The Chinese Daily Deal Market in October 2011 - Warm Deals & Shanghai's Quality over Beijing's...

© Dataotuan - blog.dataotuan.com – Oct. 2011

Chinese Daily Deal Websites

2011 October Report

Warm Winter Deals &

Shanghai’s Quality over Beijing’s Quantity

Data source: Dataotuan.com 2011 Oct. 1-31 Published: Nov. 30, 2011

Dataotuan.com

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

Table of Contents

Specifications

Main Daily Deal Websites Analytics

Deals Overall Comparison

Regions & Cities

Top Deals Analytics

Seasonal Deals

Summary

About Dataotuan

Dataotuan Tracks & Helps

Dataotuan Sells

Dataotuan Announcements – Countries, Maps, Mobile

Contact


Specifications 1 – Data Definitions

1. All the data have been collected in the period Oct. 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.

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

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 - Oct. 2011

Top Daily Deal Websites – Market Share 1 In terms of total revenue, Lashou has the biggest market share (12.7%).

The top 20 deal sites in total account for 88.9% of the market share.


Top Daily Deal Websites – Market Share 2

Top 10 Websites (Revenue)

In the past few months the movement in the top 10 consisted mostly of the same

players changing position.

Aug Sept Oct

QQ 12.0% 55tuan 10.3% Lashou 12.7%

55tuan 9.6% Lashou 10.0% Meituan 12.0%

Lashou 9.0% Ftuan 9.2% 55tuan 9.3%

Meituan 7.0% Meituan 8.8% 58tuan 9.1%

Dianping 6.8% 58tuan 8.2% 24quan 6.0%

Manzuo 6.6% Dianping 6.6% Dianping 5.4%

Nuomi 5.8% 24quan 5.4% Nuomi 5.3%

24quan 5.6% Nuomi 5.3% Manzuo 3.9%

58tuan 5.0% Manzuo 5.3% Ftuan 3.7%

Ftuan 4.3% Gaopeng 3.7% Ganji 3.5%

Total 71.7% Total 72.8% Total 70.9%


Sites Ranking Comparison

Top 10 Websites Rankings

In the past three months, Lashou/24quan/58tuan increased steadily in Revenue.

Lashou occupied the top position in Revenue.

Rank Nr. of Deals Total Nr. Sold Revenue

Aug Sept Oct Aug Sept Oct Aug Sept Oct

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

2 55tuan 24quan Lashou Lashou Meituan Lashou 55tuan Lashou Meituan

3 Lashou 58tuan 58tuan Meituan 55tuan 55tuan Lashou Ftuan 55tuan

4 24quan Lashou 24quan 55tuan Manzuo Nuomi Meituan Meituan 58tuan

5 Gaopeng Meituan Meituan Ganji Nuomi Ganji Dianping 58tuan 24quan

6 58tuan Gaopeng Gaopeng Nuomi Ganji Manzuo Manzuo Dianping Dianping

7 Meituan Ftuan Ftuan Manzuo 24quan 58tuan Nuomi 24quan Nuomi

8 Ftuan Manzuo Manzuo 24quan Dianping 24quan 24quan Nuomi Manzuo

9 Manzuo Nuomi Nuomi Dianping 58tuan Dianping 58tuan Manzuo Ftuan

10 Nuomi Ganji Didatuan Gaopeng Ftuan Mengmai Ftuan Gaopeng Ganji


The average discount of all the daily deals is 64%, the average price is 137 Rmb.

The discount of the top 10 deal sites ranges from 59% to 67%; The average price

ranges from 93.3 to 190.2 Rmb.

190.2

93.3

0

20

40

60

80

100

120

140

160

180

200

拉手美团窝窝团 58团 24券点评团糯米满座 F团赶集

59%

67%

54%

56%

58%

60%

62%

64%

66%

68%

Lashou Meituan 55tuan 58tuan 24quan Dianping Nuomi Manzuo Ftuan Ganji

Average Price Overall price/deal: 137 Rmb

Average Discount Overall average discount: 64%

Sites Pricing strategy


Comparing the statistics from May to October the amount of deals keeps

increasing, but they generate again on average less and less revenue.

