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The quarter began with the seasonally adjusted annual rate (SAAR) of sales hitting 18.8 million in April, among the best months on record, and May delivered a strong sales pace of 17 million. As forecast, with new-vehicle inventory at record lows across the industry, sales sputtered as the quarter closed on June 30. The sales pace in June was 15.4 million.
Still, total sales volume in Q2 reached 4,412,737 — a jump of 50% from Q2 2020 — and there is every reason to believe the new-vehicle market has fully recovered from the COVID-19 hit last spring. Cox Automotive recently increased its full-year sales forecast to 16.5 million. The industry is rolling, held in check only by limited inventory. As we look back at Q2, the Kelley Blue Book team provides a final tally in the quarterly sales report below. Additionally, here are 10 takeaways from Q2 2021.

1. The Ford F-Series was not the number one best-selling vehicle in America during the 2nd quarter, and it’s hard to fully grasp how amazing that is. In a lifetime of memories, the F-Series has reigned supreme in sales volume each month, each quarter and each year. In Q2 2021, however, the world shifted. The almighty F-Series (158,235), heavily hampered by inventory shortages caused mostly by the global microchip issue, was outpaced by both the Ram full-size pickup (164,232) and the Chevrolet Silverado (161,706). Ford still leads through the first six months, but the race is on…
2. Average transaction prices (ATP) as measured by the Kelley Blue Book team hit an all-time high in June at $42,258, up more than 6% from one year ago when the ATP for a new vehicle was still under $40,000. More surprising, in June, new vehicles sold at 99.9% of the manufacturer’s suggested retail price (MSRP). For comparison, in 2019, ATP was 95% of MSRP. And even more surprising: Minivans in June sold for an average of 8% over MSRP. According to our team at Autotrader, minivans are hot. Considering the price paid, they are indeed.

3. Sport-utility vehicles are still king in America — 54.6% of new vehicles sales in Q2 were SUVs — but sedan share might be the story in Q2. In fact, sales of traditional sedans grew in both volume and share. Sedan share reached 25.5% last quarter, up from 23.4% in the same period last year.
4. Inventory continues to be the leading story in the market. In Q2, it was a short story. New-vehicle inventory dipped close to a 30 days’ supply during Q2 — unheard-of levels — as the new-vehicle volume at dealerships across the U.S. dried up. In January, according to an analysis of vAuto Available Inventory data, there were about 2.7 million new vehicles in inventory across the country. By June, that number had fallen to 1.4 million.
5. Fleet sales: While retail new-vehicle sales are fully recovered from the drop in 2020, fleet sales are still stuck in first gear. Through the first six months of 2021, fleet sales are estimated by the team to have increased by 5% year over year but remain down by more than 40% from 2019. For comparison, total sales through the first half were up 29% versus 2020 and down only 1% versus 2019.
6.Fiat Watch: The historic Italian brand continues to struggle in the U.S. market. Only 891 Fiats were sold in Q2, down more than 33% from Q2 2020. For comparison, five years back, in Q2 2016, Fiat marked up 8,597 sales. Is there good news here? A bit: The 891 sold last quarter is an increase of 76 from Q1.
7. Incentives: As inventory shrank through Q2, so too did incentives: As a percent of average transaction prices, incentive spending in Q2 was at the lowest level in a decade.
8. Electrified vehicles – EVs and hybrids – continue to grow in popularity in the U.S. More than 110,000 EVs were sold in Q2, twice the volume from a year ago, and hybrid vehicles are becoming almost mainstream in some cases: You can’t buy a Toyota Sienna minivan without buying a hybrid. It seems the only thing growing faster than electrified vehicles sales are promises of more electrified vehicle sales in the future.
9. Even when inventory is tight, the big sellers are big sellers. In June, the 30 best-selling automobiles — vehicles including F-Series, Silverado, Honda CR-V and Civic, Toyota RAV4 and Camry, Jeep Wrangler, Subaru Outback and Nissan Rogue — accounted for 51% of total sales volume.
10. The Chevrolet Spark continues to be the most affordable vehicle in America, with an ATP in June still under $17,000. The other end of that stick? The new Mercedes-Benz G-Class, the uber-lux SUV. Average transaction price in June: A cool 11.5 Sparks.
 

