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1

Global Automotive Aftermarket Symposium

May, 2009

Copyright 2008. The NPD Group, Inc. All Rights Reserved. This presentation is Proprietary and Confidential and may not be disclosed in any manner, in whole or in part, to any third party without the express written consent of NPD.

2Proprietary and Confidential

58% will spend more this year to keep their cars on the road longer

20%

38%

33%

5% 4%

Agree strongly Agreesomewhat

Neither agreenor disagree

Disagreesomewhat

Disagreestrongly

I will spend more on service and repair to keep my vehicle on the road longer

3Proprietary and Confidential

Motor Oil is a great example of polarized value propositions

10%

16%

35%

18%21%

Agree strongly Agreesomewhat

Neither agreenor disagree

Disagreesomewhat

Disagreestrongly

I am more likely to pay more for premium oil now than I was 12 months ago

4Proprietary and Confidential

Dealership closures will drive change in outlet share

51%

25%

12%

10%

3%

Car dealer – in a less convenientlocation

Independent repair shop

Don’t know

Other

I would be more likely to service andrepair the vehicle myself

Repair Outlet if Your Dealership Closed

5Proprietary and Confidential

On average, one-third of needed services were deferred in the past 12 months

25%

25%

23%

20%

20%

20%

19%

19%

19%

16%

16%

15%

15%

13%

13%

Tire Replacement

Air Conditioning

Suspension

Tire/Rotate/Balance

Wipers

Belts/Hoses

Spark Plugs

Transmission Svc.

Air Filter

Antifreeze

Brakes

Other Fluids

Battery

Oil Change

Oil Filter

Initially postponed but later completed

Deferral among those who needed service/repair

14%

34%

34%

15%

12%

15%

20%

25%

8%

10%

12%

5%

9%

4%

5%

Continue to postpone

6Proprietary and Confidential

Half of drivers are $1,000 away from vehicle replacement

0%

10%

20%

30%

40%50%

60%

70%

80%

90%

100%

Less than $500 $500-$999 $1000-$1,999 $2000-$4999 $5000 or more

Repair Cost That Would Lead to Vehicle Replacement

7Proprietary and Confidential

Looking Forward…

The economy focuses consumers on differentiated offerings. Manufacturers and retailers who stand apart on value, quality, convenience, or other attributes will gain share.

Vehicle longevity, performance, and efficiency are emerging as significant needs driving consumer behavior in the near term and may result in aftermarket growth

2009 might be a year where vehicle population and miles driven will both decline. As a result, baseline demand will be difficult to grow in the long run

8Proprietary and Confidential

Thank Youquestions/comments