Interestingly, the average price per deal decreased and the average Nr.Sold

increased in Oct., which is against the overall trend in the last 5 months.

4568858509

78752

102294

118732129193

May June July Aug Sept Oct

Nr. Deals

96112

126137

148137


Average Price（Rmb）

23984

2022717031

13570 13322 12149


Average Revenue

1325

806

588454 398

468


Nr. Sold

Deals Overall Comparison


17.0%

6.1%

30.2%

23.7% 23.0%

Dining Leisure Life Shopping

Dining deals make up 30.2% of all deals launched, followed by Life service deals

(23.7%) and Leisure deals (23%).

Dining deals are the cheapest, with the smallest discount.

Life services deals are the most expensive, even after the biggest discount.

Average Nr. Sold 329 261 147 1133

Average Price (Rmb) 80 124 213 132

Average Discount 52% 63% 81% 62%

Deals Category Comparison


In East China the most local deals (Dining, Leisure and Life services) are

launched. Southwest and especially Northwest China are trailing behind.

In North China the average deal price is the highest, in Central China it's the

lowest.

Daily Deals in Different Regions

Nr. of Local

Deals

Average Nr. Sold/

Deal

Average Price/

Deal (Rmb)

Average

Discount

East China 37,148 219 136 64%

Central China 11,200 194 106 66%

North China 15,188 259 160 67%

South China 13,920 198 151 65%

Northeast China 8,862 186 109 61%

Northwest China 3,996 234 128 65%

Southwest China 6,961 251 135 65%


Daily Deals Market

Region by Region

Daily Deals Market

Region by Region

Nr. of Local Deals

Average Price/Deal

109

3,996

128

8,862

15,188

160

37,148

13,920

11,200

6,961

136

151

106

135


Average Nr.

Sold/Deal

Average

Price/Deal

(Rmb)

Average

Discount Nr. Deals Total Nr. Sold

Revenue

Ranking

Tier 1

Beijing 282 193 3.3 7505 2118113 1

Shanghai 404 184 3.1 4941 1997697 2

Guangzhou 248 158 3.4 3571 887243 3

Shenzhen 229 179 3.5 3361 768229 4

Tier 2

Tianjin 296 141 3.2 2928 866735 5

Hanzhou 184 158 3.5 2516 463195 6

Chongqing 262 128 3.7 2265 593550 7

Xiamen 156 185 4.0 1812 283111 8

Revenue wise, the group-buying market in Tier 1 cities is much more

developed than in Tier 2 cities. Tianjin is an exception in terms of Total Nr.

Sold and Average Nr. Sold per deal.

Beijing is the biggest group-buy market. Compared with Shanghai, over 50%

more deals are launched in Beijing, but the average Nr. Sold per deal in

Shanghai is significantly higher than Beijing, indicating a higher deal quality.

Daily Deals in Different Cities


If you want to enter a new city you want to know;

Who are the good merchants

Where can you find them

What is their daily deal history

Dataotuan – Sales Tools I

Who are your competitors

How competitive is it

What is their sales strategy

What is their pricing strategy

Contact [email protected]

We help you with:

Customized reports, merchant details, raw data, live data and more.


Top Deals Analytics – Deal Categories

Shopping accounts for 36.8% of the highest grossing top deals. Dining deals are

the 2nd most popular category among the top deals (28.7%).

Movies, a sub-category of Leisure, account only for 9.8% of all the top 500 deals

in October.

Cold weather is coming, so winter-seasonal deals are getting popular. (See more

on the Seasonal deals analytics)

Top Deals – Oct.

Leisure-Movie 9.8%

Dining-Hotpot/BBQ 9.5%

Shopping-Clothing/Footgear 8.2%

Shopping-Food/Beverage 6.6%

Life-Photography 6.0%

Dining-Local Cuisine 6.0%

Shopping-Household 5.8%

Leisure-Travel 4.4%


Top Deals Analytics – Deal Sites In October, Dianping lost its top position to Meituan.

