The Chinese Daily Deal Market in December 2011, Special - 2011 overview China and SE-Asia-dec-2011

Dataotuan.com
2011 Group-buying Market Report
China, Taiwan & SE-Asia

Special 1: Review 2011 Chinese Market
Special 2: SE-Asia Group-buying Market Overview
Published: Jan. 18, 2012
Data source: Dataotuan.com 2011 Dec. 1-31

Table of Contents
 Specifications
 Main Daily Deal Websites Analytics
 Deals Overall Comparison
 Regions & Cities
 Top Deals Analytics
 Summary
 Special: Review 2011 & SE-Asia Market Overview
 About Dataotuan
 Dataotuan Tracks & Helps
 Dataotuan Sells
 Dataotuan Announcements – Countries, Maps, Mobile
 Contact

© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Dec. 2011 2

Specifications 1 – Data Definitions
1. All the data have been collected in the period Dec. 1-31, 2011.
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. (including the number of failed deals)
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.

*See for a full overview of what data Dataotuan has “Dataotuan Tracks & Collects”

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

Dining Leisure Life Shopping Others
Local Cuisine Recreation/Games Photography Food/Beverage Lucky draw

Seafood/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


Top Daily Deal Websites – Market Share 1
 In terms of total revenue, Meituan still has the biggest market share (12.6%).
 The top 20 deal sites account for 91.1% of the market share.
Deal Websites Market Share Dec. 2011

Others, 8.9%
361tuan, 0.8% Meituan, 12.6%
Tuanok, 0.8%
Pingtuan, 1.1%
24quan, 1.4%
Shuangtuan, 1.6% 55tuan, 10.3%
Gocn, 2.1%
Juqi, 2.4%
Ayatuan, 2.6%
Gaopeng, 2.8%
Didatuan, 3.1% Dianping, 8.1%

Manzuo, 4.2%

Ganji, 4.3% Lashou, 7.7%
Ftuan, 4.8%
Juhuasuan, 58tuan, 7.5%
Nuomi, 7.1%
5.7%

Top Daily Deal Websites – Market Share 2
 Meituan continues to rank nr. 1; Ganji gets back in the top 10.
 Meituan/55tuan/Dianping’s market shares keep growing.

Top 10 Websites (Revenue)

Oct Nov Dec
Lashou 12.7% Meituan 12.5% Meituan 12.6%
Meituan 12.0% Lashou 9.7% 55tuan 10.3%
55tuan 9.3% 55tuan 9.6% Dianping 8.1%
58tuan 9.1% 58tuan 7.6% Lashou 7.7%
24quan 6.0% Nuomi 6.8% 58tuan 7.5%
Dianping 5.4% Dianping 6.7% Nuomi 7.1%
Nuomi 5.3% Ftuan 6.2% Juhuasuan 5.7%
Manzuo 3.9% Juhuasuan 4.4% Ftuan 4.8%
Ftuan 3.7% Manzuo 3.8% Ganji 4.3%
Ganji 3.5% Didatuan 3.7% Manzuo 4.2%
Total 70.9% Total 71.0% Total 72.3%


Sites Ranking Comparison
 In the last two months, Meituan has been ranking nr. 1 in terms of Total Nr.
Sold and Revenue.
 In December, Dianping jumps to nr. 3 (Revenue), their best spot till now.

