Stord has raised $250M at a $3B valuation.
For decades, one company has owned the physical experience of commerce. Every brand that isn’t Amazon has been building around that gap.
Today that changes. The physical intelligence layer for independent commerce is here.
https://t.co/OnwN9DgGyg
The Stord Summer Roadshow rolls into the Windy City on September 2.
🍕Deep dish debates aside, we're sitting down for the Stord Sessions Dinner Series alongside Bluestein VC, Listen Ventures, and @jpmorgan. It's set to be another fantastic stop on the road trip we've been running city by city all summer, alongside the partners and operators building independent commerce.
Want to join us on the next stop? Email [email protected].
We're honored to share that Stord has landed on the @Inc 5000 2026 list for the SIXTH consecutive year. Few companies get there once, let alone six years running.
We got here building both the global fulfillment network and the AI-powered technology behind it, tested first at Stord Labs before it reaches any independent brand.
This is what sustained, competitive growth looks like.
Thank you to every brand, partner, and Stordian who makes this possible.
Most brands treat fulfillment as the back-end of commerce. Customers experience it as the front-end of their next decision.
What happens inside our network, how fast a package ships, how reliably it arrives, how cleanly a return gets processed… It determines CAC payback, repeat purchase rate, and whether LTV ever justifies the cost of acquisition.
Delivery is a growth lever most brands have never had the tools to pull.
We've spent a decade building the physical infrastructure, the vertically integrated software, and the AI layer that powers fulfillment for over 1,000 brands. That foundation lets us see something most fulfillment partners can't.
The brands winning on lifetime value, conversion, and repeat purchase are the ones connecting their physical execution directly to their commerce experience, not treating them as separate functions managed by separate vendors.
Engage, Unbox, and the broader Commerce software suite are how we operationalize that belief. One platform, from the moment a customer decides to buy to the moment the product is in their hands. Fulfillment has always been the front-end of commerce.
This is the logical extension of everything we've built. The more Stord operates at the layer connecting physical execution to commerce outcomes, the less we are a fulfillment partner and the more we are the infrastructure powering the growth of every independent brand.
Every order is a front-end growth signal most brands have never had access to. The most durable position in commerce is owning what happens between the order and the door, not the storefront or the checkout. Stord owns that layer, and we're extending it forward for brands of all sizes.
This week, the Stord Summer Roadshow lands in SoCal. We're hitting the WeHo Wind Down on Aug 26, followed by Stord Sessions w/ @TriNet in Malibu Aug 27.
☀️ We'll be enjoying the California sunshine, because next week we're headed to the Windy City!
Want to join us along the way? Email [email protected].
The Stord Summer Roadshow hits two cities today.
In Denver, we're at Newtopia Happy Hour. In San Diego, the Cart Stars Dinner. Same night, same goal: sit down with the operators and founders actually building independent commerce, city by city, all summer long.
This is the road trip we've been building toward: invite-only stops with the brands and partners shaping what comes after checkout.
Want to join us at one of our next stops? Email [email protected].
More than 1,500 people tuned in for that, and we're honored that PartnerBoost invited Douglas back to speak at their e-commerce summit Evolve in Shenzhen this fall.
They were right. Today, here's where Stord stands:
$3B valuation, doubled in under 12 months
~$17B in commerce powered annually
Deliveries to over a quarter of U.S. households
Get the full story: https://t.co/WzlxlKXOqO
After dropping out of Georgia Tech at 19, Sean and his co-founder Jacob Boudreau made a bet: independent brands (and their customers) deserve the same delivery experience as the biggest retailers in the world.
Physical AI is opening up across every industry.
Our co-founder and CEO @seanhenry sat down with @Forbes to talk about how Stord's playing into it: partnering with leading model and robotics companies, training their models on our data, then feeding that intelligence back into our network.
8 billion data points a year. Real orders, not simulations. This is what physical intelligence actually looks like.
82% of shoppers abandon their carts.
The top reason? They can’t picture their order actually arriving.
Stord’s 2026 Win-Cart Experience report reveals exactly where and how brands are losing the cart, and 10 ways to win it back.
Grab your copy here: https://t.co/EY17BuEJ4s
Amazon built Prime for itself.
We build it for everyone else. The checkout, the shipping options, the tracking, the returns, every "your order is on the way" text.
10 years later, we power over $15 billion in commerce a year, doing it for everyone else, reaching 1 in 4 U.S. households.
Hear it from our co-founder and CEO, @seanhenry.
Stord Labs didn't start when the "physical AI" hype did. It started a decade earlier, in the network, the software, and the data underneath it.
Now it's a dedicated foundry for embodied AI and frontier robotics, built at our Atlanta HQ and deploying across nearly 100 facilities on one stack. Sean shares the full story with @Forbes below.
Want to join us? We're hiring across @StordLabs, including a Director of Embodied AI. Visit https://t.co/FXTcVY4Sam to apply.
Everyone's calling this the year physical AI arrived, but Stord's moat started building a decade before the wave did.
Since we announced Stord Labs with our Series F, we've been flooded with interest, partners, and deployment requests, and one thing keeps coming up. People want to know exactly what Stord Labs is and where it's headed.
It's a data and training foundry for embodied AI, a development and deployment lab for frontier robotics, vision systems, and models, and a roster of some of the densest talent in commerce and shipping anywhere. A dedicated footprint at our Atlanta headquarters, building physical intelligence that deploys across nearly 100 facilities on one unified stack.
We're hiring across the lab now, including a Director of Embodied AI for the Data Foundry and dozens of other roles.
Reach out if you want to build it with us (DM or https://t.co/xseqoiWvpC).