B Y

STRADA IQA P R I L 2 0 1 2

Canadian SalesFirst Quarter 2012

A Strong 1st Quarter One of the Strongest…

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” ?

Carry OverWhat Carry Over…?

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?

Out of Turn OneAre they Going to Trade Paint?

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.

Will it endure?

What do you think?

How Will their Race Strategy DevelopSome Will Pit for “Program” Position

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%

Compact Mid Size Sedans

Honda Civic……..14,281 Hyundai Elantra…10,864 Toyota Corolla…….8,954 Mazda 3………..….8,053

Honda’s claim to fame in Canada is the Civic, which is firmly in first place.

Will be fascinating to see how this segment develops during the year.

Toyota Camry….….4,472 Hyundai Sonata…..3,531 Ford Fusion………..3,296 Nissan Altima…..….3,245 Chrysler 200…..…..2,759 Honda Accord.........1,371 Chevy Malibu….…..1,245

Wow, Camry up front, Sonata second, Fusion third…interesting.

Some Numbers1st Quarter 2012

CUV/SUV Pick Ups

Honda CR-V…………8,870 Ford Escape…………8,082 Chrysler Journey…….6,465 Hyundai Santa Fe……4,808 Chevy Equinox………4,782 Toyota RAV4…………4,771 Chevy Equinox………4,782

Honda CR-V in front of the Escape, interesting…will it hold?

Ford F Series……………22,978 Ram………………………16,779 GMC Sierra…………..……9,000 Chevy Silverado……..……7,673

As usual, F series is in front, GM is falling behind, losing momentum.

The economy in western Canada is booming.

Some Numbers - 11st Quarter 2012

Entry Luxury Luxury CUV/SUV

M-B C Class……..…2,419 BMW 3 Series………2,229 Audi A4…………..…1,578 Infiniti G………...……1,159 Buick LaCrosse….……766 Cadillac CTS…….……722 Acura TL………………829 Lexus IS…….…………424

The C Coupe is positioning M-B in front, good to see Infiniti G with momentum.

M-B M Class………….….1,716 Audi Q5……………..……1,436 Lexus RX………………..1,386 M-B GLK…………………1,209 Acura MDX……………...…973 BMW X5……………...….…850 Lincoln MKX………………..779 BMW X3……………….……708 Cadillac SRX…………..……621 Buick Enclave……….….…..582 Acura RDX…………..…..….479

Initial shuffling of positions.

Some Numbers - 21st Quarter 2012

Pony Cars Did You Know?

Mustang…………….757 Camaro……………..613 Challenger………….488

Some things never change!

SLS AMG…………..….29 Lamborghini…..………..32 Maserati………..……….29 Ferrari…………...….…..57 Panamera…….….……..91 GT-R………………….…27 R8……………………….30 Bentley………..….…….16 Volt…………..………..134 Leaf………….…………68

Some Numbers - 31st Quarter 2012

Price of GasExiting Turn 1 Its Almost at the Pain Threshold

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.

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