Dataotuan.com China Daily Deal Websites
The Year 2012
Data source: Dataotuan.com 2012 Jan. 1- Dec. 31
Including the regular Q4, 2012 Report
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
Table of Contents
2012 – Key Findings 2012
2012 - The Year in a Pyramid
2012 – Competition on a local level
2012 – More deals, Higher Prices, More Sold, Higher Revenue.
2012 – Strengths & Weaknesses of the top 5 daily sites in 2 categories
2012 - Travel - Trending
Q4, 2012 Highlights
Q4, 2012 Market Shares
Q4, 2012 Local Service Deals Comparison
Q4, 2012 Product Deals Comparison
Dataotuan Data Products
About Dataotuan
Data Specifications
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
2012 – Key Findings
1. It’s getting lonely at the top
Juhuasuan/Meituan/Dianping (Services & Products) accounted for 55% of
total revenue
The Top 10 websites take now more than 90% of the market.
2. Daily Deals: there’re more, higher priced, more sold and higher revenue
The average nr sold per deal is now 498
The average price has gone up to 183.4 Rmb
The average revenue per deal stands at 22464.7 Rmb
3. Local Services Daily Deal Sites
Meituan, Dianing, Nuomi, Lashou and 55tuan still make up the top 5
The best selling local deals in 2012 were Movies, Hotpot & Drinks/Desserts
4. Strength/Weakness Analysis Top 5 in Local Service Deals
Meituan is the overall leader but is far behind in the big cities concerning
popular deals, like Movies and Hotpot.
Each Deal website from the top 5 has ample space to improve
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2012 Summary – The Deal Pyramid
By the end of 2012, the Top 10 daily deal websites have > 90% market share.
Juhuasuan/Meituan/Dianping, accounted for 55% of total revenue & lead by far.
Juhuasuan
Meituan
Dianping
55tuan Lashou Nuomi
Manzuo 58tuan Didatuan Gaopeng
Juqi Liketuan Shuangtuan Ayatuan Pingtuan
Tier 1(Top 3)
Mon. Revenue >200 mio Rmb
Market share 50-55%
Golden Triangle
Tier 2(100 Million Club)
Mon. Revenue 100-200 mio
Market share 20-23%
Members fixed, positions change
Tier 3(Top 7-10)
Mon. Revenue 50-90 mio
Market share 10-13%
Tier 4(Others)
Market share 10%
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013 5
In 2012, the 4 daily deal indicators, the nr. of launched deals, the average
deal price, the nr. sold per deal and the average revenue per deal have all
gradually increased over the year. (This is for all deals, services & products)
383631
23
Q1 Q2 Q3 Q4
Deal Numbers (10,000)
362421 442
498
Q1 Q2 Q3 Q4
Nr. Sold per Deal
143.5 152.2168.6
183.4
Q1 Q2 Q3 Q4
Avg. Price (Rmb)
15518.4
18348.719961.6
22464.7
Q1 Q2 Q3 Q4
Avg. Revenue (Rmb)
2012 – More Deals, Higher Prices, More Sold, Higher Revenue
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Local Service Deals – Evolution in 2012
Meituan, Dianping, Nuomi, Lashou and 55tuan still make up the top 5 when
it comes down to local services deals.
The main trend is that, besides 55tuan, all of them have been increasing
their market share.
The best selling deals in 2012 were Movies, Hotpot and Drinks/Desserts
24.7%
20.3%22.8%
21.5%
Q1 Q2 Q3 Q4
Meituan Dianping Nuomi Lashou 55tuan
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Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Dianping Meituan Total
Revenue of travel deals was over 2 billion (9.6% of total deal revenue in 2012)
Typical local service deal sites like Dianping/Meituan, have increased their
share in travel deals.
Trend – Travel Deals
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
Data help Daily Deal sites to improve
Dataotuan has data of 60 daily deal sites, in 243 Chinese cities, in more than
100 industries/subcategories
By cross-analyzing all these data we can indicate the strong and weak spots
for all of the Daily Deal sites we follow daily
Dataotuan delivers these data and analysis for all the top sites in China.
Contact us for more details.
In the next 2 slides insights in how even the top 5 Daily Deal sites
(Local service deals) have weak spots that they can improve on by using data.
The 1st example shows that the majority is underperforming, relative to their
overall market shares, in the big cities when it concerns movie deals.
