November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat...

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November Report 2018 intelligence

Transcript of November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat...

Page 1: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

November Report2018

intelligence

Page 2: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

Contents

Tax Free Trends

Summary 03

Tax Free Sales Trends 05

Seven Travel & Tax Free Shopping Trends for 2019 06

Tax Free Sales by Destination and Source 10

Top 5 Visitor Nations per Destination Country 12

Currency Trends 14

Arrivals Forecast

Europe Overview 16

France 17

United Kingdom 18

Italy 19

Spain 20

Germany 21

Austria 22

Finland 23

International Holiday Calendar 24

Planet Intelligence | 2November Report 2018

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Top 5 Source Markets

Top 5 Destination MarketsTax Free

Sales Turnover

Tax Free Sales Turnover

Vouchers/ Transaction

Vouchers/ Transaction

Avg. Transaction Values (ATV)

Avg. Transaction Values (ATV)

Arrival Numbers

Arrival Numbers

+10%

+8%

-3%

+2%

-7%

+12%

+18%

-19%

+27%

+11%

France

Italy

United Kingdom

Spain

Germany

China

USA

Russia

Taiwan

South Korea

+5%

+1%

-4%

+18%

-16%

0%

+10%

-14%

+2%

+10%

+5%

+7%

+1%

-14%

+11%

+11%

+7%

-5%

+24%

+1%

+2%

+4%

+7%

+13%

-7%

+5%

+12%

-12%

+14%

-5%

Shopping & Arrivals Growth Summary - November 2018

+1%Total Vouchers

+4%Total Sales

+3%Total ATV

+3%Total Arrivals

Planet Intelligence | 3November Report 2018

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Shopping & Arrivals Growth Summary - YTD

-7%Total Vouchers

-1%Total Sales

+6%Total ATV

+3%Total Arrivals

Top 5 Source Markets

Top 5 Destination MarketsTax Free

Sales Turnover

Tax Free Sales Turnover

Vouchers/ Transaction

Vouchers/ Transaction

Avg. Transaction Values (ATV)

Avg. Transaction Values (ATV)

Arrival Numbers

Arrival Numbers

+3%

-11%

+7%

-9%

-5%

+6%

+11%

-19%

-9%

+10%

France

United Kingdom

Italy

Spain

Germany

China

USA

Russia

Hong Kong

Taiwan

-2%

-12%

+3%

-7%

-9%

-5%

+3%

-16%

-7%

-5%

+5%

0%

+4%

-1%

+5%

+11%

+8%

-3%

-3%

+16%

+5%

+3%

+6%

+2%

-1%

+3%

+6%

-7%

+5%

+5%

Planet Intelligence | 4November Report 2018

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OverviewTax Free shopping sales across Europe increased by 4% in November, continuing the positive momentum seen in October. The muted gains seen throughout much of 2018 were largely attributable to the scale of growth in 2017, which was followed by a natural rebalancing this year. However, with the decline in sales seen in December 2017, it is expected that December 2018 will also post positive growth.

Sales in France, Italy and Spain posted positive gains in November, with Spain likely benefitting from having passed the anniversary of the fallout of the Catalan referendum. While France posted the highest gains this month, these may be short-lived following the recent political unrest in the country. This is reflected in the latest outlook for arrivals, with France expected to be the only major destination market to experience a decline in numbers in the next three months.

Tax Free Shopping Sales Trends – November 2018

30%

25%

20%

15%

10%

5%

0%

-5%

-10%

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

2017 2018Y/Y Sales Growth

Signals of recovery in sales to Gulf Co-operation Council nationsSales to the main Gulf Co-operation Council (GCC) nations – including Saudi Arabia, UAE, Kuwait and Qatar – registered growth of 10.2% in November, which followed the 15.6% growth in October this year.

Sales to these tourists have experienced an increase in five out of the last six months, representing the longest period of sustained gains to these international shoppers for a considerable period of time.

An increase in oil output and prices were a driving factor of this growth, albeit having slowed somewhat in recent weeks. In addition, growth in non-oil revenues created an uptick in economic output in these nations, resulting in an upward revision for GDP growth in 2019.

The Qatar Central Bank has gone as far as reporting that despite the blockade on the nation by its neighbours, the economy has not only shown resilience, but has emerged stronger than before the crisis.

