What is boxed e-commerce?

Learn more » Boxed Inc is an e-commerce platform selling bulk, high-repeat consumables to consumers and businesses. It offers wholesale products such as groceries, snacks, beverages, and household and cleaning products. It operates in two segments: Boxed Retail, which generates the majority revenue; and Boxed Software & Services.

What is boxed's acquisition?

The acquisition marks Boxed’s entry point into the rapidly growing fast-grocery delivery space and broadens the Company’s fresh grocery and dark-store fulfillment capabilities.

What is a boxed business model?

We see the Boxed business model as a combination of the business models of Amazon and Costco. Just like Costco, there is a lot of use of high-quality private labels that offer a lot of value to the customer, while at the same time increasing the gross margin for the company.

Is boxed a good company?

Boxed is a company we like, just as its customers appear to like it, too. It has a creative and powerful business model. We worry that the company has debt and negative operating cash flows, and has not yet reached critical mass for its business model to work.