2013 q1-the-china-daily-deal-market-report-en

Dataotuan.com

China Daily Deal Websites

2013 Q1

Data source: Datatuan.com 2013 Jan. 1- Mar. 31

Published: May 17, 2013

© Dataotuan - blog.dataotuan.com – www.datatuan.com - Q1. 2013

Table of Contents

Q1, 2013 Highlights

Q1, 2013 Market Shares

Q1, 2013 Local Service Deals Comparison

Q1, 2013 Product Deals Comparison

Strengths & Weaknesses of the Top 5 Daily Deal Sites

Dataotuan Data Products

About Dataotuan

Data Specifications


2013 Q1 Key Findings (1)

2. China daily deals market trend remains the same.

In Q1 2013, the total revenue of local services & product deals was > ¥10.3 billion

The Top 10 websites accounted for 94.7% market share.

Meituan, Dianping & Lashou stay in the top 3 for local deals’ revenue.

Juhuasuan is not only the leader, but the emperor of shopping (product) deals.

The revenue of Juhuasuan shopping deals accounted for 62.7%.

3. Average discount was stable; Average price and Nr. Sold still increases.

Compared to last year, the average discount kept stable.

The average price & average nr. sold maintains a slight upward trend.

1. The Consolidation continues with the Top 10 taking up 94.7%

In the past 4 quarters the top 10 added >10% to their overall market share

The nr. 1 and 2, Juhuasuan and Meituan haven’t given up their positions

4. Dining was still the most popular category in Q1.

Dining accounted for 35.7% and was the most popular category for 2 quarters.

Hotpot & Clothing/Footgear were still the most popular subcategories,

Local cuisine caught up to become the 3rd popular subcategory in Q1 2013.


2013 Q1 Key Findings (2)

4. The strong & weak points of the top 5 Daily Deal sites.

Beauty/Massage & Hotpot/BBQ (2 popular service deal categories) were

cross-analyzed with the 4 big cities (Beijing, Shanghai, Guangzhou & Chengdu).

The insights for the top 5 daily deal websites are:

Dianping, relative to its overall market share, outperforms in all the 4 cities in

terms of Beauty/Massage & Hotpot/BBQ;

Meituan has space to improve for Beauty/Massage in all the 4 big cities; and

for Hotpot/BBQ in Beijing.

Lashou and 55tuan are both underperforming in Shanghai, in terms of

Beauty/Massage.

Nuomi is doing well in Beijing and Chengdu, but underperforming in

Guangzhou in the categories of Beauty/Massage & Hotpot/BBQ.


Evolvement of Top Sites - Total Market Shares

Comparing the total market share of the top 10 and top 5 deal sites by quarter

in the past year shows that the Chinese daily deal market is more and more

concentrated.

0.0%

20.0%

40.0%

60.0%

80.0%

100.0%

2012 Q2 2012 Q3 2012 Q4 2013 Q1

Total market share top 5 sites Total market share top 10 sites


Evolvement of Top Deal Websites Rankings

2012 Q2 2012 Q3 2012 Q4 2013 Q1

1

2

3

4

5

6

7

8

9

10

Comparing the ranking of the top 10 sites in the past year shows:

The position of the top 2 (Juhuasuan and Meituan) are solid;

Changes are more likely happening among No. 3 to No.6.

*

*

* Ftuan & Gaopeng merged in 2013 Q1


Juhuasuan, 33.6%

Meituan, 17.8%

Dianping, 9.2%

Lashou, 8.9%

55tuan, 7.8%

Nuomi, 5.9%

Manzuo, 4.1%Gaopeng, 2.7%Juqi, 2.7%Shangtuan, 2.0%

Others, 5.3%

2013 Q1 — Market Shares (Service + Product Deals)

The top 5 deal sites have 77.3% of the market.

The total revenue of local services & product deals was > ¥10.3 billion in 2013 Q1.

Juhuasuan leads by far, influenced by its abundance of product deals .


Dining, 35.7%

Shopping, 31.1%

Leisure, 14.9%

Life, 9.3%

Travel, 9.0%

2013 Q1 — Categories (revenue)

Dining accounts for 35.7% and is the top category.

Shopping deals are the 2nd most popular category (31.1%).

Leisure follows as the 3rd popular category with 14.9%.

