WELCOME

METHODOLOGY

CORPOATE FINANCES

=

CORPORATE FINANCES

INTANGIBLE NAMED BRAND

EARNINGS

BRAND DRIVEN SALES

X Multiple

BRAND VALUE

OVERVIEW

HIGHLIGHTS

APPLE IS THE NEW #1

_____________________

Facebook IS THE FASTEST

RISER

_____________________

VALUE OF TOP 100

UP +17%

_____________________

20112006 2007 2008 2009 2010

$1.59bn$1.45bn

$1.92bn$1.94bn

$2.04bn

$2.38bnBRANDZ™ Top 100 The Top 100 up 17% on last year (+64% on 2006)

BRANDZ™ Top 100

Strong Brands are a great investment

CHINA NOW HAS 12 Brands in

the top 100

_____________________

OTHER BRICs ALSO GAIN

_____________________

USA & Europe THE

BIGGEST LOSERS

_____________________

02

10

36

52

19

07

28

46

2006 2011

USA/Canada Western Europe Japan/Korea Brics & Mexico

BRANDZ™ Top 100

Big shift over five years to BRICs

THEFIVE YEAR

PICTURE

________________________

SHIFT TO technology

& telecoms

_____________________

Financial STILL STRONG

_____________________

CARS & RETAIL lose out

_____________________

20112006

Technology/Telecoms

45%

Financial 18%

Cars 4%

Retail 6%

Other 27 %

Technology/Telecoms

36%

Financial 16%

Cars 10%

Retail 9%

Other 29%

BRANDZ™ Top 100

Technology Growth (Value in Top 100)

SECTOR CHANGES

RANK CATEGORY 2011 v 2010 Brand Value Growth (%) '11 vs. '08

1 FAST FOOD 22% 42%

2 LUXURY 19% -13%

3 TECHNOLOGY 18% 32%

4 APPAREL 10% -1%

5 INSURANCE* 10% -51%

6 FINANCIAL INSTITUTIONS 9% 7%

7 BEER 7% 32%

8 CARS 7% -27%

9 SOFT DRINKS 5% 26%

10 PERSONAL CARE 3% 5%

11 RETAIL 2% 7%

12 OIL & GAS 1% N/A

13 TELECOM PROVIDERS N/A N/A

BRANDZ™ Top 100 Sector changes – all increased

*excludes new entrant China brands

BRANDZ™ Top 100 Sector changes since recession

RANK CATEGORY 2011 V 2008

1 FAST FOOD 42%

2 TECHNOLOGY 32%

3 BEER 32%

4 SOFT DRINKS 26%

5 FINANCIAL INSTITUTIONS 7%

6 RETAIL 7%

7 PERSONAL CARE 5%

8 APPAREL -1%

9 LUXURY -13%

10 CARS -27%

11 INSURANCE* -51%

12 OIL & GAS N/A

13 TELECOM PROVIDERS N/A *excludes new entrant China brands

BRANDZ™ Top 100

Top fast food risers

STARBUCKS +40%PIZZA HUT +58%

BRANDZ™ Top 100

Luxury top riser

BURBERRY +86%

BRANDZ™ Top 100

Technology top risers

FACEBOOK+246%

BAIDU+141%

APPLE+84%

BRANDZ™ Top 100

Retail brands hit by recession

2006 20112007 2008 2009 2010

Global 164

Retail 132

BRANDZ™ Top 100

eRetail and Discounters doing much better

2006 20112007 2008 2009 2010

Online only 252

100

Discounters 180

Other 110

REGION OVERVIEW

(AMERICAS)

Rank Brand Brand Value 2011 ($m) Change v 2010

1 Apple 153,285 +84%

2 Google 111,498 -2%

3 IBM 100,849 +17%

4 McDonald's 81,016 +23%

5 Microsoft 78,243 +2%

6 Coca-Cola 73,752 +8%

7 at&t 69,916 N/A

8 Marlboro 67,522 +18%

9 GE 50,318 +12%

10 Verizon 42,828 N/A

BRANDZ™ Top 100

Top 10 North American ownership (9 of global top 10)

2006 2011

USA/Canada 165

2007 2008 2009 2010

Global 164

Top 10 USA 206

100

BRANDZ™ Top 100

Brand Value Growth

2006 20112007 2008 2009 2010

BRANDZ™ Top 100 USA in TOP 100 – More value for fewer brands

$1.42trillion

42 brands

52 brands

$0.9trillion

Average brand = 100

CREATIVE ASSERTIVE IN CONTROL

BRANDZ™ Top 100

Top 10 North American dominance from innovation

114

131

116125

135

147

TOP 100USA

TOP 10

BRANDZ™ Top 100

Top 8 Latin American ownership

Rank Brand Brand Value 2011 ($m) Change v 2010

1 Petrobras 13,421 +39%

2 Telcel 11,558 +7%

3 Itaú 9,600 +29%

4 Bradesco 8,600 +15%

5 Corona 5,458 +5%

6 Natura 4,612 New

7 Skol 4,579 +24%

8 Brahma 1,996 New

DESIRABLE SEXY PLAYFUL

Top 100 LatAm 8

111117

89

120

86

134

Average brand = 100

BRANDZ™ Top 100

Party time in Latam

REGION OVERVIEW

(Asia)

