Stord

Amazon built Prime for itself. Most brands couldn’t build anything close … until now. Our CEO Sean Henry sat down with Forbes' Simone Melvin to talk about the trillion-dollar problem he set out to solve at 18 years old: independent brands don't have the infrastructure to compete with Amazon's speed, and building it alone isn't realistic for most of them. Today, Stord powers $10B+ in annual commerce and delivers to one in four U.S. households—proof that closing the gap between Amazon and everyone else isn’t impossible. Watch the Forbes interview to see how brands are surpassing Prime: https://lnkd.in/dnfyiKDA

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𝐒𝐭𝐨𝐫𝐝 𝐢𝐬 𝐚 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐢𝐚𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. We built the delivery network first. Then the vertically integrated software with Stord Order Management System and our unified Stord Warehouse Management System. Then we applied AI through the entire stack, creating greater efficiencies, automated decisioning, and actionable data. And now we are showing up in the frontend cart and checkout itself. Underneath that sequence we already run multiple nine-figure revenue businesses, multiple eight-figure businesses, and a growing bench of seven-figure products, most of which nobody hears about until they have already scaled into our entire ecosystem of solutions. Nearly a dozen frontend software products live in the cart today, with more products launching, each one built to enhance conversion, AOV, subscription retention, or repeat purchase rate and LTV. We watch each one race toward $1M in ARR, and scale the entrepreneurial team running it alongside the business as it grows past that mark. Unbox, our AI personalization platform, crossed $1M within its first few months and is growing faster from there, with several new products quickly hitting the same milestones. It works because the same software running the cart is integrated all the way down to the software running the pack station, so personalization at checkout is backed by real operational and customer profile data instead of a guess. Brands like IM8 are not just buying a better insert program, they are buying back the moment a generic brown box used to give away: LTV growth, repeat purchase lift, AOV increase, subscriber retention. Unbox is the only marketing program with a guaranteed 100% open rate, delivered straight to the consumer's doorstep. Stord ships code faster than anyone in this category (not just packages), and AI-enabled internal teams mean we are accelerating that pace. Adoption happens quickly because customers attach new products directly to the platform they already run on with us: faster time to value, lower cost, more revenue, more margin, and one relationship instead of five vendor contracts. Fulfillment, our software business, and Stord Labs all compound inside the same company, so Stord is not running one growth vector, it is running three that add to each other at the same time. Compound entrepreneurship is the operating model at Stord. Every new product line, every dollar of software revenue, and every hour Stord Labs spends in the field makes the next product faster and more valuable for customers.

“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: https://lnkd.in/gXzPq6ca

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 Printing — 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 Marketing — 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 Crstl - AI-native platform connecting brands, retailers, and logistics through automated EDI, ASNs, invoices, and compliance 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: https://lnkd.in/gqm8SpEu

Willie's Remedy hit 45,000 orders in their first full month on Stord. 89,000 in their second. Nearly a 2x ramp they had not planned for, and the network did not slow down to catch up. Their note to the team after the transition: "This has been a very successful transition and your team is the best in the game." After going live, they told us: "the Stord OMS is electric." This is the real test of a physical intelligence layer, not the average order week but the week a brand doubles in size overnight and the infrastructure has to absorb it without asking the customer to wait. 1,000+ brands run through Stord's network today. That means the routing intelligence, the implementation playbooks, and the operational depth across nearly 100 locations had already seen this exact curve before Willie's Remedy hit it. Every brand that scales through the network makes it stronger for the next one. That is the flywheel, and Willie's Remedy just proved it works at 2x speed.

At Stord you work with people who are the best at what they do. Stephanie Lane, a staff software engineer on our team, spoke at ElixirConf US on one of the more quietly painful topics in Elixir development: configuration layers. Specifically, why a five-minute config change in an umbrella app somehow breaks CI, a colleague's dev environment, and your lunch plans. Her talk made a dense, often-misunderstood topic clear and even fun. That's not easy to do. Building the physical intelligence layer for commerce means hiring engineers who can do both: solve hard problems and explain them in a way that the whole field learns something. Stephanie does that. Watch the full talk: https://lnkd.in/eib82zwE

Stord is growing faster today, in the high nine figures of revenue, than we were when we were a tenth of our size. The inflection happened within six months of AI becoming production-grade. That timing is not a coincidence. For AI to drive an acceleration, four things had to be true: real data your models can act on, a culture hungry for adoption at all levels, pricing tied to outcomes not tasks, and a moat that AI compounds rather than replaces. Get all four right, and you might see a self-reinforcing flywheel begin to occur. Foundation You cannot accelerate on AI without infrastructure to run on. Stord spent a decade building vertical integration: the network, the software, the data. 8 billion operational events flow through our systems across nearly 100 facilities. Companies that bolted AI onto fragile stacks got noise. We got a growth curve. Culture 92% AI adoption across engineering did not happen because we made tools available. It happened because we made adoption effortless. Internal training, internal agent builders, a unified stack every team operates on. What that unlocks: engineering throughput up 67% in 2026 with the same headcount. One agent audits every parcel invoice against live carrier rates in real time. Customers get inventory answers instantly through StordAI Chat instead of waiting for a report. Product decisions built on signal across hundreds of millions of real orders. We ran all of it on ourselves before opening it to customers, because we believed that you cannot sell operational intelligence you have not earned operationally. Pricing alignment The dominant AI model charges more as you use more. That creates a ceiling. When your pricing ties revenue to whether the customer is actually saving money or shipping more orders, AI becomes the mechanism that makes the outcome land. The more the model learns, the better the outcome, the easier every pricing and renewal discussion. Value-based and outcome-based pricing is structural, not a packaging decision. Moat We already had a structural advantage: scale, tech, and a decade of proprietary data. AI and robotics doubled it. Show a brand how much time their team loses searching for data they already own. StordAI fixes that in week one. The conversation changes completely. More than 50% of our customers are now using AI features. Weekly active usage up 84% since launch. Software revenue tripled in 2025 and has nearly doubled again in the first half of 2026. And the growth is only speeding up. The flywheel More volume, lower cost, faster delivery, more trust. Every new brand trains the models further. Existing brands expanding faster, and new brands closing faster. Everyone benefiting from more data and more scale. The result: 1,000+ brands. $15B in GMV annually. Packages in nearly 1 in 4 U.S. households. Approaching $1B in revenue. 10x growth in four years. That is what the physical intelligence layer for commerce looks like when it compounds.

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: https://lnkd.in/gnPB6jGp #Fulfillment #AI #MCP #Ecommerce #SupplyChainTech #RetailTech #ModelContextProtocol #CommerceOperations