This economic recovery, combined with many of these nations’ currencies being pegged to the US Dollar – which has demonstrated continued strength in recent months – has resulted in increased confidence and purchasing power among these consumers.

In November, each of these nations posted an increase in Tax Free shopping sales, with the exception of Saudi Arabia. This follows sales to GCC tourists leaping 40% in October. The renewed optimism is reflected in the latest prediction of 2.5% growth in arrival numbers over the course of the next three months, with the UK set to be the main beneficiary with a predicted growth of 8.1%.

November Report 2018 Planet Intelligence | 5

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1. Emerging markets will prosper as trade war cools downGreen shoots of a US-China Trade War cool-down look to be sprouting. It was announced in early December that Presidents Donald Trump and Xi Jinping agreed to a 90-day freeze on new tariffs at the recent G-20 meeting.

The trade deal – which does little more than maintain the status quo – conveniently takes place in the approach to the Chinese Lunar New Year. The culturally significant event begins on 5th February, a time when many Chinese nationals make major purchases for their families. The announced tariff freezes should maintain prices at the current levels for the weeklong holiday.

A cooling of US-China trade tensions may well come in the middle of 2019, according to Mohammed Apabhai, the head of Asia trading strategy at Citigroup Global Markets in Hong Kong. By then, the US might well have maxed out tariffs on more than $500 billion in Chinese goods, and retaliatory measures by China could start to hurt the U.S. economy and markets. “Neither country wants that, so they could be pressured to make a deal,” he said1.

For many countries, a truce between the two nations in 2019 would be welcomed. Emerging markets have watched stocks slump with currencies from Argentina, Brazil, Turkey and India dropping to record lows this year while the dollar remains strong, resulting in rising U.S. interest rates and escalating trade disputes. Any good news around trade means “emerging markets will bounce quite hard,” Apabhai said.

With increased GDP and stronger currencies against the dollar, residents in these markets would be much more empowered to travel, as well as increase their spending abroad. This in turn could lead to an increase in both arrival numbers and average transaction values.

Seven Travel and Tax Free Shopping Trends for 2019

2. DNA tourism and TV shows fuel ‘Quest’ based travellingWe know that shopping is a key driver of travel; however, some tourists are looking for more. Developments in genetic testing and accessible historical records are also informing people of their cultural roots. These advancements are increasingly becoming a key source of travel inspiration.

The recent rise in home DNA kits has spurred on explorers to delve into their cultural heritage, planning trips around the movements of their ancestors before them. The granularity of test results, often down to a tenth of a percent, makes it possible for people to create an itinerary of their different countries of origin. These types of trips are sure to uncover corners of the globe that travellers never knew existed, or encourage travel to familiar destinations, which the tourist now sees in a completely new light.

Another trend that is emerging is ‘set-jetting’. With the huge popularity of TV shows such as Game of Thrones, the desire to visit prominent film locations has seen a significant increase. One particular destination that reaped the benefits of the Game of Thrones ‘set-jetter’ trend is Croatia, with an inflow of holidaymakers making their way to Dubrovnik.

According to Google Trend, there has been a 51.4% increase in the number of searches for this location following the release of Season 5, back in 2015. This trend is likely to continue to soar in 2019 with the announced release of the eighth and final season.

Planet Intelligence | 6November Report 2018

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3. The rise of the eco-conscious traveller2019 will see a more conscious traveller emerge, with even more questions being asked around social, political and environmental issues in potential destinations before making a decision on where to go.

According to a recent survey by Booking.com2, 68% of travellers intended to stay in an eco-accommodation in 2018, reassuringly up from 65% in 2017 and 62% in 2016. Additionally, the percentage of travellers who had not considered an eco-friendly stay because they were unaware of their existence continues to decline, resting at 31% this year, in comparison to 39% and 38% in 2017 and 2016, respectively.

This research went on to show that “Millennials and Gen Z travellers will look for sustainable experiences in their destination”, while accommodation providers and hoteliers will “look to reduce their plastic usage and increase their sustainable credentials”.

86% of global travellers say they would be interested in spending some time on activities that offset the environmental impact of their stay, and over a third would be willing to clear plastic and litter from a beach or other tourist attraction.