The 2nd example shows that the majority is also underperforming, relative to
their overall market shares, when it comes down to hotpot-deals
Dianping is the only one that has a positive result
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
Meituan’s weak spot 1 – Movie deals
A Strength & Weakness Analysis of the top 5 deal sites (Local service deals) in
Beijing, Shanghai and Guangzhou for the category Movies.
Meituan is, relative to its overall market share, very weak in Beijing.
Nuomi, Lashou and 55tuan all have space in Shanghai & Guangzhou to improve.
Dianping is strong in all 3 cities, and outstanding in its base Shanghai
Nuomi is doing well in Beijing.
Dianping
Nuomi
Lashou 55tuanMeituan
Beijing Shanghai Guangzhou
* Based on data from December 2012
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Meituan’s weak spot 2 – Hotpot Deals
A Strength & Weakness Analysis of the top 5 deal sites (Local service deals) in
Beijing, Shanghai and Guangzhou for the category hotpot.
Meituan is, relative to its overall market share, weak in all cities.
Nuomi, Lashou and 55tuan have space in Shanghai & Guangzhou to improve.
Dianping is strong in Beijing, and outstanding in its base Shanghai
Nuomi is doing well in Beijing.
Nuomi
Lashou 55tuanMeituan
Dianping
Beijing Shanghai Guangzhou
* Based on data from December 2012
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
2012 Q4 Key Findings
1. The Top 5 sites in China consolidate their positions.
In Q4 2012, the revenue of the daily deals is about 10 billion rmb in China.
The Top 10 websites accounted for 95.3% market share.
Meituan, Dianping & Lashou make up the top 3 in the local deals’ revenue list.
Juhuasuan is not only the leader, but the king of shopping (product) deals.
The revenue of Juhuasuan shopping deals accounted for 88.1%.
2. Average discount was stable; Average price and Nr. Sold rose slowly.
Compared to Q3, the average discount changed slightly.
The average price & average nr. Sold maintains a slight upward trend.
3. Dining was the most popular category in Q4;
Movies ranked top 1 among all subcategories.
Dining accounted for 35.4% and is back as the most popular category in Q4.
Movies, Hotpot & Clothing/Footgear were the most popular subcategories in
Q4 2012.
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
2012 Q4 — Market Shares (Service + Product Deals)
The top 5 deal sites have 82% of the market.
The total revenue of local service & product deals is ab. 10 billion in 2012 Q4.
Juhuasuan leads by far (47.8%), influenced by its abundance of product deals .
Juhuasuan 47.8%
Meituan 13.1%
Dianping 8.6%
Lashou 7%
55tuan
5.5% Nuomi
5.3% Manzuo
2.8%
Juqi
1.9%
Gaopeng
1.8%
Shangtuan
1.5%
Others
4.7%
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
35.40%
26.50%
15.30%10.50%
9.40%
2.80%
2012 Q4 — Categories (revenue)
Dining accounts for 35.4% and is the top popular category.
Shopping deals are the 2nd most popular category (26.5%).
Leisure followed as the 3rd popular category with 15.3%.
Q3 Q4 Q3 Q4 Q3 Q4 Q3 Q4 Q3 Q4
Average Nr.Sold/Deal 291 275 915 1159 589 640 105 117 89 84
Average Price/Deal 109.6 123.6 120.1 154.9 96.8 88.6 286.6 327.5 246.5 259.5
Average Discount 50 48 59 60 65 66 79 77 53 52
Dining Shopping Leisure Life Travel
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
2012 Q4 — Local Service Deals Overall
Revenue of local service deals (Dining/Leisure/Life) in Q4 is about 5 billion
The Top 10 websites accounted for 93.8%.
In terms of total revenue, Meituan has the biggest market share of local
service deals (24.7%), followed by Dianping (19.0%) and Lashou (12.5%).
Juhuasuan
4.6%
Meituan 24.7%
Dianping 19%
Lashou 12.5%
55tuan
10.7%
Nuomi
10.7%
Manzuo
4.2%
Juqi
2.9%
Gaopeng
2.4% Didatuan
2.1%
Others
6.2%
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
2012 Q4 — Local Service Deals(2)
The average price of a local service deal is 169.9 Rmb
The average discount overall is 59%.