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A sedan rally would be a dream. They say the millennials and zoomers are bucking the trend and buying sedans as crossovers are taking on an air of “dad cars” to them. The kids are alright.

64085
 

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A sedan rally would be a dream. They say the millennials and zoomers are bucking the trend and buying sedans as crossovers are taking on an air of “dad cars” to them. The kids are alright.

View attachment 64085
Not at all surprising as the same thing happened to wagons and then a lesser extent, minivans…new generations flock to different styles of vehicles. Just like clothes and hairstyles. What’s old becomes new again and hopefully we’ve peaked in terms of suv popularity. However there is no denying the appeal of the easy-to-live-with suv. I’m a convert from the suv-hater side, but I’d love some good wagon options
 

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I've always thought that the implosion of the sedan market was just a self perpetuating, vicious circle.

The sedan market fell off a bit. The automakers didn't opt to improve, update, or replace their sedan offerings, but chose to drop them. Potential buyers looking at the choices left, were pretty much forced to buy "something else". The automakers looked at the sales data and said, "See, we were right, demand for sedans is down." And they cancelled some more sedans.

I guess I'll just buy a (whatever). That'll do. Whatever happened to customer enthusiasm? Nope, I got "that'll do."
 

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I've always thought that the implosion of the sedan market was just a self perpetuating, vicious circle.

The sedan market fell off a bit. The automakers didn't opt to improve, update, or replace their sedan offerings, but chose to drop them. Potential buyers looking at the choices left, were pretty much forced to buy "something else". The automakers looked at the sales data and said, "See, we were right, demand for sedans is down." And they cancelled some more sedans.

I guess I'll just buy a (whatever). That'll do. Whatever happened to customer enthusiasm? Nope, I got "that'll do."
Auto makers have always done the self-fulfilling prophecy with their vehicles. They do it with hybrids ano electrics. They wanted to prove people wouldn’t buy them so they made mediocre hybrid aand EV products, gave them crap marketing, and let the dealers pressure customers into buying other vehicles.
 
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they made mediocre hybrid
Not in Toyota's case. Toyota's fourth generation power split hybrid powertrain is not only technically excellent, but the company has also done a great job marketing the technology.

Toyota sold nearly 300k hybrid vehicles in the U.S. in the first half of 2021, representing almost a quarter of all Toyota and Lexus new vehicle sales and the highest sales number for any half year in Toyota Motor Sales USA's history.

Contrast that to GM. They either combined superb hybrid technology with atrocious marketing (in the case of Two Mode Hybrid and Voltec), or tried to promote a mediocre system (first two generations of BAS/eAssist).
 

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Not in Toyota's case. Toyota's fourth generation power split hybrid powertrain is not only technically excellent, but the company has also done a great job marketing the technology.

Toyota sold nearly 300k hybrid vehicles in the U.S. in the first half of 2021, representing almost a quarter of all Toyota and Lexus new vehicle sales and the highest sales number for any half year in Toyota Motor Sales USA's history.

Contrast that to GM. They either combined superb hybrid technology with atrocious marketing (in the case of Two Mode Hybrid and Voltec), or tried to promote a mediocre system (first two generations of BAS/eAssist).
Yeah...Toyota's Hybrids are awesome...they even started offering the Hybrid powertrain on all trims...it used to be that you had to have the lame 16" wheels and the base looking package to get a Hybrid, now they're offering Hybrid XSE trimmed vehicles...they're making an effort to sell Hybrids.

Reminds me of when I was configuring a Malibu Hybrid back in 2016-17...You couldn't get the Hybrid w/ the LTZ or Premier trim wheels...all you had to choose from was the lame AF 16" or 17" wheels
 

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Reminds me of when I was configuring a Malibu Hybrid back in 2016-17...You couldn't get the Hybrid w/ the LTZ or Premier trim wheels...all you had to choose from was the lame AF 16" or 17" wheels
It was practically impossible to tell apart a 2016-2017 Malibu Hybrid from a 1LT without inspecting the decklid. The only exterior styling cue that separated the two models was the "H" badge on the hybrid. That may have been disappointing to Malibu Hybrid customers who spent several thousand more for their car over a comparably equipped Malibu LT.

