Travel Retail and Duty Free Business Intelligence    Saturday 25 April 2015

DATA ROOM

Heathrow Airport reports robust Q1 rise in retail revenue and spend per passenger

Source: ©The Moodie Report - 24/04/15

UK. Heathrow Airport today reported healthy rises in retail income (+6.4%) and net retail income per passenger (+5.6%) for Q1 2015. Airside specialist shops growth was driven by a double-digit revenue surge in luxury retail, aided by new boutiques in T5. Duty and tax free revenues were flat, partly due to a major refurbishment project in T5.

Pernod Ricard third-quarter sales see uplift from Chinese New Year

Source: ©The Moodie Report - 23/04/15

INTERNATIONAL. Sales grew organically by +7% in 3Q 2014/15 (+2% for the nine months), buoyed by a stable performance in China during the Chinese New Year.

Thai international passenger traffic grows over +20% in second quarter

Source: ©The Moodie Report - 23/04/15

THAILAND. International passenger traffic at Thailand’s airports continued its uptrend in the second quarter (January–March 2015), growing +21.17% to 16.4 million.

Abu Dhabi International Airport passenger traffic climbs sharply in Q1

Source: ©The Moodie Report - 22/04/15

UAE. Abu Dhabi Airports has reported a +21.1% surge in passenger traffic at Abu Dhabi International Airport in Q1 2015, compared to the first quarter last year.

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.

The Moodie Passenger Traffic Monitor

Source: ©The Moodie Report - 21/04/15

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.

Fears for retail as China restricts Mainland visits to Hong Kong

Source: ©The Moodie Report - 20/04/15

CHINA. Retailers in Hong Kong, already reeling from a severe downturn in Chinese spending, are dealt a further blow following new government restrictions on Mainland visitors.

Hong Kong International passenger traffic climbs sharply in March

Source: ©The Moodie Report - 20/04/15

HONG KONG. Passenger traffic at Hong Kong International Airport posted a strong increase in March and in Q1, buoyed by healthy transfer and transit traffic.

International tourism generates export earnings of US$1.5 trillion in 2014

Source: ©The Moodie Report - 16/04/15

INTERNATIONAL. Exports from international tourism hit US$1.5 trillion in 2014 – up +7.1% – with China maintaining its ranking as the world’s top spender.

Growth at Asia Pacific airports buoyed by Lunar New Year traffic in February

Source: ©The Moodie Report - 15/04/15

ASIA PACIFIC. Passenger traffic at Asia Pacific airports grew +9.7% – with many growing by double digits – in February, while Middle Eastern airports grew by +7%.

Sustainable profitability remains top priority for retailers and suppliers

Source: ©The Moodie Report - 15/04/15

CANADA. The Advantage Group International has unveiled findings from the 2014 Advantage Report – Travel Retail, identifying key retailer/supplier priorities.

Westfield reports soaring sales at Chicago O’Hare Terminal 5

Source: ©The Moodie Report - 15/04/15

USA. The transformation of Chicago O’Hare’s International Terminal (T5) has delivered surging commercial sales growth, according to master developer Westfield.

Frankfurt Airport posts record traffic despite strikes and weather

Source: ©The Moodie Report - 14/04/15

GERMANY. Frankfurt Airport handled 4.6 million passengers in March, up by +2.5% year-on-year; the airport set new traffic records for the month and quarter.

DFS revenues hit by 'currency and geopolitical developments' in Q1

Source: ©The Moodie Report - 13/04/15

INTERNATIONAL. LVMH posted a +16% increase in reported Q1 2015 revenue, but DFS continued to be affected by "a complex situation in Asia".

Gatwick Airport delivers 25th consecutive month of passenger growth

Source: ©The Moodie Report - 13/04/15

UK. Gatwick Airport handled 2.96 million passengers in the busiest March of its 57-year history, as traffic surged by +9.2% year-on-year.

International passenger traffic maintains healthy growth rate in February

Source: ©The Moodie Report - 13/04/15

INTERNATIONAL. Global passenger traffic increased by +6.3% year-on-year in February, driven largely by international volumes (+7.3%), ACI reports.

London Heathrow Airport sets record for March passenger traffic

Source: ©The Moodie Report - 13/04/15

UK. London Heathrow Airport posted its busiest ever March with a record 5.95 million passengers, an increase of +3.4% over the same month a year earlier.

