1. WELCOME

2. METHODOLOGY

3. CORPOATE FINANCES = CORPORATE FINANCES INTANGIBLE NAMED BRAND EARNINGS BRAND DRIVEN SALES X Multiple BRAND VALUE

4. OVERVIEW HIGHLIGHTS

6. APPLE IS THE NEW #1 _____________________ Facebook IS THE FASTEST RISER _____________________ VALUE OF TOP 100 UP +17% _____________________

7. 2011 20062007200820092010 $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)

8. BRANDZ™ Top 100 Strong Brands are a great investment

9. CHINA NOW HAS 12 Brands in the top 100 _____________________ OTHER BRICs ALSO GAIN _____________________ USA & Europe THE BIGGEST LOSERS _____________________

10. 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

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

12. 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)

13. SECTOR CHANGES

14. 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

15. BRANDZ™ Top 100 Sector changes since recession RANKCATEGORY 2011 V 2008 1 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

16. BRANDZ™ Top 100 Top fast food risers STARBUCKS +40% PIZZA HUT +58%

17. BRANDZ™ Top 100 Luxury top riser BURBERRY +86%

18. BRANDZ™ Top 100 Technology top risers FACEBOOK +246% BAIDU +141% APPLE +84%

19. BRANDZ™ Top 100 Retail brands hit by recession 2006 2011 2007200820092010 Global 164 Retail 132

20. BRANDZ™ Top 100 eRetail and Discounters doing much better 2006 2011 2007200820092010 Online only 252 100 Discounters 180 Other 110

21. REGION OVERVIEW (AMERICAS )

22. RankBrandBrand Value 2011 ($m)Change v 2010 1 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)

23. 2006 2011 USA/Canada 165 2007200820092010 Global 164 Top 10 USA 206 100 BRANDZ™ Top 100 Brand Value Growth

24. 2006 2011 2007200820092010 BRANDZ™ Top 100 USA in TOP 100 – More value for fewer brands $1.42trillion 42 brands 52 brands $0.9trillion

25. Average brand = 100 CREATIVEASSERTIVEIN CONTROL BRANDZ™ Top 100 Top 10 North American dominance from innovation 114 131 116 125 135 147 TOP 100 USA TOP 10

26. BRANDZ™ Top 100 Top 8 Latin American ownership RankBrandBrand Value 2011 ($m)Change v 2010 1 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

27. DESIRABLESEXYPLAYFUL Top 100LatAm 8 111 117 89 120 86 134 Average brand = 100 BRANDZ™ Top 100 Party time in Latam

28. REGION OVERVIEW (Asia)

29. RankBrandBrand Value 2011 ($m)Change v 2010 1 China Mobile57,326+9% 2 ICBC44,440+1% 3 China Construction Bank25,524+22% 4 Toyota24,198+11% 5 Baidu22,555+141% 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

30. 2006 2011 2007200820092010 BRANDZ™ Top 100 Brand Value Growth – Driven by China Japan & Korea 81 Global 164 China 597 100 Asia 227

31. 200620112007200820092010 26% 44% 56% 62% 61% 70% BRANDZ™ Top 100 China value proportion of Asia brands in Top 100

32. Average brand = 100 DIFFERENTFRIENDLYDESIRABLE 144 95 127 98 116 124 Top 100Asia 20 BRANDZ™ Top 100 Friendly Asia

33. REGION OVERVIEW (BRICs/Mexico)

34. 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%)

35. RankBrandBrand Value 2011 ($m)Change v 2010 1 China Mobile57,326+9% 2 ICBC44,440+1% 3 China Construction Bank25,524+22% 4 Baidu22,555+141% 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)

36. 2006 2011 2007200820092010 BRANDZ™ Top 100 Phenomenal BRICs/Mexico growth Global 164 BRICs/Mexico 597 100

37. Average brand = 100 DIFFERENTFRIENDLYCARING 95 132 98 133 100 130 Top 100BRICs/Mexi co 19 BRANDZ™ Top 100 BRICs/Mexico different, friendly & caring

38. REGION OVERVIEW (Europe)

39. RANKBRANDBRAND VALUE 2011 ($M)CHANGE V 2010 1 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

40. RANKBRANDBRAND VALUE2011 ($M)CHANGE V 2010 1 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

41. BRANDZ™ Top 100 Europe struggling and UK stalling Top 10 Europe/UK and Global 100 2006 2011 2007200820092010 Mainland Europe 119 Global 164 UK 176

42. Average brand = 100 BRANDZ™ Top 100 UK & Europe behind on Trust and User Recommendation GLOBAL TOP 100UK TOP 10EUROPE TOP 10 RECOMMEND TRUST 104 102 103 108 101 93

43. 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

44. INTERACTIVE QUESTIONS

45. RECESSION BEATERS Global 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? Amazon IBM McDonald’s 

46. 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? 9 11 14 

47. 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)

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

49. BRAND BUZZ BrandZ 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? BMW Honda Toyota (366) (307) (198) 

50. POWERED BY BRANDZ

52. 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 +=+=

53. 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

54. Average Brand = 100 BRANDZ™ Top 100 Top 100 well trusted and recommended TRUSTR TRUST RECOMMENDATION 104 102 106 Pampers No.1 125

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

57. HIGH DESIRE 100/10 0 80/80 140/14 0 BRANDZ™ Top 100 The Value-D Map HIGH PRICE

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

59. Average Brand = 100 BRANDZ™ Top 100 Top 100 highly desirable justifying a price premium VALUE-D GAP DESIRE PRICE 108 103 111

60. BRANDZ™ Top 100 No. 1 brand from Top 100 (brands in more than one country) DESIREPRICEVALUE D GOOGLEALDIAMAZON 13483 138

61. CHINA FOCUS

62. comparison with Global TOP50

63. BRANDZ™ Top 100 China different focus CHINA TOP 50 14 9 5 4 3 2 1 - GLOBAL TOP 50 3 12 11 - 8 3 1 - 3 6 CHINA TOP 50 Food & Drink Financial Institutions Technology Apparel White Goods Medicine Telecom Operators Retail Oil & Gas Airlines Personal Care Cars Other

64. CHINA TOP 50 Trustworthy Desirable Different Caring Friendly Kind GLOBAL TOP 50 Trustworthy Desirable In Control Assertive Wise BRANDZ™ Top 100 Brand Character

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

66. BRANDZ™ Top 100 More trusted then recommended CHINA TOP 50 110 103 GLOBAL TOP 50 107 104 CHINA TOP 50 Trust Recommendation

67. 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%

68. BRANDZ™ Top 100 China TOP 50 not so premium CHINA TOP 50 108 99 ____ 109 Good Value GLOBAL TOP 50 113 105 ____ 108 Justified Premium CHINA TOP 50 Desire Price ______________ Desire/Price gap (Average brand = 100)

69. FINAL THOUGHTS

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

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

72. BREAK THE RULES!