 

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RIght...look at how sad this **** looks:

View attachment 64097

Absolutely embarrassing to drive
Very true. On the upside, despite its extremely insipid styling and driving dynamics, the current generation Chevy Malibu is very user friendly. All the controls are super simple. It's as if GM designed this car for people who prefer not to think about cars.

Going back to Cox Automotive's observation that sedans are growing market share in the U.S., maybe that is due in part to weaker players such as Malibu, Fusion, and Cruze being discontinued or ignored by their respective manufacturers. That allows the stronger players like Accord, Camry, and Civic to become more prominent in the sedan segment.
 

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Very true. On the upside, despite its extremely insipid styling and driving dynamics, the current generation Chevy Malibu is very user friendly. All the controls are super simple. It's as if GM designed this car for people who prefer not to think about cars.

Going back to Cox Automotive's observation that sedans are growing market share in the U.S., maybe that is due in part to weaker players such as Malibu, Fusion, and Cruze being discontinued or ignored by their respective manufacturers. That allows the stronger players like Accord, Camry, and Civic to become more prominent in the sedan segment.
All GMs beneath Cadillac have this simplistic, old people's remote functionality about them. Like they're engineered to the LCD. Look at the button layout on...the Buick Enclave for example:
64100

it looks like it was designed by the same person who designed this:
64099

It's really not a good look, and probably turns off tech minded buyers....they should really do something about that.
 

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It's really not a good look, and probably turns off tech minded buyers....they should really do something about that.
On the other hand, maybe the core customers for Chevys and Buicks appreciate the simple, user friendly control layout. When I had Chevy Malibus as rental cars, it was refreshing to get in one of those cars and be able to apply all necessary settings and adjustments quickly without referring to the owners manual or quick reference guide.
 

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We have an earthquake over in the models ranking: the Ford F-Series (-12.5%), best-seller in the U.S. for the past 39 years in a row, isn’t #1 over Q2 2021

1. Great to see the Silverado on the top spot in Q2, not mentioned the RAM was at No 2 as well. Ford missed over 350.000 units of production over H1 due to the parts shortage. It starts Q3 with 162.000 units of inventory vs. 187.000 as of end May and 475.000 a year ago. Ranger buyers were not around are cannibalising sales slightly and very cheap Maverick soon will be eating more of Ford truck buyers market share cake.
Brand-wise, Toyota (+74.2%) spectacularly cements its newfound leadership with over 605.000 sales, that’s almost 157.000 units above 2020 leader Ford (+9.2%) sharply underperforming due to their chip shortage problems.

2. Pent up supply and demand and chip shortages cutting the supply side pushing up prices, higher material prices, and buyers on saving a bit more during the pandemic, and Government checks, free Fiat monopoly money arriving in the bank accounts.

3. Can see a black swan fuel price event hitting SUV sales, rock bottom low fuel prices during the pandemic due to less travel will start to jump a bit oil prices are starting to slowly creep up over 70 dollars a barrel. SUV that are more profitable are stealing sales with better leasing deals, not much profit in pushing small cars.

4. Automaker have been to reliant on a big overseas chip makers, battery tech suppliers, great to see it a lot of it is now going now manufactured back in the US home base market place. Nice to see GM with a plan B which can back up overseas markets should they run into pandemic shutdowns or raw material supply problems in the future.

5. With companies like Airlines on brink of bankruptcy owing billions in debt to banks, are not going buy anything new for their car/truck fleet until after the pandemic ends, many airports are running at just 10% of the passenger numbers they had before the pandemic in 2019, Avis, Herts etc Eurocar won't need such a big fleet of Ford Focus's with such a big drop off in the number of of passenger, most companies are holding back on spending on upgrading fleets, retail buyers have been handed checks from the Government for free with less thing open places to go people have been saving more, loans to airlines will have to be paid back they will sell off ration run what vehicles they have got into the ground before replacing.

