Our thoughts on Canadian sales for the first quarter of 2016.

1. by
Strada IQ
April 2016
CANADIAN SALES
FIRST QUARTER 2016

2. Record Quarter
Simply stunning.
The retail auto business in
Canada is pulverizing
previous records.
Did you ever think that so
much “iron” could be moved?
Especially with a subdued
Alberta.
The continued emergence of
“trucks” continues unabated.

3. It’s Mobility
The transportation model
continues to migrate from
ownership to mobility.
Pay as you drive.
Why own it?

4. Powered by Money
The power of money
Incentives, rebates, low
rates, longer terms, leasing.
It’s the perfect money storm.
What else can you say.

5. Negative Equity
The elephant in the room.
Dealing with negative equity
while upholding the magical
36 month cycle is crucial.
Is it becoming increasingly
challenging to “roll over”
negative equity into a new
financial package?

6. Leasing
Provides a powerful and
compelling advantage to
some manufacturers.
Not so much for others that
are stuck in the long term
finance treadmill.

7. Who Is Ahead
Audi: + 25%
Ford: + 21%
GM: + 18%
Porsche: + 15%
Nissan: + 14%
Mercedes-Benz: + 13%
BMW: + 12%
Land Rover: + 7%

8. Who Is Behind
VW: - 23%
Mazda: - 5%
Kia: - 4%
For the year the market is up
by 9%.

9. CPO
Certified Pre Owned
continues to experience an
appreciable increases in
2016
The manufacturers with
strong, well established,
remarketing programs have a
distinct advantage.

10. Auctions
The other elephant in the
room.
“Retail +” prices at auctions
are a contributing factor to
strong sales.
Yes…we all know where the
vehicles sold at auctions are
headed.
Is it a good thing?

11. • Jetta…………..…...3,911
• Toyota Camry……..3,908
• Chevy Malibu……...3,275
• Honda Accord..........2,927
• Ford Fusion…….…..2,392
• Nissan Altima……….2,199
• Hyundai Sonata….…1,384
• Chrysler 200………..1,028
The Jetta endures, for now. With Camry in
hot pursuit.
• Honda Civic……..12,519
• Hyundai Elantra…11,578
• Toyota Corolla……8,351
• Chev Cruze……….5,398
• Mazda 3………......5,188
Segment is feeling the truck pressure with
the Civic leading and the, Elantra
beating the Corolla.
Click on Corolla to see a review/photo gallery
All Figures from Automotive News
SOME NUMBERS
FIRST QUARTER 2016
Compact Mid Size Sedans

12. • Ford F Series…..…..32,204
• Ram…………….……22,222
• GMC Sierra…..……..11,559
• Chevy Silverado……10,362
The segment keeps on growing with an
established order.
Click on F Series, Ram, Silverado to see a review/photo
gallery
• Toyota RAV4……….9,589
• Honda CR-V……….8,725
• Ford Escape……….8,205
• Jeep Cherokee….…7,586
• Nissan Rogue………7,115
• Hyundai Santa Fe…6,938
• Chevy Equinox….....3,603
• Chrysler Journey…..3,499
The RAV4 and CR-V are ahead of the
Escape…Wow.
SOME NUMBERS – 1
FIRST QUARTER 2016
CUV/SUV Pick Up

13. • M-B M Class………….…..1,927
• Lexus RX…………………1,583
• Audi Q5……………………1,503
• Acura RDX………..…..….1,379
• BMW X5…………………..1,338
• BMW X3………....…….…1,137
• Acura MDX…….……....…1,111
• Infiniti QX60………......…954
• Range Rover Sport…..…907
• Cadillac SRX……........…897
• BMW X1……………..……890
• M-B GLK…………....……825
• Lincoln MKX……………..752
• Buick Enclave……………440
• M-B C Class……..…1,882
• BMW 3 Series………1,429
• Audi A4………….....…818
• Acura TLX.………….…792
• Infiniti Q50…………..…733
• Lexus IS…….……..…..585
• Cadillac ATS………..…681
• Cadillac CTS……….…197
• Lincoln MKZ……....….178
The C Class leading with the TLX and Q50
disrupting.
Click on TLX-Q50-CTS to see a review/photo gallery
SOME NUMBERS – 2
FIRST QUARTER 2016
Entry Luxury Luxury SUV/CUV

14. • Lamborghini…...………..42
• Maserati………….….….84
• Ferrari…………...….…..54
• Panamera…..…….…….41
• GT-R…………………..…39
• R8……….….…….…..…..1
• Rolls-Royce……………..21
• Bentley……….….…..….13
• Tesla Model S…..……540
• Volt……………..……..442
• Leaf………….….….….221
• Lexus NX…………….1,169
• M-B GLA…………….1,116
• Audi Q3……….……..832
• Lincoln MKC…………517
• Porsche Macan……..410
• BMW X4……….….…277
The NX continues!
Click on NX and MKC to see a review/photo gallery
SOME NUMBERS – 3
FIRST QUARTER 2016
New Entrants Did You Know

15. OUR THOUGHTS
FIRST QUARTER 2016
• Remarkable first quarter that literally takes your breath away.
• Its all about mobility as a transportation model…forget ownership.
• The power of money to sell and roll over negative equity.
• Strong wholesale prices are a contributing factor.
• VW what did you expect?
• New models as usual capture additional sales.
• Premium economy continues to steal sales. With Mercedes-Benz leading the way. Not
only with new but also CPO sales.
• Trucks continue to be the flavor of the day displacing sedans.
• Mounting competition / pressure to “move iron”
Thank You