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% _____________________

$1.59bn $1.45bn $1.92bn $1.94bn $2.04bn $2.38bn BRANDZ™ 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 _____________________

USA/Canada Western Europe Japan/Korea Brics & Mexico BRANDZ™ Top 100 Big shift over five years to BRICs

THE FIVE YEAR PICTURE ________________________ SHIFT TO technology & telecoms _____________________ Financial STILL STRONG _____________________ CARS & RETAIL lose out _____________________

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

RANKCATEGORY 2011 v 2010 Brand Value Growth (%) '11 vs. '08 1 FAST FOOD22% 42% 2 LUXURY19% -13% 3 TECHNOLOGY18% 32% 4 APPAREL10% -1% 5 INSURANCE*10% -51% 6 FINANCIAL INSTITUTIONS9% 7% 7 BEER7% 32% 8 CARS7% -27% 9 SOFT DRINKS5% 26% 10 PERSONAL CARE3% 5% 11 RETAIL2% 7% 12 OIL & GAS1% N/A 13 TELECOM PROVIDERSN/A BRANDZ™ Top 100 Sector changes – all increased *excludes new entrant China brands

BRANDZ™ Top 100 Sector changes since recession RANKCATEGORY 2011 V FAST FOOD42% 2 TECHNOLOGY32% 3 BEER32% 4 SOFT DRINKS26% 5 FINANCIAL INSTITUTIONS7% 6 RETAIL7% 7 PERSONAL CARE5% 8 APPAREL-1% 9 LUXURY-13% 10 CARS-27% 11 INSURANCE*-51% 12 OIL & GASN/A 13 TELECOM PROVIDERSN/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 Global 164 Retail 132

BRANDZ™ Top 100 eRetail and Discounters doing much better Online only Discounters 180 Other 110

REGION OVERVIEW (AMERICAS )

RankBrandBrand Value 2011 ($m)Change v Apple153,285+84% 2 Google111,498-2% 3 IBM100,849+17% 4 McDonald's81,016+23% 5 Microsoft78,243+2% 6 Coca-Cola73,752+8% 7 at&t69,916N/A 8 Marlboro67,522+18% 9 GE50,318+12% 10 Verizon42,828N/A BRANDZ™ Top 100 Top 10 North American ownership (9 of global top 10)

USA/Canada Global 164 Top 10 USA BRANDZ™ Top 100 Brand Value Growth

BRANDZ™ Top 100 USA in TOP 100 – More value for fewer brands $1.42trillion 42 brands 52 brands $0.9trillion

Average brand = 100 CREATIVEASSERTIVEIN CONTROL BRANDZ™ Top 100 Top 10 North American dominance from innovation TOP 100 USA TOP 10

BRANDZ™ Top 100 Top 8 Latin American ownership RankBrandBrand Value 2011 ($m)Change v Petrobras13,421+39% 2 Telcel11,558+7% 3 Itaú9,600+29% 4 Bradesco8,600+15% 5 Corona5,458+5% 6 Natura4,612New 7 Skol4,579+24% 8 Brahma1,996New

DESIRABLESEXYPLAYFUL Top 100LatAm Average brand = 100 BRANDZ™ Top 100 Party time in Latam

REGION OVERVIEW (Asia)

RankBrandBrand Value 2011 ($m)Change v China Mobile57,326+9% 2 ICBC44,440+1% 3 China Construction Bank25,524+22% 4 Toyota24,198+11% 5 Baidu22, % 6 China Life Insurance19,542N/A 7 Bank of China17,530-20% 8 Agricultural Bank of China16,909N/A 9 NTT DoCoMo15,449+19% 10 Tencent/QQ15,131N/A BRANDZ™ Top 100 Top 10 Asia Ownership

BRANDZ™ Top 100 Brand Value Growth – Driven by China Japan & Korea 81 Global 164 China Asia 227

% 44% 56% 62% 61% 70% BRANDZ™ Top 100 China value proportion of Asia brands in Top 100

Average brand = 100 DIFFERENTFRIENDLYDESIRABLE Top 100Asia 20 BRANDZ™ Top 100 Friendly Asia

REGION OVERVIEW (BRICs/Mexico)

Bradesco Itaú Petrobras MTS Sberbank ICICI Agriculture Bank of China Baidu Bank of China China Construction Bank China Life Insurance China Merchant’s Bank China Mobile China Telecom ICBC PetroChina Ping An Tencent/QQ Telcel M BRICsBRICs $336.5bn$43.4bn China Mobile Esprit BRANDZ™ Top 100 BRICs/Mexico from 2 to 19 in Five Years (+775%)

