.8 out of 10 vehicles
03:33
sold in them. No, sorry. Yeah, one, one one out of eight. No, one out of 1.8 out of 10 is a truck
03:40
in America because we sold what 16 million units or so. So this is yeah, this is one eighth of that.
03:47
Yeah, so yeah, yeah, one out of eight are our trucks. Yeah, which is a big, big chunk. Yeah,
03:52
I'm sure if you go to Europe, it'd be like, you know, it'd be less than a single digit. Yeah,
03:56
there's not a lot of big pickup trucks. A lot of them are small markets. And last category,
04:01
do we have HD trucks? Well, this was part of this. Okay, yeah, this was rolled in. Yeah. So we can't
04:07
break out HD. Not easily. So GM and Ram started breaking out HDs. But Ford doesn't. Ford publishes
04:17
data. They're sneaky. Yeah, they're sneaky, Andre. Ford publishes how many they build,
04:22
not how many they sell. So this is a whole different story. And you can't, you can't,
04:27
that's useless. No, because they can build a truck today. But it will be sold three months
04:31
from now. Or like two years or two years from now. If you're talking about Titan, so those
04:36
Titans were built like two years ago. Do you know that? I know. Yes. Yes. I wonder if they're
04:41
discounted. I'm sure you think I'm sure you think could you go grab it like a Titan because it's a
04:46
good truck. Actually, it's just the thing about Nissan's and I hate to say this, but it's all
04:50
the trucks. No, no, no problem in terms of solidity, but they're always like a generation behind.
04:56
Like the Frontier. Frontier is like one generation behind the Titan was one generation
05:00
behind. They're always playing catch up. They're never like on generation or beyond that. They're
05:04
always kind of back one and you know that because the Frontier has the six cylinder
05:08
whereas everybody else has gone to a four cylinder turbo and you would think that everybody
05:12
wants six cylinders that the Titan would be not the Titan. Yeah, the Titan is a V8 is a V8.
05:18
And they could have brought it back. Yeah, and they but no, my point was that with everybody
05:23
says they want they don't want the four cylinder and yet the Frontier is down in the mid size
05:27
category and it doesn't have a four cylinder. Yeah, it's a headscratcher. It is a headscratcher.
05:32
Maybe it is it is aging. That's why I look at the comments. See if anybody else voted for either
05:36
a TRX or a power wagon. Yeah, let's see what people have to say. And the people say,
05:44
okay, power wagon, power wagon with the diesels. Tad said, let's see who else. Oh, Dave said power
05:50
wagon. Anything else, Don? I'm kind of with that. Andre's next truck should be an F250.
05:57
That's what Don says. You don't want to you don't want a big, big, bigger truck, do you?
06:02
You want a smaller truck? You want a smaller truck? I want an affordable truck. Okay, more than a big
06:13
Better yet, 2008 Ridgeline. It doesn't. Yes, it's a small truck, affordable truck than that.
06:20
The only reason. Actually, I don't want to sell that truck. I really like that truck. Oh, the Honda?
06:26
Yeah. Yeah, it's really useful. It's got a decent that would you like about it when you when you
06:30
drove it? I so I liked actually I expected the steering to be loose and the suspension to bank.
06:38
It's actually solid. Let's keep in mind, guys, we bought this at our donated car auction. So we
06:43
kind of bought it site unseen, basically, which is kind of scary, and you don't get to drive it.
06:48
And only thing you know is are there any lights on it? Does it run? You could start the engine,
06:51
you can start the engine, but you don't know anything else. And so we paid just over 4,300 for
06:58
2008 Ridgeline with 95,000. Yeah, 195. Yeah, which is a great deal, apparently, because a lot of
07:07
people are saying it's crazy. And so I think I think that's one of those trucks that came out
07:11
just a little too early, right? It's people the rub on that truck is it's the truck everybody
07:16
want everybody needs but nobody wants even the 36,000 people if I remember right did buy it.
07:22
Yeah. So there's a few comments here as we wrap up. First of all, people are saying that
07:29
power wagon is getting a lot of votes. First of all, and then they said they enjoyed watching
07:35
our previous power wagon videos, somebody wants to pre order a power wagon t shirt.
07:40
Power wagon don't care. Yes. Actually, we had that t shirt years ago. We did. We should bring
07:45
it back. Yes. So we have a design for classic tfo classic t shirt. Yeah.
07:51
And there's a comment here about the Hummer EV. The only reason the Hummer EV number went up is
07:56
because GM dealerships are giving them away. Well, oh, his friend got 25,000 off on the brand new.
08:06
Wow. That's a huge chunk of change. Real things were selling when they were new for like 50,000
08:12
over sticker. They were like 170,000. I know when they first came out. Yes. So your friend,
08:16
let's say it's 125. Let's just round it up. So you got it for just around 100. That's still a lot,
08:21
dude. It's a lot of money, no matter what. But yeah, there could be a lot of incentives on them.
08:26
I also heard the opposite. Somebody recently traded in a Hummer EV and lost a lot of money,
08:34
obviously, because of some of these incentives are driving the used price down on them.
08:40
Well, I think we have wasted another hour of your time. What? Oh, this was fun. Was it fun? Okay,
08:46
good. I mean, fun. Cole, did you have fun? Our producer Cole? Cole's giving us a thumbs up.
08:51
Cole said two thumbs up. And we got it. We got to take a little bit of a break before we go
08:55
to the car podcast. And we're trying something new over at the car podcast. And this is,
08:59
this is just a proof of concept. We're going to have our patrons be able to call in. What? Yeah,
09:05
they're going to be able to call in and actually talk to us directly and ask us questions.
09:09
Just randomly. This may be a complete and utter shambles, Andre. Cole, right? It's not going to
09:16
be a complete and utter shambles. No, we have amazing people listening to us. So if you come
09:19
back in 35 minutes, we're going to do our very first. And it's me and Andre because Tommy and
09:24
Case are working in the snow. They're working. We got snow. And so whenever there's snow, we just go
09:29
out there and go off road because that's what you do in the snow. That's fun. So we're going to try
09:33
to do a call in show where we're going to have you call in and ask us questions directly if you
09:38
want. If you want to have a nice chat with us. And we'll try to answer your questions because I
09:42
know listening to the other podcast, the thing that's very popular is people asking questions.
09:47
But the problem is whenever you type the question, you never get the nuance of what people are asking.
09:52
Or the full context. Because there's all these questions that you want to follow up with. Well,
09:55
I'm looking for a truck that's $35,000. And I need it to tow 5,000 pounds. And it has to be yellow.
10:02
And then you're like, okay, then you're like, but do you need room for your family? You know,
10:08
two doors or four doors? Yeah, how much payload do you need? So this will give people the option
10:13
to actually have a conversation and hopefully give you answers from our vast amount of trucking
10:19
experience, Andre or carring experience. In this case, your car experience. Yeah,
10:23
I just drove a Maserati for a week. We can talk about that. I want to hear about this. Yes,
10:27
but not now. No, no, not now. Okay. All right. And Andre, where should they go if they want more
10:32
news, views and real world reviews? There's only one place, altifl.com. See you next time. Ciao.
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