2012

Q4

2013

Q1

2012

Q4

2013

Q1

2012

Q4

2013

Q1

2012

Q4

2013

Q1

2012

Q4

2013

Q1

Average Nr.Sold/Deal 275 276 1159 1234 640 817 117 139 84 99

Average Price/Deal 123.6 162.5 154.9 148 88.6 99.1 327.5 289.3 259.5 281.8

Average Discount 48% 47% 60% 60% 66% 65% 77% 75% 52% 53%

Dining Shopping Leisure Life Travel


2013 Q1 — Local Service Deals Overall

Revenue of local service deals (Dining/Leisure/Life) in Q1 is about ¥5.5 billion

The Top 10 websites accounted for 96.4%.

In terms of total revenue, Meituan has the biggest market share of local services

deals (29.8%), followed by Dianping (16.6%) and Lashou (12.6%).

Meituan, 29.8%

Dianping, 16.6%

Lashou, 12.6%

55tuan, 12.2%

Nuomi, 9.8%

Manzuo , 5.4%Juhuasuan, 3.1%Juqi, 2.7%Gaopeng, 2.4%

Didatuan, 1.8%

Others, 3.6%


2013 Q1 — Local Service Deals（2）

The average price of a local service deal is 179.7 Rmb

The average discount overall is 57%.

141 191.3 148.7 236.7 161.8 188.4 337.9 250.4 197.5 194.3

56%59%

55% 55%56% 58%

46%

60%58%

59%

0%

10%

20%

30%

40%

50%

60%

70%

0

50

100

150

200

250

300

350

Average Price: 179.7 Rmb Average Discount: 57%


Juhuasuan,62.7%

Shuangtuan, 6.5%

Lashou, 4.6%

Manzuo, 3.4%

55tuan, 3.2%

Meituan, 2.8%

Pingtuan, 2.4%

Cobuy, 2.2%

Gaopeng, 1.9%

Nuomi, 1.8%

Juqi, 1.7%Dianping, 1.6%

Others, 5.2%

2013 Q1 — Product Deals (physical products)

In Q1, the revenue of Juhuasuan shopping deals is more than the total revenue

of all its competitors combined, & accounts for 62.7% of the Product Deals

Revenue.


2013 Q1 — Product Deals (top subcategories)

In Q1, Clothing/Footgear was still the most popular subcategory.

Home/Furnishings & Electronics were the next popular subcategories.

Clothing/Footgear

Home/Furnishings

Food/Beverages

Electronics

Cosmetics

Shopping


Data help Daily Deal sites to improve

Dataotuan has data of the top 40 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 you can see how the top 5 Daily Deal sites

(Local service deals) have weak spots that they can improve on by using data.

The 1st slide shows the top sites’ performance, relative to their overall market

shares, in the big cities when it concerns Beauty & Massage deals.

The 2nd slide shows that the top sites’ performance, relative to

their overall market shares, when it comes down to Hotpot/BBQ deals

Dianping is the only one that has a positive result in all the 4 big cities.


A Strength & Weakness Analysis of the top 5 deal sites (Local service deals) in

Beijing, Shanghai, Guangzhou and Chengdu for the category Beauty & Massage.

Meituan is, relative to its overall market share, weak in all the 4 big cities.

55tuan and Nuomi have space to improve in Shanghai & Guangzhou.

Dianping is strong in all 4 cities, and outstanding in Shanghai – its headquarter.

Lashou is doing well in Guangzhou, but underperforming in the other 3 cities.

Top 5’s Weakness & Strength (Beauty & Massage)


A Strength & Weakness Analysis of the top 5 deal sites (Local service deals) in

Beijing, Shanghai, Guangzhou and Chengdu for the category Hotpot/BBQ.

Meituan is, relative to its overall market share, underperforming in Beijing.

Lashou and 55tuan are underperforming in Shanghai.

Dianping is outperforming in all the 4 cities in terms of Hotpot/BBQ.

Nuomi is doing well in Beijing and Chengdu.

Top 5’s Weakness & Strength (Hotpot/BBQ)

© Dataotuan - blog.dataotuan.com – www.datatuan.com - Q1. 2013 16

About Dataotuan.com

Dataotuan, the worldwide local e-commerce data & analytics company

Collects & Supplies Daily Deal data from APAC, Europe and Africa


Data Products - Dashboard

17

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


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

18

Data Products - Deal Performance


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

19


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 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

40 of the main Daily Deal Sites


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.


Specifications 1 – Data Definitions

All the data have been collected in the period Jan.1 – Mar.31, 2013.

Number of deal sites tracked: 40

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 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

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(General

vouchers for supermarkets,

gasoline station, mobile

phone minutes, etc. )


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.

In January 2013 qqtuan merged, with ftuan and gaopeng.com in New Gaopeng

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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2013 q1-the-china-daily-deal-market-report-en