Dataotuan.comChina Daily Deal Websites     2012 Q2 Report           Published: Jul. 26, 2012           Data source: Dataot...
Table of Contents� Specifications� Main Daily Deal Websites Analytics� Local Service Deals Comparison� Product Deals Compa...
Specifications 1 – Data Definitions�   All the data have been collected in the period Apr. 1 – Jun. 30, 2012.�   Number of...
Specifications 2 - Categories� Deals category/subcategory specification by Dataotuan.     Dining            Leisure       ...
2012 Q2 — Market Shares� The total revenue of local service deals and product deals is around 7 billion  in 2012 Q2. The t...
2012 Q2 — Top Grossing Categories� Dining accounts for 30.6% of the highest grossing top deals. Shopping deals  are the 2n...
2012 Q2 — Discounts, Prices, Nr. Sold Trends� The average discount was on the same level (61%), while the average Nr.  Sol...
2012 Q2 — Top Grossing Subcategories� Hotpot/BBQ &Travel were the most popular subcategories in Q1 and Q2  2012. These two...
2012 Q2 — Local Service Deals Overall� Revenue of local service deals (Dining/Leisure/Life) in Q2 is about 4.9 billion  Th...
2012 Q2 — Local Service Deals(2)� The average price of a local service deal is 153.7 Rmb, the average discount  overall is...
2012 Q2 — Local Service Deals(3)� In Q2 the regions show the same pattern as in Q1, 2012    � The amount of daily deals la...
2012 Q2 — Product Deals (physical products)� In Q2,revenue of Juhuasuan shopping deals is more than the total revenue  of ...
2012 Q2 Summary1. More market concentration; The lead group is increasing its lead.                concentration;� In Q2 2...
Dataotuan Sales Tool – Merchants Analytics •    What kind of deals are popular in a city? •    Who are the good merchants?...
Dataotuan Sales Tool – Deal Site Analytics 1•    What is the market status in general and in a specific city?•    What is ...
Dataotuan Sales Tool – Deal Site Analytics 2•     Are you doing better than the average? Are you going up or down in ranki...
Dataotuan Investor Tool•   What is the market status in general?•   What is the estimation of the Gross Revenue of the mai...
About Dataotuan.comDataotuan, a unique daily deal aggregator and analytics platform in China,was started with 2 goals in m...
Dataotuan Tracks & CollectsDataotuan Tracks                                            Dataotuan Collects125 of the main D...
Dataotuan Geo CoverageDataotuan aggregates and analyzes the daily deal markets inAsia - China, Singapore, Malaysia, Philip...
Dataotuan Map Announcements – 1� Dataotuan has Customizable Deal Maps for each Country                      © Dataotuan - ...
Dataotuan Mobile Announcements – 2� Dataotuan has Mobile, location aware HTML5 websites for each Country                  ...
Contact Dataotuan We’re happy to help you, please contact us at: We’        Chinese +86 13761796676                       ...
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The Chinese Daily Deal Market in Q2 2012

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An overview of the Chinese Daily Deal (Group-buying Market) in Q2 2012:Who are the main players, What's the difference of top subcategories by region

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The Chinese Daily Deal Market in Q2 2012

  1. 1. Dataotuan.comChina Daily Deal Websites 2012 Q2 Report Published: Jul. 26, 2012 Data source: Dataotuan.com 2012 Apr. 1- Jun. 30
  2. 2. Table of Contents� Specifications� Main Daily Deal Websites Analytics� Local Service Deals Comparison� Product Deals Comparison� Summary� Dataotuan Sales/Investor Tools� About Dataotuan� Dataotuan Announcements – Countries, Maps, Mobile� Contact © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  3. 3. Specifications 1 – Data Definitions� All the data have been collected in the period Apr. 1 – Jun. 30, 2012.� Number of deal sites tracked: 125� Number of cities tracked: 345� 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. � Local deals – the localized service deals, including dining, leisure and life services. Normally they are only available for consumers from a specific city. © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  4. 4. Specifications 2 - Categories� Deals category/subcategory specification by Dataotuan. 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 - Jul. 2012
