Travel Retail and Duty Free Business Intelligence    Tuesday 01 December 2015


Chinese tourism to South Korea continues strong rebound

Source: ©The Moodie Report - 30/11/15

SOUTH KOREA. Up, down, buoyant. That summarises the tourism sector pertaining to the trio of key nationalities, Chinese, Japanese and Koreans.

Latest Air4Casts figures reveal severe impact of terrorism on tourism

Source: ©Air4Casts;The Moodie Report - 30/11/15

INTERNATIONAL Terrorism not only takes a terrible toll on those involved in attacks but the knock-on effect to tourism and employment can be catastrophic.

IATA reassesses forecasts after dip but pax numbers still set to double by 2034

Source: ©The Moodie Report - 29/11/15

INTERNATIONAL. Over the next 19 years, global air passenger numbers will double says IATA. And that's despite a downwards reassessment.

Travel retail hit hard in Egypt, Tunisia, Turkey and France; Israel set to benefit

Source: ©The Moodie Report - 28/11/15

INTERNATIONAL. Travel retailers around the world are counting the cost – negative or positive – of recent terrorist incidents and political crises. Egypt, Turkey and Tunisia have suffered dramatic declines and Paris is hurting badly from the recent atrocities. Israel, on the other hand, is set for a prolonged Russian tourism boom. Air4Casts presents timely analysis on the implications for Turkish travel retail.

SSP Group reports full year profit and positive trends in travel channels

Source: ©The Moodie Report - 26/11/15

UK. Food & drinks retailer’s operating profit up +10.1% at actual exchange rates with revenues boosted by new contract openings and like-for-like sales growth.

Growth trend at Canada’s airport and land duty free stores continues

Source: ©The Moodie Report - 25/11/15

CANADA. October sees strong +17% year-on-year increase in airport duty free sales and a 5% rise in overall land border duty free sales.

Travel and tourism sector to grow by +3.5% in 2015 despite troubled climate

Source: ©The Moodie Report - 25/11/15

INTERNATIONAL. World Travel & Tourism Council says forecast is “strong” despite numerous challenges but slightly down on projections at the start of the year as domestic spending weakens. The sector’s total contribution to the world economy in 2015 will be US$7.8 trillion, supporting 284 million jobs globally.

Manchester Airport passes 23 million passenger mark for the first time

Source: ©The Moodie Report - 23/11/15

UK. A five per cent increase in passenger numbers has been recorded in the last year alone at the UK’s third busiest airport, with 19 months of consecutive growth.

International passenger growth outlook remains mixed, says IATA

Source: ©The Moodie Report - 20/11/15

INTERNATIONAL. The European market has driven growth but declines in air travel in the Far East have had an adverse effect on overall figures.

Middle East traffic surges in September; Asia Pacific also strong

Source: ©The Moodie Report - 20/11/15

ASIA PACIFIC/MIDDLE EAST. September was a strong month for the two regions' airports with passenger growth of +6.5% and +15.7%,

'Challenging' duty and tax free sector hits Gatwick per-pax retail income

Source: ©The Moodie Report - 19/11/15

UK. Retail income up +1.4% but net income per passenger down by -3.0% due to “challenging trading” in key sector. Food & drinks and specialist stores prosper.

Network Rail posts healthy rise in retail sales for third quarter

Source: ©The Moodie Report - 18/11/15

UK. Network Rail station retail sales increased +4.47% year-on-year in the third quarter of the year, with 63.2 million people visiting a station retailer.

Gatwick Airport handles record 40 million passengers a year

Source: ©The Moodie Report - 17/11/15

UK. London Gatwick has reached the 40 million passengers a year mark, nearly ten years ahead of the Airport Commission’s forecast.

Global spirits consumption set for steady growth by 2020

Source: ©The Moodie Report - 17/11/15

INTERNATIONAL. Data from the IWSR indicates that whisky will overtake vodka to become the second largest spirits category behind local spirits by 2020.

Hamad International Airport passenger traffic surges in third quarter

Source: ©The Moodie Report - 17/11/15

QATAR. Hamad International Airport handled a record 8.4 million passengers in the third quarter of 2015, including a monthly high in August.

Gategroup Holding reports solid third quarter as turnaround plan kicks in

Source: ©The Moodie Report - 12/11/15

SWITZERLAND. Total revenue of US$853 million is recorded for the period at constant currency, representing a +3.4% year over year increase.

