The Chinese Daily Deal Market in Q2 2012

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China Daily Deal Websites 2012 Q2 Report

Data source: Dataotuan.com 2012 Apr. 1- Jun. 30Published: Jul. 26, 2012

© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012

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


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.


Specifications 2 - Categories� Deals category/subcategory specification by Dataotuan.

DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping OthersOthersOthersOthers

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

General vouchers for supermarkets, gasoline station,

mobile phone minutes, etc.

Asian Food Travel Education/Training Clothing/Footgear

Western Food KTV Medical Services Jewelry/Accessories

Hotpot/BBQ Sports/Fitness Hair/Nail Beauty Kids

Dining Others Leisure Others Beauty/Massage Electronic Products

　　 Life Others Shopping Others


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 .

Juhuasuan, 21.5%

Meituan, 16.3%

55tuan, 9.7%Dianping, 8.3%

Nuomi, 6.5%

Shuangtian, 0.9%

Pintuan, 0.8%24quan, 0.6%

Ayatuan, 1.1%Juqi, 1.5%

Aibang, 1.6%

Others, 2.9%

Tuanweihui, 1.6%

Gaopeng, 1.7%

Didatuan, 2.1%

Liketuan, 2.9%

Manzuo, 3.5%

58tuan, 3.9%

Ftuan, 4.1%

Lashou, 5.7%

Gocn, 2.8%


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%.

Leisure, 25.2%

Life, 12.2%Others, 3.4%

Dining, 30.6%

Shopping,29.5%


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%.

63%61%79%80%46%62%50%51%Average Discount

95.796.8250.4233.8146149.6105.2110.7Average Price/Deal (Rmb)

86580199110273332226258Average Nr.Sold

/Deal

Q2Q1Q2Q1Q2Q1Q2Q1

ShoppingLifeLeisureDining　

146.5146.5146.5146.5 144.1144.1144.1144.1

373373373373343343343343

Q1Q1Q1Q1 Q2Q2Q2Q2

Average Nr. Sold of all

Average Price of all


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.

Top 5 sub-categories of Revenue Ranking

6.8%

6.9%

10.4%

10.7%

10.9%

Film

S hopping-others

C lothing/Footgear

Travel

Hotpot/B B Q


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.

Meituan, 22.8%

55tuan, 13.1%

Dianping, 11.5%Nuomi, 8.5%

Lashou, 7.7%

58tuan, 5.0%

Ftuan, 4.6%

Juhuasuan, 4.0%

Manzuo, 3.7%

Liketuan, 2.7%

Others, 1.9%

Top 11-20, 14.5%


2012 Q2 — Local Service Deals（2）� The average price of a local service deal is 153.7 Rmb, the average discount

overall is 60%.

282.5

113.2

100

150

200

250

300

美团窝窝团点评团糯米拉手 58团 F团聚划算满座 Like团

Average PriceAverage PriceAverage PriceAverage Price: : : : 111153535353....7777 RmbRmbRmbRmb

56%

71%

50%

55%

60%

65%

70%

75%

80%

Meituan55tuan

DianpingNuomi

Lashou58tuan

FtuanJuhuasuan

ManzuoLiketuan

Average DiscountAverage DiscountAverage DiscountAverage Discount:::: 60%60%60%60%


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.

12,600.3 61%151.922517,494 Northwest ChinaNorthwest ChinaNorthwest ChinaNorthwest China

12,915.4 60%168.220629,747 Southwest ChinaSouthwest ChinaSouthwest ChinaSouthwest China

9,922.1 59%123.718034,665 Northeast ChinaNortheast ChinaNortheast ChinaNortheast China

10,269.9 59%138.419241,845 Central ChinaCentral ChinaCentral ChinaCentral China

13,257.2 62%163.920855,693 South ChinaSouth ChinaSouth ChinaSouth China

14,993.5 61%161.826061,794 North ChinaNorth ChinaNorth ChinaNorth China

12,398.9 60%154.8212146,785 East ChinaEast ChinaEast ChinaEast China

Average Average Average Average Revenue (Rmb)Revenue (Rmb)Revenue (Rmb)Revenue (Rmb)

Average Average Average Average DiscountDiscountDiscountDiscount

Average Price/ Average Price/ Average Price/ Average Price/ Deal (Rmb)Deal (Rmb)Deal (Rmb)Deal (Rmb)

AverageAverageAverageAverage Nr Nr Nr Nr. . . . Sold/ DealSold/ DealSold/ DealSold/ Deal