  5. 5. 2012 Q2 — Market Shares� The total revenue of local service deals and product deals is around 7 billion in 2012 Q2. The top 20 deal sites have 97.1% of the market.� Juhuasuan has the biggest market share (21.5%), influenced by its abundance of product deals . Pintuan, 0.8% 24quan, 0.6% Others, 2.9% Shuangtian, 0.9% Ayatuan, 1.1% Juhuasuan, 21.5% Juqi, 1.5% Aibang, 1.6% Tuanweihui, 1.6% Gaopeng, 1.7% Didatuan, 2.1% Gocn, 2.8% Liketuan, 2.9% Manzuo, 3.5% 58tuan, 3.9% Meituan, 16.3% Ftuan, 4.1% Lashou, 5.7% Nuomi, 6.5% 55tuan, 9.7% Dianping, 8.3% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  6. 6. 2012 Q2 — Top Grossing Categories� Dining accounts for 30.6% of the highest grossing top deals. Shopping deals are the 2nd most popular category among the top deals (29.5%). Leisure followed as 3rd popular category with 25.2%. Others, 3.4% Life, 12.2% Dining, 30.6% Leisure, 25.2% Shopping, 29.5% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  7. 7. 2012 Q2 — Discounts, Prices, Nr. Sold Trends� The average discount was on the same level (61%), while the average Nr. Sold and Price continued to decline in Q2.� Compared to Q1 2012, the average discount of local service deals was slightly down, and the average nr. Sold was further shrinking in Q2.� The average price and discount of shopping deals in Q2 was more favorable than Q1’s, and the average nr. Sold increased by 7%. 373 343 Dining Leisure Life Shopping   Q1 Q2 Q1 Q2 Q1 Q2 Q1 Q2Average Nr.Sold 258 226 332 273 110 99 801 865 146.5 144.1 /Deal Average Price 110.7 105.2 149.6 146 233.8 250.4 96.8 95.7 /Deal (Rmb) Q1 Q2Average Discount 51% 50% 62% 46% 80% 79% 61% 63% Average Nr. Sold of all Average Price of all © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  8. 8. 2012 Q2 — Top Grossing Subcategories� Hotpot/BBQ &Travel were the most popular subcategories in Q1 and Q2 2012. These two subcategories always sell the best throughout the year.� In Q2, influenced by the season, more Clothing/Footgear deals were launched and did well. To p 5 sub -ca te g o rie s o f Re ve nue Ra nking Ho tp o t/B B Q 1 0 .9 % Tra ve l 1 0 .7 % C lo thing /F o o tg e a r 1 0 .4 % S ho p p ing -o the rs 6 .9 % F ilm 6 .8 % © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  9. 9. 2012 Q2 — Local Service Deals Overall� Revenue of local service deals (Dining/Leisure/Life) in Q2 is about 4.9 billion The Top 10 websites accounted for 83.6%.� In terms of total revenue, Meituan has the biggest market share of local service deals (22.8%), followed by 55tuan (13.1%) and Dianping (11.5%). The same top 3 as in Q1, 2012. Others, 1.9% Top 11-20, 14.5% Meituan, 22.8% Liketuan, 2.7% Manzuo, 3.7% Juhuasuan, 4.0% Ftuan, 4.6% 55tuan, 13.1% 58tuan, 5.0% Lashou, 7.7% Dianping, 11.5% Nuomi, 8.5% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  10. 10. 2012 Q2 — Local Service Deals(2)� The average price of a local service deal is 153.7 Rmb, the average discount overall is 60%. 300 282.5 Average Price: 153.7 Rmb Price: 53. 250 200 150 113.2 100 美团 窝窝团 点评团 糯米 拉手 58团 F团 聚划算 满座 Like团 80% 75% Average Discount: 60% Discount: 71% 70% 65% 60% 56% 55% 50% Me 55 D ia Nu La 58 F tu Ju h Ma Lik itua tua np om sh o tua an ua n zu et u n n ing i u n sua o an n © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  11. 11. 2012 Q2 — Local Service Deals(3)� In Q2 the regions show the same pattern as in Q1, 2012 � 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. � In Southwest China the average deal price is the highest, Northeast China the lowest. Nr. of Local Nr. Average Nr. Nr. Average Price/ Average Average Deals Sold/ Deal Deal (Rmb) Discount Revenue (Rmb) East China 146,785 212 154.8 60% 12,398.9 North China 61,794 260 161.8 61% 14,993.5 South China 55,693 208 163.9 62% 13,257.2 Central China 41,845 192 138.4 59% 10,269.9 Northeast China 34,665 180 123.7 59% 9,922.1 Southwest China 29,747 206 168.2 60% 12,915.4 Northwest China 17,494 225 151.9 61% 12,600.3 © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  12. 