Stord raises $250M at $3B valuation as logistics startup doubles down on AI-powered fulfillment

Quick Facts

• Stord raised $250 million at a $3 billion valuation, doubling from its 2025 round
• Annual revenue grew tenfold over three years to nearly $1 billion
• Company will launch Stord Labs to develop AI and robotics for its 100-warehouse network

Atlanta-based logistics startup Stord closed a $250 million Series F funding round at a $3 billion valuation, doubling its worth from a year ago as the company scales its AI-powered fulfillment network.

Strike Capital led the round with participation from Kleiner Perkins, Founders Fund, Franklin Templeton, Baillie Gifford, G Squared, and Bond. The funding brings Stord’s total raised to $780 million across ten rounds since its 2015 founding.

Revenue Surge Drives Valuation Jump

Stord’s revenue grew tenfold over three years, reaching nearly $1 billion annually. The company’s software business tripled in 2025 and more than doubled bookings quarter-over-quarter in Q1 2026.

The startup processes merchandise worth more than $15 billion annually across nearly 100 U.S. warehouses. Its packages reach nearly one in four U.S. households annually, serving over 1,000 brands including AG1, True Classic, LMNT, and Native.

AI Lab Launch Targets Automation

Stord will use part of the proceeds to launch Stord Labs, a sandbox for developing AI and robotics technologies. The lab will use live operational data from more than 1,000 customers and 8 billion annual data points to train AI systems for deployment across its warehouse network.

“Stord extends across every consumer touchpoint, pre-purchase through post-delivery, because that is where the consumer relationship is won or lost,” said CEO Sean Henry. “We give independent brands the complete commerce stack: the fulfillment network, software, and AI, to deliver a consumer experience that surpasses Prime.”

Competition Heats Up in Logistics

The funding comes as Amazon recently launched Supply Chain Services, opening its delivery network to all businesses. The move sent shares of FedEx, UPS and DHL down more than 9 percent each.

Stord claims it can provide savings of up to 30% through retail consolidation while helping brands avoid surrendering customer relationships to major marketplaces. The company completed eight acquisitions and now employs more than 4,000 people, including over 200 in software engineering and data science roles.

Strike Capital partner John Lagomarsino said the firm believes “the rise of agentic purchasing will increasingly favor platforms where software and physical operations are deeply integrated.”

Read more: Logistics startup Stord raises $250M at $3B valuation amid rapid sales growth