4. Social media and AI influence retail and travel positivelyThe effects of social media on the travel destination choices of individuals is significant. According to Retail Dive, more than 80% of Gen-Z and 74% of Millennials say that social media influences their purchases. A number of social media giants have already begun to capitalise on this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to advertise on.

While this can help boost a local economy, sometimes this growing trend can do more harm than good. According to travel site Buro, geo-tagging of photos posted on social media networks is contributing to over-tourism3. Picturesque locations such as Boracay in the Philippines as well as Thailand's Maya Bay – which was the filming location of Hollywood blockbuster The Beach – have suffered with consequences including pollution, the failure of infrastructure and even the destruction of grounds.

According to a study by Booking.com4, 41% of people want travel brands to use AI to make personalised suggestions based on past behaviour. Hotelchamp, a marketing platform for hotels, is leading the way in this area with the introduction of Autopilot, an artificial intelligence engine trained to recognise and personalise the experience of every visitor to a hotel’s website.

Different services or promotions can be offered depending on the user, effectively showing that user a completely personalised version of the website. Although still early days, we can only expect to see more of this being pioneered in 2019.

Planet Intelligence | 7November Report 2018

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6. New Chinese laws likely to impact Daigou trading in 2019The trading ecosystem of ‘Daigou’ – which means ‘buying on behalf of’ – may come under threat in 2019. Many Daigou traders use WeChat and other social media as their means of marketing and selling goods. However, from January 1st 2019, the new Electronic Commerce Law will require most online vendors to get approval from the relevant regulatory authorities before being allowed to sell.

The goal of the law is to bring more structure and credibility to online e-commerce in China. Some customers have been sold inferior or fake goods by Daigous and then blocked on social media outlets after complaining. The new legislation will also protect consumers against untrustworthy reviews, such as deleting or altering negative ones. One Daigou trader believes that “up to 80% of the shopping agents will stop running their Daigou businesses” as a result of this new legislation.

The penalties for breaking these laws are steep. Individuals could be fined up to 500,000 yuan – over 60,000 euros – while platforms could face fines up to 2 million yuan for violation. The crackdown has already begun with, one Daigou shopper being sentenced to 10 years in prison for tax evasion and smuggling in 2018.

Although these new laws will create more transparency within China, they may have an adverse effect on luxury retailers outside of China. According to Bloomberg, China now accounts for about a third of luxury sales7, and a crackdown on Daigou trading may impact sales. Rumours of the crackdown on Daigou trade this year saw the share prices of a host of high-end companies fall by 5% or more in October 2018.

However, the Daigou ecosystem has weathered many storms in recent years, including previous attempts at limiting trading and reductions in tariffs and price points in China. While the price differential between Europe and China continues to provide significant arbitrage opportunity, the strategies of these traders are already shifting, for example, to purchasing of limited editions not available in China, and to shoppers in lower tier cities that do not have the flagship stores of the bigger cities in China.

5. UK to become luxury fashion’s ‘Outlet Mall’ amid Brexit woesIn June 2016, the UK became the first country within the European Union to vote to leave the economic group. Since then, a strong global economy, as well as the competitive value of the pound, have boosted UK exports and inbound tourism. For many travellers, now has never been a better time to visit the UK.

According to research conducted by The Luxury Network5, the UK is 22% cheaper on average for luxury goods than China, with arrivals from the country into the UK increasing by 58% since 2014. Growth in arrivals is projected at 46% over the next five years.

The research also showed that “luxury spend in the UK had increased over the last five years by 41%” as it continues to be a “status symbol for wealthy tourists”. The UK is fast becoming an affordable luxury market in the world, it claims, as London “retains its mantle as centre of the retail world, with all major brands maintaining flagship stores in the capital”.

But despite suggestions that the UK is slowly becoming an “unofficial luxury outlet mall” for the world’s most wealthy, the overall outlook post-Brexit negotiations looks less optimistic. A recent study by the Office for National Statistics has shown that the UK economy could be up to 3.9% smaller after 15 years under Theresa May's Brexit plan, compared with staying in the bloc6. A no-deal Brexit could have even worse effects with estimates of a 9.3% hit. Although these figures are forecasts, they indicate that the UK may indeed be looking to high-net-worth travellers in order to help boost the economy via tourism and luxury shopping in the future.

