Stord

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: stord.com/ai

𝐒𝐭𝐨𝐫𝐝 𝐢𝐬 𝐚 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐢𝐚𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. We run multiple nine-figure businesses, multiple eight-figure businesses, and have many rapidly growing seven-figure and smaller businesses. Stord's software business is one of those eight-figure businesses, and is growing the fastest out of any segment. In this entrepreneurial culture, racing a new product to $1M in ARR is routine now. Unbox did it in its first few months, another new product just did the same, and our total software business is only accelerating as the product suite grows. Part of the reason for this success is the compounding value these products provide. For example, Unbox is also the only marketing program with a guaranteed 100% open rate, delivered straight to the consumer's doorstep. Unbox sits inside our CX suite, where we have nearly a dozen products in the cart today and expanding fast. Fulfillment, our software business, and Stord Labs, all running on applied AI, compound inside one company, which is why we have more growth vectors than almost anyone in this category. We don't throw around compound entrepreneurship as an empty slogan here. It is our operating model.

“You can win the AI recommendation and still lose the customer at delivery.” At our Spring 2026 Stord Summit, we had the immense privilege of hosting Alicia Esposito, Director, Content + Media Strategy at Future Commerce, alongside co-founder Phillip Jackson, for a conversation moderated by Stord’s VP of Marketing Alicia Hale. Their research found that consumers now trust AI as much as or more than search, brand sites, socials, ads, and influencers. AI doesn't even read your ad creative. It reads the public record of how you actually perform: your reviews, your delivery times, your returns. Your e-commerce operation is now an acquisition channel. Marketing budget can’t fix what operations break. Read the key highlights from the talk in Alicia’s full blog post here: stord.com/blog/alicia-es…

The Stord Collective just added over a dozen new partners. Same idea as always: brands get vetted, best-in-class tools at pricing they couldn't get on their own. Through the collective, our customers get a shorter path to the tools that help brands grow. Meet the newest members: Smile.io — A leading platform for customer loyalty and rewards driving engagement Upsellit | Managed Conversion Optimization — Powerful on-site conversion optimization and cart recovery solutions that boost revenue Threecolts — Margin-cutting platform covering repricing, profit tracking, reimbursement recovery and more! SPS Commerce — The leading retail trading partner network and EDI integration service Shared Sweeps — Dynamic sweepstakes marketing solutions that captivate audiences @Digital on Demand — On-demand fulfillment for custom drinkware, containers, and more Minty — Cutting-edge AI-powered cashback and consumer rewards platform Nines — Revolutionary AI content platform turning existing catalogs into styled product imagery Kintsugi — Seamless automated sales tax compliance solutions Galactic Fed | Digital Marketing Agency— High-impact performance marketing and digital advertising agency elk — Expert search engine optimization, paid acquisition, and website development marketing services ARKA — Premium custom packaging and branding solutions that make brands shine to the consumer Atomic Supply — Data-driven Supply Chain Planning from Demand to Inventory to Production Planning and Network Allocation Branduo — Innovative brand collaboration and partnership network (try it for Stord Unbox!) Conative AI — Award winning, AI-driven inventory management and demand forecasting platform These and nearly a hundred other services are available now to every Stord customer.

Stord Summit is coming to the West Coast! This is the most exclusive and impactful event specifically for the operators behind the fastest growing brands. Join the community shaping the future of commerce. October 26–28. Montecito, CA at the Rosewood Miramar Beach. Spots are limited. Request yours: lp2.stord.com/stord-summit-f…

Willie's Remedy hit 2x order volume in their second month on Stord. They didn't see it coming. Stord’s network didn't flinch. Their note to the team afterward: "This has been a very successful transition and your team is the best in the game." After going live: "the Stord OMS is electric." 1,000+ brands on the platform means we’ve seen this curve before. Every order processed makes the next brand's scaling faster and more predictable. That is the flywheel.

Prime Day 2026 is the biggest online shopping event in U.S. history, bigger than Black Friday and Cyber Monday combined. That number belongs to the whole market. Brands on Stord's network saw it too: A dental hygiene brand was up 127% and a health and beauty brand up 57%, no Amazon listing required. Prime week is a consumer mindset now. The brands that win it are the ones who can deliver anywhere and importantly keep the customer when it ends.

Stord is growing faster today, in the high nine figures of revenue, than we were when we were a tenth of our size. That inflection started within six months of AI becoming production-grade. It is not a coincidence. Here is exactly how it happened and what had to be true first.

Your team is already building in AI. But can they access your fulfillment data? Teams are building their own workflows in Claude, ChatGPT, and similar tools, but often the data running their network is not accessible in those environments. That is what the Model Context Protocol makes possible. MCP connects AI directly to the live systems running your operation, so your orders, inventory, and carrier data are reachable from whatever AI environment your team already works in. Accurate, live, and ready the moment a decision needs to be made. Craig Stewart, SVP of Product and Engineering at Stord, breaks down what it takes to make fulfillment data travel, and why the best native AI experience and an open data platform reinforce each other: stord.com/blog/get-insta… #Fulfillment #AI #MCP #Ecommerce #SupplyChainTech #RetailTech #ModelContextProtocol #CommerceOperations

Your team's AI tools just got access to your live Stord data. Today we’re launching our MCP server connecting your live operational data directly to Claude, ChatGPT, and any AI tool your team is already building in. No new interface. No custom integration. One connection. Every order, inventory position, warehouse status, and carrier update becomes queryable from wherever your team works. That means marketing can check inventory before a campaign goes live. Finance can pull throughput before a forecast closes. Leadership can get order status before a board call. All in plain language. All from the AI environment they're already in. Watch Nick Seidler provide a helpful walkthrough:

Today we are launching Stord MCP. Every brand has the operational data... in theory. Most teams cannot get to it without a specialist and a wait. The difference with Stord is the stack — we run the network and the software as one, so the data is tied to execution, not separated from it. With Stord's new MCP, connect Claude directly to that stack in three clicks. Any question about orders, inventory, or carrier status answered in plain language in seconds by anyone on the team. Three clicks. No integration project. @TrueClassic was among the first to connect. Their COO said the rest: "Fully integrated to your MCP through Claude and I love it."

On Friday EY named Jacob and me Entrepreneur of the Year for the Southeast. This belongs to 4,000 Stordians who showed up every day inside real operations and built something that actually works. This is what happens when you spend a decade building the best team in the world and give them a problem worth solving. $3B Series F. Business doubled in 2025, software tripled. Stord Labs rolling out the most advanced robotics, vision, and AI across our network, on 8 billion operational data points that no one else has. 2026 is not done. More to come.

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.

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

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.

Turns out the news agreed. Bloomberg. TechCrunch. Reuters. Fortune. Axios. WSJ. The physical intelligence era for commerce is here.

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.

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 🧵

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 sourcery.vc/p/icymi-stord-…

"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

"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

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. 🧵