Travel Retail and Duty Free Business Intelligence    Wednesday 03 September 2014

DATA ROOM

Abu Dhabi International posts double-digit growth in July passenger traffic

Source: ©The Moodie Report - 02/09/14

UAE. Abu Dhabi Airports has reported a +21.7% surge in passenger traffic at Abu Dhabi International Airport for July, with the total hitting 1.7 million.

Amsterdam Airport Schiphol average retail spend falls sharply in first half

Source: ©The Moodie Report - 29/08/14

NETHERLANDS. Schiphol Group announced first-half results today, with the key figure of average retail spend per departing passenger airside falling sharply.

Beijing Airport international passenger traffic set to slow in 2H

Source: ©The Moodie Report - 29/08/14

CHINA. International passenger traffic growth at Beijing Capital International is expected to slow in the second half of 2014, according to Air4Casts.

Sharp fall in Chinese sales hits Pernod Ricard’s full-year results

Source: ©The Moodie Report - 28/08/14

A sharp fall in Chinese sales (-23%) and an unfavourable currency impact were key factors in Pernod Ricard reporting a -7% fall in sales for the 2013/14 financial year.

The Moodie Passenger Traffic Monitor

Source: ©The Moodie Report - 27/08/14

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.

Distell posts double-digit revenue growth as sales volumes grow +3.1%

Source: ©The Moodie Report - 26/08/14

Revenue for 2014 rose by +12.8% to R17.7 billion (US$1.65 billion) in “a climate of persistently tough trading conditions”, said the South African drinks producer.

A market transformed: Chinese travel boom to Korea continues

Source: ©The Moodie Report - 25/08/14

SOUTH KOREA. Chinese visitors represented 42.1% of arrivals in the first seven months, compared to 16.7% for the long-time dominant Japanese.

Tallink Group posts dip in retail and restaurant sales in H1 2014

Source: ©The Moodie Report - 25/08/14

NORDIC REGION. Tallink Group, the world’s largest maritime travel retailer, posted a -1% dip in retail and restaurant sales in the six months to June 2014.

Pick-up in China numbers spurs marginal July increase in Changi traffic

Source: ©The Moodie Report - 22/08/14

SINGAPORE. Changi Airport posted a modest +1.0% rise in passenger traffic in July. The good news though was the first increase in travel to and from China since January.

Catering and retail revenues slip at gategroup in first half of 2014

Source: ©The Moodie Report - 21/08/14

INTERNATIONAL. Catering and retail revenues at inflight specialist gategroup dipped by -2.9% to CHF743.7 million (US$814 million) in the first half.

Chinese passenger traffic surges at Auckland Airport in July

Source: ©The Moodie Report - 21/08/14

NEW ZEALAND. Chinese passenger arrivals at Auckland Airport surged by +20.9% in July; the figures will be tracked by bidders for the duty free concession.

UK tax free sales at five-year low as visitors face currency woes

Source: ©The Moodie Report - 21/08/14

UK. International tax free spend in the UK has fallen by -4% for the seven months to July as major visitor groups wrestle with economic uncertainty.

Thai airports buoyed by concession revenue gains amid weak traffic growth

Source: ©The Moodie Report - 20/08/14

THAILAND. Airports of Thailand has delivered a detailed breakdown of its nine-month results, offering an insight into passenger traffic and revenue trends.

Strong sales growth for Andrew Peller Ltd as Peller Estates sweeps awards

Source: ©The Moodie Report - 19/08/14

The company has reported strong sales performance for the first quarter of the 2015 fiscal year, as it celebrates several award wins for Peller Estates Icewines.

Vienna Airport profit grows as currency weakness hits Russian and Turkish spend

Source: ©The Moodie Report - 19/08/14

AUSTRIA. Slower spending from key passenger groups dented retail and food & beverage revenues at Vienna Airport, up by just €0.4 million.

Aéroports de Paris posts solid growth in July passenger traffic

Source: ©The Moodie Report - 18/08/14

FRANCE. Aéroports de Paris handled 9 million passengers in July, an increase of +2.6% on July 2013, with long-haul international up by +2.1%.

North Asia and North America routes drive Hong Kong Airport traffic

Source: ©The Moodie Report - 18/08/14

HONG KONG. Passenger growth to and from North Asia and North America helped lift Hong Kong International Airport traffic to 5.6 million in July.

International passenger growth drives airport traffic worldwide in first half

Source: ©The Moodie Report - 15/08/14

INTERNATIONAL. International passenger traffic at world airports climbed by +5% year-on-year in June and by +5.7% in the first six months of 2014, says ACI.

Copenhagen Airport posts new record for passenger traffic in July

Source: ©The Moodie Report - 14/08/14

DENMARK. Copenhagen Airport passenger traffic climbed by +7% year-on-year in July, hitting 2.6 million – a new all-time record for the location.

