December 7, 2011 WANADA Group Session [Dept Name] [Dept. Name] - - PDF document

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December 7, 2011 WANADA Group Session [Dept Name] [Dept. Name] September 2011 Industry Sales (Unit Sales in Millions) 18 17.3 17.1 16.9 16.9 16.9 16.9 16 8 16.8 16 6 16.6 16.5 17 16.1 16 15 15 14 13.2 12.6 12.6 13 13

SLIDE 1

[Dept Name] [Dept. Name] Group Session

September 2011

WANADA December 7, 2011

SLIDE 2

Industry Sales (Unit Sales in Millions)

17.3 17.1 16 8 16 6 16.9 16.9 18 16.8 16.6 16.9 16.9 16.5 16.1 15 16 17 13.2 12.6 13 14 15 10.4 11.6 12.6 11 12 13 10.4 10 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

SLIDE 3

No Double Dip…

3 3

SLIDE 4

…and better positioned for long-term recovery

SLIDE 5

Path Back to 16 Million SAAR

Annual U.S. SAAR, Units from HH Formation & Scrappage Rate

18.0 0 0 12.0 14.0 16.0

f units

4 0 6.0 8.0 10.0

In millions

0.0 2.0 4.0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

►Normalized SAAR forecasted to return to 15-16 million units

____________________

Sources: Polk / J.D. Power / AutoNation estimates

Units from HH formation Scrappage estimates US SAAR 5

►Normalized SAAR forecasted to return to 15-16 million units

–Replacement demand driving sales, as current selling rates below scrappage rates –Continued increase in annual household formation expected

SLIDE 6

Units in Operations (in millions of units)

84 83 80 73 71 76 68 63 65 71 64

7 0 5 0

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

Source: J.D.Power Source: J.D.Power

Trailing 5Yrs New Sales

SLIDE 7

Off-Lease Vehicles

3.5 3.0

2.5

ns of units

1.5 2.0

millio

1.0 1 9 9 8 1 9 9 9 2 2 1 2 2 2 3 2 4 2 5 2 6 2 7 2 8 2 9 1 E 1 1 E 1 2 E 1 3 E 1 4 E 1 5 E 1 9 1 9 2 2 2 2 2 2 2 2 2 2 2 1 2 1 1 2 1 2 2 1 3 2 1 4 2 1 5

Source: Manheim Consulting

SLIDE 8

President Obama on Financial Reforms

Obama thought for a moment as he spoke to Elizabeth Warren -

and then got authentic. “It just kills me that car lenders are not included,” Obama opened up, referencing the Brownback amendment, which exempted dealers from regulation by the protection bureau using an arcane parliamentary trick protection bureau using an arcane parliamentary trick.

The president then launched into a more personal story.

“Michelle and I hen e ere o nger decided e ere going “Michelle and I, when we were younger, decided we were going to lease a car. I went out and shopped around and got a car. When I returned the car four years later, like I was supposed to, y , pp , it was the first time I realized how expensive that car was,” he confided, trying to show Elizabeth his empathy for her cause. “ ? ” “How could anyone understand that? I really tried!”

Source: Confidence Men

SLIDE 9

Be Prepared To Sell a Lot More Broccoli

SLIDE 10

Fast and Furious Financial Panic

SLIDE 11

Healthy Auto Industry Financial Panic

SLIDE 12