194.3198.1178.1
167.8117.7
192149.5
151.6
199.1275.5
61%62%61%
60%
65%
57%58%57%
59%58%
0
50
100
150
200
250
300
Mei
tuan
Dia
nping
Lashou
Nuom
i
55tu
an
Juhuas
uan
Man
zuo
Juqi
Gao
peng
Did
atua
n
52%
54%
56%
58%
60%
62%
64%
66%
Average Price: 169.9 Rmb Average Discount: 59%
* Excluding data from pure vertical deal websites like Jumei, Ctrip etc.
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
2012 Q4 — Product Deals (physical products)
In Q4, the revenue of Juhuasuan shopping deals is more than the total revenue of
all its competitors combined & accounts for 88.1% of the Product Deals Revenue.
Shuangtuan 2.3%
Manzuo 1.3%
Nuomi 0.9%
Dianping 0.6%
Boletuan 0.4 %
Others 1.3%
55tuan 1.3%
Cobuy 0.8%
Lashou 1.25%
Meituan 1.8%
Juhuasuan
88.1%
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
2012 Q4 — Product Deals (top subcategories)
In Q4, Clothing/Footgear was still the most popular subcategory.
Home/Furnishings & Food/Beverage were the next popular subcategories.
Clothing/Footgear
Home/Furnishings
Food/Beverages
Electronics
Cosmetics
Shopping
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013 18
About Dataotuan.com
Dataotuan, the worldwide local e-commerce data & analytics company
Collects & Supplies Daily Deal data from APAC, Europe and Africa
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
Data Products - Dashboard
19
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
Competitive data – where are daily deals sourced
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
A leading Group-buying company, wants to know the deal performance of their
competitors in Australia, New Zealand and Malaysia
Dataotuan delivers
Data Dashboard
Market share data
Category Performance
Active merchants info
Cleaned, deduplicated raw data
Curated for each country
20
Data Products - Deal Performance
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Data Products – Cut Sales Cost
Dataotuan delivers
One of the leading deal providers in Ireland, wants to cut down on their sales cost
and help in finding qualified, high performance merchant leads.
Merchant deal map
Sales force can search
& find merchants with
proven sales records
Deal Map ongoing deals
Live insights performance
21
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
Data Product – Hedge fund/PE/M&A – ROI
Dataotuan delivers
A US Hedge fund invested in one of the Leading Deal Companies in the US
and wants the deal company to include objective 3d party data in their reporting
from their operations outside the US.
A Financial is considering investing but needs unbiased insights in the market
situation as well as potential.
Revenue/Country
Competition/Country
Revenue Trends
Winners & Loosers
Risks
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013 23
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.
In January 2013 qqtuan was merged, together with ftuan in gaopeng.com
Please contact us if you have any questions/remarks related to this report.
Contact Dataotuan
We’re happy to help you, please contact us at:
Chinese +86 13761796676 Email: [email protected]
English +86 13801660890 Email: [email protected]
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weibo.com/dataotuan
Subscribe to our Reports [email protected]
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Dataotuan Tracks & Collects in China
Dataotuan Tracks
*Dataotuan adds new Daily Deal websites on a regular basis based on quality and time of existence.
Deal Title
Price (Original, Current, Abs. and % Discount)
Number of Sold Deals
Category/Sub Category
Availability in Time
City, District, Latitude/Longitude
Weather & more
Deals & Revenue per District
Number of “real’ active Cities/Provinces
Number of Deals
Gross revenue Province,
City, District, Category, Sub Cat.
243 cities in Mainland China(*)
5000 – 10000 new deals every day
Dataotuan Collects
60 of the main Daily Deal Sites
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Dataotuan Geo Coverage
DTT Web & Data available
DTT Data available
DTT will cover soon
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.
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
Specifications 1 – Data Definitions
All the data have been collected in the period Jan.1 – Dec.31, 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.
© Dataotuan - blog.dataotuan.com – www.datatuan.com - Feb. 2013
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 Travel Shopping Others
Local Cuisine Recreation/Games Photography Travel 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 KTV Education Clothing/Footgear
Western Food Sports/Fitness Medical Services Jewelry/Accessories
Hotpot/BBQ Leisure Others Hair/Nail Beauty Kids
Dining Others Beauty/Massage Electronic Products
Life Others Shopping Others