Drew Dowdell

That just means that 2018 was a great year for them (and it was). But look at all the red on that ticker, lots of brands are struggling right now... the market as a whole is down something like 3% for the year. Jeep has 4 new or updated models coming out over the next 2 years. And that's just the ones we know about. I think they'll be just fine.

Model June Sales Year-to-Date 2019 2018 2019 2018 ALL 911 458 755 4,620 4,871 ALL 718 422 565 2,155 3,052 ALL PANAMERA 529 735 3,740 4,573 ALL CAYENNE 1,147 568 10,031 5,275 ALL MACAN 2,649 2,269 9,711 11,650 GRAND TOTALS 5,205 4,892 30,257 29,421

You just like to pick on FCA. They sell more Jeeps than Volkswagen and Audi combined. They sell more than all of Hyundai. They sell more than all of Kia. They're moving a lot of metal. Jeep alone sells about 50% of the entire Toyota brand.

PALO ALTO, Jul 02, 2019 (GLOBE NEWSWIRE via COMTEX) -- PALO ALTO, Calif., July 02, 2019 (GLOBE NEWSWIRE) -- In the second quarter, we achieved record production of 87,048 vehicles and record deliveries of approximately 95,200 vehicles. In addition, we made significant progress streamlining our global logistics and delivery operations at higher volumes, enabling cost efficiencies and improvements to our working capital position. Production Deliveries Model S/X 14,517 17,650 Model 3 72,531 77,550 Total 87,048 95,200 Orders generated during the quarter exceeded our deliveries, thus we are entering Q3 with an increase in our order backlog. We believe we are well positioned to continue growing total production and deliveries in Q3. Customer vehicles in transit at the end of the quarter were over 7,400. Due to the order-to-VIN matching process we described in our Q1 2019 Shareholder Letter, which we extended to Model S and Model X in Q2 to improve process efficiency, this metric has become less relevant. As a result, we do not plan to disclose the customer vehicles in transit metric going forward

No Politics

ROCKLEIGH, N.J. (July 2, 2019) - Volvo Car USA LLC, (VCUSA) reported U.S. sales of 9,934 vehicles for the month of June, an increase of 0.7 percent from the same period last year. Year-to-date VCUSA has sold 50,120 vehicles, an increase of 5.2 percent from the previous year. “The first half of 2019 was Volvo’s best U.S. performance in 12 years. June was a great month, topping a monthly record set back in June 2006.” said Anders Gustafsson, President and CEO, Volvo Car USA & Senior Vice President Americas. The XC90 was popular in June, posting the best sales month of 2019 at 3,475 cars sold, a 7.6 percent increase versus June 2018. The S60 and V60 saw the largest year-over-year gains, with S60 growing 184 percent and V60 growing 113 percent. The America’s region, which includes the United States, Canada and Latin America, also showed growth in June. Sales for the entire region were up 1.9 percent for the month; posting a 6.3 percent year-over-year gain. “The first half of 2019 showed great momentum for sales and fantastic progress on new services for customers.” Added Gustafsson. “Tow for Life and Accident Advisor joined our Volvo Lifetime Replacement Parts & Labor Warranty earlier this year. These services are designed to make life less complicated for our customers and have shown strong early success.”

I think you'd be fine with either of the Buicks, however the '16 feels a bit larger inside than the '18. I think you'll appreciate the space.

