Stord announced a $250 million Series F funding round at a $3 billion valuation as the company accelerates its investment in AI, robotics, and fulfillment infrastructure for commerce brands. The round was led by existing investors and included participation from Strike Capital, Kleiner Perkins, Founders Fund, Franklin Templeton, Baillie Gifford, G Squared, Bond, and Lux, among others.
The company also announced the launch of Stord Labs, a dedicated physical intelligence lab at its Atlanta headquarters focused on advancing agentic AI, robotics, and automation across Stord’s fulfillment network. Stord said the initiative is designed to test and validate technologies against real operational workflows before deploying them across nearly 100 facilities in its network.
According to the company, Stord has experienced approximately 10x revenue growth over the past four years while processing more than $15 billion in annual GMV across over 1,000 customers. The company said its software business tripled in 2025 and that new bookings more than doubled quarter over quarter in Q1 2026.
Stord said its vertically integrated model combines fulfillment infrastructure, software, and AI into a single commerce platform intended to help independent brands compete with Amazon-level delivery experiences. The company noted that its network processes approximately 8 billion data points annually, which are used to train models and optimize fulfillment operations.
The company has completed eight acquisitions to date and now operates with more than 4,000 employees, including over 200 team members focused on software engineering, product development, data science, and physical infrastructure.
Stord said Amazon’s dominance in e-commerce has been driven by the logistics and fulfillment experience associated with Prime, which permanently reshaped consumer expectations around delivery speed, visibility, and reliability. The company believes independent brands require integrated infrastructure to maintain direct customer relationships and avoid becoming dependent on marketplace platforms.
Founded in Atlanta, Stord operates nearly 100 fulfillment locations worldwide. The company said its packages now reach nearly one in four U.S. households annually.
KEY QUOTES:
“For years, every independent brand has been left to figure out on their own how to compete against the consumer experience Amazon has spent decades and hundreds of billions building. By every measure, independent brands have been losing. Stord exists to level that playing field. We give independent brands the complete commerce stack: the fulfillment network, software, and AI, to deliver a consumer experience that surpasses Prime. Our vertical integration and scaled network create compounding advantages that deliver better, faster, cheaper outcomes with every order we touch. As AI and physical intelligence advance across our platform, that advantage for our customers is rapidly accelerating.”
Sean Henry, Founder and CEO, Stord
“Commerce infrastructure gets built once. From our earliest conversations with Sean Henry, it was clear Stord was assembling something rare: software, physical infrastructure, and AI combined in a way that turns fulfillment into a competitive advantage rather than a cost center. We believe the rise of agentic purchasing will increasingly favor platforms where software and physical operations are deeply integrated. Stord is building that infrastructure. That is why Strike is proud to deepen our partnership in this round.”
John Lagomarsino, Strike Capital
“We believed in that vision when Kleiner Perkins first backed Stord in 2019, and our conviction has only grown as Stord turns fulfillment into a source of speed, clarity, and customer trust.”
Ilya Fushman, Partner, Kleiner Perkins
“I’ve run over $50 million in product sales through Amazon FBA. Amazon makes you feel like a SKU. Stord makes us feel like a brand. That’s the gap, and Stord is exactly built to fill it.”
Imran Jawaid, doingwell