Planet Intelligence | 8November Report 2018

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7. Focus to shift from Millennials to the rise of Gen ZWith the millennial tourist now well and truly established as a significant segment in travel and shopping, increasing emphasis will be placed on the emergence of the Gen-Z tourist. In a new report by the World Tourism Organisation (UNWTO) on the power of youth travel8, it outlines why this segment is important, with research showing that young travellers: often spend more than other tourists; are likely to return and give more value to a destination over their lifetime; are less likely to be deterred from travelling by terrorism, political and civil unrest, disease or natural disasters; and are at the cutting edge of using new technology.

As reported by Bain and Co., China’s Gen-Z will account for 46% of purchases in the market by 20259. While the sales to these tourists in France only represented around 2% of total sales in November, they generated the highest ATV in the month, at 1.4 times the average. 2019 will likely see these tourists rise in prominence.

1 https://www.bloomberg.com/news/articles/2018-10-02/emerging-markets-ripe-to-rally-in-2019-as-trade-truce-on-horizon

2 https://globalnews.booking.com/where-sustainable-travel-is-headed-in-2018/

3 https://www.buro247.sg/lifestyle/travel/geo-tagging-your-travels-on-social-media-might-do-more-harm-than-good-heres-why.html

4 https://globalnews.booking.com/bookingcom-reveals-8-travel-predictions-for-2019/

5 https://www.spearswms.com/luxury-uk-brexit-britain-euromonitor-wealth-report/

6 https://www.gov.uk/government/publications/hm-treasury-analysis-the-long-term-economic-impact-of-eu-membership-and-the-alternatives

7 https://www.bloomberg.com/opinion/articles/2018-10-11/china-s-luxury-onslaught-stems-from-trade-war-with-u-s

8 http://www2.unwto.org/publication/am-reports-volume-2-power-youth-travel

9 https://jingdaily.com/china-bain/

Planet Intelligence | 9November Report 2018

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Sales Performance - November 2018By Destination By Source Market

+9.8%

-2.7%

+7.9%

+1.9%

-6.9%

+15.7%

+10.5%

-13.2%

-3.8%

+58.8%

+11.8%

+17.5%

-18.8%

+27.2%

+11.1%

-19.3%

+4.0%

+16.7%

+23.3%

+15.8%

FRA

GBR

ITA

ESP

DEU

AUT

PRT

CZE

IRL

GRC

CHN

USA

RUS

TWN

KOR

HKG

THA

UAE

KWT

JPN

Planet Intelligence | 10November Report 2018

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Sales Performance - YTDBy Destination By Source Market

+3.1%

-11.2%

+6.6%

-8.5%

-4.6%

+12.7%

-0.6%

-9.6%

-11.1%

+5.6%

FRA

GBR

ITA

ESP

DEU

AUT

IRL

CZE

PRT

CHE

CHN

USA

RUS

HKG

TWN

KOR

THA

UAE

SAU

KWT

+5.8%

+10.9%

-18.6%

-9.4%

+10.2%

-2.4%

+1.3%

-8.4%

-4.4%

-8.3%

Planet Intelligence | 11November Report 2018

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Top 5 Visitor Nations per Destination Country – November 2018