Manchester Airport posts record passenger traffic in financial year

Source: ©The Moodie Report - 10/04/15

UK. The airport handled 22.32 million passengers during the 2014/15 financial year as it introduced new long haul flights and extra frequencies.

EU airports support European passenger traffic surge in February

Source: ©The Moodie Report - 08/04/15

EUROPE. Passenger traffic at Europe’s airports climbed by +5% year-on-year in February, driven mainly by a +6.2% surge in EU airport traffic.

Canadian duty free sales see positive growth in February 2015

Source: ©The Moodie Report - 01/04/15

CANADA. Both airport and land border duty free sales posted increases in February, growing by +13% and +1% respectively to exceed C$35 million in total.

Gebr Heinemann reveals annual sales, unveils €130 million investment plan

Source: ©The Moodie Report - 31/03/15

GERMANY. Gebr Heinemann has reaffirmed its desire to remain independent in a fast-consolidating travel retail sector, and plans to invest €130 million this year.

South Korean duty free surges +21.6% in 2014 on Chinese travel boom

Source: ©The Moodie Report - 31/03/15

SOUTH KOREA. Soaring Chinese arrivals and spending spurred a +21.6% increase in South Korean duty free sales last year to KW8.3 trillion (US$7.5 billion).

Bengaluru International Airport passes 15 million passenger mark

Source: ©The Moodie Report - 24/03/15

INDIA. Kempegowda International Airport, Bengaluru has surged through the 15 million passenger mark as its latest financial year draws to a close.

Fashion company Desigual records +16.2% leap in annual turnover

Source: ©The Moodie Report - 23/03/15

Fashion brand Desigual posted €963.5 million in 2014 turnover, driven by women’s fashion and accessories as well as strong sales outside Europe.

Passenger traffic surges at Abu Dhabi International Airport in February

Source: ©The Moodie Report - 23/03/15

UAE. Passenger traffic at Abu Dhabi International leapt by +21.5% in February, with Bangkok, London Heathrow, Manila, Doha and Jeddah the leading routes.

Travel and tourism set to boost contribution to global economy in 2015

Source: ©The Moodie Report - 23/03/15

INTERNATIONAL. Travel and tourism's contribution to global GDP will grow by +3.7% in 2015, says the World Travel & Tourism Council.

Fraport Group retail revenue per passenger dips sharply in 2014

Source: ©The Moodie Report - 19/03/15

GERMANY. Fraport Group has reported its annual results, with the key performance indicator of net retail revenue per passenger falling by -4.7% to €3.43.

Hyderabad International Airport hits ten million passenger mark

Source: ©The Moodie Report - 19/03/15

INDIA. Hyderabad Rajiv Gandhi International Airport has recorded a record high of ten million passengers in its latest financial year, which ends this month.

Middle East & Asia Pacific airports post strong January traffic growth

Source: ©The Moodie Report - 18/03/15

ASIA PACIFIC/MIDDLE EAST. The regions' airports started 2015 as they left off last year, each posting strong passenger growth, according to ACI Asia-Pacific.

Chinese visitor numbers to South Korea soar by +58.4% in February

Source: ©The Moodie Report - 17/03/15

SOUTH KOREA. One in two arrivals to South Korea in February was from China, confirming the extraordinary momentum and scale of the Chinese visitor wave.

Hong Kong Airport traffic posts robust increase in first two months

Source: ©The Moodie Report - 16/03/15

HONG KONG. Passenger traffic at Hong Kong International Airport climbed by +7.5% year-on-year in the first two months of 2015, to over 10.6 million.

Autogrill revenues dip marginally in 2014 but EBITDA climbs

Source: ©The Moodie Report - 13/03/15

INTERNATIONAL. A strong showing from Autogrill’s International division (northern Europe, Middle East & Asia) partially offsets weaknesses in other markets.

Dufry turnover hits record high despite currency impact in key markets

Source: ©The Moodie Report - 11/03/15

INTERNATIONAL. Dufry Group turnover hit a new annual high in 2014, climbing +17.5% year-on-year, despite the impact of the strong Swiss Franc.

