Case Study: Temu

Tariff / Duty, Loss Leader, Gamification, Supply Chain, Direct-to-Consumer (DTC), Arbitrage, De Minimis Rule

How might a business model that loses money on every order be considered a brilliant strategy?

What might be the "real product" a company like Temu is selling if it's not the cheap stuff in the box? (Hint: you, your data, your market share).

How might the "gamification" of shopping (spinning wheels, free gifts) change how and why people buy things?

If this model of shipping billions of tiny, tax-free packages from factories directly to homes succeeds, how might that reshape what U.S. stores (like Target or Amazon) look like in 10 years?

Video: How Temu's Explosive Growth Is Disrupting American E-Commerce by The Wall Street Journal

Video: The $800 Loophole That Shein And Temu Use To 'Dodge' Tariffs by CNBC

Video: We Toured a Temu 'Sorting Warehouse' by Bloomberg Originals

Article: How Temu, Shein, and a 1930s Trade Law Are Beating Amazon by The Wall Street Journal

Analysis Framework: Helmer's 7 Powers