CHINA 36% € 1,695 +29%USA 9% € 1,263 +24%TAIWAN 6% € 2,304 +75%SOUTH KOREA 6% € 795 +0%HONG KONG 4% € 2,828 -43%

CHINA 28% € 631 +28%RUSSIA 9% € 415 -22%SWITZERLAND 9% € 431 +1%TAIWAN 8% € 581 +35%THAILAND 6% € 606 +22%

CHINA 19% € 405 -17%USA 10% € 432 +11%KUWAIT 7% € 369 +35%UAE 5% € 754 +2%HONG KONG 4% € 463 +9%

CHINA 26% € 2,311 +5%BRAZIL 20% € 451 -13%ANGOLA 20% € 593 +22%USA 4% € 1,073 +16%UAE 3% € 4,157 +593%

CHINA 36% € 1,099 +20%USA 10% € 1,092 +23%RUSSIA 9% € 747 -24%TAIWAN 4% € 1,140 -1%SOUTH KOREA 4% € 809 +30%

CHINA 25% € 293 +6%RUSSIA 21% € 319 -36%TAIWAN 17% € 216 -21%SOUTH KOREA 7% € 202 -4%USA 5% € 432 -0%

CHINA 22% € 485 -9%RUSSIA 8% € 333 -14%USA 8% € 472 +22%SOUTH KOREA 6% € 333 +72%MOROCCO 5% € 358 +63%

USA 38% € 135 +13%CHINA 30% € 405 -14%CANADA 3% € 126 -21%HONG KONG 2% € 540 +102%AUSTRALIA 2% € 136 -9%

CHINA 41% € 821 -10%RUSSIA 10% € 603 -11%THAILAND 5% € 865 +3%TAIWAN 4% € 413 -3%SWITZERLAND 3% € 382 -15%

CHINA 53% € 626 +163%MACEDONIA 8% € 210 +6%USA 5% € 505 +25%RUSSIA 4% € 294 -29%ISRAEL 3% € 188 -14%

Share ShareTop 5 Top 5ATV ATVY/Y Sales Y/Y Sales

FRA

GBR

ITA

ESP

DEU

AUT

PRT

CZE

IRL

GRC

Planet Intelligence | 12November Report 2018

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Top 5 Visitor Nations per Destination Country – YTD

CHINA 35% € 1,727 +14%USA 9% € 1,323 +20%HONG KONG 6% € 4,030 -18%SOUTH KOREA 5% € 748 -10%TAIWAN 5% € 2,083 +25%

CHINA 30% € 616 +28%RUSSIA 10% € 427 -11%SWITZERLAND 8% € 414 -7%TAIWAN 7% € 649 +20%THAILAND 5% € 676 +60%

CHINA 26% € 402 -13%USA 7% € 383 -8%KUWAIT 6% € 353 -11%UNITED ARAB EMIRATES 5% € 590 -9%HONG KONG 5% € 405 -6%

CHINA 36% € 417 -9%USA 36% € 116 +12%CANADA 4% € 99 +12%AUSTRALIA 3% € 146 -6%MALAYSIA 2% € 315 +9%

CHINA 32% € 1,122 +16%USA 12% € 1,082 +22%RUSSIA 9% € 760 -13%TAIWAN 5% € 1,238 -2%SOUTH KOREA 4% € 797 +39%

CHINA 25% € 333 +4%RUSSIA 21% € 351 -32%TAIWAN 16% € 228 +5%SOUTH KOREA 6% € 193 -18%USA 5% € 463 +6%

CHINA 28% € 638 -4%RUSSIA 8% € 346 -20%USA 8% € 553 -2%ARGENTINA 4% € 221 -35%MEXICO 4% € 374 -2%

CHINA 34% € 2,117 +2%BRAZIL 18% € 368 -26%ANGOLA 17% € 397 -25%USA 3% € 673 -11%HONG KONG 3% € 5,724 +12%

CHINA 37% € 688 -7%RUSSIA 9% € 547 -12%TAIWAN 5% € 456 +1%THAILAND 4% € 964 +1%UAE 4% € 780 -21%

CHINA 24% € 1,320 +19%UAE 8% € 1,943 +4%RUSSIA 7% € 1,393 -18%USA 6% € 1,363 +33%THAILAND 6% € 1,224 +30%

Share ShareTop 5 Top 5ATV ATVY/Y Sales Y/Y Sales

FRA

GBR

ITA

ESP

DEU

AUT

CZE

PRT

IRL

CHE

Planet Intelligence | 13November Report 2018

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Currency vs Euro & GBP: Top Source Markets Currency movements: Last 52 Weeks

8.2

8.1

8.0

7.9

7.8

7.7

7.6

7.5

7.4

7.3

9.2

9.1

9.0

8.9

8.8

8.7

8.6

8.5

8.4

82

80

78

76

74

72

70

68

66

1.26

1.24

1.22

1.20

1.18

1.16

1.14

1.12

1.45

1.40

1.35

1.30

1.25

1.20

9.8

9.6

9.4

9.2

9.0

8.8

8.6

CNY > EUR CNY > GBPRUB > EUR

USD > EUR USD > GBPHKD > EUR

Planet Intelligence | 14November Report 2018

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Know tomorrow’s travellers

Arrivals Forecast

Planet Intelligence | 15November Report 2018

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Europe OverviewDestination Market InsightsThe next quarter, representing the period from December 2018 through to February 2019, is expected to witness a 1.3% increase in non-EU tourist arrivals, which compares with the 7.4% growth seen in the same period in the prior year.

