The Chinese Daily Deal Market in Q2 2012

Dataotuan.com
China Daily Deal Websites
2012 Q2 Report

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

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

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.

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 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%


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%


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 Q2

Average 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 Q2
Average Discount 51% 50% 62% 46% 80% 79% 61% 63%
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.

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 %


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%

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


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


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%

2012 Q2 Summary
1. 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 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 2012/3/5 198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

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
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:
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 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 Q2 2012

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