Abu Dhabi International Airport first-half traffic grows almost +20%

Source: ©The Moodie Report - 13/08/14

UAE. Total passengers at Abu Dhabi International Airport grew by +19.4% to 9.48 million during the first half of 2014, with +21.4% growth in June alone.

Airports of Thailand buoyed by Q3 non-aeronautical revenue growth

Source: ©The Moodie Report - 13/08/14

THAILAND. Total revenues at Airports of Thailand fell -6.37% in Q3 2014, but non-aeronautical revenues surged ahead with +6.7% growth in the period.

Copenhagen Airports buoyed by commercial performance in first half

Source: ©The Moodie Report - 12/08/14

DENMARK. Copenhagen Airports has reported a +5.6% surge in H1 Shopping Centre concession revenue, buoyed by healthy retail and F&B results.

Frankfurt Airport records busiest month ever with July traffic gains

Source: ©The Moodie Report - 12/08/14

GERMANY. Frankfurt Airport handled close to 5.9 million passengers in July, (+2.3% year-on-year), making it the busiest month ever in the airport’s history.

Bahrain Duty Free sales surge in first half; profits fall marginally

Source: ©The Moodie Report - 11/08/14

BAHRAIN. Bahrain Duty Free Shop Complex has reported a +10.6% year-on-year sales surge in H1 2014, to US$36.5 million, though profits dipped by -1.7%.

Heathrow reports busiest ever month with close to 7 million passengers

Source: ©The Moodie Report - 11/08/14

UK. London Heathrow Airport handled 6.97 million passengers in July, a marginal increase (+0.5%) over July 2013 and the airport’s busiest ever month.

London Gatwick achieves record monthly passenger traffic in July

Source: ©The Moodie Report - 11/08/14

UK. Gatwick Airport's growth was boosted by strong European business traffic and the launch of new Norwegian Air Shuttle services to the USA.

New consumer research underlines missed opportunities in airport retail

Source: ©The Moodie Report - 11/08/14

INTERNATIONAL. A study conducted by loyalty marketing and CRM specialist ICLP has underlined the missed opportunities for consumer spend at many airports.

TAV Airports’ retail revenues hit by renovations and currency impact

Source: ©The Moodie Report - 08/08/14

TURKEY. Leading airports group TAV reported a surge in first-half profits, though retail revenues were held back by the impact of shop renovations and currency.

Canadian airport duty free sales continue uptrend in June 2014

Source: ©The Moodie Report - 07/08/14

CANADA. Airport duty free sales in Canada rose +14.0% to C$27.0 million in June, while land border duty free sales were down -0.68% to C$13.3 million.

Fraport retail revenue dips in first half; group hails benefits of Airmall deal

Source: ©The Moodie Report - 07/08/14

GERMANY. Frankfurt Airport owner Fraport today reported a -4.4% slide in revenue from its Retail & Real Estate segment to €218.7 million in H1 2014.

Russian and Japanese tax free spending falls sharply in first quarter

Source: ©The Moodie Report - 07/08/14

INTERNATIONAL. Tax free sales to Russian and Japanese travellers fell sharply in the second quarter, says tax refund specialist Global Blue.

Strong Pound Sterling impact hits SSP Group sales in latest quarter

Source: ©The Moodie Report - 07/08/14

UK. SSP Group sales dipped by -1.4% year-on-year in the period from 1 April to 30 June, with currency changes the big factor, the company noted in a trading update.

Economic recovery underpins European airport passenger traffic growth in H1

Source: ©The Moodie Report - 06/08/14

EUROPE. Passenger traffic at Europe’s airports climbed by +5.5% year-on-year in the first half, with EU airports making a strong contribution.

Passenger traffic climbs at Dubai International despite runway closure

Source: ©The Moodie Report - 04/08/14

UAE. Passenger traffic at Dubai International climbed to 34.6 million in the first half of 2014, up by +6.2% from the same period last year.

Healthy commercial growth buoys Malaysia Airports in first half

Source: ©The Moodie Report - 01/08/14

MALAYSIA. Malaysia Airports' non-aeronautical revenue grew by +7.2% for the six months ended 30 June 2014, driven by higher commercial and retail revenue.

LS travel retail performance lifts Lagardère Services in first half

Source: ©The Moodie Report - 01/08/14

FRANCE. LS travel retail sales climbed by +8.1% on a reported basis, and +4.3% like-for-like in the first half of 2014, parent group Lagardère has reported.

World Duty Free Group revenues climb but EBITDA falls in H1 2014

Source: ©The Moodie Report - 01/08/14

INTERNATIONAL. World Duty Free Group today reported a solid rise in first-half revenues but a dip in EBITDA for the period. UPDATED STORY.

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.

Dufry accelerates organic growth as turnover rises +6.7% in first half

Source: ©The Moodie Report - 30/07/14

SWITZERLAND. The retailer posts a solid sales rise for the first half, driven by organic growth, including the opening of 16,200sq m of retail space in the period.

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.