Stord

Molly O’Shea

@MollySOShea

BREAKING: Stord Raises $250M at $3 Billion Valuation Investors include @StrikeCapital_, Kleiner Perkins, Founders Fund, Franklin Templeton, Baillie Gifford, G Squared, Bond, Lux, & more.. @GetSTORD is advancing the physical layer for commerce, reaching: - Nearly $1 billion in revenue - $15B+ in GMV annually - 10x growth over the past 4 years - Software 3x in 2025 alone - Packages touching ~1 in 4 U.S. households Brands like: True Classic. AG1. Jolie. Fanatics. Hairstory. Monos. IM8. goodr. Fatty15. LMNT. PSA: Alongside the raise, Stord announced Stord Labs, its dedicated environment for advancing physical AI & robotics. Stord is building what independent commerce has always needed and never had: the physical intelligence layer.

Chad Byers

@chadbyers

Stord Raises a $250 Million Series F at a $3 Billion Valuation Eight years ago, I met a 20-year-old Georgia Tech dropout in Atlanta who told me he was going to build an Amazon Prime-like fulfillment network for every brand. It was ambitious yet easy to understand. I led the seed round and have served as a board observer ever since. Today, Stord announced a $250 million Series F at a $3 billion valuation, doubling the company’s valuation in just twelve months. Sean Henry and Jacob Boudreau have built a great business. However it wasn't easy. We navigated two significant supply chain disruptions in covid and tariffs. But the north star has stayed the same: allow every brand to deliver the kind of consumer experience that used to require Amazon-scale infrastructure. In a world of AI, where software becomes increasingly easy to build, businesses like Stord that deeply integrate bits and atoms are more defensible than ever. Today, Stord delivers packages to 20% of US addresses, powered by a network of physical assets tied together with powerful custom-built software. If you step into a Stord 1P warehouse, as I did last week, the operational complexity will amaze you. That’s both the challenge and the moat. Along the way, we introduced Sean to our friends at Kleiner Perkins, Founders Fund and Bond Capital, who joined us for the journey. It’s been a career highlight for me to work with this team and I’m excited to see what we can accomplish in the next eight years and beyond.

Everett Randle

@EverettRandle

Sean is the founder I've known the longest in my career and it's been nothing short of astonishing to see how he's evolved and matured Stord as a business from its scrappy early days to a nearly $1b revenue powerhouse in logistics & now physical AI. Onward Stord 🚀🚀

Chase Dimond | Email Marketing Nerd 📧

@ecomchasedimond

Stord just raised $250M at a $3B valuation. Here's why every DTC brand should be paying attention: Independent brands have been losing to Amazon for years. Not because their products are worse or their marketing is weaker. Because Amazon spent decades and hundreds of billions building Prime and permanently reset what consumers expect from every brand and on every channel. That expectation doesn't disappear when someone leaves Amazon and buys from you directly. It follows them. And until now, every independent brand has been left to close that gap on their own. That's the problem @GetSTORD was built to solve. And today, the market validated it in a big way. Here's what that looks like: ● A fulfillment network, software platform, and AI layer built to give independent brands the firepower to surpass Prime. ● 10x revenue growth over the past four years ● $15B+ in GMV processed annually across 1,000+ brands ● Packages touching nearly 1 in 4 U.S. households every single year ● A software business that tripled in 2025, growing faster than the overall company ● Stord Labs: robotics and agentic AI tested against live orders, in live facilities, deploying across nearly 100 locations overnight Most brands still treat fulfillment as a cost center; however, that's the wrong frame entirely. Fulfillment is the moment your brand promise gets kept or broken. It determines whether a first-time buyer becomes a loyal customer or a one time transaction. When you own the direct relationship, you capture the full margin and lifetime value. The brands that win the next decade of commerce will own the complete consumer experience, from checkout to repeat purchases. Stord is the infrastructure that makes that possible. Congrats to @seanhenry, @jacobsboudreau, and the entire team on a landmark raise. The timing is right and the execution has been exceptional. The best is still ahead. You can learn more about their raise here: https://t.co/MB5H63PvJo And check Stord out directly here: https://t.co/WxYVOqINWM And Stord Labs here: https://t.co/IQu4tgpTyY

Guine.ETH

@GuinevereFranc5

gm, been thinking about how the @openmind_agi App Stord flips the script on robot economics most hardware sits collecting dust after the initial wow factor because updates mean waiting on the manufacturer or paying premium for proprietary tweaks but with OM1 as the base OS + portable apps across humanoids & quadrupeds, devs drop skills like elder care routines or nav modules and owners just install/upgrade instantly no custom dev hell saw the new subscription tiers + free entry point drop recently__SEMI__ lowers the barrier so more builders experiment without upfront cost walls this isn't just more apps, it's turning expensive one-trick robots into evolving platforms where software velocity finally outpaces hardware cycles fwels like the early app store days but for physical agents__SEMI__ the rdal compounding starts when fleet learning via FABRIC kicks in and shared experiences make every install smarter who's already publishing or pulling apps to test on gheir setups? 🤖

Edward Merriman

@BridgefundC

A lot of eCommerce founders focus almost entirely on front-end growth. Ads, creatives, conversion rates, new channels. But what often gets overlooked is the backend, especially fulfillment and logistics. When companies like Stord acquire platforms like Shipwire, it’s a reminder that infrastructure is becoming the real moat in digital commerce. Brands that have clean operations, scalable fulfillment, and predictable delivery are simply easier to grow, easier to finance, and easier to sell. I’ve seen buyers pay premiums for businesses that look boring operationally but run flawlessly behind the scenes. Growth gets attention, but infrastructure is what makes an exit believable.

Sean Henry

Co-founder & CEO

Thiel Fellow who co-founded Stord in 2015 and was named to Forbes 30 Under 30; runs the company as CEO.

Jacob Boudreau

Co-founder & CTO

Co-founder and CTO of Stord, leading engineering and the company's cloud supply chain software.