All countries – with the exception of France, which is likely to have been impacted by recent unrest in the country – are forecast to increase year on year, although growth will be relatively modest. The only exception is Austria, which is again expected to post the strongest gains, with forecasted growth of 7.2%. While the rate of gains on the whole appear to be modest, performance of the market continues to move in the right direction, and opportunities for sales growth continue to look positive for retailers

Source Market InsightsThe combined impact of events within the next three months, including the seasonal holiday period, the Russian Orthodox New Year, and Chinese New Year, are all set to provide a welcome boost to some of the key nationalities during this period.

The seasonal holiday period is predicted to witness a 10% increase in American tourists, and a 2.5% increase in arrivals from the Gulf Co-operation nations, also boosted by the continued strength in the US Dollar. While arrivals of Russian tourists are expected to decline by 3.5%, this is a considerable improvement versus the double-digit declines seen in recent months. Finally, the next three months are expected to witness an 11.5% increase in Chinese tourists, and a 24% increase in tourists from both Hong Kong and Taiwan.

Planet Intelligence | 16November Report 2018

DEC 17 - FEB 18 DEC 18 - FEB 19

+7.4% +1.3% +5.5% +4.0% +13.3% +1.9%

+4.6% +1.6%

+5.5% +7.2%

+8.2% +1.0%+11.9% -2.8%+6.3% +2.0%

ITA

DEU

ESP FRA

AUT

FINGBRTOTAL

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3 Month Arrivals Outlook - France

Planet Intelligence | 17November Report 2018

USA

KUW

SAU UAE THA

CHN

QAT IND

RUS

AUS

TWN

KOR

JPN

HNG

BRA

DEC 17 - FEB 18 DEC 18 - FEB 19

+12.1% -5.9%

+22.9% -0.9%+16.4% +10.5%

+11.1% +4.7%

+17.6% -6.0%

+12.7% +19.3%

-2.1% -2.8%

+9.1% +18.2%

+3.2% +31.2%

+8.4% +7.1%

+35.9% -12.5%

+37.7% -2.7%

+8.4% -1.3% +16.3% +48.9% +43.0% -7.5%

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3 Month Arrivals Outlook - UK

Planet Intelligence | 18November Report 2018

USA

KUW

SAU UAE THA

CHN

QAT IND

RUS

AUS

TWN

KOR

JPN

HNG

BRA

DEC 17 - FEB 18 DEC 18 - FEB 19

+10.0% -15.9%

+11.7% +7.9%+17.2% +28.1%

+4.3% +18.9%

+14.9% -0.6%

+0.0% +7.1%

-3.6% +1.9%

-0.6% +14.2%

+20.2% +11.3%

-6.4% +14.6%

+6.1% -0.1%

+19.1% +5.5%

+4.0% +2.8% +9.5 +18.3% +33.4% -9.7%

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3 Month Arrivals Outlook - Italy

