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Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
Daily Deal Industry in China Q3, 2012 inc. Travel Special
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Daily Deal Industry in China Q3, 2012 inc. Travel Special

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An Overview of the China Group-buying Market in 2012, Q3 …

An Overview of the China Group-buying Market in 2012, Q3

Travel Deals are becoming Hot Tickets.
Daily Deals still going strong in China.

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  • 1. Dataotuan.com China Daily Deal Websites 2012 Q3 ReportPublished: Nov. 20, 2012 Data source: Dataotuan.com 2012 Jul. 1- Sept. 30
  • 2. Table of Contents Specifications Main Daily Deal Websites Analytics Local Service Deals Comparison Product Deals Comparison Travel Deals Deal Website Verticals Summary Dataotuan Sales/Investor Tools Dataotuan Announcements – Countries, Maps, Mobile Contact © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 2
  • 3. A Snapshot of a Day in Daily Deals in Shanghai © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 3
  • 4. Specifications 1 – Data Definitions All the data have been collected in the period Jul.1 – Sept.30, 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.dataotuan.com - Oct. 2012 4
  • 5. 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 Shopping Others Local Cuisine Recreation/Games Photography Food/Beverage Lucky draw Buffets Film/Exhibitions Car Maintenance Skin care/Make-up Charity donation Drinks/Dessert Drama/Shows Pet Care Household Asian Food Travel Education/Training Clothing/Footgear General vouchers Western Food KTV Medical Services Jewelry/Accessories for supermarkets, gasoline station, Hotpot/BBQ Sports/Fitness Hair/Nail Beauty Kids mobile phone minutes, etc. Dining Others Leisure Others Beauty/Massage Electronic Products     Life Others Shopping Others © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 5
  • 6. 2012 Q3 — Market Shares Overall (Services & Products) The total revenue of local service deals and product deals is around 7.6 billion in 2012 Q3. The top 20 deal sites have 98.3% of the market. Juhuasuan has the biggest market share (29.7%), influenced by its abundance of product deals . Meituan 15.1% Juhuasuan 29.7% Dianping 9.5% Nuomi 6.9% Lashou 6.7% Others 55tuan 6.4% 12.7% Manzuo Ftuan 2.6% 58tuan3.5% Tuanweihui 4.1% 2.8% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 6
  • 7. 2012 Q3 — Categories Shopping accounts for 34.5% and becomes the top popular category. Dining deals are the 2nd most popular category (27.2%). Leisure follows as the 3rd most popular category with 22.4%. 34.50% 27.20% 4.10% 11.80% 22.40% Shopping Dining Leisure Life Others © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 7
  • 8. 2012 Q3 — Discounts, Prices, Nr. Sold Trends The average Nr. Sold and Price continued to recover in Q3. The average discount was on the same level (59%) as in Q2, Compared to Q1/Q2 2012, the average discount for Life & Shopping is less. 59% Q3 168.6 442 Average Nr. Sold of all 61% Average Price of all Q2 152.2 421 Average Discount of all 61% Q1 143.5 362  Dining Leisure Life Shopping  Q1 Q2 Q3 Q1 Q2 Q3 Q1 Q2 Q3 Q1 Q2 Q3Average 258 226 291 332 273 334 110 99 126 801 865 915Nr.Sold/DealAverage 110.7 105.2 109.6 149.6 146 175.7 233.8 250.4 318.1 96.8 95.7 120.1Price/DealAverage 51% 50% 50% 62% 46% 59% 80% 79% 78% 61% 63% 59%Discount © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 8
  • 9. 2012 Q3 — Top Grossing Subcategories In Q3, Clothing/Footgear was the most popular subcategory. Hotpot/BBQ &Travel were the next most popular subcategories. These two subcategories always sell the best throughout the year. Top 5 Subcategories in Revenue Clothing/Footgear 12.90% Hotpot/BBQ 9.80% Travel 9.00% Photography 6.30% Film 5.80% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 9
