The Chinese Daily Deal Market in January 2012, Special - Top Subcategories by Region

Chinese Daily Deal Websites 2012 Jan. Report

Data source: Dataotuan.com 2012 Jan. 1-31Published: Feb. 21, 2012

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Special: Top Subcategories by Regions

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

Table of Contents

� Specifications� Main Daily Deal Websites Analytics� Deals Overall Comparison� Regions & Cities� Top Deals Analytics � Summary� About Dataotuan� Dataotuan Tracks & Helps� Dataotuan Sells� Dataotuan Announcements – Countries, Maps, Mobile� Contact


Specifications 1 – Data Definitions1. All the data have been collected in the period Jan. 1-31, 2012.2. Number of deal sites tracked: 1253. Number of cities tracked: 3454. 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.

⑥ The market share calculation is based on the general deal sites, those that launch local service deals. For those that only launch online shopping deals, see the specific analytics on Slide 13.


Specifications 2 - Categories

� Deals category/subcategory specification by Dataotuan.

DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping OthersOthersOthersOthers

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

General vouchers for supermarkets, gasoline station,

mobile phone minutes, etc.

Asian Food Travel Education/Training Clothing/Footgear

Western Food KTV Medical Services Jewelry/Accessories

Hotpot/BBQ Sports/Fitness Hair/Nail Beauty Kids

Dining Others Leisure Others Beauty/Massage Electronic Products

　　 Life Others Shopping Others

© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Jan. 2012

Top Daily Deal Websites – Market Share 1� In terms of total revenue, Meituan has the biggest market share (15.7%).� The top 20 deal sites account for 94.9% of the market share.

Meituan, 15.7%

55tuan, 11.3%

Lashou, 9.6%

Dianping, 8.2%

58tuan, 8.2%Nuomi, 6.3%

Ftuan, 5.1%

Manzuo, 4.4%

Didatuan, 3.5%

Ganji, 3.4%

Juhuasuan, 4.5%

Ayatuan, 2.8%Juqi, 3.1%

Liketuan, 1.0%

Gaopeng, 2.1%Gocn, 1.7%24quan, 1.2%

Shuangtuan, 0.8%Tuanhuiwei, 0.7% Others, 5.1%

Pintuan, 1.1%


Top Daily Deal Websites – Market Share 2

Top 10 Websites (Revenue)Top 10 Websites (Revenue)Top 10 Websites (Revenue)Top 10 Websites (Revenue)

� Meituan continues to rank nr.1; Didatuan gets back in the top 10.� It seems that Meituan/55tuan/Lashou/Dianping/58tuan have consolidated their

positions in the RevenueTop 5. � The market shares of Meituan/55tuan/Dianping/58tuan keeps growing.

NovemberNovemberNovemberNovember DecemberDecemberDecemberDecember JanuaryJanuaryJanuaryJanuaryMeituan 12.5% Meituan 12.6% Meituan 15.7%Lashou 9.7% 55tuan 10.3% 55tuan 11.3%55tuan 9.6% Dianping 8.1% Lashou 9.6%58tuan 7.6% Lashou 7.7% Dianping 8.2%Nuomi 6.8% 58tuan 7.5% 58tuan 8.2%

Dianping 6.7% Nuomi 7.1% Nuomi 6.3%Ftuan 6.2% Juhuasuan 5.7% Ftuan 5.1%

Juhuasuan 4.4% Ftuan 4.8% Juhuasuan 4.5%Manzuo 3.8% Ganji 4.3% Manzuo 4.4%Didatuan 3.7% Manzuo 4.2% Didatuan 3.5%

TotalTotalTotalTotal 71.0%71.0%71.0%71.0% TotalTotalTotalTotal 73.0%73.0%73.0%73.0% TotalTotalTotalTotal 76.9%76.9%76.9%76.9%


Sites Ranking Comparison� In January, 55tuan ranks nr. 1 in Total Nr. Sold and Nr. of Deals.� Meituan takes the no.1 position in Revenue for the 3d consecutive month.� As for total Nr. Sold, Nuomi continues its 3-month slide, while Dianping does

the reverse and moves up one place.