Copenhagen records busiest October with +7.1% rise in international traffic

Source: ©The Moodie Report - 11/11/15

DENMARK. Overall +6.2% increase in passenger numbers is achieved during the month compared to 2014, with nearly 2.5 million travellers passing through.

Frankfurt Airport posts solid traffic increase in October

Source: ©The Moodie Report - 11/11/15

GERMANY. Frankfurt Airport traffic posted a +4.3% rise year-on-year in October, hitting a new record high for the month, Fraport Group said today.

London Heathrow posts all-time high for October passenger traffic

Source: ©The Moodie Report - 11/11/15

UK. Heathrow Airport posts a record high of 6.56 million passengers for the month of October, buoyed by strong growth from Europe and Middle East markets.

Bahrain Duty Free posts +23.9% profits gain in first nine months

Source: ©The Moodie Report - 10/11/15

BAHRAIN. Net profit climbs to US$18.8 million for the period on a revenue increase of +4.3% as operational and investment strategies pay off.

Lagardère Travel Retail revenue dips on distribution divestments

Source: ©The Moodie Report - 10/11/15

FRANCE. Strong growth in Europe buoyed Lagardère Travel Retail in the first nine months, though revenue dipped due to the deconsolidation of distribution activities.

Egypt flight disaster: Russian travellers divert to Turkish destinations

Source: Air4Casts; The Moodie Report - 09/11/15

EGYPT. Amid the fallout from the Russian airline tragedy, data from analyst Air4Casts underlines the role of Russian travellers to Egyptian resort tourism.

Global airline ancillary revenues continue to surge in 2015, says report

Source: ©The Moodie Report - 09/11/15

INTERNATIONAL. A +18.8% year-on-year increase in 2015 to US$59.2 billion is projected by consultancy IdeaWorksCompany and CarTrawler.

Commercial strength helps TAV Airports increase revenue by +14%

Source: ©The Moodie Report - 06/11/15

TURKEY. Group revenue for the first nine months of 2015 hits €822 million as President and CEO Sani Sener reports a “very strong year” so far.

Latin America leads growth in international passenger traffic

Source: ©The Moodie Report - 06/11/15

INTERNATIONAL. Leading travel retail analyst Air4Casts reveals the latest data for September passenger traffic, with healthy increases in the Americas.

Safilo records a +2.2% Q3 net profit increase to reach €2.4 million

Source: ©The Moodie Report - 06/11/15

ITALY. Company reports robust business growth in Europe, North America and the Middle East, but warns of continued challenges in Asia and Brazil.

Europe’s airports post robust passenger traffic growth in third quarter

Source: ©The Moodie Report - 05/11/15

EUROPE. Passenger traffic at Europe’s airports climbed by +6.3% year-on-year in Q3 2015, with both EU and non-EU airports performing strongly.

Fraport buoyed by healthy retail performance in first nine months

Source: ©The Moodie Report - 05/11/15

GERMANY. Strong spending from intercontinental passengers allied to the weakness of the Euro lifted average retail revenue at Frankfurt Airport.

m1nd-set Generation to launch airport shopping behaviour study

Source: ©The Moodie Report - 05/11/15

INTERNATIONAL. Newly formed industry research entity m1nd-set Generation is set to launch a rolling programme of research into airport consumer behaviour.

Rebound in Europe fuels global growth in tourist arrivals

Source: ©The Moodie Report - 04/11/15

INTERNATIONAL. Buoyed by healthy gains in Europe, international tourist arrivals grew by +4.3% in the first eight months of 2015, according to the UNWTO.

Surprise new Chinese travel hotspots emerge in latest Air4Casts report

Source: Air4Casts - 04/11/15

CHINA. Travel retailers in locations as diverse as Turkey, Austria, Finland and Switzerland should be studying the buying habits of Chinese travellers more closely.

'Worldclass, Worldwide': New-look Dufry logo & structure unveiled

Source: ©The Moodie Report - 03/11/15

INTERNATIONAL. Travel retail’s most powerful player Dufry has unveiled a new corporate logo and brand identity, as it reveals solid nine-month results.

Retail revenue up at Copenhagen as third quarter traffic record is set

Source: ©The Moodie Report - 03/11/15

DENMARK. Shopping centre revenue up +7% in the first nine months of the year, with an increase in spend per passenger also recorded.

