The third quarter of 2013 was the best third quarter in recent history for vehicle sales. Sales increased 7% in July, 6% in August, and 4% in September compared to 2012, which was also a strong third quarter. There is a shift away from mid-size sedans towards compact crossovers and SUVs. Honda and Toyota performed well, while Hyundai-Kia are catching up to GM in total sales. The document analyzes vehicle sales data by manufacturer and category.

2. Awesome
Third Quarter
The best Third Quarter is
recent history.
Truly Impressive.
2013 vs 2012
July: + 7%
August: + 6%
September: + 4%
Keeping in mind that
2012 was a strong third
quarter.
Units in ,000
3rd Qtr
480
470
460
450
440
430
420
410
400
390
380
370
467
440
430
416
420
405
2013
2012
2011
2010
2009
2008

3. 
Monthly Payments: The magical $500.00 per month

Dealing With Negative Equity: Being able to “Roll Over Deficiencies”
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Longer Finance Terms: The terms are inexorably getting longer.
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Big Data: Manufacturers using big data to laser focus incentives.
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Customers: Using the “incentives” to support the deficiencies.
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“Which manufacturer has an incentive on a model that suits our requirements, that we can roll
over the trade, get a new vehicle, and keep on paying $500/month.”

4. Loan Terms
Loan terms above 72
months are increasing in
quantity and length on a
monthly basis so far this
year.
The year started at 57% at
the end of August its at
64% almost a 1% increase
per month.
How much longer it will
endure?
Obvious it takes more
months to hit the
$500/month sweet spot.
What do you think?
From JD Power

5. Days to Turn
With all the “deals” offered by
all the manufacturers.
Especially during the 3rd
quarter …the days to turn of
new vehicles have increased
steadily.
Yes…there is a difference
selling a new vehicle to a
dealer, and ultimately selling
it to a customer.
Has the game of “moving
iron” changed?
Agreed…the customer does
not care about “carrying
charges”
From JD Power

6. COMPACT
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Honda Civic……..48,098
Hyundai Elantra…44,345
Toyota Corolla……34,118
Mazda 3……...….30,203
We predict that Civic will keep the title for
2013.
The new Corolla will further increase the
advantage for Toyota.

All Figures from Automotive News
MID SIZE SEDANS
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Jetta……………….23,248
Ford Fusion… …..16,681
Toyota Camry……..13,963
Honda Accord.........13,420
Hyundai Sonata..…11,168
Chrysler 200…..…..10,014
Nissan Altima…..….8,231
Chevy Malibu…..….5,265
The Jetta is firmly ahead, then its trading
paint between the Camry, and Accord
with the Sonata getting muscled.
Malibu, you have to wonder.

7. CUV/SUV
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Ford Escape……….33,660
Honda CR-V……….25,003
Toyota RAV4……….24,945
Hyundai Santa Fe…22,512
Chrysler Journey…..22,292
Chevy Equinox….....14,924
It’s a hotly contested segment, while the
Escape remains ahead.
PICK UPS
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Ford F Series….…… 96,931
Ram…………….………63,218
GMC Sierra……….. …35,229
Chevy Silverado…….…29,088
Enduring pick up wow moment.
The F Series what can you say, they rock.
The love affair with pick ups is
strengthening so far this year.

8. ENTRY LUXURY
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BMW 3 Series………9,855
M-B C Class……..…7,005
Audi A4………......…4,507
Infiniti G/Q50…......…2,297
Cadillac ATS…………2,163
Acura TL…………..…1,763
Lexus IS…….………..1,670
Lincoln MKZ………….1,133
Buick LaCrosse………..928
Cadillac CTS……….….702
The ATS and Q50 are disruptive, the TL and IS
are trading paint
The 3 Series is way ahead.
LUXURY CUV/SUV
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Lexus RX…………………5,831
Audi Q5……………………5,492
BMW X3………….….……4,665
M-B GLK…………..….……4,616
Acura RDX……………..….4,536
Acura MDX…….….…....…4,521
M-B M Class…………...….3,402
Cadillac SRX…… ....…..…2,730
BMW X5…………………..2,565
Lincoln MKX………..……..2,465
Infiniti JX35…………......…2,433
Buick Enclave…….…...…..2,361
BMW X1……………...……2,198
The Q5 in second, with persistent
competition in the segment.

9. PONY CARS
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Mustang…………….4,571
Camaro……………..1,964
Challenger………….1,395
No change George Follmer (Mustang) way up
front by a wide margin, then Mark Donahue
in the Camaro, with Sam Posey for third.
DID YOU KNOW?
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SLS AMG……..…....….50
Lamborghini…..………..34
Maserati………..….….137
Ferrari………….….…..160
Panamera…..…….…..254
GT-R………………..…110
R8…………….……..….96
Bentley…………..…….101
Volt…………..….……..656
Leaf…………..…….….382

10. 
Subaru has the most significant increase (+21%) of the volume manufacturers;
agreed they carry on their business adhere to a concise strategy, do not resort to
aggressive incentives, probably make a ton of money, and fly under everyone’s
radar.

The mainstream pundits are realising that picks ups are very popular in
Canada…yes we told you so in January…The Love Affair Endures.

CPO sales although good, are impacted by the robustness of new vehicle
programs.
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Volvo is perplexing…have wonder what is going on.

11. •
Incredible third quarter, and ahead by 3% for the year…strong.
•
There is a shift away from mid size sedans to CUV’s and small CUV’s.
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Honda and Toyota are firing on all cylinders and making their presence felt, especially to the
Koreans.
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Mercedes-Benz and BMW are “bumper to bumper” although they will never admit that they are
competing for the top spot.
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Fiat and Mini are behind, there are only so many folks that want to pay a premium.
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Think about this Hyundai+Kia are catching up to GM (168K vs 180K).
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Yes…Hyundai is ahead of Honda YTD (110K vs 108K).
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Why is Mazda “blinking”?
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Fascinating to see who will “double down” and who will “blink” in the last quarter.
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Thank You