NrNrNrNr. of Local . of Local . of Local . of Local DealsDealsDealsDeals


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

Others, 2.4%

Top11-20,10.9%

Dianping,1.9%

Nuomi,2.1%

55tuan,2.3%

Meituan,2.6%

Ftuan,2.9%

Liketuan,3.3%

Manzuo,3.5%

Tuanweihui,3.3%

Gocn,6.7%%

Juhuasuan,57.7%


2012 Q2 Summary1. More 1. More 1. More 1. More market concentrationmarket concentrationmarket concentrationmarket concentration; The lead group is increasing its lead. ; The lead group is increasing its lead. ; The lead group is increasing its lead. ; The lead group is increasing its lead. � 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 changed2. Average discount not changed2. Average discount not changed2. Average discount not changed; Average price fell slightly; Average price fell slightly; Average price fell slightly; Average price fell slightly. But average But average But average But average Nr. Sold is still falling. Nr. Sold is still falling. Nr. Sold is still falling. 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 Q1.3. Top 5 popular sub-categories are almost same as Q1.3. Top 5 popular sub-categories are almost same as Q1.3. 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 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?

Merchant AnalyticsMerchant AnalyticsMerchant AnalyticsMerchant Analytics

MerchantMerchantMerchantMerchant Store Store Store Store CountryCountryCountryCountry ProvinceProvinceProvinceProvince CityCityCityCity DistrictDistrictDistrictDistrict AddressAddressAddressAddress LatitudeLatitudeLatitudeLatitude LongitudeLongitudeLongitudeLongitude Nr. DealsNr. DealsNr. DealsNr. 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

Popular DealsPopular DealsPopular DealsPopular Deals

Top Subcategories in ShanghaiTop Subcategories in ShanghaiTop Subcategories in ShanghaiTop Subcategories in ShanghaiShopping-Clothing 11.80%Dining-Hotpot/BBQ 10.20%Leisure-Movie 9.50%

1. Popular sub-categories?1. Popular sub-categories?1. Popular sub-categories?1. Popular sub-categories?

2. Active merchants?2. Active merchants?2. Active merchants?2. Active merchants?

3. Deal history?3. Deal history?3. Deal history?3. Deal history?

4. Deals sites pricing strategy and outcome?4. Deals sites pricing strategy and outcome?4. Deals sites pricing strategy and outcome?4. Deals sites pricing strategy and outcome?14

Deal HistoryDeal HistoryDeal HistoryDeal History

Start timeStart timeStart timeStart time End timeEnd timeEnd timeEnd time Deal UrlDeal UrlDeal UrlDeal Url Deal NameDeal NameDeal NameDeal Name WebsiteWebsiteWebsiteWebsite CategoryCategoryCategoryCategory SubcategorySubcategorySubcategorySubcategory Nr. SoldNr. SoldNr. SoldNr. Sold PricePricePricePrice ValueValueValueValue DiscountDiscountDiscountDiscount RevenueRevenueRevenueRevenue49 258 550.8 4.6 11892

2012/2/29 2012/3/5 http://sh.nuomi.com/deal/heitudi02.html198元享原价584元的黑土地农家院5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！盆盆精彩，份份满足！Nuomi Dining Local Cuisine 62 198 461 4.3 122762012/2/17 2012/3/15 http://t.58.com/sh/21719731622380034【正宗东北特色菜，清明节假期通用】 198元享原价463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，大碗喝酒，幸运的话还能坐到东北大炕哦！让您足不出沪，就能享受到最原汁原味的东北菜肴、最具特色的东北风情！盆盆精彩，份份满足！可以不扶墙进，但一定会扶墙出哦 ……58tuan Dining Local Cuisine 27 198 463 4.3 53462012/2/10 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：长白山红烧鹿筋+板栗烧驴肉+老家石锅烧鲶鱼+小鸡炖蘑菇+汆白肉+老家传统锅包肉+贼正宗哈尔滨红肠+黑土地地三鲜+特色手工大拉皮+拔丝地瓜+粗粮玉米饼+白菜肉水饺！Didatuan Dining Local Cuisine 79 238 575 4.14 188022011/8/30 2012/12/24 http://www.groupon.cn/ShangHai/-5690889004661427184.html仅需￥398元，即可团购原价704元的黑土地农家院8-10人套餐：七彩拉皮+熟食拼盘+金牌手抓骨头+野生黑木耳+招牌红烧鹿筋+野生香煎马哈鱼+板栗烧鹿肉+小笨鸡炖蘑菇+农家满锅香+传统锅包肉+炒山野菜+拨丝香蕉+特色水饺+特色饼！美味实打实，好吃不忽悠！黑土地农家院，正宗东北菜，味道杠杠地！Groupon Dining Dining Others 28 398 704 5.7 11144

MerchartMerchartMerchartMerchart 黑土地农家院

AverageAverageAverageAverage


• 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?

Dataotuan Sales Tool – Deal Site Analytics 1

Average Price & Discount of Deal WebsitesAverage Price & Discount of Deal WebsitesAverage Price & Discount of Deal WebsitesAverage Price & Discount of Deal WebsitesDeal Websites Market Share in East ChinaDeal Websites Market Share in East ChinaDeal Websites Market Share in East ChinaDeal Websites Market Share in East China

15

Top Deals CategorizingTop Deals CategorizingTop Deals CategorizingTop Deals Categorizing


Deal Websites Score CardDeal Websites Score CardDeal Websites Score CardDeal Websites Score Card

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?

