QUARTERLY LIGHT-VEHICLE SALES REPORT — Q1 2021 — New-Car Sales • Summary by Brand, Manufacturer, and Segment • Historical SAAR Chart • Detailed Summary by Segment including Model Trends BRAND SUMMARY Q1 Sales YTD Sales Market Share 2021 2020 YOY 2021 2020 YOY Q1-2021 YTD Acura 37,888 28,531 32.8% 37,888 28,531 32.8% 1.0% 1.0% Alfa Romeo 4,646 3,703 25.5% 4,646 3,703 25.5% 0.1% 0.1% Audi 54,840 41,367 32.6% 54,840 41,367 32.6% 1.4% 1.4% BMW 71,433 59,455 20.1% 71,433 59,455 20.1% 1.8% 1.8% Bentley 659 488 35.0% 659 488 35.0% 0.0% 0.0% Buick 45,784 33,870 35.2% 45,784 33,870 35.2% 1.2% 1.2% Cadillac 37,277 30,325 22.9% 37,277 30,325 22.9% 1.0% 1.0% Chevrolet 425,106 433,519 -1.9% 425,106 433,519 -1.9% 10.9% 10.9% Chrysler 39,737 30,124 31.9% 39,737 30,124 31.9% 1.0% 1.0% Dodge 63,988 88,657 -27.8% 63,988 88,657 -27.8% 1.6% 1.6% Ferrari 617 579 6.6% 617 579 6.6% 0.0% 0.0% Fiat 815 1,128 -27.7% 815 1,128 -27.7% 0.0% 0.0% Ford 492,301 489,053 0.7% 492,301 489,053 0.7% 12.6% 12.6% GMC 131,239 118,718 10.5% 131,239 118,718 10.5% 3.4% 3.4% Genesis 8,222 3,955 107.9% 8,222 3,955 107.9% 0.2% 0.2% Honda 309,203 270,253 14.4% 309,203 270,253 14.4% 7.9% 7.9% Hyundai 167,130 130,875 27.7% 167,130 130,875 27.7% 4.3% 4.3% Infiniti 19,071 25,558 -25.4% 19,071 25,558 -25.4% 0.5% 0.5% Jaguar 4,230 5,894 -28.2% 4,230 5,894 -28.2% 0.1% 0.1% Jeep 197,545 182,670 8.1% 197,545 182,670 8.1% 5.1% 5.1% Karma 14 14 0.0% 0.0% Kia 159,550 137,945 15.7% 159,550 137,945 15.7% 4.1% 4.1% Lamborghini 565 475 18.9% 565 475 18.9% 0.0% 0.0% Land Rover 23,720 19,535 21.4% 23,720 19,535 21.4% 0.6% 0.6% Lexus 74,253 56,345 31.8% 74,253 56,345 31.8% 1.9% 1.9% Lincoln 25,410 25,561 -0.6% 25,410 25,561 -0.6% 0.7% 0.7% MINI 6,285 5,237 20.0% 6,285 5,237 20.0% 0.2% 0.2% Maserati 1,663 1,458 14.1% 1,663 1,458 14.1% 0.0% 0.0% Mazda 83,258 67,670 23.0% 83,258 67,670 23.0% 2.1% 2.1% Mercedes-Benz 70,236 75,266 -6.7% 70,236 75,266 -6.7% 1.8% 1.8% Mitsubishi 28,231 35,563 -20.6% 28,231 35,563 -20.6% 0.7% 0.7% Nissan 266,482 232,048 14.8% 266,482 232,048 14.8% 6.8% 6.8% Polestar 118 118 0.0% 0.0% Porsche 17,368 11,994 44.8% 17,368 11,994 44.8% 0.4% 0.4% Ram 162,920 140,486 16.0% 162,920 140,486 16.0% 4.2% 4.2% Rolls Royce 303 241 25.7% 303 241 25.7% 0.0% 0.0% Subaru 160,426 130,591 22.8% 160,426 130,591 22.8% 4.1% 4.1% Tesla 69,300 56,200 23.3% 69,300 56,200 23.3% 1.8% 1.8% Toyota 528,813 439,402 20.3% 