RankBrandBrand Value 2011 ($m)Change v China Mobile57,326+9% 2 ICBC44,440+1% 3 China Construction Bank25,524+22% 4 Baidu22, % 5 China Life Insurance19,542N/A 6 Bank of China17,530-20% 7 Agricultural Bank of China16,909N/A 8 Tencent/QQ15,131N/A 9 ICICI Bank14,900+3% 10 PetroChina11,291-19% BRANDZ™ Top 100 Top 10 BRICs ownership (China 9 out of 10)

BRANDZ™ Top 100 Phenomenal BRICs/Mexico growth Global 164 BRICs/Mexico

Average brand = 100 DIFFERENTFRIENDLYCARING Top 100BRICs/Mexi co 19 BRANDZ™ Top 100 BRICs/Mexico different, friendly & caring

REGION OVERVIEW (Europe)

RANKBRANDBRAND VALUE 2011 ($M)CHANGE V Deutsche Telecom29,774N/A 2 Movistar27,249N/A 3 SAP26,078+7% 4 Louis Vuitton24,312+23% 5 BMW22,425+3% 6 Orange17,597N/A 7 L'Oréal15,719+11% 8 Mercedes15,344+12% 9 Carrefour13,754-8% 10 H&M13,006+7% BRANDZ™ Top 100 Top 10 Mainland Europe ownership

RANKBRANDBRAND VALUE2011 ($M)CHANGE V Vodafone43,647-2% 2 HSBC22,587-4% 3 Tesco21,834-15% 4 Shell15,1680% 5 BP12,542-27% 6 Standard Chartered Bank12,033+45% 7 O211,694N/A 8 Barclays8,760+4% 9 Marks & Spencer5,252-8% 10 Asda3,975-19% 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 Mainland Europe 119 Global 164 UK 176

Average brand = 100 BRANDZ™ Top 100 UK & Europe behind on Trust and User Recommendation GLOBAL TOP 100UK TOP 10EUROPE TOP 10 RECOMMEND TRUST

Average for Top 100 = 100 BRANDZ™ Top 100 Online ‘Buzz’ UK & Europe top brands less talked about GLOBAL TOP UK BRANDS IN TOP EUROPE BRANDS IN TOP

INTERACTIVE QUESTIONS

RECESSION BEATERS Global Recession began after our Ranking in Since then Apple is the brand that has put on most value (+$98bn). But which of these put on the next most? Amazon IBM McDonald’s 

BUSINESS TO BUSINESS We 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? 

BRAND TRUST Brands 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? Pampers Petrobras Ping An Insurance  (125) (120) (118)

THE SEXIEST BrandZ measures the character or personality of brands. Which of these is rated the sexiest? L’Oreal Porsche Zara (23%) (50%) (28%) 

BRAND BUZZ BrandZ also measured the amount of online ‘buzz’ that the Top 100 brands attracted throughout Not surprisingly, technology brands dominate the list. But one car brand gets in at Number 6. Which one of these is it? BMW Honda Toyota (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 RECOMMENDATION 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/ /80 140/14 0 BRANDZ™ Top 100 The Value-D Map HIGH PRICE

GOOD VALUE POOR VALUE JUSTIFIED PREMIUM EXPENSIVE BRANDZ™ Top 100 The Value-D Map HIGH DESIRE

Average Brand = 100 BRANDZ™ Top 100 Top 100 highly desirable justifying a price premium VALUE-D GAP DESIRE PRICE

BRANDZ™ Top 100 No. 1 brand from Top 100 (brands in more than one country) DESIREPRICEVALUE D GOOGLEALDIAMAZON

CHINA FOCUS

comparison with Global TOP50

BRANDZ™ Top 100 China different focus CHINA TOP GLOBAL TOP CHINA TOP 50 Food & Drink Financial Institutions Technology Apparel White Goods Medicine Telecom Operators Retail Oil & Gas Airlines Personal Care Cars Other

CHINA TOP 50 Trustworthy Desirable Different Caring Friendly Kind GLOBAL TOP 50 Trustworthy Desirable In Control Assertive 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 GLOBAL TOP CHINA TOP 50 Trust Recommendation

BRANDZ™ Top 100 China local lower quality but more affordable (China: local brands vs. foreign brands) Has excellent quality Is safe Strong functionality Setting the trends Is international Is value for money Is different from others Has a long history Has 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 ____ 109 Good Value GLOBAL TOP ____ 108 Justified Premium CHINA TOP 50 Desire Price ______________ Desire/Price gap (Average brand = 100)

FINAL THOUGHTS

RECOVERY TO GROWTH Change is INEVITABLE understand and anticipate Deliver the Future innovate and differentiate

LISTEN closely, converse with customers and talk CLEARLY be open, honest, build trust Deliver a GREAT EXPERIENCE Stand for SOMETHING original, consistent, more!

BREAK THE RULES!