Top 10 Websites

Rank Nr. of Deals Total Nr. Sold Revenue

Oct Nov Dec Oct Nov Dec Oct Nov Dec

1 55tuan 55tuan 55tuan Meituan Meituan Meituan Lashou Meituan Meituan

2 24quan Lashou 58quan Lashou Nuomi 55tuan Meituan Lashou 55tuan

3 58quan 58quan Lashou 55tuan 55tuan Lashou 55tuan 55tuan Dianping

4 24quan Meituan Meituan Nuomi Lashou Nuomi 58tuan 58tuan Lashou

5 Meituan 24quan Ftuan Ganji Ganji Ganji 24quan Nuomi 58tuan

6 Gaopeng Ftuan Juhuasuan Manzuo Manzuo 58tuan Dianping Dianping Nuomi

7 Ftuan Didatuan Didatuan 58tuan 58tuan Dianping Nuomi Ftuan Juhuasuan

8 Manzuo Gaopeng Gaopeng 24quan Mengmai Manzuo Manzuo Juhuasuan Ftuan

9 Nuomi Juhuasuan 24quan Dianping Dianping Didatuan Ftuan Manzuo Ganji

10 Didatuan Nuomi Nuomi Mengmai 24quan Mengmai Ganji Didatuan Manzuo


Top 10 Sites Pricing strategy
 The average price overall is 140 Rmb, the average discount overall is 62%.
 The average price ranges from 96.8 to 287.3 Rmb; The discount of the top 10
deal sites ranges from 56% to 65%.
350
Overall price/deal: 140 Rmb
Average Price
287.3
300
250
200
150
96.8
100
50
0
Meituan 55tuan Dianping Lashou 58tuan Nuomi Juhuasuan Ftuan Ganji Manzuo

Overall average discount: 62%
66% 65% Average Discount
64%
62%
60%
58%
56%
56%
54%
52%
50%
an

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uo
n
n

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ng

ua
ua

om

ua

nj
tu

sh

tu

nz
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it

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Ft

Ga
55

La

58

Ma
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Me

Di

Ju

Deals Category Comparison
 Dining deals make up 31.8% of all deals launched, followed by Leisure deals
(22.6%) and Life Service deals (21.7%).
 Dining deals are still the cheapest, but the difference this time is less because
of many end of the year dinner deals.
 Life services deals are the most expensive, even after the biggest discount.
Others, 5.7%
Shopping, Dining,
18.2% 31.8%

Life, 21.7%
Leisure,
22.6%
Dining Leisure Life Shopping
Average Nr. Sold 241 248 101 1025

Average Price (Rmb) 101.8 168 184.5 105.5

Average Discount 52% 62% 81% 61%


Daily Deals in Different Regions
 Local deals (Dining, Leisure and Life services) account for 76.1% of the total
number of daily deals.
 The amount of daily deals launched in East China are far more than the other
regions. Southwest and especially Northwest China are trailing behind.
 In South China the average deal price is the highest, in Central China it's the
lowest.
Nr. of Local Average Nr. Average Price/ Average
Deals Sold/ Deal Deal (Rmb) Discount

East China 48473 188 144.9 3.7
NorthChina 20734 269 149.6 3.5
South China 18442 156 182.6 3.6
Central China 13346 183 110.7 3.7
Northeast China 11737 167 107 3.8
Southwest China 9685 196 158.1 3.8
Northwest China 5387 211 125.3 3.5


Daily Deals Market
Region by Region

107

149.6 11,737

125.3 20,734
5,387

144.9

110.7

158.1 48,473
13,346

9,685

18,442 182.6
Average price/Deal

Nr. of Local Deals


Daily Deals in Different Cities
 Revenue wise, the group-buying market in Tier 1 cities is much more
developed than in Tier 2 cities, especially Beijing and Shanghai are far ahead.
 In terms of deal quality, Shanghai is the best, with the biggest Average Nr. Sold
per deal, followed by Beijing.

Average
Average Nr. Average Nr. Total Nr.
Price/Deal Revenue
Sold/Deal Discount Deals Sold
(Rmb)

Beijing 309 187 3.4 9937 3070648 194039887

Shanghai 326 248 3.2 6342 2064361 163119709
Tier 1
Guangzhou 201 185 3.6 5109 1024491 72118172

Shenzhen 186 203 3.4 4048 754470 60344636

Tianjin 295 158 3.3 4141 1221245 59511999

Chongqing 240 145 4 3369 808092 51955324
Tier 2
Hangzhou 182 146 3.5 3141 572908 44592693