Thank you... fixed. And nice to see you back

Quarterly: Ford Motor Company - Down 4.1% for the Quarter, Down 2.9% for the year General Motors Co. - Down 1.5% for the Quarter, Down 4.2% for the year Tesla - Up 133.6% for the Quarter FCA has announced that beginning October 2019, they will be reporting sales quarterly Monthly: Audi of America - Down 0.3% for the month, Down 6% for the year BMW of North America - Up 3.9% for the month, Down 1.1% for the year FCA US LLC - Up 2% for the month, Down 2% for the year - Final monthly reporting. Genesis Motor America - Not Yet Reported Honda Motor Co. - Down 7.3% for the month, Down 1.4% for the year Hyundai Motor America - Up 1.5% for the month, Up 1.69% for the year Infiniti USA - Down 8.0% for the month, Down 12.6% for the year Jaguar Land Rover North America - Not Yet Reported Kia Motors America - Up 0.4% for the month, Up 3.8% for the year Mazda North American Operations - Down 15.1.0% for the month, Down 15.5% for the year Mercedes-Benz USA - Up 0.5% for the month, Down 7.1% for the year Mitsubishi Motors North America - Up 10.5% for the month, Up 5.6% for the year Nissan Group - Down 14.9% for the month, Down 8.2% for the year Porsche Cars North America Inc. - Up 6.4% for the month, Up 2.8% for the year Subaru of America, Inc. - Up 2.8% for the month, Up 5.2% for the year Toyota Motor North America - Down 3.5% for the month, Down 3.1% for the year Volkswagen of America - Up 10% for the month, Up 6.8% for the year Volvo Cars of North America, LLC - Up 0.7% for the month, Up 5.2% for the year Brands (Quarterly): Buick - Up 4.7% - 55,373 QTD / 107,240 YTD Cadillac - Up 1.3% - 39,739 QYD / 75,734 YTD Chevrolet - Down 5.3% - 499,847 QTD / 952,248 YTD GMC - Up 9.8% - 151,700 QTD / 277,277 YTD Ford - Down 4.0% - 624,396 QTD / 1,189,670 YTD Lincoln - Down 6.7% - 25,940 QTD / 50,915 YTD Tesla - Up 133.6% - 95,200 QTD Brands (Monthly): Acura - Down 16.4% - 12,148 MTD / 73,767 YTD Alfa Romeo - Down 29% - 1,595 MTD / 9,037 YTD Audi - Down 0.3% - 19,409 MTD / 101,440 YTD BMW - Up 7.5% - 31,627 MTD / 156,440 YTD Chrysler - Down 4% - 12,941 MTD / 64,422 YTD Dodge - Down 17% - 38,561 MTD / 228,099 YTD Fiat - Down 35% - 933 MTD / 5,103 YTD Genesis - Not reported Honda - Down 6.3% - 135,901 MTD / 776,995 YTD Hyundai - Up 1.5% - 64,202 MTD / 333,328 YTD Infiniti - Down 8.0% - 9,839 MTD / 63,058 YTD Jaguar -Not Yet Reported Jeep - Down 12% - 76,826 MTD / 456,281 YTD Kia - Up 0.4% - 56,801 MTD / 304,844 YTD Land Rover - Not Yet Reported Lexus - Down 3.0% - 23,047 MTD / 135,735 YTD Mazda - Down 15.1% - 22,828 MTD / 138,555 YTD Mercedes-Benz - Flat 0.0% - 26,196 MTD / 147,396 YTD Mercedes-Benz Vans - Up 7.0% 3,005 MTD / 16,025 YTD MINI - Down 22% - 3,235 MTD / 17,583 YTD Mitsubishi - Up 10.5% - 12,317 MTD / 71,097 YTD Nissan - Down 15.4% - 113,665 MTD / 653,978 YTD Porsche - Up 6.4% - 5,205 MTD / 30,257 YTD Ram Trucks - Up 45% - 75,227 MTD / 333,168 YTD Smart - Down 41.3% - 74 MTD / 496 YTD Subaru - Up 6.4% - 63,972 MTD / 278,014 YTD Toyota - Down 3.5% - 179,305 MTD / 1,054,311 YTD Volkswagen - Up 10% - 31,725 MTD / 184,608 YTD Volvo - Up 0.7% - 9,934 MTD / 50,120 YTD View full article

MONTH OF JUNE YEAR-TO-DATE Model 2019 2018 2019 2018 Rio 2,038 1,901 12,446 11,071 Forte 9,337 10,209 48,413 54,400 Optima 11,090 8,623 50,469 46,876 Cadenza 130 268 763 3,301 Stinger 1,345 1,579 6,921 8,638 K900 35 22 209 175 Soul 8,886 9,867 55,583 50,032 Niro 2,200 2,720 11,942 14,203 Sportage 6,789 6,706 40,075 41,719 Sorento 7,570 12,089 47,018 52,760 Telluride 5,989 N/A 23,227 N/A Sedona 1,392 2,587 7,778 10,388 Total 56,801 56,571 304,844 293,563

Canyonado didn't take any of Toyota's pie... the pie just got that much bigger. It will be interesting to see where Gladiator and Ranger end up, though I don't expect huge sales on Gladiator since it has a much higher starting price than the others.