Planet Intelligence | 19November Report 2018

USA

KUW

SAU UAE THA

CHN

QAT IND

RUS

AUS

TWN

KOR

JPN

HNG

BRA

DEC 17 - FEB 18 DEC 18 - FEB 19

-5.8% -0.5%

+21.4% -5.1%+17.6% -1.7%

+8.0% +5.5%

-6.9% -13.0%

+8.6% +11.0%

+5.6% +4.6%

+3.2% -1.1%

+1.6% +12.7%

+10.4% +10.4%

+17.4% +6.1%

+20.9% +9.5%

-8.9% -3.3% +12.6% +57.5% +37.4% -9.3%

Page 20: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

3 Month Arrivals Outlook - Spain

Planet Intelligence | 20November Report 2018

USA

KUW

SAU

BRA

USA

KUW

SAU UAE THA

CHN

QAT IND

RUS

AUS

TWN

KOR

JPN

HNG

BRA

DEC 17 - FEB 18 DEC 18 - FEB 19

+4.1% +6.3%

+23.1% +7.0%+10.8% -0.3%

-1.8% +17.4%

-11.7% -2.4%

+26.1% +0.1%

-13.9% +9.5%

-18.4% +23.2%

-15.0% +56.9%

+6.7% +10.2%

+2.2% +4.6%

-16.9% +17.0%

-3.0% -10.1% +19.5% -0.8% +44.4% -6.4%

Page 21: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

3 Month Arrivals Outlook - Germany

Planet Intelligence | 21November Report 2018

USA

KUW

SAU UAE THA

CHN

QAT IND

RUS

AUS

TWN

KOR

JPN

HNG

BRA

DEC 17 - FEB 18 DEC 18 - FEB 19

-2.3% -2.8%

+12.6% -1.1%+3.2% -1.5%

+10.6% +8.6%

-0.5% -12.8%

+4.8% +107.2%

+12.1% -6.8%

+5.6% +10.1%

+4.8% +11.1%

+1.6% +2.6%

-4.8% +1.9%

+13.4% -4.2%

+3.0% -10.2% +19.5% +35.7% +32.8% -9.8%

Page 22: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

3 Month Arrivals Outlook - Austria

Planet Intelligence | 22November Report 2018

USA

KUW

SAU UAE THA

CHN

QAT IND

RUS

AUS

TWN

KOR

JPN

HNG

BRA

DEC 17 - FEB 18 DEC 18 - FEB 19

+5.6% -6.3%

+2.7% +19.3%+5.1% +18.4%

+1.3% +40.5%

-5.5% -9.4%

+28.0% +5.1%

+9.0% +14.9%

-2.3% -0.7%

+5.4% +68.3%

+3.0% +19.8%

+2.0% -4.8%

+39.9% -14.9%

+9.4% -9.5% +172.9% +76.9% +39.5% -9.6%

Page 23: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

3 Month Arrivals Outlook - Finland

Planet Intelligence | 23November Report 2018

DEC 17 - FEB 18 DEC 18 - FEB 19

+28.9% -19.8%

+43.9% +0.2%+13.2% -37.0%

+16.4% +10.9%

+17.4% +26.2%-10.1% -19.6%

+20.9% +23.6%

+102.7% -12.7%

+14.4% +18.0%

-5.5% -6.0%

+36.7% -9.1%

+8.6% +21.3%

+24.8% -3.4%

+17.6% -32.5%

-7.0% -3.1%

USA

KUW

SAU UAE THA

CHN

QAT IND

RUS

AUS

TWN

KOR

JPN

HNG

BRA

Page 24: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

International Holiday Calendar 2018

CHN

RUS

IND

BRA

MID EAST

HKG

IDN

MYS

THA

JAP

USA

1-2 New Year ’s Holiday 1 Labour Day 24 Mid-Autumn Festival16-21 Spring Festival - Chinese New Year

5 Qing Ming Jie 18 Dragon Boat Festival 1 National Day2-7 Golden WeekHoliday

1 New Year ’s Day7 Orthodox Xmas Day

8 Women’s Day 4-6 Unity Day Holiday23 Defence of theFatherland Day

12 National Day

36 Republic Day 25 Rama Navami29 Mahavir Jayanti30 Good Friday

3 Janmashtami21 Muharram / Ashura

7 Diwali / Deepavali21 Milad un-Nabi23 Guru Nanak Jayanti

13 Maha Shivaratri 30 Buddha Purnima 15 Independence Day22 Bakr Id / Eid ul-Adha

19 Dussehra 25 Christmas Day

1 New Year ’s Day 30 Good Friday 1 Labour Day / May Day31 Corpus Christi

7 Independence Day 2 All Soul’s Day15 Republic Proclamation Day

10-14 Carnival 21 Tiradentes Day 12 Our Lady Aparecida Day / Childeren’s Day28 Public Service Holiday