Rank Brand Brand Value 2011 ($m) Change v 2010

1 China Mobile 57,326 +9%

2 ICBC 44,440 +1%

3 China Construction Bank 25,524 +22%

4 Toyota 24,198 +11%

5 Baidu 22,555 +141%

6 China Life Insurance 19,542 N/A

7 Bank of China 17,530 -20%

8 Agricultural Bank of China 16,909 N/A

9 NTT DoCoMo 15,449 +19%

10 Tencent/QQ 15,131 N/A

BRANDZ™ Top 100

Top 10 Asia Ownership

2006 20112007 2008 2009 2010

BRANDZ™ Top 100 Brand Value Growth – Driven by China

Japan &Korea 81

Global 164

China 597

100

Asia 227

2006 20112007 2008 2009 2010

26%

44%

56%62% 61%

70%

BRANDZ™ Top 100

China value proportion of Asia brands in Top 100

Average brand = 100

DIFFERENT FRIENDLY DESIRABLE

144

95

127

98

116124

Top 100 Asia 20

BRANDZ™ Top 100 Friendly Asia

REGION OVERVIEW

(BRICs/Mexico)

BradescoItaúPetrobrasMTSSberbankICICIAgriculture Bank of ChinaBaiduBank of ChinaChina Construction BankChina Life InsuranceChina Merchant’s BankChina MobileChina TelecomICBCPetroChinaPing AnTencent/QQTelcel M

BRICs

$336.5bn$43.4bn

China Mobile Esprit

BRANDZ™ Top 100 BRICs/Mexico from 2 to 19 in Five Years (+775%)

Rank Brand Brand Value 2011 ($m) Change v 2010

1 China Mobile 57,326 +9%

2 ICBC 44,440 +1%

3 China Construction Bank 25,524 +22%

4 Baidu 22,555 +141%

5 China Life Insurance 19,542 N/A

6 Bank of China 17,530 -20%

7 Agricultural Bank of China 16,909 N/A

8 Tencent/QQ 15,131 N/A

9 ICICI Bank 14,900 +3%

10 PetroChina 11,291 -19%

BRANDZ™ Top 100

Top 10 BRICs ownership (China 9 out of 10)

2006 20112007 2008 2009 2010

BRANDZ™ Top 100 Phenomenal BRICs/Mexico growth

Global 164

BRICs/Mexico 597

100

Average brand = 100

DIFFERENT FRIENDLY CARING

95

132

98

133

100

130

Top 100 BRICs/Mexico 19

BRANDZ™ Top 100

BRICs/Mexico different, friendly & caring

REGION OVERVIEW

(Europe)

RANK BRAND BRAND VALUE 2011 ($M) CHANGE V 2010

1 Deutsche Telecom 29,774 N/A

2 Movistar 27,249 N/A

3 SAP 26,078 +7%

4 Louis Vuitton 24,312 +23%

5 BMW 22,425 +3%

6 Orange 17,597 N/A

7 L'Oréal 15,719 +11%

8 Mercedes 15,344 +12%

9 Carrefour 13,754 -8%

10 H&M 13,006 +7%

BRANDZ™ Top 100

Top 10 Mainland Europe ownership

RANK BRAND BRAND VALUE2011 ($M) CHANGE V 2010

1 Vodafone 43,647 -2%

2 HSBC 22,587 -4%

3 Tesco 21,834 -15%

4 Shell 15,168 0%

5 BP 12,542 -27%

6 Standard Chartered Bank 12,033 +45%

7 O2 11,694 N/A

8 Barclays 8,760 +4%

9 Marks & Spencer 5,252 -8%

10 Asda 3,975 -19%

BRANDZ™ Top 100

Top 10 ownership – Not a great year for most of UK

BRANDZ™ Top 100

Europe struggling and UK stalling

Top 10 Europe/UK and Global 100

2006 20112007 2008 2009 2010

Mainland Europe 119

Global 164

UK 176

Average brand = 100

BRANDZ™ Top 100

UK & Europe behind on Trust and User Recommendation

GLOBAL TOP 100 UK TOP 10 EUROPE TOP 10

RECOMMEND

TRUST

104102 103

108 101

93

Average for Top 100 = 100

BRANDZ™ Top 100

Online ‘Buzz’ UK & Europe top brands less talked about

GLOBAL TOP 100

8 UK BRANDS IN TOP 100

20 EUROPE BRANDS IN

TOP 100

27

47

100

INTERACTIVE QUESTIONS

RECESSION BEATERSGlobal Recession began after our Ranking in 2008.Since then Apple is the brand that has put on most value (+$98bn).But which of these put on the next most?

