Stord

Empowering brands with the best end-to-end technology enabled consumer experience since 2015.

[Stord @GetSTORD]

Brands today manage hundreds of workflows, thousands of SKUs, and millions of shipment events and customer interactions — all while competing in a market that changes by the minute.

And with that complexity comes a constant stream of questions:

𝘞𝘩𝘢𝘵 𝘪𝘴 𝘵𝘩𝘦 𝘴𝘵𝘢𝘵𝘶𝘴 𝘰𝘧 𝘵𝘩𝘪𝘴 𝘰𝘳𝘥𝘦𝘳?

𝘞𝘩𝘺 𝘥𝘪𝘥 𝘵𝘩𝘪𝘴 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯 𝘩𝘢𝘱𝘱𝘦𝘯?

𝘞𝘩𝘢𝘵’𝘴 𝘥𝘳𝘪𝘷𝘪𝘯𝘨 𝘥𝘦𝘭𝘢𝘺𝘴?

𝘏𝘰𝘸 𝘮𝘶𝘤𝘩 𝘪𝘯𝘷𝘦𝘯𝘵𝘰𝘳𝘺 𝘪𝘴 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘧𝘰𝘳 𝘚𝘒𝘜 1234?

𝘊𝘢𝘯 𝘸𝘦 𝘳𝘶𝘯 𝘵𝘩𝘪𝘴 𝘱𝘳𝘰𝘮𝘰𝘵𝘪𝘰𝘯 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘰𝘷𝘦𝘳𝘴𝘦𝘭𝘭𝘪𝘯𝘨?

𝘞𝘩𝘦𝘯 𝘴𝘩𝘰𝘶𝘭𝘥 𝘸𝘦 𝘳𝘦𝘰𝘳𝘥𝘦𝘳?

𝘞𝘩𝘢𝘵 𝘯𝘦𝘦𝘥𝘴 𝘢𝘵𝘵𝘦𝘯𝘵𝘪𝘰𝘯 𝘳𝘪𝘨𝘩𝘵 𝘯𝘰𝘸?

𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗮𝗳𝘁𝗲𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗮𝗳𝘁𝗲𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻.

For years, getting answers meant digging through dashboards, pulling reports, or waiting on support. By the time you found the insight, the moment to act had already passed.

Not anymore.

StordAI has received a major upgrade with three new intelligent assistants: Chat, Search, and Feed.

Chat is our new conversational AI assistant that powers teams to surface answers faster, make smarter decisions, and keep commerce moving at the speed customers expect. It’s in beta and is free to all Stord customers.

Search is a universal discovery engine, using one bar to find any order, any data, any insight. Feed is a personalized intelligence stream that surfaces what matters most, proactively. Both are coming in Q2.

This is another step forward in building AI-powered intelligence that works alongside brands and operators to drive better outcomes across fulfillment and the customer experience.

Learn more here: https://t.co/vAp56V9G7a

[Sean Henry @seanhenry]

3,876 days to get to $3 Billion.

Most companies announce a raise and move on. We are just getting started telling the story.

$15B in GMV. Packages touching 1 in 4 U.S. households. Doubling at scale. Software tripled in 2025. AI trained on 8 billion real operational data points, running 100,000+ brand interactions in its first 90 days. Stord Labs advancing the physical intelligence layer for commerce further every week.

The headline was the raise. The real story is how we built it.

Over the next few months we are pulling back the curtain on all of it: how Stord grew to approaching $1B in revenue in 10 years, how we built vertically integrated software born inside real world industrial operations and extended it to tens of millions of front end consumers, how we applied AI to physical operations at a scale nobody else has, and how we've made 10+ acquisitions that each compound the whole network as our applied software and hardware transforms them.

We are competing in a nearly $2T industry. The flywheel we built in Atlanta is expanding globally, with more news coming soon.

We are not done building. We are not done telling this story.

We are accelerating.

[Sean Henry @seanhenry]

Most companies say they are AI-first. We deployed it first. Here are the receipts. 🧵

[Stord @GetSTORD]

Building the physical intelligence layer for commerce requires people who have been at this frontier for decades. Nirmal Doshi is one of them.

Two decades at the frontier of robotics and real operational complexity. Amazon. Agility Robotics. Symbotic. Eight patents. And he is part of a wave of talent joining Stord from leading robotics and AI companies.

Most companies deploy robotics on fragmented systems. We deploy them on a decade of vertical integration, a unified software stack, and $15B in real GMV underneath.

That changes what is possible.

The most exciting chapter of this is just beginning.

[Sean Henry @seanhenry]

Building the physical intelligence layer for commerce requires people who have been at this frontier for decades. Nirmal Doshi is one of them.

Two decades at the frontier of robotics and real operational complexity. Amazon. Agility Robotics. Symbotic. And he is part of a wave of talent coming to Stord from leading robotics and AI companies.

Most companies deploying AI and robotics are doing it on top of fragmented systems. We deploy them on a decade of vertical integration, a unified software stack, and $15B in real GMV with 8 billion real-world data points annually underneath. That changes what is possible.