6. Fiat LOL, American's don't fit in them don't like buy small unpractical golf cars the trunk cargo area that holds a handbag and loaf of bread. 2 rear seats look a total death trap if hit up the rear by a truck who ever is sitting in the back seats will get crushed pushed into the drivers seats, and on top of that Fiat are going fully electric with the Fiat 500e golf cart the sky price has made it totally unsellable in the US, So Fiat won't sell it or anything in the US have pulled the electrik plug out of the US market on the 500e they were losing $15,000 on the FWD crap on ever new car sale trying to force an American buyer into one, not a very sustainable way to run a business loss $15,000 on the roof of every EV you sell. Carlos Taveras the French Stellantis boss wont take any prisoners, carry any dead wood huge loss makers losers onboard his Stallantis ship if Tony is going all electric from 2025 phasing everything with a ICE by 2030.

7. Answer same as question 2. Except Toyota Motor car sales are up 57% while light trucks are up 33%. Asian manufacturers seem to be less affected by the parts shortages in Q2, American Honda surges 65.7% over Q2, Hyundai-Kia is up 73.6% and Nissan Motor/Mitsubishi up 70.6%. : Stellantis (+32.4%) also underperforms in third place as does Ford Motor (+9.2%) down to a paltry 5th

8. Biden's "climate change no time to waste" agenda EPA will start mandatory legislating them in, its already happening at State levels in place like California, so those with the money Middle Classes are buying them with the incentives, why they are still offered as Biden wants fully electric in by 2030-35. US top star turn performer was an electrik Tesla Model Y (+2581.3%) sales are heading skywards.

9. Top 30 best sellers have always made up the lions share on the market in most markets around the world a lot of it is down to Toyota something missed In the groups ranking, we have a momentous shift: Toyota Motor (+73.1%) outsells General Motors (+38.8%) in a quarterly period for the first time in history, why did that happened? Maybe both Ford & GM don't do so many of the small unprofitable cars anymore, Americans are buying more of the SUV's like Rav 4's C-VR mentioned in No3 as the Japanese automakers were not so badly hit by the Ford/GM chip makers shortages .

10. Author of this must have a soft spot for cheap Sparks that is affordable with very little profit on the roof only sits at No 126 in the US sales charts with 7554 sales up +46% American don't do cheap? One of the most expensive highly profitable Chevy's the Corvette sits at No 125 with 7971 sales is up +224%

Make what you want of the US Q2 sales below, nice to see the Silverado tops, that's just made my day a nice sunny one with a big wide smile :love: just lovin' it.

64106


64108


64114


64115


Q2 is a like the old classic Tops & Temps rivalry at Motown in 60's you love both of them Ford & GM, it great seeing Silverado having some sunshine sitting at the top during these covid cloudy days.

Good ole Motown classics never goes out fashion anywhere in world, still being used 50 years later. Nice to see the awesome classic Silverado tops in Q2, giving the fantastic classic F-Series a well deserved rest a break after 39 years, that just my day a sunny one, sunny days happy days at GM, sadly a bit of a cloudy day for Ford, they need to get their chip supply chain sorted ASAP.
 

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A few comments above are inferring sedans are on a comeback. I suspect it has more to do with availability than a resurgence of sedans. As lots emptied the popular stuff went first and consumers were faced with less popular configurations of trucks/CUV's with no incentives or a nice sedan over here still with incentives. I wouldn't read to much into sedans gaining market share in this environment.
 

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We have an earthquake over in the models ranking: the Ford F-Series (-12.5%), best-seller in the U.S. for the past 39 years in a row, isn’t #1 over Q2 2021

1. Great to see the Silverado on the top spot in Q2, not mentioned the RAM was at No 2 as well. Ford missed over 350.000 units of production over H1 due to the parts shortage. It starts Q3 with 162.000 units of inventory vs. 187.000 as of end May and 475.000 a year ago. Ranger buyers were not around are cannibalising sales slightly and very cheap Maverick soon will be eating more of Ford truck buyers market share cake.
Brand-wise, Toyota (+74.2%) spectacularly cements its newfound leadership with over 605.000 sales, that’s almost 157.000 units above 2020 leader Ford (+9.2%) sharply underperforming due to their chip shortage problems.

