The Chinese Daily Deal Market in 2012 Q1

Dataotuan.com

The Chinese Daily Deal Market
in 2012 Q1
Special: The Chinese Daily Deal Websites Pyramid
- The Top 20 Sites in 4 Levels

Published: May 2, 2012
Data source: Dataotuan.com 2012 Q1

Table of Contents

 Specifications
 Main Daily Deal Websites Analytics
 Deal Categories
 Deal Sites Pricing
 Active Merchants
 Summary
 Dataotuan Sales/Investor Tools
 About Dataotuan
 Dataotuan Announcements – Countries, Maps, Mobile
 Contact

© Dataotuan - blog.dataotuan.com – www.dataotuan.com – 2012 Q1 2

Specifications 1 – Data Definitions
1. All the data have been collected in the period Jan. 1 – Mar. 31, 2012.
2. Number of deal sites tracked: 125
3. Number of cities tracked: 345
4. Definitions:

① Nr. Deals – number of deals closed with the merchants and launched
on the deal sites.
② Nr. Sold – total number of times that the consumers bought deals.
③ Revenue: Nr.Sold * Current price (the price the consumer pays)
④ 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.
⑤ 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.

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


2012 Q1 – Main Daily Deal Websites (part 1)
 In Q1 2012, the total revenue of the daily deal market is around 4.5 billion.
The Top 10 websites account for 78.6% market share.
 Since the beginning of 2012, Dianping’s monthly revenue keeps growing at
30% per month. If it continues like this, soon it will become the 3rd website
with a monthly revenue of more than 0.2 billion, following Meituan & 55tuan.

Others, 4.6%
Meituan, 16.7%

Top 11-20, 16.8%

Didatuan, 2.9% 55tuan, 12.0%

Manzuo, 3.9%

Ftuan, 5.1%

Dianping, 10.2%
Juhuasuan, 5.7%

Nuomi, 6.2% Lashou, 9.5%
58tuan, 6.4%

2012 Q1 — Main Daily Deal Websites (part 2)
 Dataotuan tracks the major deal sites, which launch local service deals as
well as online shopping deals. The pure online shopping deal sites are
excluded from the Dataotuan statistics.
 The top 20 sites fall into 4 levels, taking nearly 95% of the market share.

1st Level (Top 4)
Meituan  Monthly Revenue/site: >= 200 mio.
55tuan  Total market Share: 45-48%
Dianping  Rankings unchanged in Q1
Lashou
2nd Level (Top 5-9)
 Monthly Revenue/site: 80-100 mio.
Juhuasuan 58tuan  Total market Share: 27-29%
Ftuan Manzuo Nuomi  Rankings changed in Q1

3rd Level (Top 10-17)
Dadituan Ayatuan Gaopeng  Monthly Revenue/site: 20-50 mio.
 Total market Share: 16-19%
Gocn 24qun Pintuan Ganji Juqi
4th Level (Top 18-20)
 Monthly Revenue/site: ≈ 15 mio.
Liketuan Shuangtuan Tuanweihui  Total market Share: about 3%

Other websites: around 5% in total
Others


 Meituan, 55tuan, Dianping and Lashou are in the 1st level.
 The 2nd level consists of 58tuan, Nuomi, Ftuan, Juhuasuan and Manzuo. At
this level, the rankings changed often in Q1.

level Rank Jan Feb Mar

1 美团美团美团

2 窝窝团窝窝团窝窝团
st
1 level
3 拉手点评团点评团

4 点评团拉手拉手

5 58团糯米 F团

6 糯米 58团糯米

2nd level 7 F团聚划算 58团

8 聚划算 F团聚划算

9 满座满座满座

Independent Daily Deal Website

 The members of the 3rd level may have the potential to get into top 10, or be
taken over by one of the sites from 1st or 2nd level (like Ganji & Gaopeng).
level Rank Jan Feb Mar
10 嘀嗒团嘀嗒团团购王

11 赶集赶集高朋

12 聚齐阿丫团聚齐

13 阿丫团高朋嘀嗒团
rd
3 level
14 高朋聚齐阿丫团

15 团购王团购王拼团

16 24券拼团赶集

17 拼团 24券 24券

18 Like团团委会团委会

4th level 19 爽团 Like团爽团

20 团委会爽团 Like团

Independent Daily Deal Website

2012 Q1 — Deal Categories (part 1)
 In Q1 2012, Dining category has the most revenue (36.1%), followed by
Leisure and Shopping.

2012 Q1 Category

Others, 4.1%
Shopping,
17.3%

Dining,
36.1%

Life, 15.5%

Leisure,
27.0%


2012 Q1 — Deal Categories (part 2)
 The percentage of local service deals increased in Q1, while the percentage
of shopping deal declined.
 Meituan, Nuomi and Juqi mostly focus on localization, with more than 90%
local service deals.
 Shuangtuan, Go.cn and Tuanweihui focus on shopping. Half of the deals
launched by them are online shopping deals.

% among Local/Shopping in Q1 2012

79.5% 80.7%
Focus on Focus on 77.1%
Local Online
Services Shopping

16.3% 15.5% 13.7%

Jan Feb Mar

Local Service Online Shopping


2012 Q1 — Deal Sites Pricing (part 1)
 The following major deal sites have different pricing strategies. In Q1, each
stayed true to their own strategy.

