Pub. 2 2020-2021 Issue 3

35 Page 6 California Auto Outlook 0 50000 100000 150000 200000 250000 300000 350000 400000 450000 500000 Retail Light Trucks Retail Passenger Cars Fleet Light Trucks Fleet Passenger Cars Registrations YTD '18 YTD '19 YTD '20 BREAKDOWN OF RETAIL AND FLEET MARKETS State Retail Registrations Declined 22.3 % in First Half of ‘20 vs. 41.1 % Drop for Fleets California New Car and Light Truck Retail and Fleet Registrations — YTD ‘18, ‘19, & ‘20 thru June REGIONAL MARKETS IN CALIFORNIA Northern and Southern California Markets Posts Similar Results Data Source: AutoCount data from Experian. PERCENT CHANGE: YTD ‘20 vs. YTD ‘19 Retail cars: DOWN 30.4% Retail light trucks: DOWN 16.0% Fleet cars: DOWN 54.2% Fleet light trucks: DOWN 33.1% New Retail Light Vehicle Registrations (excluding fleets) YTD '20, June North and South California YTD '19 YTD '20 % chg. Statewide Total 813,207 631,806 -22.3% Cars 357,564 248,879 -30.4% Light Trucks 455,643 382,927 -16.0% Northern California 275,549 212,433 -22.9% Cars 116,632 79,777 -31.6% Light Trucks 158,917 132,656 -16.5% Southern California 537,658 419,373 -22.0% Cars 240,932 169,102 -29.8% Light Trucks 296,726 250,271 -15.7% Selected Regional Markets San Francisco Bay 157,517 113,782 -27.8% Cars 72,482 46,563 -35.8% Light Trucks 85,035 67,219 -21.0% LA and Orange Counties 323,860 242,806 -25.0% Cars 150,400 102,747 -31.7% Light Trucks 173,460 140,059 -19.3% San Diego County 69,048 55,677 -19.4% Cars 28,307 19,820 -30.0% Light Trucks 40,741 35,857 -12.0% Percent Change in New Retail Registrations — YTD ‘20 vs. YTD ‘19 NORTHERN CALIFORNIA Cars DOWN 31.6% Light trucks DOWN 16.5% SOUTHERN CALIFORNIA Cars DOWN 29.8% Light trucks DOWN 15.7% Data Source: AutoCount data from Experian.