SHOPPER FINISHING THE YEAR STRONG – TOP SEGMENT GAINERS TRENDS Car shopping traffic was up overall in Q4 on Autotrader, with more than half of mainstream car, truck, and SUV segments posting double-digit growth compared to the prior quarter. SNAPSHOT Four luxury segments – the three SUV segments and luxury’s fullsize car segment – experienced the largest percentage growth in traffic among the 17 segments, contributing to a strong finish for luxury overall (+14%). Despite upward momentum for many, rises for some mean declines for others – 30 of more than 200 segment models face an uphill battle to start the year, having dropped a half share point in Q4. Among those benefiting from the increased shopping, Ford makes the biggest statement at a brand level, boasting 13 “top 3 model movers” across their respective segments. All Mainstream segments experience increased 17 traffic in Q4 Growth in traffic + among Car, SUV, and 11% Truck segments brands tout three or more # of models to see the greatest models among the top three traffic growth in their respective 9 segment gainers segment 12% 11% 7% 29 35 shopping activity growth by segment domestics imports Autotrader New Car Prospects, Q4’18 vs. Q3’18 1 SHOPPER TRENDS NON-LUXURY CARS SNAPSHOT TOP 3 GAINERS: TRAFFIC & SHARE OF SEGMENT SUBCOMPACT CAR COMPACT CAR VOLUME GROWTH SHARE GROWTH VOLUME GROWTH SHARE GROWTH +1% Ford Fiesta Ford Fiesta +7% Honda Civic Toyota Corolla Hyundai Accent Hyundai Accent Toyota Corolla Kia Forte Toyota Yaris Toyota Yaris Ford Focus Hyundai Veloster Total # of 18 Subcompact Cars that experienced gains Total # of 11 Compact Cars that experienced gains segment growth 7 6 segment growth 10 5 MIDSIZE CAR FULLSIZE CAR VOLUME GROWTH SHARE GROWTH VOLUME GROWTH SHARE GROWTH +7% Honda Accord Nissan Altima +3% Kia Stinger Kia Stinger Toyota Camry Toyota Camry Chrysler 300 Kia Cadenza Nissan Altima Honda Accord Kia Cadenza Ford Taurus Total # of 13 Midsize Cars that experienced gains Total # of 7 Fullsize Cars that experienced gains segment growth 10 5 segment growth 6 5 Autotrader New Car Prospects, Q4’18 vs. Q3’18 2 SHOPPER TRENDS LUXURY CARS SNAPSHOT TOP 3 GAINERS: TRAFFIC & SHARE OF SEGMENT L U X E N T R Y - L E V E L C A R LUX MIDSIZE CAR VOLUME GROWTH SHARE GROWTH VOLUME GROWTH SHARE GROWTH +7% MB C-Class Lexus ES +10% Tesla Model 3 Tesla Model 3 Lexus ES Acura ILX Audi A6 Audi A6 INFINITI Q50 INFINITI Q50 Cadillac CTS Cadillac CTS Total # of 21 Lux Entry-level Car that experienced gains Total # of 13 Lux Midsize Cars that experienced gains segment growth 7 6 segment growth 10 5 LUX FULLSIZE CAR VOLUME GROWTH SHARE GROWTH +15% MB S-Class MB CLS-Class Porsche Panamera Cadillac XTS MB CLS-Class Lincoln Continental Total # of 16 Lux Fullsize Cars that experienced gains segment growth 10 5 Autotrader New Car Prospects, Q4’18 vs. Q3’18 3 SHOPPER TRENDS NON-LUXURY SUVs SNAPSHOT TOP 3 GAINERS: TRAFFIC & SHARE OF SEGMENT SUBCOMPACT SUV COMPACT SUV VOLUME GROWTH SHARE GROWTH VOLUME GROWTH SHARE GROWTH +7% Ford EcoSport Ford EcoSport +9% Ford Escape Ford Escape Buick Encore Buick Encore Chevrolet Equinox MAZDA CX-5 