Travel Retail and Duty Free Business Intelligence    Friday 01 August 2014

DATA ROOM

Aéroports de Paris retail revenue shows solid increase in first half

Source: ©The Moodie Report - 31/07/14

FRANCE. Aéroports de Paris retail revenue rose by +3% in first-half 2014, with duty paid activities and new shops in Terminal 2F making a strong contribution.

The Moodie Passenger Traffic Monitor

Source: ©The Moodie Report - 30/07/14

INTERNATIONAL. Every week as a service to our readers The Moodie Report updates all the latest passenger traffic statistics from around the world, compiled by Jon Elphick. Like everything we do at The Moodie Report, it’s fast, factual – and free.

Korean inbound duty free allowance set to rise +50% to US$600

Source: Maeil; The Moodie Report - 29/07/14

SOUTH KOREA. The Moodie Report has confirmed that the government is set to announce a sharp rise in the value allowance having dismissed earlier proposals to double it.

Heathrow posts marginal retail growth amid T5 luxury investment

Source: ©The Moodie Report - 25/07/14

UK. The strong Sterling and investment in a luxury extension at Terminal 5 suppressed retail income growth at London Heathrow Airport in the first half.

Sales rise but weak Yen and heavy investment costs hit DFS profits

Source: ©The Moodie Report - 25/07/14

INTERNATIONAL. LVMH's Selective Retailing division, which includes DFS Group, posted a -3% fall in profits for the first half of 2014 to €398 million.

Shilla turns in stellar Q2 results as Chinese boom continues

Source: ©The Moodie Report; KB Daewoo Securities - 25/07/14

SOUTH KOREA. Hotel Shilla, parent company of The Shilla Duty Free, turns in a fine 2Q performance amid a sustained rise in Chinese tourism and travel shopping.

Changi half-year traffic driven by strong Asia Pacific travel demand

Source: ©The Moodie Report - 23/07/14

SINGAPORE. Half-year traffic to Northeast Asia and South Asia grew +5.1% and +4.1% respectively, driven by a +31% increase in travel demand to Bali.

Chinese arrivals maintain surge in South Korea as Japanese slip further

Source: KTO; The Moodie Report; KDB Daewoo Securities Research - 22/07/14

SOUTH KOREA. Chinese arrivals surged by +53.8% in the first six months while Japanese visitor numbers continued to nosedive. UPDATED with key new charts.

Hawaii visitor numbers buoyed by Chinese and Korean arrivals in May

Source: ©The Moodie Report - 22/07/14

US (HAWAII). Arrivals from China jumped +29.4% in the month, while arrivals from Korea grew +4.9%, outstripping the +3.9% rise in Japanese visitors.

Macau Airport completes tender evaluation as H1 revenue grows +18%

Source: ©The Moodie Report - 22/07/14

CHINA (MACAU). Macau Airport has finished evaluating bids for its recent duty free tender, it announced this week as it releases figures for the first half of 2014.

Canadian airports post double-digit duty free sales growth in May

Source: ©The Moodie Report - 21/07/14

CANADA. Canadian duty free airport sales surged by +20% to C$24.0 million (US$22.35 million), while land border sales were down -1.5% to C$12.3 million.

International tourism arrivals grow by +5% in early 2014 says UNWTO

Source: UNWTO - 21/07/14

INTERNATIONAL. Tourist arrivals in the first four months of the year kept pace with 2013, according to the UNWTO World Tourism Barometer.

Bangkok Suvarnabhumi sees -26.7% dip in June international traffic

Source: ©The Moodie Report - 18/07/14

THAILAND. Months of political unrest in the country have culminated in the largest decline in international passenger traffic in the year to date for Airports of Thailand.

Malaysia Airports passenger traffic buoyed by new klia2 in June

Source: ©The Moodie Report - 17/07/14

MALAYSIA. The airport company’s 39 airports saw a +3.8% rise in passenger movements to 7.2 million, driven by +12.8% traffic growth at the new klia2.

Beijing Airport leads as Middle East and Asia Pacific traffic grows in May

Source: ©The Moodie Report - 14/07/14

INTERNATIONAL. The airport was the busiest across the two regions during a month in which traffic grew strongly in Asia Pacific and the Middle East.

Nigerian and Middle Eastern visitors spur UK tax free spend in June

Source: ©The Moodie Report - 14/07/14

UK. Strong growth from several high-spending nationalities drove overall tax free spend in the UK up by +6% in June, according to Global Blue.

