Stord Raises $250M in Series F Funding and Launches Stord Labs for Advancing Physical Intelligence

Stord has announced a significant milestone with a $250 million Series F funding round at a $3 billion valuation. This round was led by existing investors such as Strike Capital, Kleiner Perkins, and Founders Fund. The company's revenue has grown 10x over the past four years, reaching over $15 billion of GMV across more than 1,000 customers. Stord also revealed the launch of Stord Labs, a dedicated environment for advancing physical AI and robotics, enabling independent brands to enhance consumer experiences.

Stord Labs, based in Atlanta, will focus on building and validating agentic AI, robotics, and advanced automation against real orders. The company's vertical integration and scaled network create compounding advantages, delivering better, faster, and cheaper outcomes with every order processed. Stord's revenue growth experienced a significant inflection point in 2023, coinciding with the launch of ChatGPT.

The company's software business has tripled in 2025 and is growing faster than its overall business, with new bookings more than doubling quarter over quarter in Q1 2026. Stord currently operates a network of over 4,000 people, with more than 200 dedicated to software engineering, product, data science, and physical infrastructure. The company has completed 8 successful acquisitions and is well-positioned to transform every facility and customer base it acquires. Stord is aiming to level the playing field for independent brands by providing the complete commerce stack, including the fulfillment network, software, and AI, enabling them to deliver consumer experiences that surpass Prime.

The rise of agentic purchasing is expected to favor platforms where software and physical operations are deeply integrated, and Stord is building that infrastructure. Amazon's dominance in U.S. online commerce, primarily driven by Prime, has reset consumer expectations, leaving the most critical layer of commerce - post-checkout operations - for brands to navigate independently. Stord is dedicated to filling this gap, providing a competitive advantage for brands in the fulfillment space.

The company is committed to advancing the physical intelligence layer to make its network faster, smarter, and more reliable with every order. Stord, headquartered in Atlanta, GA, serves as The Consumer Experience Company, empowering independent brands to compete on the quality of their direct consumer relationships. With nearly 100 fulfillment locations worldwide, more than 1,000 customers, and over $15 billion in GMV processed annually, Stord's impact extends to nearly one in four U.S. households every year.