Hyundai Kona Hyundai Kona MAZDA CX-5 Chevrolet Equinox Total # of 15 Subcompact SUV that experienced gains Total # of 18 Compact SUVs that experienced gains segment growth 12 7 segment growth 16 13 MIDSIZE SUV FULLSIZE SUV VOLUME GROWTH SHARE GROWTH VOLUME GROWTH SHARE GROWTH +12% Ford Explorer Ford Edge +9% GMC Yukon/XL Ford Expedition Max Ford Edge Ford Explorer Ford Expedition Ford Expedition Jeep Grand Cherokee Volkswagen Atlas Chevrolet Tahoe GMC Yukon/XL Total # of 18 Midsize SUVs that experienced gains Total # of 9 Fullsize SUVs that experienced gains segment growth 17 7 segment growth 8 5 Autotrader New Car Prospects, Q4’18 vs. Q3’18 4 SHOPPER TRENDS LUXURY SUVs SNAPSHOT TOP 3 GAINERS: TRAFFIC & SHARE OF SEGMENT LUX COMPACT SUV LUX MIDSIZE SUV VOLUME GROWTH SHARE GROWTH VOLUME GROWTH SHARE GROWTH +17% Audi Q5/SQ5 Audi Q5/SQ5 +18% BMW X5 Porsche Cayenne Porsche Macan BMW X2 Land Rover RR Sport Land Rover RR Sport Jaguar F-Pace Alfa Romeo Stelvio Porsche Cayenne Cadillac XT5 Total # of 24 Lux Compact SUVs that experienced gains Total # of 22 Lux Midsize SUVs that experienced gains segment growth 23 12 segment growth 21 8 LUX FULLSIZE SUV VOLUME GROWTH SHARE GROWTH +15% Cadillac Escalade/ESV INFINITI QX80 INFINITI QX80 Cadillac Escalade/ESV MB G-Class MB G-Class Total # of 8 Lux Fullsize SUVs that experienced gains segment growth 8 3 Autotrader New Car Prospects, Q4’18 vs. Q3’18 5 SHOPPER TRENDS PICKUP TRUCKS SNAPSHOT TOP 3 GAINERS: TRAFFIC & SHARE OF SEGMENT LIGHT DUTY TRUCK HEAVY DUTY TRUCK VOLUME GROWTH SHARE GROWTH VOLUME GROWTH SHARE GROWTH +13% Ford F150 GMC Sierra 1500 +10% Ford F250 Ford F250 Chevrolet Silverado Chevrolet Silverado RAM 2500 Ford F350 1500 1500 Chevrolet Silverado Ford F450 GMC Sierra 1500 Ford F150 2500 Total # of 6 Light Duty Trucks that experienced gains Total # of 9 Heavy Duty Trucks that experienced gains segment growth 6 3 segment growth 9 4 MIDSIZE TRUCK VOLUME GROWTH SHARE GROWTH +10% Toyota Tacoma Honda Ridgeline Honda Ridgeline Toyota Tacoma Nissan Frontier Nissan Frontier Total # of 5 Midsize Trucks that experienced gains segment growth 5 3 Autotrader New Car Prospects, Q4’18 vs. Q3’18 6 SHOPPER TOPTRENDS 10 MODELS TO WATCH SNAPSHOT DECLINED AT LEAST A HALF SHARE POINT WITHIN SEGMENT IN Q4 CARS SUVs TRUCKS SUBCOMPACT CAR LUX ENTRY-LEVEL CAR SUBCOMPACT SUV LUX COMPACT SUV MIDSIZE TRUCK MINI Cooper Audi A4 Jeep Renegade Volvo XC60* Chevrolet Colorado* Honda Fit Cadillac ATS COMPACT SUV LUX MIDSIZE SUV LIGHT DUTY TRUCK Volkswagen Beetle LUX MIDSIZE CAR Jeep Wrangler Buick Enclave RAM 1500* Chevrolet Sonic MB E-Class* MIDSIZE SUV LUX FULLSIZE SUV Nissan Titan* Kia Rio Audi A5 Hyundai Santa Fe* Land Rover Range Rover* HEAVY DUTY TRUCK Mitsubishi Mirage LUX FULLSIZE CAR FULLSIZE SUV Lexus LX* Chevrolet Silverado 2500* COMPACT CAR Tesla Model S Dodge Durango* Volkswagen Jetta BMW 7 Series* Chevrolet Suburban Chevrolet Cruze* MIDSIZE CAR Nissan Maxima Of those that declined of the models(*) still gained in FULLSIZE CAR in share in Q4, 43% traffic from the prior quarter. Toyota Avalon Dodge Charger* Autotrader New Car Prospects, Q4’18 vs. Q3’18 7.