Our thoughts on Canadian Sales for the First Quarter of 2012.

1. Canadian Sales
First Quarter 2012
BY
STRADA IQ
APRIL 2012

2. The strength of the
quarter was almost
surprising!
Impressive increases
from the previous year.
January: + 15%
February: + 13%
March: + 3 %
Quarter: + 8 %
Is March the actual
“reality” ?
A Strong 1st Quarter
One of the Strongest…

3. Could it be that at the
conclusion of 2011 some
sales were “managed”?
Could it be that some
2011 sales made their
way to 2012?
What do you think?
Carry Over
What Carry Over…?

4. Besides the habitual leaders
like MerBimAu, Hyundai,
Kia, Subaru, VW.
There is a renewed
competitive spirit this year.
Chrysler: + 12%
Honda: + 20%
Infiniti: + 12%
Mazda: + 19%
Nissan: + 15%
Toyota: + 12%
Refreshing to see increased
competition.
Out of Turn One
Will it endure?
Are they Going to Trade Paint?
What do you think?

5. There is no sanctioning
body to enforce rules, its
wide open, heads up
competition.
Lets take a look at who
is not competitive…
Acura: - 9%
Ford: - 1.5%
GM: - 3%
Lexus: - 1%
Suzuki: - 8%
Volvo: - 2%
How Will their Race Strategy Develop
Some Will Pit for “Program” Position

6. Some Numbers
1st Quarter 2012
Compact Mid Size Sedans
 Honda Civic……..14,281  Toyota Camry….….4,472
 Hyundai Elantra…10,864  Hyundai Sonata…..3,531
 Toyota Corolla…….8,954  Ford Fusion………..3,296
 Mazda 3………..….8,053  Nissan Altima…..….3,245
 Chrysler 200…..…..2,759
Honda’s claim to fame in Canada is the  Honda Accord.........1,371
Civic, which is firmly in first place.  Chevy Malibu….…..1,245
Will be fascinating to see how this Wow, Camry up front, Sonata second,
segment develops during the year. Fusion third…interesting.

7. Some Numbers - 1
1st Quarter 2012
CUV/SUV Pick Ups
 Honda CR-V…………8,870  Ford F Series……………22,978
 Ford Escape…………8,082  Ram………………………16,779
 Chrysler Journey…….6,465  GMC Sierra…………..……9,000
 Hyundai Santa Fe……4,808  Chevy Silverado……..……7,673
 Chevy Equinox………4,782
 Toyota RAV4…………4,771 As usual, F series is in front, GM is falling
 Chevy Equinox………4,782 behind, losing momentum.
Honda CR-V in front of the Escape, The economy in western Canada is
interesting…will it hold? booming.

8. Some Numbers - 2
1st Quarter 2012
Entry Luxury Luxury CUV/SUV
 M-B C Class……..…2,419  M-B M Class………….….1,716
 BMW 3 Series………2,229  Audi Q5……………..……1,436
 Audi A4…………..…1,578  Lexus RX………………..1,386
 Infiniti G………...……1,159  M-B GLK…………………1,209
 Buick LaCrosse….……766  Acura MDX……………...…973
 Cadillac CTS…….……722  BMW X5……………...….…850
 Acura TL………………829  Lincoln MKX………………..779
 Lexus IS…….…………424  BMW X3……………….……708
 Cadillac SRX…………..……621
The C Coupe is positioning M-B in front,  Buick Enclave……….….…..582
good to see Infiniti G with momentum.  Acura RDX…………..…..….479
Initial shuffling of positions.

9. Some Numbers - 3
1st Quarter 2012
Pony Cars Did You Know?
 Mustang…………….757  SLS AMG…………..….29
 Camaro……………..613  Lamborghini…..………..32
 Challenger………….488  Maserati………..……….29
 Ferrari…………...….…..57
Some things never change!  Panamera…….….……..91
 GT-R………………….…27
 R8……………………….30
 Bentley………..….…….16
 Volt…………..………..134
 Leaf………….…………68

10. We know that $1.50 a
liter is the painful “pain
threshold” for gasoline.
Yes…every pundit will
have a thought, and
opinion.
Will it be small cars,
diesel, hybrids, electric,
turbos, 8 speed
automatics, new
technologies.
How confusing will it get
for the consumer?
While a fill up consumes
most of a polymer 100. Price of Gas
Exiting Turn 1 Its Almost at the Pain Threshold

11. Our Thoughts
 Extremely strong first quarter.
 With March modestly up 3%...was there carry over from 2011?
 Impressive pick up sales.
 Some initial shuffling of positions in most segments.
 Honda and especially Toyota are flexing their muscles in the first quarter.
 GM needs to raise its game.
 CPO vehicles continue their hot streak.
Thank You