24 Christmas Eve25 Christmas Day31 New Years Eve

1 New Year ’s Day 30 Good Friday 31 Holy Saturday

1 Labour Day22 Buddha’s Birthday

1-2 Establishment Day Holiday

25 Day after Mid-Autumn Festival

16-19 Spring Festival - Chinese New Year

2 Easter Monday5 Tomb Sweeping

18 Dragon Boat Festival 1 PRC National Day17 Chung Yeung Festival

25 Christmas Day26 Boxing Day

1 New Year ’s Day 17 Day of Silence & Hindu New Year30 Good Friday

1 Labour Day10 Ascension Day of Jesus Christ29 Waisak Day

11 Muharram - Islamic New Year

20 Prophet Muhammad’s Birthday

16 Spring Festival - Chinese New Year

13 Ascension of the Prophet Mohammad

12-17 Idul Fitri 17 Independence Day21 Muslim Day of Sacrifice

25 Christmas Day

1 Labour Day 28 Yang di-Pertuan Agong’s Birthday

12 Muharram - Islamic New Year 16 Malaysia Day

7 Diwali / Deepavali21 Prophet Muhammad’s Birthday

16 Spring Festival - Chinese New Year

29 Wesak Day 15-16 Hari Raya 22 Hari Raya Haji31 Nataional day

25 Christmas Day

1 New Year ’s Day 31 Makha Bucha 1 Labour Day10 Royal Ploughing Ceremony Day

27 Asalha Bucha28 King Vajiralongkorn’s Birthday28 Buddhist Lent Day

6 Chakri Day 13-17 Songkran29 Visakha Bucha

12-13 The Queen’s Birthday12-13 Mother ’s Day

23 Chulalongkorn Day 5 Father ’s Day10 Constitution Day31 New Year ’s Eve

1 New Year ’s Day8 Coming of Age Day

21 Spring Equinox 3 Constitution Memorial Day4 Greenery Day5 Childeren’s Day

16 Sea Day 17 Respect the Aged Day

3 Culture Day23 Labour Thanksgiving Day

11-12 National Foundation Day

29-30 Showa Day 11 Mountain Day 8 Sports Day 23-24 Emporor ’s Birthday

1 New Year ’s Day15 Martin Luther King Jr Day

4 Independence Day 3 Labour Day 11-12 Veteran’s Day22 Thanksgiving Day

19 President’s Day 8 Columbus Day 25 Christmas Day

1 New Year ’s Day6 Army Day (Iraq)

20 Oil Nationalisation Day (Iran)21-24 Perian New Year (Iran)30 Birthday of Imam Ali (Iran)

1 Labour Day / May Day (Iraq / Bahrain) 2 Israel Independence Day) 31 Pentecost (Israel)

23 Renaissance Day (Oman)

1 Waqfat Arafat Day (Kuwait)2-4 Eid-al-Adha (Kuwait / Saudi Arabia)12 Islamic New Year (UAE / Bahrain / Iraq)19 Tassoua (Iran)21-22 Rosh Hashana (Israel New Year)22 Islamic New Year (Kuwait)24 Saudi National Day30 Yom Kippur (Israel)

21 Mouloud - Prophet’s Birthday (UAE).21 Prophet Muhammad’s Birthday (Iran)30 Commemoration Day (UAE)

11 Revolution Day (Iran)25 Kuwaiti National Day26 Liberation Day (Kuwait)

1 Islamic Republic Day (Iran)2 Nature Day (Iran) 11-17 Pesach I (First day of Passover - Israel)13 Prophet’s Ascension (UAE/Iran)24 Isra & Miraj (Oman)27 Isra & Miraj (Kuwait)

4 Anniversary of Khomeni’s Death (Iran)15-17 Eid-al-Fitr (UAE)24-29 Eid-al-Fitr (Oman)26-28 Eid-al-Fitr (Kuwait)

21 Arafat Day (UAE)21 Eid-e-Ghorban (Iran)22-26 Eid-al-Adha

3 Iraqi Independence Day5-11 Sukkot (Israel)12 Simchat Torah (Israel)29 Arbaeen (Iran)

1 Prophet’s Birthday (Kuwait)2 National Day (UAE)16-17 National Day (Bahrain)

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Planet Intelligence | 24November Report 2018

Page 25: November Report - Planet · this. Instagram introduced ‘shoppable’ posts in 2016 and Snapchat recently launched an e-commerce, or ‘selfie-commerce’, channel for brands to

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