528,813 439,402 20.3% 13.5% 13.5% Volkswagen 90,853 75,075 21.0% 90,853 75,075 21.0% 2.3% 2.3% Volvo 27,239 19,485 39.8% 27,239 19,485 39.8% 0.7% 0.7% Total 3,908,738 3,509,299 11.4% 3,908,738 3,509,299 11.4% Source: Kelley Blue Book Data MANUFACTURER SUMMARY Q1 Sales YTD Sales Market Share 2021 2020 YOY 2021 2020 YOY Q1-2021 YTD American Honda 347,091 298,784 16.2% 347,091 298,784 16.2% 8.9% 8.9% BMW Group 71,736 59,696 20.2% 71,736 59,696 20.2% 1.8% 1.8% Daimler 70,236 75,266 -6.7% 70,236 75,266 -6.7% 1.8% 1.8% Stellantis 472,129 449,354 5.1% 472,129 449,354 5.1% 12.0% 12.0% Ford Motor Co 517,711 514,614 0.6% 517,711 514,614 0.6% 13.2% 13.2% GM 639,406 616,432 3.7% 639,406 616,432 3.7% 16.4% 16.4% Hyundai Kia 334,902 272,775 22.8% 334,902 272,775 22.8% 8.6% 8.6% Mazda 83,258 67,670 23.0% 83,258 67,670 23.0% 2.1% 2.1% Mitsubishi 28,231 35,563 -20.6% 28,231 35,563 -20.6% 0.7% 0.7% Nissan NA 285,553 257,606 10.8% 285,553 257,606 10.8% 7.3% 7.3% Subaru 160,426 130,591 22.8% 160,426 130,591 22.8% 4.1% 4.1% Tata 27,950 25,429 9.9% 27,950 25,429 9.9% 0.7% 0.7% Tesla Motors 69,300 56,200 23.3% 69,300 56,200 23.3% 1.8% 1.8% Toyota Motor Co 603,066 495,747 21.6% 603,066 495,747 21.6% 15.4% 15.4% VW 164,285 129,399 27.0% 164,285 129,399 27.0% 4.2% 4.2% Volvo NA 27,239 19,485 39.8% 27,239 19,485 39.8% 0.7% 0.7% Total 3,908,738 3,509,299 11.4% 3,908,738 3,509,299 11.4% MONTHLY INDUSTRY SAAR 20 18 16 14 [MILLIONS] 12 10 SEASONALLY ADJUSTED ANNUAL SEASONALLYANNUAL ADJUSTED (SAAR) RATE 8 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Source: bea.gov 2 Source: Kelley Blue Book Data SEGMENT SUMMARY Q1 Sales YTD Sales Market Share 2021 YOY 2021 YOY Q1-2021 YTD Compact Car 280,631 2.6% 280,631 2.6% 7.2% 7.2% Compact SUV/Crossover 646,604 10.7% 646,604 10.7% 16.5% 16.5% Electric Vehicle 95,379 43.2% 95,379 43.2% 2.4% 2.4% Entry-level Luxury Car 91,606 8.9% 91,606 8.9% 2.3% 2.3% Full-size Car 39,237 -7.3% 39,237 -7.3% 1.0% 1.0% Full-size Pickup Truck 566,851 5.1% 566,851 5.1% 14.5% 14.5% Full-size SUV/Crossover 84,537 15.5% 84,537 15.5% 2.2% 2.2% High Performance Car 11,412 40.2% 11,412 40.2% 0.3% 0.3% High-end Luxury Car 8,054 -19.5% 8,054 -19.5% 0.2% 0.2% Hybrid/Alternative Energy Car 28,444 12.2% 28,444 12.2% 0.7% 0.7% Luxury Car 19,290 -9.8% 19,290 -9.8% 0.5% 0.5% Luxury Compact SUV/Crossover 129,625 23.7% 129,625 23.7% 3.3% 3.3% Luxury Full-size SUV/Crossover 32,419 