China and Turkey routes buoy Heathrow passenger traffic in June

Source: ©The Moodie Report - 11/07/14

UK. London Heathrow Airport handled 6.6 million passengers in June, an increase of +1.1% on June 2013 and a new all-time record for the month.

Passenger traffic growth led by Middle East and Latin America-Caribbean

Source: ©The Moodie Report - 11/07/14

INTERNATIONAL. Passenger traffic at the world’s airports grew by +4.7% year-on-year in May, ahead of the global average for the last 12 months, said ACI.

Frankfurt Airport posts record for passenger traffic in first half

Source: ©The Moodie Report - 10/07/14

GERMANY. Frankfurt Airport handled 27.8 million passengers in the first six months of 2014, up by +2.4% year-on-year, and a new half-year passenger record.

Asia Pacific visitor arrivals to maintain strong growth to 2018, says PATA

Source: ©The Moodie Report - 09/07/14

ASIA PACIFIC. Visitor arrivals to Asia Pacific will climb by an average +6.5% per year from 2014 to 2018, according to the latest forecasts from PATA.

European airport passenger traffic posts solid increase in May, says ACI

Source: ©The Moodie Report - 07/07/14

EUROPE. Passenger traffic at Europe’s airports climbed by +4.8% year-on-year in May, amid some economic recovery in the Eurozone, ACI Europe reports.

Passenger traffic surges at Abu Dhabi International Airport in May

Source: ©The Moodie Report - 01/07/14

UAE. Abu Dhabi International recorded a +27.4% leap in passenger traffic in May, with Manila, Doha, Bangkok, London and Mumbai the top five destinations.

Dubai International passenger traffic dips in May due to runway closure

Source: ©The Moodie Report - 30/06/14

UAE. Dubai International passenger traffic numbers fell by -2.5% year-on-year in May because of a major runway refurbishment, which curtailed aircraft activity.

Jinro maintains top spot in the IWSR’s Real 100 spirits rankings

Source: ©The Moodie Report - 30/06/14

South Korean brand Jinro maintained its status as the world’s largest selling spirit in 2013, while Emperador brandy became the second largest brand, according to IWSR.

Travel retail and Chinese demand to drive Ferragamo in second half

Source: ©The Moodie Report - 27/06/14

Salvatore Ferragamo CEO Michele Norsa expects group results to improve in the second half of 2014 on the back of strong demand in China and in global travel retail.

Gatwick Airport posts +9.7% growth in retail income amid record traffic

Source: ©The Moodie Report - 26/06/14

UK. London Gatwick Airport turns in a strong performance for the year ended 31 March 2014, as retail income and per-passenger spending rise sharply.

New licences and sales surge boost Hong Kong Airport results

Source: ©The Moodie Report - 25/06/14

HONG KONG. Retail and advertising revenue surged by +23.2% at Hong Kong International Airport in the latest financial year, hitting US$794 million.

Sharp fall in Thai traffic offsets robust intra-Asian growth at Changi Airport

Source: ©The Moodie Report - 23/06/14

SINGAPORE. Total passenger numbers at Singapore Changi Airport increased by +2% in May, but a weaker performance on Thailand routes (-17%) slowed growth.

Travel retail shines in record fiscal year for Oettinger Davidoff Group

Source: ©The Moodie Report - 23/06/14

Despite a slight downturn in sales caused by divestment in the non-core business, Oettinger Davidoff posts strong global sales growth for its Davidoff brand in 2013.

Surging Chinese passenger traffic buoys Sydney Airport in May

Source: ©The Moodie Report - 20/06/14

AUSTRALIA. Double-digit growth in Mainland China passenger traffic was among the key contributors to a healthy traffic increase at Sydney Airport in May.

Hawaii visitor numbers and spend decline again in April

Source: ©The Moodie Report - 16/06/14

USA (HAWAII). Hawaii Tourism Authority has reported its eighth consecutive month of declining visitor spend as arrivals fall by -0.7% in April.

Strong traffic growth continues at Hong Kong International in May

Source: ©The Moodie Report - 16/06/14

HONG KONG. Hong Kong International Airport passenger volumes reached 5.1 million in May, (+8.9%), with China and Taiwan traffic recording big increases.

UK tax free spend decline accelerates as instability hits key nationalities

Source: ©The Moodie Report - 16/06/14

UK. Tax free spend declined by -15% in May as Thai and Russian visitor numbers plummeted as a result of recent political turmoil, says Global Blue.

