2012 China Daily Deal Market Report
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2012 China Daily Deal Market Report

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In 2012 there are 3 leaders, Juhuasuan, Meituan and Dianping, making up tier 1. ...

In 2012 there are 3 leaders, Juhuasuan, Meituan and Dianping, making up tier 1.
The top 3 (Services & Product deals) accounted for 55% of the total revenue.

The leaders in Service deals are Meituan, Dianping, Nuomi, Lashou and 55tuan.

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2012 China Daily Deal Market Report 2012 China Daily Deal Market Report Presentation Transcript

  • Dataotuan.comChina Daily Deal Websites The Year 2012 Including the regular Q4, 2012 Report Data source: Dataotuan.com 2012 Jan. 1- Dec. 31
  • Table of Contents 2012 – Key Findings 2012 2012 - The Year in a Pyramid 2012 – Competition on a local level 2012 – More deals, Higher Prices, More Sold, Higher Revenue. 2012 – Strengths & Weaknesses of the top 5 daily sites in 2 categories 2012 - Travel - Trending Q4, 2012 Highlights Q4, 2012 Market Shares Q4, 2012 Local Service Deals Comparison Q4, 2012 Product Deals Comparison Dataotuan Data Products About Dataotuan Data Specifications © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 – Key Findings1. It’s getting lonely at the top Juhuasuan/Meituan/Dianping (Services & Products) accounted for 55% of total revenue The Top 10 websites take now more than 90% of the market.2. Daily Deals: there’re more, higher priced, more sold and higher revenue The average nr sold per deal is now 498 The average price has gone up to 183.4 Rmb The average revenue per deal stands at 22464.7 Rmb3. Local Services Daily Deal Sites Meituan, Dianing, Nuomi, Lashou and 55tuan still make up the top 5 The best selling local deals in 2012 were Movies, Hotpot & Drinks/Desserts4. Strength/Weakness Analysis Top 5 in Local Service Deals Meituan is the overall leader but is far behind in the big cities concerning popular deals, like Movies and Hotpot. Each Deal website from the top 5 has ample space to improve © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Summary – The Deal Pyramid By the end of 2012, the Top 10 daily deal websites have > 90% market share. Juhuasuan/Meituan/Dianping, accounted for 55% of total revenue & lead by far. Tier 1(Top 3)  Mon. Revenue >200 mio Rmb Juhuasuan  Market share 50-55% Meituan  Golden Triangle Dianping Tier 2(100 Million Club)  Mon. Revenue 100-200 mio 55tuan Lashou Nuomi  Market share 20-23%  Members fixed, positions change Tier 3(Top 7-10) Manzuo 58tuan Didatuan Gaopeng  Mon. Revenue 50-90 mio  Market share 10-13% Tier 4(Others) Juqi Liketuan Shuangtuan Ayatuan Pingtuan  Market share 10% © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 – More Deals, Higher Prices, More Sold, Higher Revenue In 2012, the 4 daily deal indicators, the nr. of launched deals, the average deal price, the nr. sold per deal and the average revenue per deal have all gradually increased over the year. (This is for all deals, services & products) Deal Numbers (10,000) Avg. Revenue (Rmb) 38 22464.7 36 19961.6 31 18348.7 15518.4 23 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Avg. Price (Rmb) Nr. Sold per Deal 183.4 168.6 143.5 152.2 498 421 442 362 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013 5
  • Local Service Deals – Evolution in 2012 Meituan, Dianping, Nuomi, Lashou and 55tuan still make up the top 5 when it comes down to local services deals. The main trend is that, besides 55tuan, all of them have been increasing their market share. The best selling deals in 2012 were Movies, Hotpot and Drinks/Desserts 24.7% 22.8% 21.5% 20.3% Q1 Q2 Q3 Q4 Meituan Dianping Nuomi Lashou 55tuan © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Trend – Travel Deals Revenue of travel deals was over 2 billion (9.6% of total deal revenue in 2012) Typical local service deal sites like Dianping/Meituan, have increased their share in travel deals. Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Dianping Meituan Total © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Data help Daily Deal sites to improve Dataotuan has data of 60 daily deal sites, in 243 Chinese cities, in more than 100 industries/subcategories By cross-analyzing all these data we can indicate the strong and weak spots for all of the Daily Deal sites we follow dailyIn the next 2 slides insights in how even the top 5 Daily Deal sites(Local service deals) have weak spots that they can improve on by using data. The 1st example shows that the majority is underperforming, relative to their overall market shares, in the big cities when it concerns movie deals. The 2nd example shows that the majority is also underperforming, relative to their overall market shares, when it comes down to hotpot-deals Dianping is the only one that has a positive result Dataotuan delivers these data and analysis for all the top sites in China. Contact us for more details. © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Meituan’s