Xiamen 123 189 3.8 2494 306996 17723255


Top Deals Analytics – Deal Categories
 Shopping accounts for 36.6% of the highest grossing top deals. Dining deals
are the 2nd most popular category among the top deals (30.9%).
 Movies, which were very popular during the summer holiday, became hot
again, as the end of the year is always the top season for new movies.
Others,
1.7%

Dining,
Top Deals – Dec.
30.9%
Shopping, Shopping-Clothing/Footgear 11.8%
36.6% Dining-Hotpot/BBQ 10.2%
Leisure-Movie 9.5%
Shopping-Household 5.1%
Life-Photography 3.3%
Dining-Buffet 3.2%
Leisure-Travel 3.2%

Life, 9.0% Leisure,
21.8%
* Real estate and car deals are not included in the top deals as they are
more likely to be advertisements instead of real online shopping deals.

Top Deals Analytics – Deal Sites
 The 3 deal sites that contributed the most to the Top deals are the same as in
November, but Dianping got back to no.1 (Meituan ruled the previous 2 months)
 On the other hand, Lashou, Didatuan and 24quan took a much smaller share
among the top deals.

Others, 8.9%
Dianping,
24quan, 0.2% % among the top deals
18.8%
Lashou, 1.8%
Didatuan, 1.9%
Gaopeng, 2.6% Dec Nov
58tuan, 3.2%
Dianping 18.8% 14.4%
Ftuan, 3.3%
Meituan 17.4% 17.8%
Ayatuan, 3.5%
Nuomi 14.9% 12.6%
Manzuo, 4.7% Meituan, 17.4%
Didatuan 1.9% 3.7%

55tuan, 5.4% Lashou 1.8% 3.0%

24quan 0.2% 0.9%
Ganji, 6.7%
Juhuasuan, Nuomi, 14.9%
6.7%


Dataotuan – Sales Tools 1 (Merchants Analytics)
If you want to enter a new city you want to know;

 What kind of deals are popular in this city
 Who are the good merchants
 Where can you find them
 What is their daily deal history

 Who are your competitors
 Which merchants are they cooperating with
 What is their pricing strategy to generate a popular deal

Dataotuan can help you with the Sales Tool – Merchants Analytics
Contact wenli@dataotuan.com

We offer: Customized reports, merchant details, raw/live data & more.


Summary – 2011 Dec. China Market Sumary
1. Meituan is leading, Dianping got 3rd place & Ganji got back in the top 10.
 Meituan continues leading in revenue after growing steadily for months.
 Dianping ranks at the 3rd place for the first time.
 Ganji got into the top 10 again.
2. There is a big difference among different regions & cities in China.
 On the region level, the amount of daily deals launched in East China are far
more than the other regions.
 Comparing different city tiers, the group-buying market in Tier 1 cities is much
more developed than in Tier 2 cities, especially Beijing and Shanghai are far
ahead.
 In terms of deal quality, Shanghai is the best, with the biggest Average Nr. Sold
per deal, followed by Beijing.
3. Dianping, Meituan & Nuomi keep the top 3 positions of the top deals
ranking list.
 The 3 deal sites that contributed the most to the top deals are the same as
November: Dianping, Meituan and Nuomi. But Dianping got back to no.1.
 On the other hand, Lashou, Didatuan and 24quan took a much smaller share
among top deals.


Dataotuan – Sales Tools 2 (Website Analytics)
If you are running a deal site, you want to know:

 What is the market status in general and in a specific city
 Are you doing better than the average
 Should you adjust your pricing strategy according to the market trends
 Should you change the products combination

 Who are your competitors
 How competitive are they
 What is their sales strategy
 What is their pricing strategy

Dataotuan can help you with the Sales Tool – Deal Website Analytics
Dataotuan can help you with the Sales Tool – Deal Website Analytics
We offer:
Customized reports, merchant details, raw data, live data and more.


Special：Review Chinese Daily Deal market 2011
1. The market is still growing, average number sold is stabilizing.
 The number of deals launched increased dramatically quarter by quarter.
The main reason was the rising of local service deals.
 From Q1 to Q3, the average Nr. Sold kept dropping sharply. But it seems
stabilized in Q4.