Small Discount
/ Low Price

Small Discount
/ High Price

Big Discount
/ High Price

Stay average


2012 Q1 — Deal Sites Pricing (part 2)
 The websites from the 1st and 2nd level are more likely to offer a Small
Discount, with the price either lower or higher than the average.
 The 3rd and 4th level websites tend to offer Bigger Discount & Lower Price.

Small Discount / 300
Big Discount /
High Price 1st and 2nd High Price
Level
Juhuasuan
250
Average Discount

Dianping 200
Gaopeng 3rd and 4th
Nuomi Didatuan Ftuan Level
55tuan 150 58tuan
50% 55% 60% 65% 70% Pintuan 75% 80% 85%
Juqi Lashou Manzuo
Ganji Liketuan
Meituan 100
24quan
Tuanweihui Shuangtuan Ayatuan
Gocn
50
Small Discount /
Low Price Average Price (rmb) Big Discount /
Low Price

2012 Q1 — Active Merchants
 In the past 3 months, the most active merchants are from Dining and Leisure.
 Cinemas are very active in launching deals in Shanghai.

Shanghai Beijing Guangzhou Wuhan Shenyang Xi'an Chengdu
Zaoyang Eastsea Tang
1 Huaan Palace New Chiuchow Koufu Uncle Benshan
Cinema Fish Paradise
Blue Dolphin Guancheng
2 Wanyu Cinema Yunfo Ski Yiziwei Waguan 9+1 Hotel
Cruise Chicken

New Hengshan Fei Shing Meichen Green Song Oriental Century
3 Hanlixuan BBQ Jiangnan 2
Cinema Restaurant Cake Club Cinema

Shanghai Film Cosmic Rihao Spa
4 Ordinary Protal Jinhang Cruise 5D Cenima Jiahe Cake
CGV fable 4D Resort
South-west Shangtanggua
5 Donglaishun Han Xaing Huiting Xikai Beef Qianzige
Cinema n
Dragon Spa Soho private Xiao Le CN-KOR Qike Hmong
6 Cathay Theatre Qianzhu Spa
Resort kitchen Chuan BBQ Chicken
LanSheng Chimelong Taiwen Hanchuan Qin Spa
7 Bro. W Cake Shanshui Hotel
Theater Circus Fish BBQ Resort
Xidan 4D Yongxing
8 Yuji Restaurant Blue Fish Best Photo Yomi Cake Golden-MIC KTV
Cinema Hotpot
Huangpu Mrs. Jin Shangwei Oriental rhy Dragon- Hongxiang
9 Rong Fish
Theater Photography Place me Phoenix Hill Restaurant
Hongye Jan. Golden Rhine Sternberg Lotte
10 Awei Fish Dongyue KTV Tianyi Fish
Restaurant Spa Cake Cinema

© Dataotuan - blog.dataotuan.com – www.dataotuan.com – 2012 Q1
Dining Leisure Life 13

Summary – 2012 Q1
1. The top sites have found their position, but changes are expected.
 In Q1 2012, the revenue of daily deal is about 4.45 billion. Top 20 websites
accounted for 95.4% of the market.
 The 1st level deal sites (Meituan, 55tuan, Dianpingtuan & Lashou ) have
consolidated their position as the market leaders. Each of them takes 10-17%
of the market, with a monthly revenue of around 200 million Rmb.
 Since the beginning of 2012, Dianping’s monthly revenue has been growing at
30% per month. If it continues like this, soon it will become the 3rd website
with more than 0.2 billion monthly revenue, following Meituan & 55tuan.

2. Deal sites from different levels show different pricing strategy
 The relation between the pricing strategy and the deal site levels :
• the 1st & 2nd Level sites offer a smaller discount than average;
• the 3rd & 4th Level sites offer a bigger discount than average.
3. Merchants from Dining and Leisure are the most active ones.
 In the past 3 months, the most active merchants are from to Dining and
Leisure (Cinema & Travel).
 Cinemas are very active in launching deals in Shanghai.


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 Analytics
Merchant 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
Nuomi Dining Local Cuisine 62 198 461 4.3 12276
2012/2/17 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
58tuan Dining Local Cuisine 27 198 463 4.3 5346
2012/2/10 2012/3/7 【南京西路】点评四星商户，品质保证！仅238元，原价575元『东北黑土地农家院』5-7人套餐：长白山红烧
http://shanghai.didatuan.com/team.php?id=28011
Didatuan Dining Local Cuisine 79 238 575 4.14 18802
2011/8/30 2012/12/24 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
http://www.groupon.cn/ShangHai/-5690889004661427184.html 28
Groupon Dining Dining Others 398 704 5.7 11144

4. Deals sites pricing strategy and outcome?

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 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.3
Site A 108 62% 1331 49832 84 Shanghai Tianjin Hangzhou
Average 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.3
Site B 123 62% 1540 58713 97 Shanghai Nanjing Tianjin
Average 142 60% 453 12540 52 Beijing Shanghai Guangzhou


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
124,602
52,309 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


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 Collects

125 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/Provinces

5000 – 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 Geo Coverage
Dataotuan aggregates and analyzes the daily deal markets in China,
Singapore, Malaysia, The Philippines, Taiwan, Australia and New Zealand,
Hong Kong, 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


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

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 QQ's data from 2011 Sep.

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


The Chinese Daily Deal Market in 2012 Q1

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