The reason for this change might be that Dianping stabilized the amount of

launched deals, while Meituan continues launching more deals, following the

overall trend.

Meituan, 17.1%

Dianping, 11.6%

Nuomi, 8.5%

Lashou, 8.5%

58tuan, 5.3%Ayatuan, 5.2%

55tuan, 5.0%

Ganji, 4.8%

Gaopeng, 4.4%

Manzuo, 4.2%

Didatuan, 4.1%

Juhuasuan, 3.9%

24quan, 2.9%

Ftuan, 2.0%

Others, 12.5%


If you want to sell more, you need to know

Which deals sell

Which categories sell

More info about active Group-buying merchants

The pricing strategy of different deal sites in different cities

The sales strategy of different deal sites in different cities

The differences in consumer behavior per region/city

Dataotuan – Sales Tools II

Contact [email protected]

We help you with:

Customized reports, raw data, live data dashboard and more.


A Large numbers of house-hold deals launched in October.

Epecially bedding deals sold particularly well.

Seasonal Deals – Household Deals


Products, like warm-underwear/warm-plasters, are hot as well.

Seasonal Deals – Warm


Although Oct. and Nov. are in between two national holidays, travel deals are

still popular. Merchants use good sales promotions to attract customer’s

attention, like an “off-season sale”.

Seasonal Deals - Travel


Wedding-photography products show innovation. It’s not just photography, but

they’re now combined with tourism. Couples who plan to marry can get more

beautiful photos, as well as sweet travel memories.

Seasonal Deals – Wedding Innovation


22

Summary 1

1. The trend of the Chinese Daily Deal market –

Deals’ Quantity keeps going up but market seems more rational.

October keeps the same trend from the previous months, while more deal are

launched, and the average Revenue is getting less.

Nevertheless, the average price per deal decreased and the average Nr.Sold

increased in Oct., which is against the overall trend in the last 5 months.

3. There is a big difference among different city tiers in China

Revenue wise, the group-buy market in Tier 1 cities is much more developed

than Tier 2 cities. Tianjin is an exception in terms of Total Nr. Sold and

Average Nr. Sold per deal.

Beijing is the biggest group-buy market. > 50% more deals than Shanghai

Shanghai has better deal quality; Average Nr. Sold/deal is higher than Beijing.

2. In the top 10 it were mostly the same players changing position.

Lashou made it this month to the no.1 position for the revenue ranking.

In the past 3 months, Lashou/58tuan/24quan have been climbing the ranks step

by step in revenue and market share.


Summary 2

4. Dianping lost the top position of the top deals ranking list.

In October, Dianping lost the top position, Meituan is the new leader in quality.

The reason for this change might be that Dianping stabilized the amount of

launched deals, while Meituan continues launching more deals, following the

overall trend.

5. Product innovation/seasonal adaptation.

Winter is coming and warm-underwear/warm plasters, are helping.

Large numbers of house-hold deals were launched in October.

Especially bedding deals sold particularly well, fitting the stay warm scenario

Travel deals are still popular, despite there not being an official holiday.

Merchants use good sales promotions to attract customer, like “off-season sales”.

Wedding-photography products show innovation. It’s not just photography, but

they’re now combined with tourism. Travel and good photos are a good combi.


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 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.

345 cities in Mainland China(*)

5000 – 10000 new deals every day

Dataotuan Collects

125 of the main Daily Deal Sites


Dataotuan Sells

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

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

Merchant Advisor:

Select the most relevant daily deal website for your offer

Help to decide discount & pricing etc based on Dataotuan data.


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

Singapore, Malaysia, The Philippines, Taiwan & Australia

NZ & Indonesia are expected to 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 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

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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The Chinese Daily Deal Market in October 2011 - Warm Deals & Shanghai's Quality over Beijing's...

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