2019 2018 % Change Jun Sales 9,839 10,698 -8.0 CYTD Sales 63,058 72,170 -12.6 NASHVILLE, Tenn. – INFINITI today reported U.S. sales of 9,839 vehicles in June. The QX50 premium crossover and the QX80 full-size sport utility vehicle had their best June performance ever, up 5 and 57 percent respectively, contribution to INFINITI SUV's and crossovers having a 2 percent increase for the month. Jun Jun Monthly CYTD CYTD CYTD 2019 2018 % chg 2019 2018 % chg INFINITI Total 9,839 10,698 -8.0 63,058 72,170 -12.6 Q50 2,042 2,631 -22.4 14,337 19,157 -25.2 Q60 359 591 -39.3 2,402 4,692 -48.8 Q70 183 364 -49.7 1,693 2,517 -32.7 QX30 290 656 -55.8 2,449 4,814 -49.1 QX50 1,799 1,710 5.2 8,724 9,066 -3.8 QX60 3,133 3,382 -7.4 22,836 22,176 3.0 QX70 0 65 -100.0 6 806 -99.3 QX80 2,033 1,299 56.5 10,611 8,942 18.7 Car 2,584 3,586 -27.9 18,432 26,366 -30.1 CUV/SUV 7,255 7,112 2.0 44,626 45,804 -2.6

It is what's called "spin". I'm surprised they didn't mention that Crew Cab sales have a higher ATP too..

Carline Jun-19 Jun-18 % Chg Jun-19 Jun-18 % Chg MTD MTD MTD YTD YTD YTD Forester 14,753 13,964 5.7% 86,219 79,277 8.8% Impreza 5,558 7,684 -27.7% 29,688 37,814 -21.5% WRX/STI 1,864 2,325 -19.8% 12,374 15,038 -17.7% Ascent 7,014 1,897 269.7% 40,108 1,897 2014.3% Legacy 3,222 3,224 -0.1% 17,426 21,415 -18.6% Outback 17,505 16,071 8.9% 93,711 90,978 3.0% BRZ 203 316 -35.8% 1,540 1,966 -21.7% Crosstrek 11,392 14,360 -20.7% 58,459 74,475 -21.5% TOTAL 61,511 59,841 2.8% 339,525 322,860 5.2%

DETROIT — General Motors Co. (NYSE: GM) delivered 746,659 vehicles in the United States in the second quarter of 2019. Crossover sales set a new second quarter record after sales grew year over year by 17 percent. Sales of the Chevrolet Silverado 1500 crew cab and GMC Sierra 1500 crew cab were both up 12 percent year over year. The Chevrolet Equinox and Traverse and GMC Canyon all delivered record second quarter sales. Sales of every Buick crossover were up year over year, with the Envision posting a 28 percent sales increase. The Enclave was up 21 percent and the Encore was up 5 percent. Buick deliveries were up 5 percent and GMC deliveries were up 10 percent. The all-new Cadillac XT4 continues to lead its segment and the all-new Cadillac XT6 has begun shipping to dealers. Cadillac crossover deliveries were up 19 percent in total year over year, helping the brand grow both total and retail sales. The Chevrolet Suburban, Tahoe and GMC Yukon XL were each up more than 20 percent compared to a year ago. Overall, GM deliveries during the second quarter were down 1.5 percent versus a year ago, in line with third-party estimates for industry sales. The company estimates that its retail market share was even with a year ago, with truck and crossover deliveries offsetting lower passenger car sales. QUARTER 2 (CALENDAR YEAR-TO-DATE) JANUARY - JUNE 2019 2018 %Change Volume 2019 2018 %Change Volume Cascada 1,312 1,374 -4.5 2,058 2,292 -10.2 Enclave 15,159 12,551 20.8 27,739 22,420 23.7 Encore 24,291 23,167 4.9 48,897 48,635 0.5 Envision 9,138 7,118 28.4 16,761 16,814 -0.3 LaCrosse 2,487 4,053 -38.6 5,389 11,119 -51.5 Regal 2,985 4,507 -33.8 6,393 8,215 -22.2 Buick Total 55,373 52,891 4.7 107,240 109,695 -2.2 ATS 371 3,785 -90.2 893 7,747 -88.5 CT6 1,862 2,427 -23.3 4,050 4,894 -17.2 CTS 2,443 2,640 -7.5 4,871 5,082 -4.2 Escalade 9,432 9,655 -2.3 16,251 17,766 -8.5 XT4 7,080 0 ***.* 14,106 0 ***.* XT5 13,118 17,045 -23.0 26,396 31,890 -17.2 XT6 74 0 ***.* 74 0 ***.* XTS 5,359 3,665 46.2 9,093 8,563 6.2 Cadillac Total 39,739 39,222 1.3 75,734 75,949 -0.3 Blazer 11,772 0 ***.* 14,795 0 ***.* Bolt EV 3,965 3,483 13.8 8,281 7,858 5.4 Camaro 12,433 13,588 -8.5 24,516 25,380 -3.4 Colorado 31,669 41,016 -22.8 65,163 69,875 -6.7 Corvette 5,788 5,785 0.1 9,731 10,242 -5.0 Cruze 16,166 37,836 -57.3 39,477 77,691 -49.2 Equinox 85,657 73,967 15.8 174,157 156,365 11.4 Express 21,528 21,413 0.5 38,743 41,187 -5.9 Impala 12,536 13,595 -7.8 25,795 27,662 -6.7 LCF 1,305 756 72.6 1,864 1,286 44.9 Malibu 30,974 42,267 -26.7 65,171 76,417 -14.7 Silverado HD 31,496 37,452 -15.9 61,037 76,471 -20.2 Silverado LD 109,930 118,077 -6.9 194,426 214,603 -9.4 Silverado MD 1,038 0 ***.* 1,314 0 ***.* Sonic 4,024 4,582 -12.2 8,484 10,565 -19.7 Spark 7,226 4,454 62.2 13,649 11,399 19.7 Suburban 18,266 15,136 20.7 29,295 29,861 -1.9 Tahoe 32,942 26,880 22.6 53,795 50,523 6.5 Traverse 38,152 35,892 6.3 72,375 74,090 -2.3 Trax 21,790 26,507 -17.8 46,370 46,989 -1.3 Volt 1,146 4,336 -73.6 3,666 7,814 -53.1 Chevrolet Total 499,847 528,100 -5.3 952,248 1,019,019 -6.6 Acadia 28,420 20,108 41.3 59,620 50,008 19.2 Canyon 11,909 9,635 23.6 18,863 16,848 12.0 Savana 9,503 7,167 32.6 16,069 11,964 34.3 Sierra HD 13,946 14,364 -2.9 23,188 27,022 -14.2 Sierra LD 42,911 45,042 -4.7 74,215 73,852 0.5 Terrain 24,988 22,327 11.9 50,352 55,291 -8.9 Yukon 20,023 19,520 2.6 34,970 34,522 1.3 GMC Total 151,700 138,163 9.8 277,277 269,507 2.9 GM Vehicle Total 746,659 758,376 -1.5 1,412,499 1,474,170 -4.2