16

Site AFrom 2011/12/1 Till 2011/12/31China

DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping Ranking RevenueRanking RevenueRanking RevenueRanking Revenue Revenue %Revenue %Revenue %Revenue % Ranking Nr.soldRanking Nr.soldRanking Nr.soldRanking Nr.sold Nr. sold %Nr. sold %Nr. sold %Nr. sold %Site A 37% 25% 26% 12% 4 9.80% 2 7.90%Average 24% 26% 23% 27% - - - -

Price/dealPrice/dealPrice/dealPrice/deal Dicount/dealDicount/dealDicount/dealDicount/deal Nr.sold/dealNr.sold/dealNr.sold/dealNr.sold/deal Revenue/dealRevenue/dealRevenue/dealRevenue/deal Nr.city coveredNr.city coveredNr.city coveredNr.city covered No.1No.1No.1No.1 No.2No.2No.2No.2 No.3No.3No.3No.3Site A 108 62% 1331 49832 84 Shanghai Tianjin HangzhouAverage 142 60% 453 12540 52 Beijing Shanghai Guangzhou

Deal site name

Time periodGeo covering

% per category (revenue) Ranking & Market share of the site

Deal performance & pricing City covered and top 3 city by revenue

Site BFrom 2011/12/1 Till 2011/12/31China

DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping Ranking RevenueRanking RevenueRanking RevenueRanking Revenue Revenue %Revenue %Revenue %Revenue % Ranking Nr.soldRanking Nr.soldRanking Nr.soldRanking Nr.sold Nr. sold %Nr. sold %Nr. sold %Nr. sold %Site B 12% 23% 17% 45% 3 10.20% 5 5.70%Average 24% 26% 23% 27% - - - -

Price/dealPrice/dealPrice/dealPrice/deal Dicount/dealDicount/dealDicount/dealDicount/deal Nr.sold/dealNr.sold/dealNr.sold/dealNr.sold/deal Revenue/dealRevenue/dealRevenue/dealRevenue/deal Nr.city coveredNr.city coveredNr.city coveredNr.city covered No.1No.1No.1No.1 No.2No.2No.2No.2 No.3No.3No.3No.3Site B 123 62% 1540 58713 97 Shanghai Nanjing TianjinAverage 142 60% 453 12540 52 Beijing Shanghai Guangzhou

Deal site name

Time periodGeo covering

Deal performance & pricing City covered and top 3 city by revenue

% per category (revenue) Ranking & Market share of the site


• 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.

Dataotuan Investor Tool

Nr. Deals Trend 2011Nr. Deals Trend 2011Nr. Deals Trend 2011Nr. Deals Trend 2011

17

358,085

256,407

124,602

52,309

Q1 Q2 Q3 Q4

Nr. Deals in totalLocal Service DealsShopping Deals

137.4141.2110.9109.5

497531

1,015

1,974

Q1 Q2 Q3 Q4

Average Price

Average Nr. Sold

Average Price/Nr. Sold 2011Average Price/Nr. Sold 2011Average Price/Nr. Sold 2011Average Price/Nr. Sold 2011

City Market Analytics 2012 Feb.City Market Analytics 2012 Feb.City Market Analytics 2012 Feb.City Market Analytics 2012 Feb.

© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jul. 2012 18

About Dataotuan.com

Dataotuan, 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 them

2. To analyze the deal data in order to find out what constitutes the best daily deal


Dataotuan Tracks & Collects

Dataotuan Tracks

*Dataotuan adds new Daily Deal websites on a regular basis based on quality and time of existence.

Deal TitlePrice (Original, Current, Abs. And % Discount) Number of Sold DealsCategory/Sub CategoryAvailability in TimeCity, District, Latitude/Longitude Weather & more

Deals & Revenue per DistrictNumber of “real’ active Cities/Provinces

Number of DealsGross revenue Province, City, District, Category, Sub Cat.

345345345345 cities in Mainland China(*)

5000 5000 5000 5000 –––– 10000 10000 10000 10000 new deals every day

Dataotuan Collects

111125252525 of the main Daily Deal Sites


Dataotuan Geo CoverageDataotuan aggregates and analyzes the daily deal markets in Asia - 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 Map Announcements – 1 � Dataotuan has Customizable Deal Maps for each Country


Dataotuan Mobile Announcements – 2

� Dataotuan has Mobile, location aware HTML5 websites for each Country


� 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 QQ's data from 2011 Sep.

� Please contact us if you have any questions/remarks related to this report.

Contact Dataotuan

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The Chinese Daily Deal Market in Q2 2012

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