Gatwick Airport marks two years of consecutive month-on-month growth

Source: ©The Moodie Report - 11/03/15

UK. Passenger traffic at London Gatwick Airport increased by +7.2% to more than 2.4 million in the month of February, completing 24 months of growth.

Heathrow Airport posts record passenger traffic in February

Source: ©The Moodie Report - 11/03/15

UK. Strong growth on routes to China and Latin America helped propel London Heathrow Airport to a new record high for passenger traffic in February.

World Duty Free Group posts double-digit revenue rise in 2014

Source: ©The Moodie Report - 11/03/15

INTERNATIONAL. World Duty Free Group (WDFG) revenues climbed by +15.8% year-on-year to hit €2,406.6 million in 2014 (+13.7% at constant exchange rates).

China remains number one nationality for tax free shopping spend in 2014

Source: ©The Moodie Report - 10/03/15

INTERNATIONAL. Chinese travellers grew their tax free shopping spend by +18% in 2014, and account for 30% of tax free shopping worldwide, says Global Blue.

Denver Airport sets revenue record for minority-owned concessions

Source: ©The Moodie Report - 09/03/15

USA. Minority- and women-owned concessions delivered record revenues in 2014 at Denver Airport, accounting for close to 40% of commercial sales.

Safilo Group revenues cross billion-Euro mark in 2014 financial year

Source: ©The Moodie Report - 06/03/15

The Italian eyewear company posted €1.18 billion in revenues in 2014, a growth of +5.1%, buoyed by the Americas market and sales of its Polaroid and Smith brands.

EU airports post strong passenger growth in January

Source: ©The Moodie Report - 05/03/15

INTERNATIONAL. Passenger traffic at European airports climbs by +4.8% in the month as EU airports outperform their non-EU counterparts.

Dubai International posts latest monthly traffic record in January

Source: ©The Moodie Report - 03/03/15

UAE. Dubai International began 2015 as it ended last year: with a record for monthly passenger traffic. The airport expects almost 80 million passengers in 2015.

Retail delivers solid performance for Vienna Airport in 2014

Source: ©The Moodie Report - 03/03/15

AUSTRIA. Vienna Airport’s Retail & Properties division posted a +2.2% year-on-year rise in revenue in 2014, driven by the shopping and gastronomy business.

Sydney Airport posts robust growth in retail revenues for 2014

Source: ©The Moodie Report - 03/03/15

AUSTRALIA. Sydney Airport has revealed a +5.6% rise in retail revenue for 2014, to A$255.2 million (US$200 million), and high ambitions to drive Chinese traffic.

Passenger traffic growth at Thai airports returns to positive levels

Source: ©The Moodie Report - 27/02/15

THAILAND. Passenger traffic trends continue to improve in Thailand, with international passenger numbers reaching 5.47 million in January, up by +13.69%.

Copenhagen Airport Shopping Centre posts solid revenue rise in 2014

Source: ©The Moodie Report - 26/02/15

DENMARK. The increased revenue is a result of record passenger numbers as well as improved food & beverage offerings and speciality shop concepts.

Denver International posts all-time high concessions sales in 2014

Source: ©The Moodie Report - 25/02/15

USA. Denver Airport generated more than US$322.8 million in gross concessions revenue in 2014, marking the second consecutive year of record sales.

New Lindt research offers insights into premium confectionery category

Source: ©The Moodie Report - 24/02/15

Insights from the Lindt study include the profile of the premium confectionery shopper and what sets him/her apart from those who choose mass-market brands.

Passenger traffic at Abu Dhabi Airport surges over +20% in January

Source: ©The Moodie Report - 24/02/15

UAE. Passenger movements at Abu Dhabi International Airport continued its strong growth trend in January 2015, with an increase of +20.7% to 1.89 million.

Heathrow Airport posts 1.5% rise in net retail income per passenger

Source: ©The Moodie Report - 23/02/15

UK. Heathrow Airport retail income climbed by +2.4% to £503 million in 2014. Income to the airport from duty and tax free operations climbed by +1.6%.

Abu Dhabi Duty Free breaks billion Dirham barrier with +10.5% revenue rise

Source: ©The Moodie Report - 22/02/15

UAE. Beauty up strongly (40,000 litres of fragrance sold), overall sales up by +10.5%. 2014 was a banner year for Abu Dhabi Airport Duty Free.