ABEMD BRAZILIAN DIRECT MARKETING ASSOCIATION (ASSOCIAÇÃO BRASILEIRA DE MARKETING DIRETO) INDICATORS 2009

The objective of this study is to develop a current and updated basis of strategic information on the direct marketing sector, encompassing its main segments. The direct marketing study comprises the estimate of market size, equivalent to the revenue of services provided by its several segments. OBJECTIVE

The information presented in this study resulted from analytical treatment of data and information obtained from primary and secondary sources: Primary sources, represented by interviews carried out with direct marketing service companies, through their various segments, client companies, government agencies and trade associations, seeking to develop, based on these information, knowledge about the market of the direct marketing sector. Secondary sources are represented by elements extracted from publications and reports of specific researches, found either in the Data Bank of SIMONSEN ASSOCIADOS or in other several data banks. METHODOLOGY

CONSULTED COMPANIES UPDATE: STUDY ON 2008 Direct Marketing Companies Client/Customer Companies Associations and Entities 102 Total of Interviews

BRAZIL: DIRECT MARKETING MARKET SIZE ESTIMATE ( REVENUE ) Source: Simonsen Associados, companies interviewed 2008 R$ 19.5 Bi

BRAZIL: DIRECT MARKETING GROWTH RATE (LAST 8 YEARS) Source: Simonsen Associados, companies interviewed Average Growth (last 8 years) = 12.7% p.y.

BRAZIL: DIRECT MARKETING GROWTH RATE (LAST YEAR) Source: Simonsen Associados, companies interviewed Average Growth 2007 to 2008 (last year) = 12.1% p.y.

BRAZIL: DIRECT MARKETING BREAKDOWN BY MARKET SEGMENT REVENUE: 2008 ESTIMATE Source: Simonsen Associados, companies interviewed Revenue (R$ mi) Total M R$ 19,500

Revenue (M R$) Total M R$ 19,500 Variation 2008/07 (% p.y.) % of total M = Million BRAZIL: DIRECT MARKETING BREAKDOWN BY MARKET SEGMENT AND ANNUAL INCREASEREVENUE: 2008 ESTIMATE AND ANNUAL INCREASE REVENUE: 2008 ESTIMATE Source: Simonsen Associados, companies interviewed

COMPARISON OF THE BRAZILIAN DIRECT MARKETINGMARKET SIZE WITH GDP DIRECT MARKETING MARKET SIZE WITH GDP * GDP 2007 = R$ 2,597.6 bi and Direct Marketing R$ 17.4 bi or 0.67% of share. DIRECT MARKETING GDP MARKET SIZESHARE R$ 2,889.7 biR$ 19.5 bi0.67% Source: IBGE

BRAZIL: DIRECT MARKETING BREAKDOWN BY MAIN INDUSTRIES (% OF VALUE OF 2008) Source: Simonsen Associados, companies interviewed

BRAZIL: DIRECT MARKETING BREAKDOWN BY TYPE OF BUSINESS 2008 Total = G R$ 19.5

Total1,130 K Direct jobs BRAZIL: DIRECT MARKETING EMPLOYMENT ESTIMATE: HEADCOUNT 2008 Source: Simonsen Associados, companies interviewed Growth of 10.8% p.y. in Growth of 10.8% p.y. in 2008

The market size, measured by the revenues of Direct Marketing services provided, was estimated in R$ 19.5 billion per year in The average growth rate of the last eight years reached 12.7% per year, showing the development of the different segments of the sector. The growth of last year, by comparing 2008 to 2007, reached 12.1% p.y. The total headcount in the sector is estimated in 1,130 employees, with a growth of 10.8% in CONCLUSION