The most exciting chapter of this is just beginning.

[Stord @GetSTORD]

Turns out the news agreed.

Bloomberg. TechCrunch. Reuters. Fortune. Axios. WSJ.

The physical intelligence era for commerce is here.

[Sean Henry @seanhenry]

Elon Musk has an equation for building physical systems. It has built trillions in value.

Question the process. Delete what doesn't need to exist. Simplify. Optimize. Then automate.

Automation is the last step. Not the first.

That is the exact path Stord took. A decade of process, software, and scale before we went hard on hardware. The hard-coded robots of the last decade break the moment SKU mix changes. Agentic robotics solve this, but only if the software underneath them is unified enough to give them something real to learn from.

Nobody else in this industry has that foundation. Stord does. That is why the timing is now.

Thank you @TBPN for having me on.

[Sean Henry @seanhenry]

3 billion vs $2.92 trillion.

~1,000x different in valuation.

This week TechCrunch and many others called Stord an "Amazon competitor."

Here's what most people get wrong about that 🧵

[Sean Henry @seanhenry]

Molly O'Shea at Sourcery put together the best breakdown of the Stord story I've read.

"The question is not whether Stord becomes the consolidated infrastructure layer for independent commerce … The question is how large that layer gets, and on what timeline."

Thanks for covering @MollySOShea

https://t.co/0YZiWQxA5I

[Stord @GetSTORD]

"We've become heavy users of StordAI. It accelerated how fast our team can act." — Josh Bultz, COO, @trueclassictees

"We spend less time managing operations and more time building the brand." — Arjan Singh, Co-Founder, Jolie

"StordAI Chat is a CEO's dream." — Nick Stachel, @ClimaticHealth

[Stord @GetSTORD]

The reaction to our Series F and Stord Labs announcement has been tremendous!!

But none of this happens without the brands that trusted us first.

🧵

[Stord @GetSTORD]

"Amazon makes you feel like a SKU. Stord makes us feel like a brand." — Imran Jawaid, Founder, @wearedoingwell

"The technology meets the needs of our global operation. That matters when you're scaling across markets simultaneously." — @DannyYeung_, CEO, @Prenetics

"Network scale and technology years ahead of what most fulfillment partners offer." — Victor Tam, CEO, @MonosTravel

[Sean Henry @seanhenry]

The next generation of physical intelligence will not be built in simulation.

Stord Labs is our physical intelligence lab at our Atlanta HQ where we develop and deploy AI and agentic robotics that scale across nearly 100 facilities on a single unified stack. Applying cutting edge technology to real world outcomes.

The physical intelligence era for commerce is here.

[Stord @GetSTORD]

9 of the 10 largest US companies by revenue operate physical networks at scale.

You can't replicate that with pure software.

That's the physical intelligence layer for commerce.

Watch @seanhenry explain what it means and why it matters on @BloombergTV.

[Sean Henry @seanhenry]

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce.

It is not because of their storefront.
It is not because of their payments.
It is not even because of product selection.

It is because consumers trust their deliveries.

That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant.

The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms.

That is the physical intelligence layer for commerce.

And that is what Stord Labs is built to advance.

Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale.

@bloombergtv

[Sean Henry @seanhenry]

Most people still underestimate what happens when you deeply integrate physical infrastructure and software at scale.

Chad saw the compounding defensibility of that combo eight years ago.

Neither of us predicted where AI and robotics would be today, but we built exactly the foundation needed to capture it. The wave arriving right now makes the opportunity bigger than anything we originally imagined.

$15B in GMV, 10x over the past 4 years, 1 in 4 US households, physical intelligence layer live.

Yet, it feels like day one.

[Stord @GetSTORD]

@ilyaf

[Stord @GetSTORD]

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

[Jacob Boudreau @jacobsboudreau]

From day one, Stord was built on a single bet: the most durable advantages in commerce would be built at the intersection of software intelligence and physical operations.

Today, we announce $250M at $3B to to advance the physical intelligence layer for independent commerce.

https://t.co/RjyVmCoDAh

[Bloomberg @business]

Stord Inc., a logistics technology startup, raised $250 million in a new funding round to expand its fulfillment operation and help merchants better compete with https://t.co/JHZxKhN4Fo Inc. https://t.co/5n8x6EWYAW

[Sean Henry @seanhenry]

Ten years ago I started Stord because nobody had built the infrastructure for what happens after a consumer clicks buy.

Today we raised $250M at a $3 billion valuation.

Commerce now has the physical intelligence layer that merchants deserve.

Full piece: https://t.co/DhDur7veoh

[Sean Henry @seanhenry]

25-35% of support tickets are WISMO. Over 50% during peak.

5-15 minutes per investigation.

StordAI Chat answers the same question in seconds.

Trained on millions of real shipment events, not a general-purpose model.

The answer was always in the data. Now you can just ask.