Page 7 California Auto Outlook REGIONAL MARKETS IN CALIFORNIA Southern California New Retail Market Holds Up Better So Far This Year ZEV share in Southern California falls to 13.7 percent Percent Change in New Retail Registrations - YTD ‘26 vs. YTD ‘25 Northern California Cars DOWN 17.8% Light trucks DOWN 11.6% ZEV share: 17.8% Data sourced from Experian Automotive. New Retail Registrations (excluding fleets) YTD thru March North and South California YTD '25 YTD '26 % chg. Statewide Total 395,601 353,730 -10.6% Cars 104,236 88,452 -15.1% Light Trucks 291,365 265,278 -9.0% Northern California 136,695 118,804 -13.1% Cars 33,464 27,505 -17.8% Light Trucks 103,231 91,299 -11.6% Southern California 258,906 234,926 -9.3% Cars 70,772 60,947 -13.9% Light Trucks 188,134 173,979 -7.5% Selected Regional Markets San Francisco Bay 77,080 64,655 -16.1% Cars 19,787 14,975 -24.3% Light Trucks 57,293 49,680 -13.3% LA and Orange Counties 149,377 133,578 -10.6% Cars 42,259 35,654 -15.6% Light Trucks 107,118 97,924 -8.6% San Diego County 36,503 32,584 -10.7% Cars 8,477 7,198 -15.1% Light Trucks 28,026 25,386 -9.4% Southern California Cars DOWN 13.9% Light trucks DOWN 7.5% ZEV share: 13.7% COMPARISON OF STATE MARKETS First Quarter Decline in California Market Slightly Below Average Compared to Other States The graph above shows the percent change in new retail light vehicle registrations during the first three months of this year versus year earlier in the top 20 state markets. California retail registrations fell 10.6 percent in the first quarter of this year, below average compared to other markets. The Missouri market had the smallest decline - down 1.9 percent. Data sourced from Experian Automotive. Some figures estimated by Auto Outlook. Percent Change in New Retail Light Vehicle Registrations - 1Q 2026 vs. 1Q 2025 -1.9% -3.4% -3.9% -6.0% -6.7% -7.0% -7.0% -7.0% -7.3% -7.9% -9.0% -9.2% -10.1% -10.6% -11.1% -11.1% -11.9% -12.7% -13.4% 34 California New Car Dealer Quarterly
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