Pub. 7 2018-2019 Issue 1

28 San Diego Dealer San Diego County New Retail Car and Light Truck Registrations Most Recent Two Months YTD thru Aug. YTD Market Share 7/17 & 8/17 7/18 & 8/18* % change YTD '17 YTD '18 % change 2017 2018 change Industry Total 26,570 25,167 -5.3% 103,954 98,882 -4.9% Cars 12,296 10,238 -16.7% 48,303 42,114 -12.8% 46.5 42.6 -3.9 Light Trucks 14,274 14,929 4.6% 55,651 56,768 2.0% 53.5 57.4 3.9 Japanese Brands 13,870 12,748 -8.1% 52,852 49,318 -6.7% 50.8 49.9 -0.9 Honda 3,815 3,474 -8.9% 14,177 13,651 -3.7% 13.6 13.8 0.2 Nissan 2,072 1,759 -15.1% 8,820 7,056 -20.0% 8.5 7.1 -1.4 Toyota 5,917 5,452 -7.9% 21,683 20,462 -5.6% 20.9 20.7 -0.2 Other 2,066 2,063 -0.1% 8,172 8,149 -0.3% 7.9 8.2 0.3 Domestic Brands 6,706 6,869 2.4% 27,496 27,111 -1.4% 26.5 27.4 0.9 FCA (excl. FIAT) 1,659 1,738 4.8% 6,813 6,498 -4.6% 6.6 6.6 0.0 Ford 2,673 2,644 -1.1% 11,035 10,006 -9.3% 10.6 10.1 -0.5 General Motors 2,172 1,896 -12.7% 8,749 7,946 -9.2% 8.4 8.0 -0.4 Other 202 591 192.6% 899 2,661 196.0% 0.9 2.7 1.8 European Brands 3,910 3,531 -9.7% 15,354 14,589 -5.0% 14.8 14.8 0.0 BMW 898 812 -9.6% 3,705 3,760 1.5% 3.6 3.8 0.2 Mercedes 895 730 -18.4% 3,412 2,965 -13.1% 3.3 3.0 -0.3 Volkswagen 1,474 1,336 -9.4% 5,604 5,271 -5.9% 5.4 5.3 -0.1 Other 643 653 1.6% 2,633 2,593 -1.5% 2.5 2.6 0.1 Korean Brands 2,084 2,019 -3.1% 8,252 7,864 -4.7% 7.9 8.0 0.1 -4.6% -6.2% -1.5% -4.2% -3.9% -8.1% -6.8% -5.6% -3.4% -2.7% -5.5% -5.1% -20.0% -10.0% 0.0% 10.0% 20.0% Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug- 18* % change vs. year earlier Last month in period 6.9% 2.0% -13.7% -12.8% -30.0% -10.0% 10.0% 30.0% U.S. County Cars Trucks San Diego Outlook Covering the San Diego County automotive market Data thru August 2018 Data Information All data represents new vehicle retail registrations in San Diego County and excludes fleet and wholesale transactions. Please keep in mind that monthly registration figures can oc- casionally be subject to fluctuations, resulting in over or under estimation of actual results. This usually occurs due to processing delays by governmental agencies. For this reason, the year-to-date figures will typically be more reflective of market results. Data Source: IHS Markit. Released by: New Car Dealers Association San Diego County Percent Change in Three Month Moving Average of New Retail Registrations versus Same Period Year Earlier The graph above provides a clear picture of the trending direction of the county market. It shows the year- over-year percent change in the three month moving average of new retail light vehicle registrations. The three month moving average is less erratic than monthly registrations, which can fluctuate due to such factors as the timing of manufacturer incentive programs, weather and title processing delays by governmental agencies. *Figures for August 2018 were estimated by Auto Outlook. Data Source: IHS Markit. Percent Change in County and U.S. New Retail Light Vehicle Markets YTD ‘18 thru August* vs. YTD ‘17 The graph above compares the change in new retail car and light truck registrations in both the county and U.S. markets. Figures for August, 2018 were estimated by Auto Outlook. Data Source: IHS Markit. Brands included above: Domestic Brands: GM (Buick, Cadillac, Chevrolet, and GMC), Ford (Ford and Lincoln), Chrysler (Chrysler, Dodge, Jeep, and Ram). Japanese: Toyota (Toyota, Lexus, and Scion), Honda (Honda and Acura), Nissan (Nissan and Infiniti), Other (Mazda, Mitsubishi, and Subaru). European: VW (Audi, Bentley, Porsche, and Volkswagen), BMW (BMW, Rolls Royce, and MINI), MB (Mercedes Benz and smart), Other (Alfa Romeo, Aston Martin, Ferrari, Fiat, Jaguar, Land Rover, Lotus, Maserati, and Volvo). Korean: Hyundai and Kia. *Figures for August 2018 were estimated by Auto Outlook. Data Source: IHS Markit.