  • 10. 2012 Q3 — Local Service Deals Overall Revenue of local service deals (Dining/Leisure/Life) in Q3 is about 5 billion. The Top 10 websites accounted for 81.3%. Meituan has the biggest Revenue market share of local service deals (20.3%), followed by Dianping (13.8%) and Nuomi (9.7%). Meituan 20.3% Dianping 13.8% Others 1.9% Nuomi 9.7% Top 11-20 16.8% Lashou 9.1% 55tuan 9% Juqi Juhuasuan Manzuo 58tuan Ftuan 2.5% 5.3% 3.1% 3.7% 4.4% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 10
  • 11. 2012 Q3 — Local Service Deals ( 2 ) Average price of a local service deal is 185.9 Rmb, Average discount overall is 59%. Average Price: 185.9 Rmb Average Discount: 59%350 65% 66%300 63% 64% 62%250 59% 59% 59% 60%200 58% 58% 57% 56% 58%150 56% 56%100 54% 119.8 235.7 157.9 202.8 181 289.5 185.7 145.8 144.4 141.250 52% 0 50% i an i n g an an u o an q m ua in zu o Ju su tu tu o sh tu p Ft an Nu 55 58 an ei ua La MM Di h Ju © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 11
  • 12. 2012 Q3 — Local Service Deals ( 3 ) In Q3 the regions show the same pattern as always  The amount of daily deals launched in East China are still far more than the other regions. Southwest and especially Northwest China are trailing behind. Average Nr. Sold Average Price Average Discount Average Revenue Deal Nr.East China 281 175.9 59% 16684.8 103790Middle China 231 145.8 58% 12400 30005North China 332 177.2 61% 20699.3 42096South China 248 208.2 61% 17028.6 42291Northeast China 212 127.1 57% 10959.7 23082Northwest China 296 162.8 61% 16748.5 12074Southwest China 232 173.7 59% 14240.8 22988 © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 12
  • 13. 2012 Q3 — Product Deals (physical products) In Q3, revenue of Juhuasuan shopping deals is more than the total revenue of all its competitors combined. Juhuasuan accounts for 69.7% of Product Deals Revenue.  In South China the average deal price is the highest, Northeast China the lowest. Juhuasuan,69.7% Tuweihui,7.2% Ftuan,3.5% Manzuo,1.6% Nuomi,1.3% Boletuan,1.2% Others, 2.4% Top11-20,7.5% 55tuan,1.2% Dianping,1.4% Lashou,1.8% Meituan,3.3%% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 13
  • 14. Trend – Travel Deals About 60,000 travel deals have been launched in China in 2012 Q3. Travel, as a subcategory, has the biggest amount in deals number. Travel deals revenue is nearly 600 million, 9% of the total revenue in 2012 Q3. Even for typical local service deal websites, such as Dianping/Meituan, the share of travel deals is growing. 11.80% 11.50% 11.00% 8.80% 8.80% 11.40% 7.80% 7.70% 8.10% 10.70% 6.90% 8.10% 8.40% 6.10% 6.10% 5.30% 4.50% 4.10% Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sept. Dianping Meituan © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 14
  • 15. International Trend – Travel Deals According to data from Dataotuan international, travel deals are not only very popular in the Chinese market, but also abroad. In most countries Travel is in top 5 by revenue  Top1 Top2 Top3 Top4 Top5 China Shopping-Clothing Dining-Hotpot Travel Life-Photography Leisure-Film Life- Singapore Travel Dining-Buffet Leisure-Others Shopping-Electronic Beauty/Massage Malaysia Shopping-Electronic Shopping-Others Travel Shopping-Housing Shopping-Jewelry Life- Life-Hair/NailPhilippines Travel Shopping-Electronic Dining-Buffet Beauty/Massage Beauty Life-New Zealand Dining-Western Shopping-Others Leisure-Sports Travel Beauty/Massage Life- Australia Travel Shopping-Housing Shopping-Others Shopping-Electronic Beauty/Massage Life- France Shopping-Electronic Shopping-Housing Travel Dining-Western Beauty/Massage Life- UK Travel Shopping-Electronic Shopping-Others Life-Education Beauty/Massage Life- Ireland Travel Life-Education Life-Hair/Nail Beauty Dining-Others Beauty/Massage Life- Taiwan Shopping-Electronic Dining-Western Dining-Dessert Shopping-Food Beauty/Massage © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 15