Rank　

Nr. of Deals Total Nr. Sold Revenue

Nov Dec Jan Nov Dec Jan Nov Dec Jan

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

2 Lashou 58tuan 58tuan Nuomi 55tuan Meituan Lashou 55tuan 55tuan

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

4 Meituan Meituan Meituan Lashou Nuomi Ganji 58tuan Lashou Dianping

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

6 Ftuan Juhuasuan Didatuan Manzuo 58tuan Dianping Dianping Nuomi Nuomi

7 Didatuan Didatuan Gaopeng 58tuan Dianping Nuomi Ftuan Juhuasuan Ftuan

8 Gaopeng Gaopeng Nuomi Mengmai Manzuo Didatuan Juhuasuan Ftuan Juhuasuan

9 Juhuasuan 24quan Juhuasuan Dianping Didatuan 58tuan Manzuo Ganji Manzuo

10 Nuomi Nuomi 24quan 24quan Mengmai Ftuan Didatuan Manzuo Didatuan


� The average price overall is 142.1 Rmb, the average discount overall is 61%.� The average price ranges from 102.6 to 255.2 Rmb; The discount of the top 10

deal sites ranges from 56% to 64%.

Sites Pricing strategy

102.6

255.2

0

50

100

150

200

250

300

美团窝窝团拉手点评团 58团糯米 F团聚划算满座嘀嗒团

Average PriceAverage PriceAverage PriceAverage Price

Overall price/deal: 1Overall price/deal: 1Overall price/deal: 1Overall price/deal: 142.142.142.142.1 Rmb Rmb Rmb Rmb

56%

64%

52%

54%

56%

58%

60%

62%

64%

66%

Meituan

55tuan

Lashou

Dianping

58tuan

Nuomi

Ftuan

Juhuasuan

Manzuo

Didatuan

Average DiscountAverage DiscountAverage DiscountAverage Discount

Overall average discount: 6Overall average discount: 6Overall average discount: 6Overall average discount: 61111%%%%


4.7%

5.1%

9.7%

12.4%

13.4%

Life-Photograph

Dining-Others

Leisure-Travel

Dining-Hotpot/BBQ

Leisure-Movie

Top 5 Revenue Ranking of SubcategoryTop 5 Revenue Ranking of SubcategoryTop 5 Revenue Ranking of SubcategoryTop 5 Revenue Ranking of Subcategory

Deals Subcategory Comparison� Movie deals, being the no.1 subcategory in Revenue, accounts for 13.4% of

the total Revenue In January.� Hot pot/BBQ and Travel deals are the 2nd and 3rd best sold deals in Revenue


Coming to a Report Near You

Movie Deals Special – Killer Deals in the Groupbuying Universe

Premiere – End of February 2012


Daily Deals in Different Regions� Local deals (Dining, Leisure and Life services) account for 77.1% 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, Northeast China the lowest.� Regarding the best sold subcategories, there is no big difference from region to

region. (see more details on Slide 12 “Daily Deals Market Region by Region”)

　Nr. of Local Nr. of Local Nr. of Local Nr. of Local

DealsDealsDealsDealsAverage Nr. Average Nr. Average Nr. Average Nr. Sold/ DealSold/ DealSold/ DealSold/ Deal

Average Price/ Average Price/ Average Price/ Average Price/ Deal (Rmb)Deal (Rmb)Deal (Rmb)Deal (Rmb)

Average Average Average Average DiscountDiscountDiscountDiscount

East ChinaEast ChinaEast ChinaEast China 35,634 218 147 3.8

Central Central Central Central ChinaChinaChinaChina 10,372 198 116.4 3.9

North North North North ChinaChinaChinaChina 15,314 283 147.3 3.6

SouthSouthSouthSouth China China China China 13,993 199 179 3.6

Northeast ChinaNortheast ChinaNortheast ChinaNortheast China 9,399 206 108.8 3.9

NorNorNorNorthwest Chinathwest Chinathwest Chinathwest China 4,049 214 130.4 3.6

SouSouSouSouthwest Chinathwest Chinathwest Chinathwest China 6,869 218 174.4 3.8


Leisure-Movie

Dining-Hotpot/BBQ

Leisure-Travel

Life-Photograph

Daily Deals Top 3 Subcategories

in each Region¥¥¥¥ 10 10 10 108.8 8.8 8.8 8.8 9399939993999399

¥¥¥¥ 1 1 1 130.430.430.430.44,0494,0494,0494,049

¥¥¥¥ 1 1 1 147.347.347.347.315,31415,31415,31415,314

¥¥¥¥ 1 1 1 14747474735,63435,63435,63435,634

¥¥¥¥ 17917917917913,99313,99313,99313,993

¥¥¥¥ 116.4116.4116.4116.410,37210,37210,37210,372

¥¥¥¥ 1 1 1 174.474.474.474.46,8696,8696,8696,869

• Average Price of Local Deals Average Price of Local Deals Average Price of Local Deals Average Price of Local Deals • Nr. of Local DealsNr. of Local DealsNr. of Local DealsNr. of Local Deals