weak spot 1 – Movie dealsA Strength & Weakness Analysis of the top 5 deal sites (Local service deals) inBeijing, Shanghai and Guangzhou for the category Movies. Beijing Shanghai Guangzhou Dianping Nuomi Lashou 55tuan Meituan Meituan is, relative to its overall market share, very weak in Beijing. Nuomi, Lashou and 55tuan all have space in Shanghai & Guangzhou to improve. Dianping is strong in all 3 cities, and outstanding in its base Shanghai Nuomi is doing well in Beijing. * Based on data from December 2012 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Meituan’s weak spot 2 – Hotpot DealsA Strength & Weakness Analysis of the top 5 deal sites (Local service deals) inBeijing, Shanghai and Guangzhou for the category hotpot. Beijing Shanghai Guangzhou Dianping Nuomi Meituan Lashou 55tuan Meituan is, relative to its overall market share, weak in all cities. Nuomi, Lashou and 55tuan have space in Shanghai & Guangzhou to improve. Dianping is strong in Beijing, and outstanding in its base Shanghai Nuomi is doing well in Beijing. * Based on data from December 2012 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Q4 Key Findings1. The Top 5 sites in China consolidate their positions. In Q4 2012, the revenue of the daily deals is about 10 billion rmb in China. The Top 10 websites accounted for 95.3% market share. Meituan, Dianping & Lashou make up the top 3 in the local deals’ revenue list. Juhuasuan is not only the leader, but the king of shopping (product) deals. The revenue of Juhuasuan shopping deals accounted for 88.1%.2. Average discount was stable; Average price and Nr. Sold rose slowly. Compared to Q3, the average discount changed slightly. The average price & average nr. Sold maintains a slight upward trend.3. Dining was the most popular category in Q4; Movies ranked top 1 among all subcategories. Dining accounted for 35.4% and is back as the most popular category in Q4. Movies, Hotpot & Clothing/Footgear were the most popular subcategories in Q4 2012. © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Q4 — Market Shares (Service + Product Deals) The top 5 deal sites have 82% of the market. The total revenue of local service & product deals is ab. 10 billion in 2012 Q4. Juhuasuan leads by far (47.8%), influenced by its abundance of product deals . Juhuasuan 47.8% Meituan 13.1% Dianping 8.6% Lashou 7% Others 55tuan 4.7% Nuomi 5.5% 5.3% Juqi Manzuo Shangtuan 1.9% 2.8% 1.5% Gaopeng 1.8% © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Q4 — Categories (revenue) Dining accounts for 35.4% and is the top popular category. Shopping deals are the 2nd most popular category (26.5%). Leisure followed as the 3rd popular category with 15.3%. 35.40% 26.50% 2.80% 9.40% 10.50% 15.30% Dining Shopping Leisure Life Travel Q3 Q4 Q3 Q4 Q3 Q4 Q3 Q4 Q3 Q4Average Nr.Sold/Deal 291 275 915 1159 589 640 105 117 89 84Average Price/Deal 109.6 123.6 120.1 154.9 96.8 88.6 286.6 327.5 246.5 259.5Average Discount 50 48 59 60 65 66 79 77 53 52 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Q4 — Local Service Deals Overall Revenue of local service deals (Dining/Leisure/Life) in Q4 is about 5 billion The Top 10 websites accounted for 93.8%. In terms of total revenue, Meituan has the biggest market share of local service deals (24.7%), followed by Dianping (19.0%) and Lashou (12.5%). Dianping 19% Lashou 12.5% Meituan 24.7% Nuomi 10.7% 55tuan Others 10.7% 6.2% Gaopeng Didatuan 2.4% Juqi Manzuo Juhuasuan 2.1% 2.9% 4.2% 4.6% © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Q4 — Local Service Deals(2) The average price of a local service deal is 169.9 Rmb The average discount overall is 59%. Average Price: 169.9 Rmb Average Discount: 59%300 65% 66%250 64% 62% 61% 61% 62%200 60% 59% 60%150 58% 58% 57% 198.1 194.3 58% 57% 199.1 178.1100 117.7 275.5 56% 149.5 167.850 192 54% 151.6 0 52% i an i an g n u uo an g q m in o en ua Ju su tu o sh tu z p an Nu at p 55 an ei ua La ao d MM Di Di h G Ju * Excluding data from pure vertical deal websites like Jumei, Ctrip etc. © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Q4 — Product Deals (physical products) In Q4, the revenue of Juhuasuan shopping deals is more than the total revenue of all its competitors combined & accounts for 88.1% of the Product Deals Revenue. Juhuasuan 88.1% Shuangtuan 2.3% Manzuo 1.3% Nuomi 0.9% Dianping 0.6% Boletuan 0.4 % Others 1.3% 55tuan 1.3% Cobuy 0.8% Lashou 1.25% Meituan 1.8% © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • 2012 Q4 — Product Deals (top subcategories) In Q4, Clothing/Footgear was still the most popular subcategory. Home/Furnishings & Food/Beverage were the next popular subcategories. Clothing/Footgear Home/Furnishings Shopping Food/Beverages Electronics Cosmetics © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • About Dataotuan.comDataotuan, the worldwide local e-commerce data & analytics companyCollects & Supplies Daily Deal data from APAC, Europe and Africa 18 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Data Products - DashboardDataotuan Dashboard is available for clients: Near-live market share data – which deal sites are leading in which categories Sales Leads – Find high performing merchants with Merchant Analytics Competitive data – where are daily deals sourced 19 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Data Products - Deal PerformanceA leading Group-buying company, wants to know the deal performance of theircompetitors in Australia, New Zealand and MalaysiaDataotuan delivers Cleaned, deduplicated raw data Curated for each country Data Dashboard Market share data Category Performance Active merchants info © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013 20