2. A market concentration is taking place by the top deal sites, consisting of
independent and affiliated sites.
 2011 is the year that the Chinese Group-buying market got more concentrated.
The top 10/20 deal sites have taken an increasingly bigger market share.
 The independent sites are leading for the moment, but it seems that the
affiliated deal sites are catching up.

3. Some Daily Deal Websites are changing their biz-model to survive in this
very competitive market.
 Tuned/Turning into Sales platform. Ex.: QQtuan, Juhuasuan (from Taobao)
 Turned/Turning into Shopping Mall. Ex.: 55tuan, Lashou.


 The number of deals launched increased dramatically quarter by quarter.
 The main reason of the increase was the increase in local service deals.
 From Q1 to Q3, the average deal price increased slightly, and the average Nr.
Sold kept dropping sharply. But in Q4, both the average price and the average
Nr. Sold seem stabilized.
Nr. Deals 2011 Average Price/Nr. Sold 2011

358,085 1,974

256,407

1,015
124,602
531 497
52,309
109.5 110.9 141.2 137.4

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Nr. Deals in total Average Price
Local Service Deals Average Nr. Sold
Shopping Deals *

* Some online shopping deal sites, such as Xiutuan.com, are not included in the statistics.


 2 of the earliest independent daily deal sites, Meituan and Lashou are leading
in total revenue in 2011.
 Overall in 2011, the top 10 deal sites take 71.8% of the total revenue, while the
top 11-20 takes 16.7% of the market share.
Deal Websites Market Share in 2011

Others, 11.5% Meituan, 10.8%

Lashou, 10.7%

Top11-20, 16.7%

55tuan, 8.2%

Didatuan, 2.9%

24quan, 5.3% 58tuan, 8.1%

Ftuan, 5.9% Dianping, 7.4%
Nuomi, 6.2% Manzuo, 6.3%

 2011 is the year that the Chinese Group-buying market got more and more
concentrated.
 The top deal sites take a bigger and bigger market share.

90.6% 93.2%
85.5%

71.0%
72.6%
72.6% 73.5%

60.5%

Q1 Q2 Q3 Q4

Top 10 Top 20


Special：Chinese Daily Deal Websites 2011
 Different types of Chinese daily deal websites compete furiously in China.
 The independent sites are leading for the moment, but it seems that other
types are catching up.
Independent Daily Deal Websites: Lashou, Meituan, Manzuo, Ftuan, etc.
Group-buying channels of life service websites: Dianping, 58tuan, etc.
Extended business/Spin-off of web portals or SNS: Nuomi, Kaixintuan, etc.
Deal channel/Spin-off of e-commerce website: Juhuasuan, 360buy, Xiutuan, etc.
Chinese Daily Deal Website Revenue Ranking
Q1 2011 Q2 2011 2011 Q3 2011 Q4 2011
Lashou Lashou 55tuan Meituan
Meituan Meituan Lashou 55tuan
Manzuo 58tuan Meituan Lashou
58tuan 24quan Dianping 58tuan
Dianping Dianping Ftuan Dianping
Nuomi Manzuo 58tuan Nuomi
24quan Nuomi Manzuo Ftuan
Ftuan Ftuan Nuomi Juhuasuan
Didatuan 55tuan 24quan Manzuo
Kutuan Didatuan Gaopeng Ganji


Special：Chinese Daily Deal Websites 2011
 Due to the furious competition and very low margins, some Daily Deal Websites
are changing their business model to diversify. 2 directions they are going:
Sales platform: any daily deal sites/suppliers can sell deals on it. ex. QQ, Juhuasuan
Shopping Mall: merchants can DIY create and sell deals on this site. ex. 55tuan, Lashou

2 – Sales Platform

1 – Shopping Mall

© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Dec. 2011

Dataotuan Tracks Group-buying Asian Market
Dataotuan also
tracks daily
deals in other
Asian countries
and Oceania.