  • 16. Deal Website Verticalization After 3 years of development, Groupbuying has seen many verticals growing in their own niche markets Maternity & Baby Skincare & Make-up Photography © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 16
  • 17. 2012 Q3 Summary1. More market concentration; The lead group is increasing its lead. In Q3 2012, the revenue of the daily deals is about 7.6 billion. The Top 20 websites accounted for 98.3% market share. Meituan, Dianping & Nuomi make up the top 3 in the local deals’ revenue list. Juhuasuan is leading by far with shopping (product) deals. The revenue of Juhuasuan shopping deals accounted for 69.7%.2. Average discount was stable; Average price and Nr. Sold recovered Compared to Q1/Q2 2012, the average discount of Dining/Life/Shopping was slightly down The average discount of shopping deals in Q3 was more favorable than Q1&Q2’s, and the average nr. Sold kept increasing.3. Shopping was the most popular category in Q3; Clothing/Footgear ranked top 1 of subcategory. In Q3, Clothing/Footgear was the most popular subcategory. Hotpot/BBQ and Travel were the most popular subcategories in previous quarters 2012. These 2 sub-categories are always bestsellers throughout the year. © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 17
  • 18. 2012 Q3 Summary Travel Special1. Travel is the new “hot” category Travel, as a subcategory, has the biggest amount in deals number Travel deals revenue is nearly 600 million, 9% of the total revenue in 2012 Q3. Even for typical local service deal websites, such as Dianping/Meituan, the share of travel deals is growing.2. International Travel Deals Travel ranks in the top 5 of most published deals in almost all countries Dataotuan tracks. Travel is the top subcategory in Australia, UK, Philippines, Singapore and Ireland © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 18
  • 19. Data Products For Sale© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 19
  • 20. Dataotuan Sales Tool – Merchants Analytics  What kind of deals are popular in a city?  Who are the good merchants? Where can you find them?  What is their daily deal history, including price, discount, sold count, etc?  Which merchants are your competitors cooperating with?  What is their pricing strategy to generate a popular deal? Popular Deals 1. Popular sub-categories? Top Subcategories in Shanghai Shopping-Clothing 11.80% Dining-Hotpot/BBQ 10.20% 2. Active merchants? Leisure-Movie 9.50%Merchant AnalyticsMerchant Store Country Province City District Address Latitude Longitude Nr. Deals黑土地农家院 黑土地农家院 China Shanghai Shanghai Jingan District 静安区北京西路1213号 31.23 121.45 4 3. Deal history? Deal History Merchart 黑土地农家院 Start time End time Deal Url Deal Name Website Category Subcategory Nr. Sold Price Value Discount Revenue Average 49 258 550.8 4.6 11892 2012/2/29 2012/3/5 http://sh.nuomi.com/deal/heitudi02.html 198元享原价584元的黑土地农家院5Local Cuisine 62 Nuomi Dining 至6人套餐!让您足不出沪,就能享受到最原汁原味的东北菜肴和最具特 198 461 4.3 12276 2012/2/17 2012/3/15 http://t.58.com/sh/21719731622380034 58tuan Dining 【正宗东北特色菜,清明节假期通用】 Local Cuisine 27 元的黑土地农家院5-6人餐!悠悠黑土地,浓浓东北情 198元享原价463 198 463 4.3 5346 2012/2/10 2012/3/7 http://shanghai.didatuan.com/team.php?id=28011 【南京西路】点评四星商户,品质保证!仅238元,原价575元『东北黑土地农家院』5-7人套餐:长白山红烧 Didatuan Dining Local Cuisine 79 238 575 4.14 18802 2011/8/30 2012/12/24 http://www.groupon.cn/ShangHai/-5690889004661427184.html8-10人套餐:七彩拉皮+熟食拼盘+金牌手抓骨头+野生黑木 仅需¥398元,即可团购原价704元的黑土地农家院 28 Groupon Dining Dining Others 398 704 5.7 11144 4. Deals sites pricing strategy and outcome?z © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 20
