Lexus USA 2022 Year-End Sales Report


Lexus USA has reported 258,704 total sales for 2022, a 15.0% decrease compared to last year — here’s the model-by-model breakdown, including December sales:

MONTH Year to Date (*DSR)
2022 2021 % CHG* 2022 2021 % CHG*
IS 1,922 1,393 38.0 21,386 21,998 -2.8
RC 207 94 120.2 2,648 2,987 -11.3
ES 3,395 4,028 -15.7 41,735 45,406 -8.1
GS 0 1 ‐100 2 76 -97.4
LS 223 178 25.3 2,679 3,739 -28.3
LC 178 145 22.8 1,387 2,782 ‐50.1
Total Cars 5,925 5,839 1.5 69,837 76,989 ‐9.3
UX 1,060 1,577 -32.8 10,237 17,581 -41.8
NX 6,088 1,516 301.6 49,002 58,514 -16.3
RX 3,769 11,594 -67.5 96,041 115,320 -16.7
GX 2,828 3,007 -6.0 29,945 32,509 -7.9
LX 438 510 -14.1 3,642 3,563 2.2
Total Trucks 14,183 18,204 -22.1 188,867 227,487 -17.0
Total Sales 20,108 24,043 -16.4 258,704 304,476 -15.0

Perspective is needed, so let’s bring in the competition — Mercedes has yet to report its final numbers, but BMW sold 332,388 vehicles in the USA last year, nearly 30% more than Lexus. On the other hand, Audi sold 186,875 vehicles, nearly 30% less than Lexus.

This is ignoring the elephant in the room, in that Tesla sold 1.31 million vehicles in 2022 — a regional breakdown hasn’t been released yet, but historically the majority of Tesla sales are in the US.

This puts Lexus middle of the pack, despite the significant drop year-over-year. The entire industry is supply constrained, and I know this issue has affected Toyota production to a large degree.

As a point of interest, new Lexus general manager Dejuan Ross dropped some product news during the year-end conference call:

In 2023, Lexus will introduce 9 all-new, refreshed or special edition vehicles.

I have some guesses, what does everybody else think?

Sales ReportsUSA

ssun30

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BMW's strategy of cutting features (touch screens, satellite radio, GPS module, driving assist are only available for custom order) from cars to save chips worked for them and it shows in sales figures. Sucks for the owners though, 2022 and 2023 model year BMWs will have trash resale value. Basically all German brands benefited from still not offering full ADAS package which is ridiculous. Go to any BMW dealer and you'll be lucky to find any car on the lot that has ACC.
 

Gecko

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It's always frustrating when Lexus provides a number and then qualifies it with "new models, refreshes and special editions" because we all know most of the special editions are nothing more than paint colors.

Off the top of my head...

Redesigns/new models:
TX
GX
RZ (delayed from 2022)
Potentially ES?

Refresh:
LC
RC? (recent announcement about infotainment and suspension changes)

Special Editions:
IS 350 F Sport appearance package (unsure if this counts)
IS 500 Molten Pearl (unsure if this counts)

?
 

Demetrius

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It's always frustrating when Lexus provides a number and then qualifies it with "new models, refreshes and special editions" because we all know most of the special editions are nothing more than paint colors.

Off the top of my head...

Redesigns/new models:
TX
GX
RZ (delayed from 2022)
Potentially ES?

Refresh:
LC
RC? (recent announcement about infotainment and suspension changes)

Special Editions:
IS 350 F Sport appearance package (unsure if this counts)
IS 500 Molten Pearl (unsure if this counts)

?
I feel like they break the RC into two models, being RC(1) and RC F(2).
The GX(3/4) and TX(5) could easily be two models each if they make one an F Sport Performance, although the TX feels like the type of vehicle that won't get a performance model.
I suspect a UX 300h(6) as well? I remember that being trademarked last year.
Cop outs would be Inspriration models for the LS(7) and LC(8).
Fuji Speedway equivalent RC F(9) is possible as well.
 

spwolf

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BMW's strategy of cutting features (touch screens, satellite radio, GPS module, driving assist are only available for custom order) from cars to save chips worked for them and it shows in sales figures. Sucks for the owners though, 2022 and 2023 model year BMWs will have trash resale value. Basically all German brands benefited from still not offering full ADAS package which is ridiculous. Go to any BMW dealer and you'll be lucky to find any car on the lot that has ACC.

that sounds crazy, do they really not have ACC?
 

spwolf

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As for TMC, first step is actually being able to produce cars that they already sold. NX and Rav4 hybrids for instance have more than a year wait times in some markets, which is just insane. Average wait time for most Toyotas in Europe is at least 6 months right now, I assume it is same or worse for Lexus.