2. Pent up supply and demand and chip shortages cutting the supply side pushing up prices, higher material prices, and buyers on saving a bit more during the pandemic, and Government checks, free Fiat monopoly money arriving in the bank accounts.

3. Can see a black swan fuel price event hitting SUV sales, rock bottom low fuel prices during the pandemic due to less travel will start to jump a bit oil prices are starting to slowly creep up over 70 dollars a barrel. SUV that are more profitable are stealing sales with better leasing deals, not much profit in pushing small cars.

4. Automaker have been to reliant on a big overseas chip makers, battery tech suppliers, great to see it a lot of it is now going now manufactured back in the US home base market place. Nice to see GM with a plan B which can back up overseas markets should they run into pandemic shutdowns or raw material supply problems in the future.

5. With companies like Airlines on brink of bankruptcy owing billions in debt to banks, are not going buy anything new for their car/truck fleet until after the pandemic ends, many airports are running at just 10% of the passenger numbers they had before the pandemic in 2019, Avis, Herts etc Eurocar won't need such a big fleet of Ford Focus's with such a big drop off in the number of of passenger, most companies are holding back on spending on upgrading fleets, retail buyers have been handed checks from the Government for free with less thing open places to go people have been saving more, loans to airlines will have to be paid back they will sell off ration run what vehicles they have got into the ground before replacing.

6. Fiat LOL, American's don't fit in them don't like buy small unpractical golf cars the trunk cargo area that holds a handbag and loaf of bread. 2 rear seats look a total death trap if hit up the rear by a truck who ever is sitting in the back seats will get crushed pushed into the drivers seats, and on top of that Fiat are going fully electric with the Fiat 500e golf cart the sky price has made it totally unsellable in the US, So Fiat won't sell it or anything in the US have pulled the electrik plug out of the US market on the 500e they were losing $15,000 on the FWD crap on ever new car sale trying to force an American buyer into one, not a very sustainable way to run a business loss $15,000 on the roof of every EV you sell. Carlos Taveras the French Stellantis boss wont take any prisoners, carry any dead wood huge loss makers losers onboard his Stallantis ship if Tony is going all electric from 2025 phasing everything with a ICE by 2030.

7. Answer same as question 2. Except Toyota Motor car sales are up 57% while light trucks are up 33%. Asian manufacturers seem to be less affected by the parts shortages in Q2, American Honda surges 65.7% over Q2, Hyundai-Kia is up 73.6% and Nissan Motor/Mitsubishi up 70.6%. : Stellantis (+32.4%) also underperforms in third place as does Ford Motor (+9.2%) down to a paltry 5th

8. Biden's "climate change no time to waste" agenda EPA will start mandatory legislating them in, its already happening at State levels in place like California, so those with the money Middle Classes are buying them with the incentives, why they are still offered as Biden wants fully electric in by 2030-35. US top star turn performer was an electrik Tesla Model Y (+2581.3%) sales are heading skywards.

9. Top 30 best sellers have always made up the lions share on the market in most markets around the world a lot of it is down to Toyota something missed In the groups ranking, we have a momentous shift: Toyota Motor (+73.1%) outsells General Motors (+38.8%) in a quarterly period for the first time in history, why did that happened? Maybe both Ford & GM don't do so many of the small unprofitable cars anymore, Americans are buying more of the SUV's like Rav 4's C-VR mentioned in No3 as the Japanese automakers were not so badly hit by the Ford/GM chip makers shortages .

10. Author of this must have a soft spot for cheap Sparks that is affordable with very little profit on the roof only sits at No 126 in the US sales charts with 7554 sales up +46% American don't do cheap? One of the most expensive highly profitable Chevy's the Corvette sits at No 125 with 7971 sales is up +224%

Make what you want of the US Q2 sales below, nice to see the Silverado tops, that's just made my day a nice sunny one with a big wide smile :love: just lovin' it.