  • Data Products – Cut Sales CostOne of the leading deal providers in Ireland, wants to cut down on their sales costand help in finding qualified, high performance merchant leads.Dataotuan delivers Merchant deal map Sales force can search & find merchants with proven sales records Deal Map ongoing deals Live insights performance © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013 21
  • Data Product – Hedge fund/PE/M&A – ROIA US Hedge fund invested in one of the Leading Deal Companies in the USand wants the deal company to include objective 3d party data in their reportingfrom their operations outside the US.Dataotuan deliversA Financial is considering investing but needs unbiased insights in the marketsituation as well as potential. Revenue/Country Competition/Country Revenue Trends Winners & Loosers Risks © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Contact Dataotuan We’re happy to help you, please contact us at: Chinese +86 13761796676 Email: wenli@dataotuan.com English +86 13801660890 Email: gemme@dataotuan.com Data Products datatuan.com Read more on blog.dataotuan.com Follow us on twitter.com/dataotuan weibo.com/dataotuan Subscribe to our Reports reports@dataotuan.com The objective of this report is to offer insights into the Chinese Daily Deal industry. Data are collected from the main Chinese deal websites and offer a reliable indication of the Chinese daily deal market The daily deal websites that unfortunately are not included due to not providing correct data access (api) is groupon.cn. QQ changed its business mode. It’s not a daily deal site anymore.So Dataotuan excludes QQs data from 2011 Sep. In January 2013 qqtuan was merged, together with ftuan in gaopeng.com Please contact us if you have any questions/remarks related to this report. 23 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Dataotuan Tracks & Collects in ChinaDataotuan Tracks Dataotuan Collects60 of the main Daily Deal Sites Number of Deals Gross revenue Province, City, District, Category, Sub Cat.243 cities in Mainland China(*) Deals & Revenue per District Number of “real’ active Cities/Provinces5000 – 10000 new deals every day Deal Title Price (Original, Current, Abs. and % Discount) Number of Sold Deals Category/Sub Category Availability in Time City, District, Latitude/Longitude Weather & more *Dataotuan adds new Daily Deal websites on a regular basis based on quality and time of existence. 24 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Dataotuan Geo CoverageDataotuan aggregates and analyzes the daily deal markets in Asia - China, Singapore, Malaysia, Philippines, Taiwan, Hong Kong, Indonesia Europe – UK, Ireland, France Oceania - Australia and New Zealand, Africa, Middle East - More countries will follow soon. DTT Web & Data available DTT Data available DTT will cover soon 25 © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Specifications 1 – Data Definitions All the data have been collected in the period Jan.1 – Dec.31, 2012. Number of deal sites tracked: 60 Number of cities tracked: 243 Definitions:  Nr. Deals – number of deals closed with the merchants and launched on the deal sites.  Nr. Sold – total number of times that the consumers bought deals.  Revenue: Nr.Sold * Current price (the price the consumer pays)  Top Deals – the 500 deals which generated the most revenue. Real estate and car deals are not included in the top deals as they are more likely to be advertisements instead of the real online shopping deals. © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
  • Specifications 2 - Categories Deals category/subcategory specification by Dataotuan. Local deals – the localized service deals, including dining, leisure and life services. Normally they are only available for consumers from a specific city. Dining Leisure Life Travel Shopping OthersLocal Cuisine Recreation/Games Photography Travel Food/Beverage Lucky draw Buffets Film/Exhibitions Car Maintenance Skin care/Make-up Charity donationDrinks/Dessert Drama/Shows Pet Care Household Asian Food KTV Education Clothing/Footgear GeneralWestern Food Sports/Fitness Medical Services Jewelry/Accessories vouchers for supermarkets, Hotpot/BBQ Leisure Others Hair/Nail Beauty Kids gasoline station, mobile phoneDining Others Beauty/Massage Electronic Products minutes, etc. Life Others Shopping Others © Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013