Shopping Daily Deal Websites Analytics� Type of Daily Deal Websites that specialize in online shopping： Independent Daily Deal Websites: Jumei, Tuanxiu Extended business/Spin-off of e-commerce websites: Xiutuan, Yihaodian� 3 cosmetics daily deal websites rank in the Top 3 in total Nr. Sold.� Xiutuan is no.1 in Nr. Deals and Revenue. Since it is focused on luxury goods

with a high average price, it generates a good Revenue without a big Nr. Sold.

RankRankRankRank Nr. DealsNr. DealsNr. DealsNr. Deals Total Nr. SoldTotal Nr. SoldTotal Nr. SoldTotal Nr. Sold RevenueRevenueRevenueRevenue

1 Xiutuan Jumei Xiutuan

2 Tuanxiu Miqi Tuanxiu

3 Jumei Tuanxiu Jumei

4 Cogo-cola Mengmai Miqi

5 Yihaodian Cogo-cola Cogo-cola

6 Miqi VCtuan VCtuan

7 VCtuan Snnpnn Snnpnn

8 Mengmai Xiutuan Zhenxi

9 Snnpnn Yihaodian Yihaodian

10 Zhenxi Zhenxi Mengmai

Ranking of Shopping Daily Deal WebsitesRanking of Shopping Daily Deal WebsitesRanking of Shopping Daily Deal WebsitesRanking of Shopping Daily Deal Websites


Top Deals Analytics – Deal Categories � Leisure accounts for 33.6% of the highest grossing top deals. Dining deals are

the 2nd most popular category among the top deals (29.3%). � Movie, as a sub-category of Leisure, again accounts for the biggest percentage

among the top deals.

Dining,

29.3%

Leisure,

33.6%

Life,

10.0%

Shopping,

25.3%

Others,

1.8%

Top Deals Top Deals Top Deals Top Deals –––– Jan. Jan. Jan. Jan.Leisure-Movie 16.7%

Dining-Hotpot/BBQ 6.9%

Shopping-Household 6.4%

Leisure-Travel 6.0%

Dining-Buffet 5.2%

Dining-Local Cuisine 4.8%

* 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 contribute the most to the Top deals are the same as

December 2011. They are Meituan, Dianping and Nuomi. � Compared to Dec. 2011, Lashou, Didatuan and 58tuan took a bigger share

among the top deals in January.

Meituan, 18.4%

Dianping,16.7%

Nuomi, 9.0%

Manzuo, 6.4%Juhuasuan,6.2%

58tuan, 5.5%

55tuan, 5.2%

Lashou, 3.7%

Ftuan, 4.7%

Ayatuan, 4.7%

Ganji, 3.5%

24quan, 0.2%

Others, 11.7%

Didatuan, 2.7%

Gaopeng, 1.2%

% among the top deals% among the top deals% among the top deals% among the top dealsJanJanJanJan DecDecDecDec

MeituanMeituanMeituanMeituan 18.4%18.4%18.4%18.4% 17.4%

DianpingDianpingDianpingDianping 16.7%16.7%16.7%16.7% 18.8%

NuomiNuomiNuomiNuomi 9.0%9.0%9.0%9.0% 14.9%

58tuan58tuan58tuan58tuan 5.5%5.5%5.5%5.5% 3.2%

LashouLashouLashouLashou 3.7%3.7%3.7%3.7% 1.8%

DidatuanDidatuanDidatuanDidatuan 2.7%2.7%2.7%2.7% 1.9%


Summary – Market Trends

3.3.3.3. Meituan, Dianping & Nuomi keep the top 3 positions of the top deals Meituan, Dianping & Nuomi keep the top 3 positions of the top deals Meituan, Dianping & Nuomi keep the top 3 positions of the top deals Meituan, Dianping & Nuomi keep the top 3 positions of the top deals ranking list.ranking list.ranking list.ranking list.

