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

Dataotuan.com
China Daily Deal Websites
2012 Q3 Report

Published: Nov. 20, 2012 Data source: Dataotuan.com 2012 Jul. 1- Sept. 30

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

A Snapshot of a Day in Daily Deals in Shanghai


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.


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


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%


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


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 Q3
Average
258 226 291 332 273 334 110 99 126 801 865 915
Nr.Sold/Deal
Average
110.7 105.2 109.6 149.6 146 175.7 233.8 250.4 318.1 96.8 95.7 120.1
Price/Deal
Average
51% 50% 50% 62% 46% 59% 80% 79% 78% 61% 63% 59%
Discount


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%


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%


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%
119.8 235.7 157.9 202.8 181 289.5 185.7 145.8 144.4 141.2
50 52%
0 50%

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tu

tu
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55

58
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Ju


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 103790
Middle China 231 145.8 58% 12400 30005
North China 332 177.2 61% 20699.3 42096
South China 248 208.2 61% 17028.6 42291
Northeast China 212 127.1 57% 10959.7 23082
Northwest China 296 162.8 61% 16748.5 12074
Southwest China 232 173.7 59% 14240.8 22988


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%%

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


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/Nail
Philippines 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


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


2012 Q3 Summary
1. 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.


2012 Q3 Summary Travel Special
1. 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


Data Products For Sale


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 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
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 Dashboard
Dataotuan 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


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

60 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/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

 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 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

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 QQ's data from 2011 Sep.

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


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

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