PEUGEOT BRAND COMMITTEE #10...PARADIGM PARALYSIS CONSUMER RELATIONSHIP AUTOMOTIVE RETAIL AND OEMS...

LARRY DOMINIQUEChairman & CEO

A PERSPECTIVE ON CUSTOMER EXPECTATIONS IN A DIGITAL AND MOBILITY DRIVEN FUTURE(STORIES FROM THE FRONT LINES)

MOBILITY – WHERE IS IT?

4) Mobility Segments | Segmentation Overview & Recommendations

Micro Mobility

Shuttle

& Ride Sharing

Other Services

Car Sharing

•Station-based•Free-floating•B2B, B2G

Ride Hailing

Rental Ownership

•Dynamic Shuttles•Carpool P2P•B2B, B2G

•e Hailing•Taxi•On-Demand Carpool

•Trad. Rental •Aggregation•Data•Parking, EV•MaaS•Smart City

•Scooter•Bike•Moped

•Subscription•Fractional•Leasing

Logistics

•Delivery•Health•Courier

Metallic

Segment Micro Mobility Car Sharing Ride Sharing Ride Hailing Rental Logistics Ownership Other Services

Size of Market2018 2030

Revenue$100M $300B $1B $7B < $1B $99B $1B $285B $20B $20B $1.8B $104B TBD TBD

Rationale

(++) Market growth(+) Complimentary to Car Sharing(+) Learn market w/lower investment(-) Competitive space with large competitors(-) Rapidly evolving

(+) Supports alternative vehicle ownership(+) Apply WDC key learnings to other services and markets(+) B2B, B2G Fleet opportunities(-) Capital intensive

(+) Exponential growth forecast (2025+ AD)(+) Supports alternative vehicle ownership, P2P(+) Potential carsharing synergies(-) Business model still difficult (Ford-Chariot)

(+) Market growth and direct ch. to metallic(-) Establishedcompetitors w/ large market share(-) Competing against tech startups / large OEM investments

(+/-) Flat revenue growth(+) Can cover thru carsharing

(+) Growth forecast(+) Fleet services opportunity depending on metallic offering(+/-) Future is AD

(+) Supports alternative vehicle ownership(+) Customer demand forecast to grow(+/-) No competitor has “figured it out”

(+) All ancillary services supported(+) Supports alternative vehicle ownership(+) Revenue growth(+) Supports new ownership model address traditional ownership pain points

5

Source: Revenue forecast from Frost & Sullivan

3) OEM & Tech Overview | OEM Partnerships in Mobility

6

Micro Mobility

Car Sharing

Ride Sharing& Shuttle

Ride Hailing

Rental

Logistics

Ownership

Other Services

PSA Ford GM BMW Mercedes Benz Toyota

Micro Mobility 1 4 1 3 3 1

Car Sharing 2 0 4 4 5 1

Ride Sharing & Shuttle

1 2 2 3 4 1

Ride Hailing 1 2 4 2 3 4

Rental 0 4 4 3 3 3

Logistics 0 3 2 2 4 1

Ownership 0 2 3 3 3 1

Other Services 1 4 4 5 5 4

•In N.A., Ford and GM have invested in several mobility segments in addition to large investments in AD, AI, ZEV, MFG•BMW and Mercedes collaboration will bring Global efficiencies to the N.A. market, strength in Car Sharing, Shuttle, Subscription, etc.•PSA may have the advantage of being a fast follower but there is risk to some markets and segments closing by the time PSA NA can enter

*Subjective ratings based on investments, partnerships, valuations, etc.

Level of Integration Scale: 1: Low; 3: Medium; 5: High

2019 2020

PSA NA Mobility | WDC Car Sharing Monthly Total Cost Reduction 2019 vs. 2020

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• Monthly Total Cost Reductions 2019 to 2020 (34%)Cost reductions under study: Fleet management, repairs, rent, parking

-34%

General &

Administrative

Marketing

Cost of

Goods Sold

Total Cost Total Cost

-32%

-42%

-56%

Leasing &

Maintenance

Parking -64%

-37%

Largest Cost

Reductions

Brand Adv

Staff

Call Center -79%

COLLABORATION WITH CITIES CAN BE THE CATALYST

THE CONSUMERDIGITAL REVOLUTION

THAT STARTED 10 YEARS AGO

VARIOUS WAYS

THE AUTOMOTIVE INDUSTRY: PARADIGM PARALYSIS

CONSUMER RELATIONSHIP

AUTOMOTIVE RETAIL AND OEMSREQUIRE NOT ONLY A “REBOOT”

BUT A RAPID “REDESIGN”

THANK YOU