Travel Retail and Duty Free Business Intelligence    Sunday 14 February 2016


Tax free shopping slows to +11% in December, according to Global Blue

Source: ©The Moodie Report - 03/02/16

INTERNATIONAL. Paris terrorist attacks and slowing Chinese demand impacted sales in Europe, but Russians are reversing their decline in spend.

WHO declares Zika virus an international emergency - but places no restrictions on travel

Source: ©The Moodie Report - 02/02/16

INTERNATIONAL. Travel industry urged by WTTC and UNWTO to work together to formulate an appropriate response as the situation continues to evolve.

UK handed tax free spending boost as Chinese continue to travel

Source: ©The Moodie Report - 01/02/16

UK/CHINA. Millennials with rising income are driving a growing appetite for luxury goods and travel experiences, according to Global Blue research.

UK benefits from +37% year-on-year increase in Chinese tourists in 2015

Source: ©The Moodie Report - 27/01/16

UK. Spend was up +4% in the first nine months of 2015 to £435 million, with Chinese visitors spending £2,688 a head on average, according to VisitBritain.

UNWTO says shopping tourism is key in promoting travel destinations

Source: ©The Moodie Report - 25/01/16

INTERNATIONAL. Research shows shopping is a key factor when passengers select where to travel, with small and local experiences particularly attractive.

Chinese outbound tourism to reach 200 million mark by 2020, predicts report

Source: ©The Moodie Report - 22/01/16

CHINA. CLSA says the outlook for Chinese travel remains “stellar” but growth will slow significantly over the next five years, particularly to Hong Kong.

Chinese travellers’ overseas retail spend hits US$229 billion in 2015

Source: ©The Moodie Report - 22/01/16

CHINA. China’s outbound tourists spent US$229 billion on shopping in 2015, amid shifts in the mix of key destinations, according to research company GfK.

Global tourist arrivals up +4.4% in 2015 as 50 million more travel

Source: ©The Moodie Report - 18/01/16

INTERNATIONAL. World Tourism Organization is also projecting a +4% rise in tourist arrivals in 2016, with Asia Pacific and the Americas leading the way.

Japanese show little Yen to spend in Hawaii but Chinese business picks up

Source: ©The Moodie Report - 15/01/16

USA (HAWAII). Japanese tourism continues to show alarmingly soft spending. But the Chinese business, while still small, picks up.

Japanese arrivals to Hawaii flat but weak Yen drives down spending

Source: ©The Moodie Report - 26/12/15

USA (HAWAII).. With the Yen hovering around 120 to the US Dollar, conditions are not easy for travel shopping, as borne out by the latest figures.

Korean outbound tourism surges as Chinese visitor numbers strengthen

Source: ©The Moodie Report - 21/12/15

SOUTH KOREA. Good news for travel retailers as Korean departures surge +26.2% and Chinese arrivals maintain their late 2015 recovery.

Latest pax figures from 220 airports assessed in new Air4Casts study

Source: Air4Casts*; The Moodie Report - 15/12/15

INTERNATIONAL. There's plenty of good news in global passenger numbers for November, says Air4casts, with Paris not as soft as expected.

HNA Tourism Group recognised with leading travel industry award

Source: ©The Moodie Report - 14/12/15

CHINA. HNA Tourism Group becomes the first Chinese winner of a key accolade at the World Travel Awards, as it "lays the foundations for further expansion".

Air4Casts warns about overstating tourism impact of Paris attacks

Source: Air4Casts*, The Moodie Report - 11/12/15

FRANCE. Detailed November passenger data from Air France-KLM indicates some analysts' findings have been dramatically overstated.

Airports to handle over 14 billion passengers by 2034: new DKMA report

Source: ©The Moodie Report - 09/12/15

INTERNATIONAL. DKMA forecasts that around 14.6 billion passengers a year will use the world’s airports by 2034, up from 6.6 billion in 2015.

Japan and South Korea buoyed by Chinese tax free shopping spend

Source: ©The Moodie Report - 09/12/15

INTERNATIONAL. Mainland Chinese remained the leading nationality for global tax free shopping spend in October, reports tax refund company Global Blue.

Air4Casts unveils Travel Business Recovery surveys to guage impact of terrorist attacks in Egypt, France & Turkey

Source: Air4Casts*; The Moodie Report - 05/12/15

UK. Following the recent terrorist attacks in Paris and Sharm el Sheikh, and against the backdrop of tensions between Russia and Turkey, Travel and travel retail analysts Air4Casts* this week reinstated its popular fast track Travel Business Recovery surveys, from which we present key findings.

Taiwan braced for downturn in Chinese visitor numbers amid election period

Source: ©The Moodie Report - 03/12/15

TAIWAN. Tourism from China to Taiwan could be facing a downturn in coming weeks as elections take place; Air4Casts assesses the outlook for travel.

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.

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.

Etihad Airways signs partnership deals to promote tourism to Abu Dhabi

Source: ©The Moodie Report - 10/11/15

UAE. Agreements with TCA Abu Dhabi and Miral will see close collaboration in key strategic areas with the aim of boosting the emirate’s image “exponentially”.

HNA and Pierre & Vacances-Center Parcs Group strike partnership

Source: ©The Moodie Report - 09/11/15

CHINA. HNA Tourism Group and Pierre & Vacances-Center Parcs Group have signed a vital partnership to develop short-stay and family leisure tourism in China.

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.

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.

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.

