FAST FACTS How confident is the consumer?
CONSUMER CONFIDENCE EAST VS WEST
100
70 75 80 85 90 95
97 94 91
83 84 85
91 83 82 78
72 77
2008 – Q3 Global average 2009 – Q1 AP EU MEA 76 78 80
86 85 84
99
96 92
86
LOCAL SENTIMENT US
1.Consumer confidence index 2.Present Situations index 3.Expectations Index
March 52.3 25.2 70.4
April 57.9 28.6 77.4
Source: The Conference Board’s Confidence Index (index 100=1985) GERMANY
1.Economic outlook 2.Income expectations 3.Buying propensity 4.Consumer climate
2009 – Q3 2010 – Q1 LA NA
Source: Nielsen’s Global Consumer Confidence Index, Q1 2010 1.Overall Index Score
ATTITUDINAL DIFFERENCES GB VS SPAIN (% OF ADULT POPULATION)
20 40 60 80
0
In a job, security is more important than money
It’s worth
paying extra for quality goods
GB 2009 Q1 GB 2010 Q1 Source: TGI Europa 2010
EXPLORING BRAND VALUE Millward Brown’s 2010 BrandZ rankings reveal how strong brands have withstood recession
The ‘2010 BrandZ Top 100 Most Valuable Brands’ ranking has proved yet again that if you have a strong brand (and invest in it), you are more likely to withstand a battering. Over the last two years the share prices of these brands has outperformed the S&P500 by 30%, and this year their combined brand value topped $2trn for the first time, up 4% on last year.
It was only the automotive sector that saw significant decline, down 15% in value this year. Toyota, which was once a top 10 brand, has dropped down to 26, with its value down 27%.
www.mandmglobal.com
Porsche was down 31%, Mercedes, 11% and BMW, 9%.
Financial services recovered 12% in value this year. Asian bank ICBC, which sits just outside the top 10, was up 15%. HSBC was up 23%.
Technology is proving its strength, as seen by the four most valuable brands in the world. The top three are still seeing substantial growth year- on-year. In the last five years, Google has risen from seventh to 1st, IBM from 8th to 2nd , and Blackberry was not even on the list, it is now 19th.
BRANDZ TOP 10 THE MOST VALUABLE BRANDS Brand
1. Google 2. IBM
3. Apple
4. Microsoft 5. Coca-Cola 6. McDonalds 7. Marlboro
10.Vodafone
114,260 86,383 83,153 76,344 67,983 66,005 57,047
8. China Mobile 52,616 9. GE
45,054 44,404
Source: Millward Brown, BrandZ 2010
Brand value % Brand 2010 (£m) value change
2010 vs 2009 Å14%
Å30% Å32% É0% Å1% Ç-1% Å15% Ç-14% Ç-25% Ç-17%
Spain 2009 Q1 I always
look out for special offers
Spain 2010 Q1 68% 69% 41% 45% 67% 67% 73% 70% 62% 38% 41% 67%
2.Personal Financial situation over next 12 months
3.General Economic situation over next 12 months
4.Climate for major purchases Source: GfK NOP Consumer Confidence
Source: The GfK Consumer Climate Survey UK
March -15
4 0 -17
April -16
2 -1 -20
MOST CONFIDENT MARKETS: India, Indonesia, Norway, Philippines and Australia LEAST CONFIDENT: Japan, Latvia, Portugal, Croatia and Lithuania BIGGEST CONSUMERS CUT-BACKS: Despite a recovery in confidence, consumers are still expecting to make savings in gas & electricity, take-away meals, clothing and out-of-home entertainment Source: Nielsen’s Global Consumer Confidence Index, Q1 2010
50/100 The new set of consumer values is clear. Buying habits have become more cautious, and nervous consumers are looking to make savings. Thankfully most surveys point towards confidence being on the up.
March 4.5
13.5 23.4 3.2
April 22.5 35.2 21.6 3.4
For more in-depth analysis go to
mandmglobal.com
M&M Q2 2010 33
THE VERDICT CONSUMER CONFIDENCE
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67