2025 Pub. 7 Issue 2

Page 7 California Auto Outlook Toyota 23.8% Honda 16.7% Tesla 12.4% Nissan 7.6% BMW 7.1% Kia 5.6% Hyundai 5.4% Mercedes 4.9% Lexus 3.2% Subaru 1.5% Others 11.8% Toyota 14.0% Ford 9.9% Honda 8.7% Chevrolet 8.2% Tesla 8.0% Kia 4.9% Hyundai 4.4% Subaru 4.1% Mercedes 4.0% Lexus 3.4% Others 30.4% REGIONAL MARKETS IN CALIFORNIA Northern California New Retail Market Improved by 6.4% in First Quarter 2025 BEV share in Northern California exceeded 24 percent Percent Change in New Retail Registrations - YTD ‘25 vs. YTD ‘24 Northern California Cars UP 0.8% Light trucks UP 8.4% BEV share: 24.6% Data sourced from Experian Automotive. New Retail Light Vehicle Registrations (excluding fleets) YTD thru Mar. North and South California YTD '24 YTD '25 % chg. Statewide Total 376,608 395,006 4.9% Cars 106,080 104,104 -1.9% Light Trucks 270,528 290,902 7.5% Northern California 128,314 136,546 6.4% Cars 33,176 33,438 0.8% Light Trucks 95,138 103,108 8.4% Southern California 248,294 258,460 4.1% Cars 72,904 70,666 -3.1% Light Trucks 175,390 187,794 7.1% Selected Regional Markets San Francisco Bay 73,342 76,969 4.9% Cars 19,356 19,778 2.2% Light Trucks 53,986 57,191 5.9% LA and Orange Counties 143,706 149,176 3.8% Cars 43,002 42,247 -1.8% Light Trucks 100,704 106,929 6.2% San Diego County 35,561 36,378 2.3% Cars 9,241 8,435 -8.7% Light Trucks 26,320 27,943 6.2% Southern California Cars DOWN 3.1% Light trucks UP 7.1% BEV share: 23.0% BRAND MARKET SHARES Toyota Leads California Light Truck Market; Ford and Honda are Second and Third California Light Truck Market Share YTD 2025 thru March California Passenger Car Market Share YTD 2025 thru March The two graphs above show the top ten selling brands in the California passenger car and light truck markets during the first three months of 2025. Light trucks consists of all SUVs, pickups, and vans. Data sourced from Experian Automotive. 37 California New Car Dealer Quarterly

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