Pub. 2 2020-2021 Issue 4

35 Page 6 California Auto Outlook 0 100000 200000 300000 400000 500000 600000 700000 800000 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 19.5 Percent So Far in 2020 vs. 42.1 Percent Drop for Fleets California New Car and Light Truck Retail and Fleet Registrations - YTD ‘18, ‘19, & ‘20 thru Sept. REGIONAL MARKETS IN CALIFORNIA Southern California Market Declines at Slightly Slower Pace Data Source: AutoCount data from Experian. PERCENT CHANGE: YTD ‘20 vs. YTD ‘19 Retail cars: DOWN 29.5% Retail light trucks: DOWN 11.8% Fleet cars: DOWN 54.5% Fleet light trucks: DOWN 34.6% New Retail Light Vehicle Registrations (excluding fleets) YTD '20, Sept. North and South California YTD '19 YTD '20 % chg. Statewide Total 1,235,413 994,308 -19.5% Cars 537,992 379,513 -29.5% Light Trucks 697,421 614,795 -11.8% Northern California 422,830 335,196 -20.7% Cars 177,281 120,106 -32.3% Light Trucks 245,549 215,090 -12.4% Southern California 812,583 659,112 -18.9% Cars 360,711 259,407 -28.1% Light Trucks 451,872 399,705 -11.5% Selected Regional Markets San Francisco Bay 240,309 178,266 -25.8% Cars 108,954 68,529 -37.1% Light Trucks 131,355 109,737 -16.5% LA and Orange Counties 488,016 380,908 -21.9% Cars 225,012 156,895 -30.3% Light Trucks 263,004 224,013 -14.8% San Diego County 104,239 87,088 -16.5% Cars 42,037 29,879 -28.9% Light Trucks 62,202 57,209 -8.0% Percent Change in New Retail Registrations - YTD ‘20 vs. YTD ‘19 NORTHERN CALIFORNIA Cars DOWN 32.3% Light trucks DOWN 12.4% SOUTHERN CALIFORNIA Cars DOWN 28.1% Light trucks DOWN 11.5% Data Source: AutoCount data from Experian.