21.6% 32,419 21.6% 0.8% 0.8% Luxury Mid-size SUV/Crossover 170,033 24.7% 170,033 24.7% 4.4% 4.4% Luxury Subcompact SUV/Crossover 29,028 12.1% 29,028 12.1% 0.7% 0.7% Mid-size Car 247,713 -16.6% 247,713 -16.6% 6.3% 6.3% Mid-size Pickup Truck 164,014 22.2% 164,014 22.2% 4.2% 4.2% Mid-size SUV/Crossover 666,739 15.3% 666,739 15.3% 17.1% 17.1% Minivan 85,245 4.8% 85,245 4.8% 2.2% 2.2% Super Luxury/Exotic 3,821 17.7% 3,821 17.7% 0.1% 0.1% Sports Car 53,336 9.4% 53,336 9.4% 1.4% 1.4% Subcompact Car 63,309 8.3% 63,309 8.3% 1.6% 1.6% Subcompact SUV/Crossover 294,123 58.0% 294,123 58.0% 7.5% 7.5% Van 97,288 -2.4% 97,288 -2.4% 2.5% 2.5% Total 3,908,738 11.4% 3,908,738 11.4% Q1 Sales YTD Sales Market Share 2021 YOY 2021 YOY Q1-2021 YTD Car 942,232 0.4% 942,232 0.4% 24.1% 24.1% SUV 2,053,108 19.7% 2,053,108 19.7% 52.5% 52.5% Truck 730,865 8.5% 730,865 8.5% 18.7% 18.7% Van 182,533 0.9% 182,533 0.9% 4.7% 4.7% Total 3,908,738 11.4% 3,908,738 11.4% Q1 Sales YTD Sales Market Share 2021 YOY 2021 YOY Q1-2021 YTD Luxury 480,055 17.3% 480,055 17.3% 12.3% 12.3% Non-Luxury 3,428,683 10.6% 3,428,683 10.6% 87.7% 87.7% Total 3,908,738 11.4% 3,908,738 11.4% 3 Source: Kelley Blue Book Data COMPACT CAR Q1 Sales YTD Sales Market Share 2021 2020 YOY 2021 2020 YOY Q1-2021 YTD 500L 69 130 -46.9% 69 130 -46.9% 0.0% 0.0% Beetle 1 1,610 -99.9% 1 1,610 -99.9% 0.0% 0.0% Civic 55,903 63,944 -12.6% 55,903 63,944 -12.6% 19.9% 19.9% Corolla 67,211 64,667 3.9% 67,211 64,667 3.9% 24.0% 24.0% Corolla Hatchback 5,309 4,547 16.8% 5,309 4,547 16.8% 1.9% 1.9% Cruze 13 405 -96.8% 13 405 -96.8% 0.0% 0.0% Dart 1 3 -66.7% 1 3 -66.7% 0.0% 0.0% Elantra 26,093 25,745 1.4% 26,093 25,745 1.4% 9.3% 9.3% Forte 24,850 22,359 11.1% 24,850 22,359 11.1% 8.9% 8.9% Golf 4,244 7,700 -44.9% 4,244 7,700 -44.9% 1.5% 1.5% Impreza 9,115 10,289 -11.4% 9,115 10,289 -11.4% 3.2% 3.2% Jetta 22,714 21,393 6.2% 22,714 21,393 6.2% 8.1% 8.1% Lancer 0 0 Mazda3 9,992 8,118 23.1% 9,992 8,118 23.1% 3.6% 3.6% Sentra 37,238 23,879 55.9% 37,238 23,879 55.9% 13.3% 13.3% Soul 17,191 16,713 2.9% 17,191 16,713 2.9% 6.1% 6.1% Veloster 687 2,082 -67.0% 687 2,082 -67.0% 0.2% 0.2% Total 280,631 273,584 2.6% 280,631 273,584 2.6% Civic Corolla Elantra Sales Forte Jetta Sentra 100000 90000 80000 70000 60000 50000 40000 30000 20000 734 7,928 10000 0 4 Source: Kelley Blue Book Data COMPACT SUV/CROSSOVER Q1 Sales YTD Sales Market Share 2021 2020 YOY 2021 