View attachment 64106

View attachment 64108

View attachment 64114

View attachment 64115

Q2 is a like the old classic Tops & Temps rivalry at Motown in 60's you love both of them Ford & GM, it great seeing Silverado having some sunshine sitting at the top during these covid cloudy days.

Good ole Motown classics never goes out fashion anywhere in world, still being used 50 years later. Nice to see the awesome classic Silverado tops in Q2, giving the fantastic classic F-Series a well deserved rest a break after 39 years, that just my day a sunny one, sunny days happy days at GM, sadly a bit of a cloudy day for Ford, they need to get their chip supply chain sorted ASAP.
How is the Dodge Viper still on the sales charts?! And Dodge Dart! The bottom of the chart is more interesting than the top! :ROFLMAO:
 

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Wouldn't that be peachy and something to behold, sedans making a comeback.
Oil fuel prices dropped massively during the pandemic, that has driven the rising SUV boom to new heights, oil prices have started creeping back up over $70 a barrel, rising oil prices could be the black swan that might change things as the black liquid gold stuff gets harder to find more costly to extract with time. Sadly it looks like the Japanese & Korean's will be only ones to benefit as they have not abandoned the sedan market yet. It surprises me to see the Korean car makers slowly climbing up the US brand sales charts in Q2, with cars like the Elantra driving that .


The oil price could be the black swan, oil prices will rise as we start using more oil travel more as we come out of the pandemic once everybody that wants to get vaccinated has get it done one that's been completed, SUV's will have to start sharing oil supplies with Airbus and Boeing take to the skies again

World is heading for gasoline hybrid cars until 2030 mid term, that is domineered by the Japanese globally hence that why Toyota have just knock GM of the top spot in the USA group sales, and Ford of the top brand spot because the Japanese never abandoned the sedan car market, Tundra is crap can't make a dent the classic Silverado/F-Series/Ram sales sitting at top of US sales charts. It looks like those who make the most reliable the best EV's in 8.5 years time will own the market as big brother Government legislate in forces you to buy a new EV by law & legislation, and GM not up to speed with the Silverado electric truck yet, No1 best seller in USA in Q2.
 

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How is the Dodge Viper still on the sales charts?! And Dodge Dart! The bottom of the chart is more interesting than the top! :ROFLMAO:
Bottom of the sales charts is a bit like the poor ole Japanese soldier in WW2 on a remote island after after the war had finished, still carried fighting on, a bit like the old Lincoln town car it kept battling on years out of date still selling but neglected by Ford in favour J/LR that got all the R & D money, it still soldiered on right until the bitter end till when the Ford family took it out round the back and shot it like a clapped out trusty ole cart horse. Anybody that still wants a brand new Pontiac might still find a few in Japan today, the odd one or two were still getting sold years after the brand sadly died a death.

Dodge Dart US sales
2018 sales 389
2019 sales 15
2020 sales 7
2021 sales 1

Dodge Dart should hit 2 sales by the end of the year, it might need a good hoover out to remove all the dust, at least one member of the Dodge Dart sales team will eating turkey at Christmas this year BlackGTP, there could more sales to come yet?

Jeep Patriot 4 sales things move slowly on the Stellantis showrooms Fiat 500 sales 8 sales, Chrysler 200 sale 2, the Patriot might be coming back in Europe as new electric only Jeep more Suzuki Jimmy in size.
 

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Based on the data Oldsmobile stopped shared in post #15, in Q2 2021 Chevy Malibu was outsold by:
  • All other midsize sedans, including Passat, Legacy, and Mazda6
  • All other Chevy models currently in production except Camaro
  • Porsche Macan
  • Chrysler 300
  • Hyundai Ioniq
  • Audi Q8
GM, just put a fork in it and discontinue Chevy Malibu after the current model year. sdotjeezy wasn't exaggerating when using the adjectives "sad" and "embarrassing" to describe Malibu.
 
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