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four valuation models

Millward Brown

WPP

Y&R

Omnicom

TBWA

Interbrand Brand Metrics

“When given a monetary value, a

brand increases its power as a business driver and planning tool”

Joanna Seddon

CEO Millward Brown Optimor

Collecting the data

Data for the evaluation is first drawn from the researched opinion of thousands of brands in

17 categories by knowledgeable consumers and B2B customers across 31 countries

Bonding The brand’s advantages are unique:

“it’s my brand”

Advantage The brand is better than most brands in the category

Performance The brand is acceptable quality and does what it is supposed to

Relevance The brand meets their needs

Presence They are aware of the brand

No Presence Have not heard of the brand

Data for the evaluation is also is sourced from Bloomberg, analyst reports,

Datamonitor industry reports, and

company filings with regulatory bodies.

corporate

branded intangible earnings X brand contribution

Portion of intangible earnings attributable to the brand, this percentage originates from the consumer and B2B customer research

“The Brand Contribution is rooted in real-life

customer perceptions and behavior, not spurious

‘expert opinion’: in some categories, brand is important — luxury, cars, or beer, for instance. In

categories like motor fuel, on the other hand, price and location play a very strong role.

Furthermore, as markets develop, consumer priorities and the role of brand may change.”

Millward Brown

BrandZ 2009 report

branded intangible earnings X brand contribution X brand multiple

Growth potential of the branded earnings is taken into account. The multiple, that ranges between one and ten, is derived from financial projections,

market valuation and Voltage

BrandAsset Valuator (BAV) is Young &

Rubicam's comprehensive global database of consumer perceptions of brands:

350,000 consumers,19,500 brands, 44 countries, 173 studies since 1993

The BAV research is based on four key pillars: differentiation, relevance,

esteem and knowledge

Differentiation

Measures the strength of the brand’s meaning and distinctiveness.

Successful brands are strongly

differentiated. The more differentiated, the more likely it will be used and less likely it is to be substituted.

Relevance

If a brand is not relevant, or personally appropriate to consumers, it will not

attract or retain them. Relevance powers penetration.

Relevance + Differentiation = Brand Strength

Differentiation Relevance

D>R

The most healthy brands have greater differentiation

than relevance. “Room to grow, brand has power to

build relevance”.

Differentiation Relevance

D<R

More relevance than

differentiation equals potential commoditization. “Uniqueness

has faded, price becomes the dominant reason to buy”.

Esteem

Esteem reflects popularity and quality.

Esteem relates to how well a brand fulfills its implied or stated consumer promise. It requires differentiation and relevance to have preceded it, but it

can outlive both of them

Knowledge

Knowledge captures intimacy and

understanding, it is the end result of all the marketing and communications

efforts and experiences consumers have had with a brand. Consumers understand and remember those brands that demonstrate high

knowledge.

Esteem + Knowledge = Brand Stature

Esteem Knowledge

E>K

More esteem than

knowledge means “I’d like to get to know you better”.

The brand is better liked than known.

Esteem Knowledge

E<K

Too much knowledge can be dangerous. “I know you and

you’re nothing special”. The brand is better known than liked.

Brand Stature

(Esteem & Knowledge)

Brand Strength (Differentiation & Relevance)

low high

high

BAV Power Grid

Brand Stature

(Esteem & Knowledge)

Brand Strength (Differentiation & Relevance)

low high

high

Brand Stature

(Esteem & Knowledge)

Brand Strength (Differentiation & Relevance)

low high

Brand Stature

(Esteem & Knowledge)

Brand Strength (Differentiation & Relevance)

low high

high

Google

03 06

http://www.thebrandbubble.com/explore/

give it a try at

Best known of the brand valuation methodologies. Created to find an

approach that incorporated marketing, financial and legal aspects

photo by Darren Hester

Interbrand starts by assigning sales to individual brands &

projecting five years ahead

intangibles intangibles

Identifies earnings attributable to intangible assets and identifies

brand’s contribution, this multiple is known as the role of branding index

Future earnings are discounted to arrive at net present value

Discounts calculated with current

interest rates and the brand’s overall risk profile

Criteria Weighting Notes

market 10% brands in growing or established markets where

consumer preferences are more enduring would score higher

stability 15% long-established brands in any market would normally score higher, because of the depth of loyalty they

command

leadership 25% a market leader is more valuable: being a dominant force and having strong market share matters

profit trend 10% long-term profit trend is an important measure of

brand’s ability to remain contemporary and relevant to consumers

support 10% brands receiving consistent investment and focused support usually much stronger, but quality of support is important

geographic spread 25% brands that have international acceptance and appeal are inherently stronger than regional or national brands

protection 5% securing full protection for the brand under international trademark and copyright law

“The final result values the brand as a

financial asset. BusinessWeek and Interbrand believe this figure comes closest to

representing a brand's true economic worth.”

BusinessWeek

Developed by south african academics,

adopted by TBWA’s Disruption consultancy, now with Prophet

featured in kevin lane keller’s strategic brand management

Applies an accounting definition of an asset - resources under the control of an

enterprise that will generate future

economic benefits for the enterprise - to brands

economic profit

starts by calculating

(economic profit is the amount of after-tax profit a company earns that exceeds the cost of capital the company has used in operating the business)

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