'Value for money’ key Chinese demand, says Air4Casts traveller survey

Source: ©The Moodie Report - 30/09/15

CHINA. UK analyst Air4Casts’ latest quarterly Chinese traveller survey offers the travel retail channel plenty of cause for optimism.

HNA’s investment in housing rental site to boost offshore duty free in Hainan

Source: ©The Moodie Report - 29/09/15

CHINA. US$78 million investment in Airbnb-like website for Chinese travellers will drive tourism in Hainan and ultimately its offshore duty free market.

International tourist arrivals climb by +4% in the first half of 2015

Source: ©The Moodie Report - 10/09/15

INTERNATIONAL. International tourist arrivals grew by +4% year-on-year in the first half of 2015 according to the UNWTO World Tourism Barometer.

Korean travel retail market to be ‘back by October’ after -63% slump

Source: ©The Moodie Report - 07/09/15

SOUTH KOREA. It was short and sharp. And very, very nasty. The latest tourism figures underline the dramatic MERS-related slump in Chinese visitors during June and July.

Korean and Chinese arrivals surge to Guam but key Japanese market down

Source: ©The Moodie Report - 29/08/15

GUAM. The decline in Japanese visitors eases despite a continued weak Japanese Yen, while solid growth in Korean and Chinese visitors buoys travel retail.

Hawaii's Japanese tourism market soft; Chinese arrivals continue to grow

Source: ©The Moodie Report - 17/08/15

USA (HAWAII). The small but growing Chinese market continues to offer cause for optimism in Hawaii's tourism community. But Japanese arrivals fall again.

International tourism arrivals increase by +4% in early 2015

Source: ©The Moodie Report - 07/08/15

INTERNATIONAL. Plenty of positives from the latest tourism figures, notably Northern Hemisphere holiday period numbers - the best since the pre-crisis year of 2007.

Copenhagen Airport taps into Chinese market with charter airline drive

Source: ©The Moodie Report - 31/07/15

DENMARK. Copenhagen Airport will add thousands more Chinese visitors this Autumn after striking a deal with charter carrier Beijing Capital Airlines.

June's Chinese visitor figures to Korea underline severe impact of MERS

Source: ©The Moodie Report - 30/07/15

SOUTH KOREA. Like a runaway train suddenly going into sharp reverse, Chinese visitor numbers for June confirm the crippling travel retail impact of MERS.

Higher Japanese traffic but lower spending in Hawaii

Source: ©The Moodie Report - 15/07/15

USA (HAWAII). May was an improved month for Japanese visitor numbers but spending, though improved, maintained the 2015 trend of being down year-on-year. launches tax refund service for travelling Chinese shoppers

Source: ©The Moodie Report - 13/07/15

CHINA. Online payment services provider has partnered with Premier Tax Free to provide a new tax refund service to Chinese shoppers in Europe.

MERS threat eases but June traffic numbers reveal Korean woes

Source: Korea Tourism Organization; Air4Casts - 06/07/15

SOUTH KOREA. June passenger statistics for Korean airports from respected UK aviation analysts Air4Casts underline the dramatic impact of MERS.

CAPA report: Chinese tourism wave focuses on Northeast Asia, Thailand

Source: Centre for Pacific Aviation - 18/06/15

ASIA PACIFIC. The highly respected CAPA - Centre for Aviation says that the much talked-about Chinese travel boom is not spread evenly across the region.

Hong Kong International reacts to MERS with checks on South Korean travellers

Source: ©The Moodie Report - 15/06/15

HONG KONG. Hong Kong International has reacted to the Middle East Respiratory Syndrome outbreak by screening all inbound passengers from South Korea.

Lotte Duty Free warns of sales slump as MERS prompts Chinese visitor slowdown

Source: Bloomberg Business; The Moodie Report - 10/06/15

SOUTH KOREA. Travel retailers expect a sharp fall in June sales as the spread of Middle East respiratory syndrome hits visitor numbers from China. UPDATED STORY.

Japan, South Korea and Thailand lead Q1 tourism surge – new PATA report

Source: ©The Moodie Report - 28/05/15

ASIA PACIFIC. Buoyed by the weak Yen, Japan's inbound tourism sector posts a startling +43.7% year-on-year rise in arrivals for the first quarter.

London City Airport survey reveals travel essentials for UK holidaymakers

Source: ©The Moodie Report - 28/05/15

UK. The survey found local currency and perfume/deodorant to be top priorities for UK travellers, well ahead of travel plugs, books and international debit cards.

Dollar hits eight-year high against Yen as Hawaiian arrivals drop

Source: ©The Moodie Report - 27/05/15

USA (HAWAII). The Dollar hits ¥123.13, its highest level against the Yen since July 2007 – bad news for DFS and other Japanese-focused retailers.

Canadian government to invest C$30 million in new tourism campaign

Source: ©The Moodie Report - 26/05/15

CANADA. The government of Canada has pledged its support for a major new tourism campaign, titled ‘Connecting America’, to attract more American visitors to Canada.

Chinese international passenger traffic to rise +9.3% in second half

Source: ©The Moodie Report - 07/05/15

CHINA. Chinese international passenger traffic is set to outpace domestic traffic in the second half of 2015, even as domestic travel continues to underpin demand.

Chinese travel growth to South Korea 'slows' in March to +21.6%

Source: ©The Moodie Report - 21/04/15

SOUTH KOREA. Chinese arrivals rose +21.6% year-on-year in March, a marked slowdown from the +32.9% and +58.4% increases in January and February.