Frankfurt Airport passenger traffic hits record high in May 2014

Source: ©The Moodie Report - 13/06/14

GERMANY. Frankfurt Airport handled 5.3 million passengers in May, a rise of +3.7% year-on-year and a new record for the month, reports parent group Fraport.

Middle East and Asian airports maintain healthy growth rates in April

Source: ©The Moodie Report - 13/06/14

ASIA PACIFIC. Airports in Asia Pacific posted passenger traffic growth of +6% year-on-year in April, while traffic at Middle East airports surged +14.7%, ACI reports.

Heathrow breaks record as May passenger traffic crosses six million

Source: ©The Moodie Report - 11/06/14

UK. Passenger traffic at London Heathrow Airport grew by +2.2% to 6.2 million in May 2014, driven by emerging markets including China, Nigeria and India.

Travel food specialist SSP posts surge in operating profit in first half

Source: ©The Moodie Report - 09/06/14

INTERNATIONAL. SSP has posted a +16.6% surge in operating profit (+28.2% at constant exchange rates) for the six months to 31 March.

Network Rail outperforms high street with +5.6% quarterly sales growth

Source: ©The Moodie Report - 05/06/14

UK. Network Rail has reported +5.6% sales growth across its 16 stations in the quarter ended March 2014, exceeding high street growth of +0.5% during the same period.

Dufry CEO hails Nuance acquisition as a global powerhouse is born

Source: ©The Moodie Report - 04/06/14

INTERNATIONAL. Dufry CEO Julián Díaz talks about the impact of the Nuance acquisition, the integration plan and the company's ambitions for category growth.

Duty free boon to Korean retailers as Chinese arrivals soar +58.8% in April

Source: ©The Moodie Report - 03/06/14

SOUTH KOREA. Chinese visitor numbers surged +58.8% in April to 531,947, a 42.5% share of the inbound travel market, according to Korea Tourism Organization.

Amman International passenger traffic maintains double-digit surge

Source: ©The Moodie Report - 02/06/14

JORDAN. Passenger traffic at Amman Queen Alia International Airport surged by +17.7% year-on-year in April, and by +13.6% in the year to date.

Fraport forecasts growth in traffic, revenues and EBITDA in 2014

Source: ©The Moodie Report - 02/06/14

GERMANY. Fraport Group is forecasting +2% to +3% passenger growth at Frankfurt Airport, as well as increases in revenues and EBITDA, in 2014.

LS travel retail forecasts +5-10% annual sales growth to 2016

Source: ©The Moodie Report - 29/05/14

INTERNATIONAL. LS travel retail is forecasting sales growth of +5-10% a year to 2016, and plans to lift EBITDA margin by one percentage point.

The Chalhoub Group 'white paper' reveals GCC luxury spend drivers

Source: ©The Moodie Report - 29/05/14

MIDDLE EAST. A major report from luxury goods distributor and travel retailer Chalhoub identifies key trends that shape Gulf consumers’ spending habits.

Middle Eastern shoppers boost UK tax free sales; Russian spend plummets

Source: ©The Moodie Report - 28/05/14

UK. Visitors from Qatar, Kuwait and the UAE grew spend strongly in April, reinforcing their positions in Global Blue's top five global shopper nations.

Asia Pacific airlines report encouraging passenger growth

Source: ©The Moodie Report - 27/05/14

ASIA PACIFIC. The region's airlines handled 21 million international passengers in April, up +7.4% over 2013, as demand for leisure travel grew.

Dubai International Airport exceeds six million passengers in April

Source: ©The Moodie Report - 27/05/14

UAE. Dubai International experiences double-digit passenger growth in April, with the majority of travellers from Western Europe and the Indian subcontinent.

The Moodie Report and Air4Casts strike alliance to boost services

Source: ©The Moodie Report - 26/05/14

INTERNATIONAL The two leaders in their respective fields come together in an informal alliance to support their respective services.

Changi Airport sees slowdown in China and Thailand traffic in April

Source: ©The Moodie Report - 23/05/14

SINGAPORE. Passenger traffic at Changi grew by +3.4% to 4.38 million in April, tempered by declines in Thailand and China traffic of -15% and -8% respectively.

ADP posts sound Q1 retail showing as sales per passenger increase

Source: ©The Moodie Report - 22/05/14

FRANCE. Duty paid sales per passenger rose by +6.4% in the quarter for Aéroports de Paris but duty free sales, hit by unfavourable currency rates, were flat.