DTT Web & Data available
DTT Web available
DTT will cover soon

© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Nov. 2011

Asian Market Overview
1. Deals category comparison
 Beauty-massage deals are very popular in Asia. They have the biggest
percentage in deals number in Singapore, Malaysia, Philippines and Taiwan.
 Travel deals are very often launched as well. They have the 2nd biggest
percentage in deals number in Singapore, Malaysia, Philippines and China.
 People in both China Mainland and Taiwan like dining deals. The difference is
the Mainlanders are fan of hotpot, while Taiwanese have a sweet tooth (for
Desserts).

2. Deals price and Nr. Sold comparison (All prices are calculated in US $)
 China has the lowest average price ($21.7), but with the biggest Nr. Sold per
deal (460).
 The average price per deal in Singapore, Philippines and Malaysia is much
higher than in China and Taiwan. The reason might be the bigger percentage
of Life services deals, which are more expensive than Dining deals.
 Singapore has the highest average price ($58.8). Malaysia the smallest Nr.
Sold per deal (134).


Asian Market Overview – Category
DTT Web available
DTT will cover soon

11% 9% 7%

Beauty Dessert Food

21% 21% 17%
8% 7% 6%

Beauty Travel Hair salon Beauty Travel Electrical


Asian Market Overview – Avg. Price and Sold
DTT Web available
Avg. Nr. Sold/deal: 460
Avg. Price (US $): 21.7 DTT will cover soon

All prices in US dollar

Avg. Price (US $): 23.5





Dataotuan – Investor Tool
If you have a financial interest in the Group-buying Market,
you want to know:
 What is the market status in general
 Estimates of the Gross Revenue of the main Daily Deal websites.
 Revenue trends for the main Daily Deal websites
 Daily Deal Winners & Losers benchmark

 Deal data including merchant, price, sold count, category, sub category
 Pricing trends & Strategy
 Category trends
 Location trends

Dataotuan can help you with the Investor Tool – Investor Analytics



About Dataotuan.com

Dataotuan, a unique daily deal aggregator and analytics platform in Asia & Oceania
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 China 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 Sells
Daily Deal websites
 Sales Tool to help Source & Re-target deals as well as explore new cities
 Daily Deal Predictor
 Competition Analysis
 City Market Entry
 SWOT of your website or the competition

Analysts and Investors
 Estimates of the Gross Revenue of the main Daily Deal websites.
 Revenue trends for the main Daily Deal websites
 Detailed market analysis for all tier cities in Mainland China.
 Detailed category analysis for provinces & 1st and 2nd tier cities
 Daily Deal Winners & Losers benchmark

Merchant Advisor:
 Select the most relevant daily deal website for your offer
 Help to decide discount & pricing etc based on Dataotuan data.


Dataotuan New Countries Announcements – 1
 Dataotuan Singapore is out of its soft launch, see singapore.dataotuan.com
 Dataotuan Malaysia is out of its soft launch, see malaysia.dataotuan.com
 Dataotuan Philippines is out of its soft launch, see philippines.dataotuan.com
 Dataotuan Taiwan is out of its soft launch, see taiwan.dataotuan.com
 Dataotuan Australia is out if it’s soft launch, see australia.dataotuan.com
 Dataotuan New Zealand is in a very soft launch, see newzealand.dataotuan.com

Dataotuan offers from now on also the sales & data products for

Singapore, Malaysia, The Philippines, Taiwan & Australia

Indonesia, HK, The Middle East & Africa are expected to be data ready soon.

If you like Dataotuan to track a specific country, please contact us


Dataotuan Map Announcements – 2
 Dataotuan has Customizable Deal Maps for each Country


Dataotuan Mobile Announcements – 3
 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 December 2011, Special - 2011 overview China and SE-Asia-dec-2011

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The Chinese Daily Deal Market in December 2011, Special - 2011 overview China and SE-Asia-dec-2011