12. 2012 Q2 — Product Deals (physical products)� In Q2,revenue of Juhuasuan shopping deals is more than the total revenue of all its competitors combined.� Juhuasuan accounts for 57.7% of Product Deals Revenue Juhuasuan,57.7% Gocn,6.7%% Manzuo,3.5% Ftuan,2.9% 55tuan,2.3% Dianping,1.9% Others, 2.4% Top11-20,10.9% Nuomi,2.1% Meituan,2.6% Liketuan,3.3% Tuanweihui,3.3% © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  13. 13. 2012 Q2 Summary1. More market concentration; The lead group is increasing its lead. concentration;� In Q2 2012, the revenue of the daily deals is about 7 billion. The Top 20 websites accounted for 97.1% market share.� Meituan, 55tuan & Dianping 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 57.7%.2. Average discount not changed; Average price fell slightly. But average changed; Nr. Sold is still falling.� In Q2, more than 480,000 deals were launched. Total deal number has produced record.� Compared to Q1, the average discount did not change; avg. price fell slightly.3. Top 5 popular sub-categories are almost same as Q1.� Hotpot/BBQ, Travel were the most popular subcategories in Q1 and Q2 2012. These 2 sub-categories are always best seller throughout the year.� In Q2, Clothing/Footgear , influenced by the season, launched more deals and performed well. © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012
  14. 14. 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 2012/3/5 198元享原价584元的黑土地农家院 5Local Cuisine 62 http://sh.nuomi.com/deal/heitudi02.html 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色的关东情调! 198 461 4.3 12276 2012/2/17 2012/3/15 【正宗东北特色菜,清明节假期通用】 198元享原价27 元的黑土地农家院 5-6 人餐!悠悠黑土地,浓浓东北情。大口吃肉,大 58tuan http://t.58.com/sh/21719731622380034Dining Local Cuisine 463 198 463 4.3 5346 2012/2/10 2012/3/7 【南京西路】点评四星商户,品质保证!仅 Local Cuisine 79 575元『东北黑土地农家院』 5-7 人套餐:长白山红烧鹿筋 +板栗烧驴 http://shanghai.didatuan.com/team.php?id=28011 Didatuan Dining 238元,原价 238 575 4.14 18802 2011/8/30 2012/12/24 http://www.groupon.cn/ShangHai/-5690889004661427184.html 8-10 人套餐:七彩拉皮 +熟食拼盘+金牌手抓骨头 +野生黑木耳 +招牌红烧 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? © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012 14
  15. 15. 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 - Jul. 2012 15
  16. 16. 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 - Jul. 2012 16
  17. 17. 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 1,974 Average Price/Nr. Sold 2011 124,60252,309 City Market Analytics 2012 Feb. 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 - Jul. 2012 17
  18. 18. 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 - Jul. 2012 18
  19. 19. Dataotuan Tracks & CollectsDataotuan Tracks Dataotuan Collects125 of the main Daily Deal Sites Number of Deals Gross revenue Province, City, District, Category, Sub Cat.345 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 - Jul. 2012 19
  20. 20. Dataotuan Geo CoverageDataotuan aggregates and analyzes the daily deal markets inAsia - China, Singapore, Malaysia, Philippines, Taiwan, Hong Kong, IndonesiaEurope – UK, Ireland, FranceOceania - 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 - Jul. 2012 20
  21. 21. Dataotuan Map Announcements – 1� Dataotuan has Customizable Deal Maps for each Country © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012 21
  22. 22. Dataotuan Mobile Announcements – 2� Dataotuan has Mobile, location aware HTML5 websites for each Country © Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012 22
  23. 23. Contact Dataotuan We’re happy to help you, please contact us at: We’ Chinese +86 13761796676 Email: wenli@dataotuan.com English +86 13801660890 Email: gemme@dataotuan.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 - Jul. 2012 23

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