Strong retail performance lifts Aéroports de Paris in first nine months

Source: ©The Moodie Report - 03/11/15

FRANCE. Aéroports de Paris reports buoyant retail revenue figures for the nine months to September, as well as rising sales per passenger, driven by duty free.

Bouncing back: Chinese arrivals to Korea return to growth in August

Source: ©The Moodie Report - 30/10/15

SOUTH KOREA. For years a +4.8% year-on-year rise in monthly Chinese visitor arrivals would have been bad news. In 2015 it's cause for celebration.

Abu Dhabi International posts surging traffic growth in first nine months

Source: ©The Moodie Report - 29/10/15

UAE. Abu Dhabi International Airport passenger traffic continues to climb sharply, with big increases this year on USA, Australian and key European routes.

Singapore Changi Airport reports record quarter for passenger traffic

Source: ©The Moodie Report - 29/10/15

SINGAPORE. Double-digit growth in Chinese passenger traffic was among the factors that drove Changi Airport to a new high in the period from July to September.

Air4Casts: Brazil international passenger numbers steady despite economic woes

Source: ©The Moodie Report - 28/10/15

BRAZIL. Air4Casts says air travel is not driven by economic growth, despite perceived wisdom to the contrary, in its latest analysis.

Heathrow Airport buoyed by retail performance in first nine months

Source: ©The Moodie Report - 28/10/15

UK. Heathrow reveals strong growth in retail income and average spend for the first nine months, with luxury goods and food & drinks revenues buoyant.

Passenger traffic jumps +8.2% in September at Dubai International

Source: ©The Moodie Report - 28/10/15

DUBAI. Year to date passenger traffic also rises significantly at +12% and operator Dubai Airports expects the growth trend to continue for the rest of 2015.

Middle East and Asian airports maintain solid growth rates in August

Source: ©The Moodie Report - 20/10/15

ASIA PACIFIC. Airports in Asia Pacific posted passenger traffic growth of +8.3% in August while traffic at Middle East airports leapt +15%, ACI reports.

Asia Pacific visitor arrivals maintain strong growth in H1 2015, says PATA

Source: ©The Moodie Report - 19/10/15

ASIA. International visitor arrivals into Asia Pacific destinations grew by over +5.4% in the first half of the year, up 12.5 million year-on-year, according to PATA.

Dubai Duty Free targets US$2 billion in sales as Concourse D opening looms

Source: ©The Moodie Report - 18/10/15

UAE. Despite subdued trading conditions, Dubai Duty Free is targeting a record US$2 billion in sales in 2015, with the new Concourse D at Dubai International set to open in coming months.

Strong Swiss Franc continues to dampen Zürich Airport commercial sales

Source: ©The Moodie Report - 16/10/15

SWITZERLAND. Zürich Airport continues to wrestle with the impact of the strong Swiss Franc, with average commercial spend down in September.

Air4Casts: South Korean airport traffic rebounds in September

Source: ©The Moodie Report - 15/10/15

SOUTH KOREA. In good news for travel retail, passenger traffic is on the upturn once more at Korea's key airports, according to UK analyst Air4Casts.

The Hershey Company puts the focus on Nordic cruise & ferries

Source: ©The Moodie Report - 15/10/15

Findings from a joint study with Counter Intelligence Retail highlight the importance of the cruise & ferry market and will be shared at TFWA World Exhibition.

Airline strikes hit Frankfurt Airport passenger numbers in September

Source: ©The Moodie Report - 12/10/15

GERMANY. Strikes at Lufthansa forced Frankfurt's passenger volumes down in September, and there were mixed fortunes for Fraport's overseas airports.

Heathrow Airport posts record passenger traffic in September

Source: ©The Moodie Report - 12/10/15

UK. London Heathrow Airport posted a record high for passenger traffic in September, with strong growth from China, Mexico and the Middle East.

Solid growth in passenger traffic recorded at Copenhagen Airport

Source: ©The Moodie Report - 12/10/15

DENMARK. 20 million passengers pass through the airport in the first nine months of the year, with a record 2.5 million set in the month of September.

‘Uncertain geopolitical and currency context’ hits DFS in first nine months

Source: ©The Moodie Report - 12/10/15

INTERNATIONAL. The LVMH Selective Retailing business group posted modest organic revenue growth of +5% year-on-year for the first nine months of 2015.