  • 21. Dataotuan Sales Tool – Deal Site Analytics 1 What is the market status in general and in a specific city? What is your competitors’ sales & pricing strategy? Should you adjust your pricing strategy according to market trends? Should you change the products combination? Average Price & Discount of Deal Websites Deal Websites Market Share in East China Top Deals Categorizing © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 21
  • 22. Dataotuan Sales Tool – Deal Site Analytics 2 Are you doing better than the average? Are you going up or down in ranking? Who are your competitors? How competitive are they? Which categories, which regions/cities should you focus on more? Deal Websites Score Card Deal site name Site A Time period From 2011/12/1 Till 2011/12/31 Geo covering China % per category (revenue) Ranking & Market share of the site Dining Leisure Life Shopping Ranking Revenue Revenue % Ranking Nr.sold Nr. sold %Site A 37% 25% 26% 12% 4 9.80% 2 7.90%Average 24% 26% 23% 27% - - - - Deal performance & pricing City covered and top 3 city by revenue Price/deal Dicount/deal Nr.sold/deal Revenue/deal Nr.city covered No.1 No.2 No.3Site A 108 62% 1331 49832 84 Shanghai Tianjin HangzhouAverage 142 60% 453 12540 52 Beijing Shanghai Guangzhou Deal site name Site B Time period From 2011/12/1 Till 2011/12/31 Geo covering China % per category (revenue) Ranking & Market share of the site Dining Leisure Life Shopping Ranking Revenue Revenue % Ranking Nr.sold Nr. sold %Site B 12% 23% 17% 45% 3 10.20% 5 5.70%Average 24% 26% 23% 27% - - - - Deal performance & pricing City covered and top 3 city by revenue Price/deal Dicount/deal Nr.sold/deal Revenue/deal Nr.city covered No.1 No.2 No.3Site B 123 62% 1540 58713 97 Shanghai Nanjing TianjinAverage 142 60% 453 12540 52 Beijing Shanghai Guangzhou © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 22
  • 23. Dataotuan Investor Tool What is the market status in general? What is the estimation of the Gross Revenue of the main Daily Deal websites? What are the revenue trends for the main Daily Deal websites? Pricing trends & Strategy, category trends, location trends.Nr. Deals Trend 2011 358,085 256,407 Average Price/Nr. Sold 2011 1,974 124,602 City Market Analytics 2012 Feb. 52,309 1,015 531 497 Q1 Q2 Q3 Q4 109.5 110.9 141.2 137.4 Nr. Deals in total Local Service Deals Q1 Q2 Q3 Q4 Shopping Deals Average Price Average Nr. Sold © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 23
  • 24. Dataotuan 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 Competitve data – where are daily deals sourced © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 24
  • 25. About Dataotuan.comDataotuan, a unique daily deal aggregator and analytics platform in China,was started with 2 goals in mind.1. To recommend the best deals to our users based on where they are, what they like and when they want it as well as giving them tools to manage them2. To analyze the deal data in order to find out what constitutes the best daily deal © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 25
  • 26. Dataotuan Tracks & CollectsDataotuan 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. © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 26
  • 27. 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 © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 27
  • 28. Dataotuan Map Announcements – 1 Dataotuan has Customizable Deal Maps for each Country © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 28
  • 29. Dataotuan Mobile Announcements – 2 Dataotuan has Mobile, location aware HTML5 websites for each Country © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 29
  • 30. 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. Please contact us if you have any questions/remarks related to this report. © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Oct. 2012 30

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