2020 YOY Q1-2021 YTD CR-V 93,766 71,186 31.7% 93,766 71,186 31.7% 14.5% 14.5% CX-5 40,750 35,211 15.7% 40,750 35,211 15.7% 6.3% 6.3% Cherokee 37,923 33,675 12.6% 37,923 33,675 12.6% 5.9% 5.9% Compass 19,959 29,820 -33.1% 19,959 29,820 -33.1% 3.1% 3.1% Eclipse Cross 1,583 5,184 -69.5% 1,583 5,184 -69.5% 0.2% 0.2% Equinox 63,218 73,453 -13.9% 63,218 73,453 -13.9% 9.8% 9.8% Escape 40,990 48,117 -14.8% 40,990 48,117 -14.8% 6.3% 6.3% Forester 47,694 39,080 22.0% 47,694 39,080 22.0% 7.4% 7.4% Patriot 0 1 -100.0% 0 1 -100.0% 0.0% 0.0% RAV4 114,255 97,631 17.0% 114,255 97,631 17.0% 17.7% 17.7% Rogue 86,720 59,716 45.2% 86,720 59,716 45.2% 13.4% 13.4% Sportage 22,417 20,057 11.8% 22,417 20,057 11.8% 3.5% 3.5% Terrain 16,917 25,292 -33.1% 16,917 25,292 -33.1% 2.6% 2.6% Tiguan 27,265 22,177 22.9% 27,265 22,177 22.9% 4.2% 4.2% Tucson 33,147 23,735 39.7% 33,147 23,735 39.7% 5.1% 5.1% Total 646,604 584,335 10.7% 646,604 584,335 10.7% CR-V Equinox Escape Sales RAV4 Rogue Cherokee 140000 120000 100000 80000 734 7928 60000 40000 20000 0 5 Source: Kelley Blue Book Data ELECTRIC VEHICLE Q1 Sales YTD Sales Market Share 2021 2020 YOY 2021 2020 YOY Q1-2021 YTD Bolt EV 9,025 5,873 53.7% 9,025 5,873 53.7% 9.5% 9.5% I-Pace 251 378 -33.6% 251 378 -33.6% 0.3% 0.3% ID.4 474 474 0.5% 0.5% Leaf 2,925 1,958 49.4% 2,925 1,958 49.4% 3.1% 3.1% Model 3 20,700 48,000 -56.9% 20,700 48,000 -56.9% 21.7% 21.7% Model S 4,800 4,600 4.3% 4,800 4,600 4.3% 5.0% 5.0% Model X 6,100 3,600 69.4% 6,100 3,600 69.4% 6.4% 6.4% Model Y 37,700 37,700 39.5% 39.5% Mustang Mach-E 6,614 6,614 6.9% 6.9% Polestar1 3 3 0.0% 0.0% Polestar2 115 115 0.1% 0.1% Taycan 2,008 221 808.6% 2,008 221 808.6% 2.1% 2.1% e-tron 4,324 1,711 152.7% 4,324 1,711 152.7% 4.5% 4.5% i3 340 259 31.3% 340 259 31.3% 0.4% 0.4% Total 95,379 66,600 43.2% 95,379 66,600 43.2% Sales Leaf i3 Bolt EV e-tron Taycan Mustang Mach-E 10000 9000 8000 7000 6000 5000 4000 3000 2000 1000 0 *Segment total includes estimates for Tesla 6 Source: Kelley Blue Book Data ENTRY-LEVEL LUXURY CAR Q1 Sales YTD Sales Market Share 2021 2020 YOY 2021 2020 YOY Q1-2021 YTD 1/2 Series 5,307 1,773 199.3% 5,307 1,773 199.3% 5.8% 5.8% 3 Series 9,426 10,420 -9.5% 9,426 10,420 -9.5% 10.3% 10.3% 4 Series 4,785 2,197 117.8% 4,785 2,197 117.8% 5.2% 5.2% 60 Series 4,616 3,505 31.7% 4,616 3,505 31.7% 5.0% 5.0% A-Class 2,844 3,696 -23.1% 2,844 3,696 -23.1% 3.1% 3.1% A3 1,329 2,237 -40.6%