Case Study: Temu - The $70 Billion Unsustainable Juggernaut [Premium PDF Report]

What happens when you build a $70 billion business on a tariff loophole?

Temu found out in May 2025.

Temu grew faster than any e-commerce platform in history.

$70.8 billion in sales in 2024. 416 million global users. The most downloaded app in dozens of countries.

And yet, it loses $30 on every order.

The model depended on a U.S. tariff loophole called "de minimis" — packages under $800 entered duty-free.

When that exemption ended in May 2025, American users dropped 52% within weeks.

It's a fascinating case about the limits of blitzscaling: growth at any cost works until the cost arrives.

This new case study analyzes:

• ✅ The M2C (manufacturer-to-consumer) architecture and why it worked — until it didn't

• ✅ The hidden role of the "de minimis" tariff exemption and the collapse when it ended in May 2025

• ✅ The Chinese supplier revolt and the penalty system that sparked protests

• ✅ 4 strategic scenarios for the company's future

• ✅ Lessons for any business chasing growth at any cost

Take a peak of what's inside this Case Study:

42 pages of strategic analysis with data, charts and applicable frameworks.

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