� The 3 deal sites that contributed the most to the top deals are the same as December 2011: Meituan, Dianping and Nuomi.

� Movies, as a subcategory of Leisure, again accounts for the biggest percentage among the top deals.

1. Meituan1. Meituan1. Meituan1. Meituan keeps leading, keeps leading, keeps leading, keeps leading, the Top 5 sites consolidate their positionsthe Top 5 sites consolidate their positionsthe Top 5 sites consolidate their positionsthe Top 5 sites consolidate their positions. . . . � Meituan continues to rank nr. 1 in revenue; Didatuan gets back in the top 10.� Meituan/55tuan/Lashou/Dianping/58tuan have consolidated their positions in

the Top5 in Revenue.

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2.2.2.2. Movies, Hot-pot and Travel are the best sold subcategories in January. Movies, Hot-pot and Travel are the best sold subcategories in January. Movies, Hot-pot and Travel are the best sold subcategories in January. Movies, Hot-pot and Travel are the best sold subcategories in January. � In January, Movie deals, being the no.1 subcategory in Revenue, account for

13.4% of the total Revenue� Hot pot/BBQ and Travel deals are the 2nd and 3rd best sold deals in Revenue.

4.4.4.4. About online shopping deal sites:About online shopping deal sites:About online shopping deal sites:About online shopping deal sites:� 3 cosmetics daily deal websites rank Top 3 in Nr. Deals launched.� Xiutuan is no.1 in Nr. Deals and Revenue.


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

Dataotuan – Investor Tool

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

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Dataotuan can help you with the Investor Tool Dataotuan can help you with the Investor Tool Dataotuan can help you with the Investor Tool Dataotuan can help you with the Investor Tool –––– Investor AnalyticsInvestor AnalyticsInvestor AnalyticsInvestor AnalyticsContact [email protected]

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


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

Dataotuan – Sales Tools 1 (Website Analytics)

� 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 Dataotuan can help you with the Sales Tool Dataotuan can help you with the Sales Tool Dataotuan can help you with the Sales Tool –––– Deal Website AnalyticsDeal Website AnalyticsDeal Website AnalyticsDeal Website AnalyticsContact [email protected] offer: Customized reports, merchant details, raw data, live data and more.

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Dataotuan can help you with the Sales Tool Dataotuan can help you with the Sales Tool Dataotuan can help you with the Sales Tool Dataotuan can help you with the Sales Tool –––– Deal Website AnalyticsDeal Website AnalyticsDeal Website AnalyticsDeal Website AnalyticsContact [email protected]



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

Dataotuan – Sales Tools 2 (Merchants Analytics)

� 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 Dataotuan can help you with the Sales Tool Dataotuan can help you with the Sales Tool Dataotuan can help you with the Sales Tool –––– Merchants AnalyticsMerchants AnalyticsMerchants AnalyticsMerchants AnalyticsContact [email protected]


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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 adds new Daily Deal websites on a regular basis based on quality and time of existence.

Deal TitlePrice (Original, Current, Abs. And % Discount) Number of Sold DealsCategory/Sub CategoryAvailability in TimeCity, District, Latitude/Longitude Weather & more

Deals & Revenue per DistrictNumber of “real’ active Cities/Provinces

Number of DealsGross revenue Province, City, District, Category, Sub Cat.

345345345345 cities in Mainland China(*)

5000 5000 5000 5000 –––– 10000 10000 10000 10000 new deals every day

Dataotuan Collects

111125252525 of the main Daily Deal Sites


Dataotuan Sells

Analysts and InvestorsAnalysts and InvestorsAnalysts and InvestorsAnalysts 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

Daily Deal websitesDaily Deal websitesDaily Deal websitesDaily 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

Merchant Advisor:Merchant Advisor:Merchant Advisor: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 in soft launch, see australia.dataotuan.com

� Dataotuan New Zealand is in a very soft launch, see australia.dataotuan.com

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

Singapore, Malaysia, The Philippines, Taiwan, Australia & NZ

Indonesia, Middle East & HK will be data ready in the coming month.

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


� 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.

Contact Dataotuan

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The Chinese Daily Deal Market in January 2012, Special - Top Subcategories by Region