1. Evolution and trends for the duty free & travel retail industry —————
Alain Maingreaud
Managing Director, TFWA

2. Introduction to TFWA ——— The world today: from west to east ——— Global trends in travel & aviation ——— TFWA experience & sentiments for the industry

3. Introduction
to TFWA
———

4. Mission ——— “to enable and empower the Duty Free and Travel Retail industry by providing the opportunities and the tools for brand and market growth.”

5. TFWA World Exhibition over 5,600 visitors ———

6. TFWA ASIA PACIFIC & GATE ONE2ONE 2,000 visitors 200 exhibitors 1,500 brands ———

7. Conferences & Workshops

8. The world today from west to east ———

9. “Bank of England forecasts 'choppy' economic recovery”
BBC News, 11 August 2010
“Joy, pain and double dips”
The Economist, 12 August 2010

10. economy overtakes Japan's in real terms”
“Hello America. China's
economy overtakes Japan's
in real terms”
The Economist, 16 August 2010

11. E7 to Catch G7 by 2019? E7 = China, India, Brazil, Russia, Mexico, Indonesia and Turkey

12. Emerging retail markets ——— “…reliance on developing countries for future growth is no longer a ‘nice-to-have,’ but is a necessity.”
Source: AT Kearney, ‘Global Retail Development Index,’ 2009

13. Emerging retail markets
Source: AT Kearney,
‘Global Retail Development Index,’ 2010

14. in travel & aviation ———
Global trends
in travel & aviation ———

15. “Multi-spend recovery kick started by developing economies”
Euromonitor International

16. Business Travel Spend at Four Times the U.S. Rate”
“Asian Markets Adding
Business Travel Spend at Four Times the U.S. Rate”
National Business Travel Association

17. Global business travel spend
% Change
% Change
United States
2.5 %
2.4
China
16.3
12.3
Japan
6.7
2.1
United Kingdom
-0.6
8.2
France
-1.0
4.7
Italy
-2.6
4.1
Germany
3.8
South Korea
21.2
7.2
Brazil
19.8
3.5
Spain
-4.0
4.2
Source: NBTA , August 2010

18. “Asia Pacific takes top spot as
traffic recovers strongly in North America slides to third”
Centre for Asia Pacific Aviation

19. Comparative passenger numbers by region June 2010 vs June 2008 (year-to-date)
% change YTD
June 2008 > June 2010
Region
Asia Pacific %
Europe %
North America %
Latin America %
Africa %
Middle East %
World %
Source: Centre for Asia Pacific Aviation & ACI

20. Premium traffic growth by ticket type: Jan-2007 to Jun-2010 (year on year % change)
Source: IATA

21. Strong growth in Latin America premium travel
Source: IATA

22. TFWA experience & sentiments
for the industry ———

23. “Cautiously optimistic”
IATA

24. Optimistic, with reason
Asia : %
Middle East : %

25. The global industry in 2009 NAM: - 8% LAC: - 0,5% * * ACI 2009 figures
Source: Generation

26. Year to date in Latin America
% change 1H 2010 vs 1H 2009
Region
Americas ,4%
Latin America %
North America %
World %
Source: Generation

27. Year to date in Latin America
% change 1H 2010 vs 1H 2009
Region
Latin America %
Asia Pacific %
Middle east %
Africa %
North America %
Europe %
World %
Source: Generation

28. The future as we see it…

29. Email: a.maingreaud@tfwa.com Tel: +33 140 740 986
Thank you
Tel: