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市场调查报告书
商品编码
1963837

免税及旅游零售市场-全球产业规模、份额、趋势、机会及预测:依产品类型、销售管道、地区及竞争格局划分,2021-2031年

Duty-free and Travel Retail Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Product Type, Sales Channel, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 181 Pages | 商品交期: 2-3个工作天内

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简介目录

全球免税和旅游零售市场预计将从 2025 年的 635.6 亿美元成长到 2031 年的 999.3 亿美元,复合年增长率为 7.83%。

该行业包括向途经机场和港口等指定中转区域的旅客商业性免税商品(奢侈品、化妆品、糖果甜点等)的企业。成长的主要驱动力来自国际观光的强劲復苏、主要交通枢纽的大规模基础设施建设以及全球中产阶级可支配收入的增加。这些结构性因素提供了稳定的基本客群,并确保市场依赖持续的需求而非短暂的趋势。例如,国际机场协会 (ACI) 预测,到 2024 年,全球旅客吞吐量将达到 95 亿人次,年增 10%。

市场概览
预测期 2027-2031
市场规模:2025年 635.6亿美元
市场规模:2031年 999.3亿美元
复合年增长率:2026-2031年 7.83%
成长最快的细分市场 美容及个人护理
最大的市场 亚太地区

另一方面,市场扩张面临许多挑战,尤其是持续的经济波动,例如通货膨胀和外汇波动。这些经济压力直接降低了消费者的购买力,促使旅客优先考虑必要的旅游开支,而非非必需品。因此,儘管旅客数量不断增长,但由于精打细算的消费者减少了在非必需免税商品上的支出,零售商在维持高转换率方面面临挑战。

市场驱动因素

国际观光的復苏是免税和旅游零售业的主要驱动力,有效恢復了维持市场活力所需的消费量。跨境旅客的激增提升了中转零售空间的客流量和转换率。根据联合国世界旅游组织(UNWTO)发布的《全球旅游晴雨表》(2024年5月)的数据,2024年第一季国际观光数量已恢復至疫情前水准的97%。旅客数量的復苏使企业能够充分利用不断增长的旅行需求,从而带动主要行业相关人员的收入回升。例如,杜拜免税店在其2024上年度报告中公布了创纪录的21.6亿美元年销售额,凸显了旅客復苏带来的经济效益。

此外,消费者对奢侈品、高端商品和限量版商品日益增长的兴趣是推动旅游零售业务发展的强大动力,使其吸引力超越了单纯的便利性。免税价格带来的优惠以及独家商品的供应,吸引越来越多的旅客将机场视为奢侈时尚和珠宝饰品的购物中心。为了满足这一高消费需求,并缓解通膨趋势导致的利润率下降,零售商正在策略性地建立奢侈品牌组合。根据LVMH集团于2024年1月发布的《2023财年财务业绩报告》,其精选零售部门实现了25%的有机销售成长,这主要得益于旅游零售业务的復苏。这表明,儘管面临经济挑战,对高附加价值商品的需求仍然是强劲的成长支柱。

市场挑战

持续的经济波动,以高通膨和外汇波动为特征,是全球免税和旅游零售市场成长的主要障碍。这些财政限制直接降低了消费者的购买力,导致旅客优先考虑必要的旅游开支,并推迟非必需品的购买。随着基本服务价格的上涨,旅客在旅行期间不可避免地会减少购买奢侈品和化妆品等非必需品。这种消费者行为的转变给零售商带来了挑战,他们如何在旅客数量不断增长的情况下维持销售量。

这种经济谨慎情绪也体现在近期关于旅客态度的产业数据。根据免税世界理事会发布的2024年报告,27%的全球消费者表示「价格高昂」是阻碍他们在旅游零售领域购物的主要障碍。这些发现表明,价格敏感度正成为影响旅客的关键因素,限制了市场将客流量成长有效转化为收入的能力。因此,由于经济不确定性抑制了衝动消费行为(而衝动消费行为历来是推动成长的主要动力),因此该产业难以充分发挥其潜力。

市场趋势

体验式零售与身临其境型「零售娱乐」的兴起,正将中转区转变为能够激发衝动消费的互动空间。商家积极引入数位互动功能、试吃区和现场演示,打破中转时间的单调乏味,吸引那些在传统陈列架中往往被忽视的乘客的注意力。这种方式旨在挖掘非计划性消费背后的心理因素,创造令人难忘的体验,将被动的等待时间转化为积极的购物机会。免税世界理事会于2024年5月发布的《2024年第一季绩效指标监测报告》也印证了这项策略的有效性。报告显示,与上一季相比,全球衝动型消费者的比例增加了2%。

此外,随着现代旅客环保意识的日益增强,拓展产品线并着重强调永续性和环保性已成为企业营运的关键要素。零售商不仅致力于打造符合道德规范且不含塑胶的产品系列,还积极推动供应链和基础设施的脱碳,以符合全球环境标准。此策略转变有助于降低监管风险,同时扩大重视品牌环保效益的消费群。例如,根据Avolta公司于2024年3月发布的2023财年年度报告,该公司可再生能源发电比例从上年度的20%增长至2023年的40%,这充分体现了其向更具环保意识的商业模式的切实转变。

目录

第一章概述

第二章:调查方法

第三章执行摘要

第四章:客户心声

第五章:全球免税及旅游零售市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 产品类型(美容及个人护理、葡萄酒及烈酒、烟草、食品、时尚配件及奢侈品、其他)
    • 按地区
    • 按公司(2025 年)
  • 市场地图

第六章:北美免税及旅游零售市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲:国别分析
    • 我们
    • 加拿大
    • 墨西哥

第七章:欧洲免税及旅游零售市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲:国别分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

第八章:亚太免税及旅游零售市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区:国别分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

第九章:中东和非洲免税及旅游零售市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东与非洲:国别分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章:南美洲免税及旅游零售市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲:国别分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 促进因素
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 近期趋势

第十三章:全球免税及旅游零售市场:SWOT分析

第十四章:波特五力分析

  • 产业竞争
  • 新进入者的潜力
  • 供应商的议价能力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Dufry AG
  • Lagardere Travel Retail SAS
  • Gebr. Heinemann SE & Co. KG
  • King Power International Co., Ltd.
  • Flemingo International
  • Hotel Shilla Co., Ltd.
  • China Tourism Group Corporation Limited
  • Dubai Duty Free
  • Aer Rianta International
  • DFS Group Ltd.

第十六章 策略建议

第十七章:关于研究公司及免责声明

简介目录
Product Code: 24716

The Global Duty-free and Travel Retail Market is projected to expand from USD 63.56 billion in 2025 to USD 99.93 billion by 2031, reflecting a compound annual growth rate of 7.83%. This sector encompasses the commercial retailing of tax-exempt merchandise, including luxury items, beauty products, and confectioneries, to travelers passing through designated transit areas like airports and seaports. Growth is primarily supported by the robust recovery of international tourism, significant infrastructure upgrades at key travel hubs, and rising disposable incomes among the global middle class. These structural elements provide a stable customer base, ensuring the market relies on consistent volume rather than fleeting trends; for instance, Airports Council International projects global passenger traffic will hit 9.5 billion in 2024, marking a 10% increase from the prior year.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 63.56 Billion
Market Size 2031USD 99.93 Billion
CAGR 2026-20317.83%
Fastest Growing SegmentBeauty and Personal Care
Largest MarketAsia Pacific

Conversely, market expansion faces a substantial obstacle in the form of persistent economic volatility, specifically inflation and unpredictable currency exchange rates. These financial strains directly diminish consumer purchasing power, prompting travelers to value essential travel expenses over discretionary shopping. Consequently, despite the upward trend in passenger numbers, retailers encounter challenges in sustaining high conversion rates as budget-conscious individuals curb their spending on non-essential duty-free items.

Market Driver

The revival of global international tourism acts as the primary catalyst for the duty-free and travel retail sector, effectively restoring the essential consumer volume needed for market vitality. This immediate influx of cross-border travelers generates increased footfall and conversion possibilities within transit retail spaces. Data from the UN Tourism 'World Tourism Barometer' in May 2024 indicates that international tourist arrivals recovered to 97% of pre-pandemic levels during the first quarter of 2024. This resurgence in traffic enables operators to leverage renewed travel enthusiasm, leading to significant revenue recoveries for key industry participants; for example, Dubai Duty Free reported record annual sales of US$ 2.16 billion for the previous fiscal year in 2024, underscoring the financial benefit of returning passengers.

Additionally, rising consumer interest in luxury, premium, and exclusive merchandise serves as a strong secondary driver, enhancing the appeal of travel retail beyond mere convenience. Travelers are increasingly viewing airports as shopping destinations for high-end fashion and jewelry, drawn by the prospect of duty-free savings and exclusive inventory. To accommodate this affluent demographic and protect margins from inflationary trends, retailers are strategically curating portfolios of prestige brands. According to LVMH's '2023 Annual Results' published in January 2024, their Selective Retailing group attained 25% organic revenue growth, significantly propelled by the recovery in travel retail, confirming that demand for high-value goods remains a sturdy pillar of growth despite economic challenges.

Market Challenge

Persistent economic volatility, marked by high inflation and unstable currency exchange rates, constitutes a major impediment to the growth of the Global Duty-free and Travel Retail Market. These financial constraints directly reduce consumer purchasing power, compelling travelers to prioritize necessary travel costs over discretionary purchases. As the price of basic services escalates, passengers inevitably cut back on acquiring non-essential products, such as luxury items and cosmetics, while in transit zones. This change in spending behavior establishes a challenging landscape for retailers striving to uphold sales volumes even as passenger numbers climb.

This financial prudence is evident in recent industry data regarding traveler attitudes. The Duty Free World Council reported in 2024 that 27% of global shoppers identified higher prices as a leading obstacle to making purchases within the travel retail sector. Such findings suggest that price sensitivity has emerged as a critical determinant for travelers, restricting the market's capacity to effectively translate rising traffic into revenue. As a result, the sector faces difficulties in achieving its full potential, as economic uncertainty deters the impulse buying behaviors that historically fuel growth.

Market Trends

The transition towards experiential retail and immersive "retailtainment" is converting transit zones into engaging venues that encourage spontaneous spending. Operators are increasingly incorporating digital interactivity, tasting bars, and live demonstrations to break the monotony of travel and seize the attention of passengers who might otherwise ignore standard shelf displays. This approach specifically addresses the psychology behind unplanned purchases, generating memorable experiences that transform passive waiting time into active shopping opportunities. Validating this strategy, the Duty Free World Council's 'Q1 2024 KPI Monitor' from May 2024 noted that the proportion of global shoppers engaging in impulse buying increased by 2% in the first quarter compared to the prior quarter.

Furthermore, the broadening of sustainability and eco-conscious product lines has become a vital operational necessity, spurred by increased environmental awareness among contemporary travelers. Retailers are not only assembling collections of ethically sourced and plastic-free merchandise but are also actively decarbonizing their supply chains and infrastructure to meet global environmental benchmarks. This strategic shift assists operators in mitigating regulatory risks while attracting a growing segment of conscientious consumers who judge brands by their ecological impact. For example, Avolta's '2023 Annual Report' from March 2024 revealed that the company raised its reliance on renewable energy for electricity from 20% in the previous year to 40% in 2023, illustrating a concrete move towards greener operational frameworks.

Key Market Players

  • Dufry AG
  • Lagardere Travel Retail SAS
  • Gebr. Heinemann SE & Co. KG
  • King Power International Co., Ltd.
  • Flemingo International
  • Hotel Shilla Co., Ltd.
  • China Tourism Group Corporation Limited
  • Dubai Duty Free
  • Aer Rianta International
  • DFS Group Ltd.

Report Scope

In this report, the Global Duty-free and Travel Retail Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Duty-free and Travel Retail Market, By Product Type

  • Beauty and Personal Care
  • Wines and Spirits
  • Tobacco
  • Eatables
  • Fashion Accessories and Hard Luxury
  • Others

Duty-free and Travel Retail Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Duty-free and Travel Retail Market.

Available Customizations:

Global Duty-free and Travel Retail Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Duty-free and Travel Retail Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Product Type (Beauty and Personal Care, Wines and Spirits, Tobacco, Eatables, Fashion Accessories and Hard Luxury, Others)
    • 5.2.2. By Region
    • 5.2.3. By Company (2025)
  • 5.3. Market Map

6. North America Duty-free and Travel Retail Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Product Type
    • 6.2.2. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Duty-free and Travel Retail Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Product Type
    • 6.3.2. Canada Duty-free and Travel Retail Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Product Type
    • 6.3.3. Mexico Duty-free and Travel Retail Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Product Type

7. Europe Duty-free and Travel Retail Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Product Type
    • 7.2.2. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Duty-free and Travel Retail Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Product Type
    • 7.3.2. France Duty-free and Travel Retail Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Product Type
    • 7.3.3. United Kingdom Duty-free and Travel Retail Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Product Type
    • 7.3.4. Italy Duty-free and Travel Retail Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Product Type
    • 7.3.5. Spain Duty-free and Travel Retail Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Product Type

8. Asia Pacific Duty-free and Travel Retail Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Product Type
    • 8.2.2. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Duty-free and Travel Retail Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Product Type
    • 8.3.2. India Duty-free and Travel Retail Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Product Type
    • 8.3.3. Japan Duty-free and Travel Retail Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Product Type
    • 8.3.4. South Korea Duty-free and Travel Retail Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Product Type
    • 8.3.5. Australia Duty-free and Travel Retail Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Product Type

9. Middle East & Africa Duty-free and Travel Retail Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Product Type
    • 9.2.2. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Duty-free and Travel Retail Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Product Type
    • 9.3.2. UAE Duty-free and Travel Retail Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Product Type
    • 9.3.3. South Africa Duty-free and Travel Retail Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Product Type

10. South America Duty-free and Travel Retail Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Product Type
    • 10.2.2. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Duty-free and Travel Retail Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Product Type
    • 10.3.2. Colombia Duty-free and Travel Retail Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Product Type
    • 10.3.3. Argentina Duty-free and Travel Retail Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Product Type

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Duty-free and Travel Retail Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Dufry AG
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Lagardere Travel Retail SAS
  • 15.3. Gebr. Heinemann SE & Co. KG
  • 15.4. King Power International Co., Ltd.
  • 15.5. Flemingo International
  • 15.6. Hotel Shilla Co., Ltd.
  • 15.7. China Tourism Group Corporation Limited
  • 15.8. Dubai Duty Free
  • 15.9. Aer Rianta International
  • 15.10. DFS Group Ltd.

16. Strategic Recommendations

17. About Us & Disclaimer