Volkswagen of America June 2019 Sales June. 19 June. 18 Yr/Yr% change June. 19 YTD June. 18 YTD Yr/Yr% change Golf 518 578 -10% 3,537 4,036 -12% GTI 979 1,282 -24% 6,947 9,189 -24% Golf R 479 470 2% 1,458 2,240 -35% e-Golf 366 32 1,044% 1,893 776 144% Golf SportWagen 1,314 1,190 10% 5,123 8,016 -36% Total Golf Family 3,656 3,552 3% 18,958 24,257 -22% Jetta Sedan 8,486 7,235 17% 48,973 32,961 49% Jetta SportWagen (now Golf SportWagen) 0 4 N/A 0 62 N/A Total Jetta 8,486 7,239 17% 48,973 33,023 48% Beetle Coupe 579 829 -30% 4,485 5,206 -14% Beetle Convertible 1,107 299 270% 4,913 2,761 78% Total Beetle 1,686 1,128 50% 9,398 7,967 18% Passat 797 3,793 -79% 11,456 22,356 -49% CC 5 31 -84% 38 294 -87% Arteon 275 N/A N/A 598 N/A N/A Tiguan Limited 128 1,561 -92% 322 9,293 -97% Tiguan 9,250 7,788 19% 57,009 46,102 24% Total Tiguan 9,378 9,349 0% 57,331 55,395 3% Touareg 18 150 -88% 130 1,448 -91% Atlas 7,424 3,699 100% 37,726 28,158 34% Total Car 14,905 15,743 -5% 89,421 87,897 1.7% Total SUV 16,820 13,198 27% 95,187 85,001 12% TOTAL 31,725 28,941 10% 184,608 172,898 6.8%

hahah, I think there's a lot of cars that I like that you don't.

NASHVILLE, Tenn. – Nissan Group announced total U.S. sales for June 2019 of 123,504 units, a decrease of 14.9 percent compared to the prior year. Nissan highlights: Sales of Nissan NV commercial vans set a June record with 1,706 units sold, up 10 percent. NV200 compact cargo van sales were 1,737 units, up 1.2 percent, and set a June record. Versa sales rose 15 percent in June to 8,882 units. Frontier truck sales rose to 7,346 units, up 7 percent. Several key models have shown gains in 2019: NV commercial vans (+16 percent), Pathfinder (+8 percent) and Versa (+7 percent). *INFINITI sales total included for reference. For more information on INFINITI’s June sales performance, please visit INFINITINews.com. NOTE: To ensure consistency in global sales reporting, Nissan North America calculates monthly variances on a straight-percentage basis, unadjusted for the number of selling days. June 2019 had 26 selling days, while June 2018 had 27 selling days. NISSAN DIVISION JUNE JUNE Monthly CYTD CYTD CYTD 2019 2018 % chg 2019 2018 % chg Nissan Division Total 113,665 134,398 -15.4 653,978 708,525 -7.7 Versa 8,882 7,745 14.7 48,700 45,684 6.6 Sentra 21,224 20,572 3.2 109,899 115,676 -5.0 Altima 16,548 26,956 -38.6 108,777 123,792 -12.1 Maxima 2,079 4,504 -53.8 16,795 24,052 -30.2 LEAF 1,156 1,367 -15.4 6,008 6,659 -9.8 Juke 0 41 -100.0 10 652 -98.5 370Z 230 363 -36.6 1,252 1,949 -35.8 GT-R 30 60 -50.0 174 304 -42.8 Total Car 50,149 61,608 -18.6 291,615 318,768 -8.5 Kicks 7,236 563 1185.3 29,263 563 n/a Frontier 7,346 6,856 7.1 39,322 41,701 -5.7 Titan 2,665 4,121 -35.3 18,026 23,294 -22.6 Pathfinder 6,494 6,736 -3.6 36,312 33,702 7.7 Armada 2,505 5,434 -53.9 18,713 18,445 1.5 Rogue 28,694 37,004 -22.5 175,267 215,202 -18.6 Murano 5,133 8,806 -41.7 25,972 38,800 -33.1 Quest 0 0 n/a 0 2 -100.0 NV 1,706 1,553 9.9 9,536 8,248 15.6 NV200 1,737 1,717 1.2 9,952 9,800 1.6 Total Truck 63,516 72,790 -12.7 362,363 389,757 -7.0 INFINITI JUNE JUNE Monthly CYTD CYTD CYTD 2019 2018 % chg 2019 2018 % chg Infiniti Total 9,839 10,698 -8.0 63,058 72,170 -12.6 Infiniti Q50 2,042 2,631 -22.4 14,337 19,157 -25.2 Infiniti Q60 359 591 -39.3 2,402 4,692 -48.8 Infiniti Q70 183 364 -49.7 1,693 2,517 -32.7 Infiniti QX30 290 656 -55.8 2,449 4,814 -49.1 Infiniti QX50 1,799 1,710 5.2 8,724 9,066 -3.8 Infiniti QX60 3,133 3,382 -7.4 22,836 22,176 3.0 Infiniti QX70 0 65 -100.0 6 806 -99.3 Infiniti QX80 2,033 1,299 56.5 10,611 8,942 18.7 Total Car 2,584 3,586 -27.9 18,432 26,366 -30.1 Total Truck 7,255 7,112 2.0 44,626 45,804 -2.6 NISSAN GROUP JUNE JUNE Monthly CYTD CYTD CYTD 2019 2018 % chg 2019 2018 % chg TOTAL VEHICLE 123,504 145,096 -14.9 717,036 780,695 -8.2 Total Car 52,733 65,194 -19.1 310,047 345,134 -10.2 Total Truck 70,771 79,902 -11.4 406,989 435,561 -6.6 Selling days 26 27 153 154 # # #

Norway, a country that produces a lot of its own oil, has become the leader in electric vehicle sales. According to a report by Reuters, 48.4% of all new car sales for the first half of 2019 have been electric vehicles. This is up from just over a quarter of the market in the same period of 2019. Tesla is the sales leader with a 24.5% share of all vehicles sold during the month of June, most of that being the Model 3. Telsa is not the only benefactor of the sales gain, Nissan, Hyundai, and BMW all offer fully electric vehicles that have seen growth as well. Mercedes and Ford, two makers without a full EV offering have seen their sales drop. Norway is seeking to end the sales of diesel and gasoline engines by the middle of the next decade and uses strong taxes on gasoline and diesel vehicles which EVs are exempt from to encourage that switch. EVs also enjoy a discount on toll roads and auto ferries. View full article