If you take Zachs comments on the Q1 call literally there were at least 23,600 cars purchased in Q1 that got pushed into Q2 because of COVID’s impact on Q1 deliveries. Adjust for that and strong numbers out of China and demand in the non-China markets in Q2 was ~33k a disaster.

— JC Oviedo (@JCOviedo6) July 2, 2020