Covering Second Quarter 2026 Page 7 REGIONAL MARKETS IN CALIFORNIA Northern California New Retail Market Fell by More than 10 Percent So Far This Year ZEV share in Northern California was above 20% percent Percent Change in New Retail Registrations - YTD ‘26 vs. YTD ‘25 Northern California Cars DOWN 14.5% Light trucks DOWN 8.7% ZEV share: 20.4% Data sourced from Experian Automotive. New Retail Registrations (excluding fleets) YTD thru June North and South California YTD '25 YTD '26 % chg. Statewide Total 810,947 742,138 -8.5% Cars 219,655 192,253 -12.5% Light Trucks 591,292 549,885 -7.0% Northern California 277,376 249,172 -10.2% Cars 70,392 60,198 -14.5% Light Trucks 206,984 188,974 -8.7% Southern California 533,571 492,966 -7.6% Cars 149,263 132,055 -11.5% Light Trucks 384,308 360,911 -6.1% Selected Regional Markets San Francisco Bay 154,366 134,767 -12.7% Cars 40,694 32,395 -20.4% Light Trucks 113,672 102,372 -9.9% LA and Orange Counties 306,413 278,819 -9.0% Cars 88,976 76,549 -14.0% Light Trucks 217,437 202,270 -7.0% San Diego County 74,366 67,727 -8.9% Cars 17,801 15,565 -12.6% Light Trucks 56,565 52,162 -7.8% Southern California Cars DOWN 11.5% Light trucks DOWN 6.1% ZEV share: 16.1% VEHICLE AND BRAND SEGMENTS Passenger Car Market Share in California Exceeds U.S. Levels Market Share by Type of Vehicle - YTD ‘26 thru June Combining the blue and orange sections in the graph above corresponds to the standard industry definition of light trucks. Small crossovers are broken out, however, since many are more similar to compact hatchbacks than to many trucks. State passenger car share was 24.9% so far this year, well above the 16.5% share in the U.S. Data sourced from Experian Automotive. Japanese brand market share in the state was higher than U.S. levels: 44.6% vs. 38.4%. State Domestic brand share (which includes Tesla and Rivian) was 30.6%. European brands accounted for a higher share of the state market than in the Nation. Note: Other Asian includes Genesis, Hyundai, Kia, and VinFast. Data sourced from Experian Automotive. Market Share by Brand Category - YTD ‘26 thru June 41.2% 51.8% 33.9% 31.7% 24.9% 16.5% 0.0% 25.0% 50.0% 75.0% 100.0% State U.S. Light trucks (excl. Small CUVs) Small CUVs Passenger Cars 44.6% 38.4% 30.6% 40.8% 14.0% 9.2% 10.8% 11.6% 0.0% 25.0% 50.0% 75.0% 100.0% State U.S. Japanese Domestic European Other Asian 33 California New Car Dealer Quarterly
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