AmazonIBMMcDonald’s

BUSINESS TO BUSINESSWe classify a B2B brand as one that gains 80%+ of its revenues from B2B.How many of the brands in this year’s Top 100 are B2B?

91114

BRAND TRUSTBrands that are both highly trusted and strongly recommended by their users are what we call ‘TrustR’ brands which tend to be the most successful.Which of these have the greatest TrustR Score?

PampersPetrobrasPing An Insurance

(125)(120)(118)

THE SEXIESTBrandZ measures the character or personality of brands.Which of these is rated the sexiest?

L’OrealPorscheZara

(23%)(50%)(28%)

BRAND BUZZBrandZ also measured the amount of online ‘buzz’ that the Top 100 brands attracted throughout 2010. Not surprisingly, technology brands dominate the list. But one car brand gets in at Number 6.Which one of these is it?

BMWHondaToyota

(366)(307)(198)

POWERED BY BRANDZ

TRUST

SUCCESS

The brands that are most valuable and most successful are also strongly recommended by their users

TRUSTR the new metric

BRANDZ™ Top 100

Trust alone is not enough +=

More TRUSTR

GREATER $ VALUE

(2011 Top 100 in groups of 5 brands)

BRANDZ™ Top 100

Why TrustR is an important metric

The greater TRUSTR the

more valuable the

brand

Average Brand = 100

BRANDZ™ Top 100

Top 100 well trusted and recommended

TRUSTR

TRUST

RECOMMENDATION104

102

106

Pampers No.1 125

Value-D measures THE GAP between the consumer’s DESIRE for a brand and the consumer’s perception of THE BRAND’S PRICE

HIGH DESIRE

100/100

80/80

140/140

BRANDZ™ Top 100

The Value-D Map

HIGH PRICE

HIGH PRICE

GOOD VALUE

POOR VALUE

JUSTIFIED PREMIUM

EXPENSIVE

BRANDZ™ Top 100

The Value-D MapHIGH DESIRE

Average Brand = 100

BRANDZ™ Top 100

Top 100 highly desirable justifying a price premium

VALUE-D GAP

DESIRE

PRICE108

103

111

BRANDZ™ Top 100

No. 1 brand from Top 100 (brands in more than one country)

DESIRE PRICE VALUE D

GOOGLE ALDI AMAZON

134 83 138

CHINA FOCUS

comparison with

Global TOP50

BRANDZ™ Top 100

China different focus

CHINA TOP 501495443322211-

GLOBAL TOP 503

1211---831-336

CHINA TOP 50Food & Drink Financial InstitutionsTechnologyApparelWhite GoodsMedicineTelecom OperatorsRetailOil & GasAirlinesPersonal CareCarsOther

CHINA TOP 50Trustworthy

DesirableDifferent

CaringFriendly

Kind

GLOBAL TOP 50Trustworthy

DesirableIn ControlAssertive

Wise

BRANDZ™ Top 100

Brand Character

BRANDZ™ Top 100 China Top 50 Brands: Much softer, kinder and caring

BRANDZ™ Top 100

More trusted then recommended

CHINA TOP 50110103

GLOBAL TOP 50107104

CHINA TOP 50Trust Recommendation

BRANDZ™ Top 100

China local lower quality but more affordable(China: local brands vs. foreign brands)

Has excellent qualityIs safeStrong functionality

Setting the trendsIs international

Is value for money

Is different from othersHas a long historyHas its own culture

Has affordable price

Source: BrandZ database and MB China ideablog study

-58%

-50%

-34%

-32%

-29%

-16%

-2%

10%

5%

42%

BRANDZ™ Top 100

China TOP 50 not so premium

CHINA TOP 5010899

____109

Good Value

GLOBAL TOP 50113105____108

Justified Premium

CHINA TOP 50Desire Price______________Desire/Price gap

(Average brand = 100)

FINAL THOUGHTS

RECOVERY TOGROWTH

Change is INEVITABLEunderstand and anticipate

Deliver the Futureinnovate and differentiate

LISTEN closely, converse with customers

and talk CLEARLY be open, honest, build trust

Deliver a GREAT EXPERIENCE

Stand for SOMETHINGoriginal, consistent, more!

BREAK THE

RULES!