Happy New Year! As we sprint into 2026, I took a moment to revisit the past year. 𝟮𝟬𝟮𝟱 𝘄𝗮𝘀 𝗮 𝗯𝗿𝗲𝗮𝗸𝗼𝘂𝘁 𝘆𝗲𝗮𝗿 𝗳𝗼𝗿 𝗦𝘁𝗼𝗿𝗱. In only the past 365 days our team: 📦 Delivered orders to nearly 20% of US households 👋 Welcomed incredible customers like True Classic, Peak Design, Evolv, Instant Hydration, onewith Swim, and many more 🌎 Reached 183 countries with the best consumer experiences 🚀 Closed our $200M Series E at a $1.5B+ valuation 📈 Beat our sales targets every single quarter, while doubling contracted revenue 💲 Maintained and grew our profitability 🔨 Accelerated onboarding, with some customers achieving outbound orders in just 19 days from contract signature 🏢 Acquired Ware2Go and Penny Black, furthering our network and technology 🚚 Ingested over $500M GMV into the US following changes to IMMEX and de minimis 🙌 Launched the Stord Collective, a marketplace of key vendors, unlocking massive savings for customers 🐎 Announced a $40M+ investment into KY with a new facility and 500+ jobs 💪 Strengthened our workforce to ~3,000 amazing individuals across the globe 🤖 Accelerated our AI initiatives, hiring 50+ roles behind an ambitious roadmap 🤫 Built multiple exciting new offerings that will be announced publicly soon… It is clear that our flywheel is spinning faster than ever – as Stord grows, brands benefit from greater efficiencies and savings, more advanced software capabilities, and operational scale to out-compete in the market. Shipments are getting better, faster, and cheaper continuously, and that advantage for our customers is compounding with time. As we look ahead, we remain committed to our mission and will only accelerate our efforts. We will not stop until brands of all sizes have a level playing field with today’s ecommerce giants. Thank you to our incredible customers, tireless team members, and dedicated investors for a record-breaking 2025. Onward to an even bigger 2026!

During Black Friday and through Cyber Week it is not uncommon to find Stordians across engineering, marketing, operations, sales, and more jumping in to help pick and pack orders. This year we decided to share a tradition we have - an epic competition to discover who amongst our leadership team can pack out orders the fastest. Ensuring every customer exceeds their consumer experiences is at the core of what we do. Black Friday, Cyber Monday, or any other day we are committed to building the infrastructure, the software, and the teams necessary for brands of all sizes to win on every order, every time.

I am thrilled to announce that Stord has been recognized on the Inc. 5000 list for the fifth consecutive year! Less than 1% of companies featured on the Inc. 5000 achieve this recognition that many times in a row. While this milestone is a welcome win, it effectively shows the crucial need e-commerce brands have for our services. With customer expectations at an all time high, brands are facing hard choices as they seek to meet and exceed these demands while overcoming a time of extreme disruption. Stord’s ability to help our customers grow is only possible through the relentless dedication and innovation of our incredible employees, who have created our unique approach to fulfillment and integrated commerce enablement technology. Thank you to all Stordians for their tireless efforts day in and day out. Most importantly, massive gratitude to our amazing customers. Your trust and partnership allow us to continuously deliver world-class consumer experiences on every order. We are so proud to be your chosen commerce and fulfillment partner. You can read more about this award here: stord.link/stord-recognized-…

Since our founding, software has been central to our approach - and has been integrated at every level and every step along the fulfillment and commerce process. Every fulfillment center across our multinational network is powered by our operator-built warehouse management system. Every product of the billions we have delivered has been tracked and managed within our order management system. Hundreds of millions of dollars have been saved each year through our AI-driven parcel selection automation tool. End consumers all over the world directly interact with our technology when selecting different ship options, shipment protection, and processing returns. This suite of technology is the defining difference for Stord, and it is what makes it possible for us to be The Consumer Experience Company. These tools make us faster and more efficient so brands can out perform the competition on every order, every time. Today, our technology offering takes another leap forward with the acquisition of UK-based Penny Black. Penny Black has built an innovative and turnkey unboxing solution, empowering brands to print-on-demand personalized inserts. These hyper-personalized messages can offer tailored discounts, welcome messages, product recommendations, and more based upon end consumers buying history and habits. This effectively makes unboxing as precise of a marketing channel as email or any other digital channel, but with an unbeatable open rate. Customers have already witnessed a +300% ROI within three months and a +25% increase in average order value. The team at Stord is thrilled to incorporate this technology into our rapidly expanding slate of solutions to drive brands increased revenue, reduced costs, and delighted customers. We cannot wait to share more capabilities with you in the near future. You can learn more about the acquisition and the capabilities here: stord.link/pennyblack

Change is the new normal. That is the overwhelming learning from the first half of 2025. But it isn't just change, it is the rate of change. E-commerce brands are facing a more competitive landscape with growing stressors everywhere. How brands manage through these disruptions - the tools and the partners they leverage - will dictate the ongoing health of their brand. In this new keynote I share Stord insights on how brands can overcome this dynamic e-commerce environment. You can watch the full presentation here: stord.link/2025-keynote

I can’t pass up the chance to celebrate two of our board members who always celebrate Stord. Congrats to both @chadbyers and @ilyaf for being recognized by @Forbes. Two of the most deserving Midas’ who have helped Stord massively.

Every day, Stord.com team members around the world work tirelessly to provide brands of all sizes with the essential tools they need to meet—and exceed—the expectations of their consumers on every order. While we know our customers and their end consumers are deeply appreciative, it's always exciting to see that hard work recognized publicly. Thank you, @Nasdaq , for featuring our recent fundraise and valuation on your billboard in New York City. The energy surrounding our recent announcements—both the new funding and our acquisition of @Ware2Go been nothing short of thrilling. From the tremendous support of our customers and the Stord team to the enthusiasm across the industry, amplified by coverage in many prestigious media outlets, the response has been truly overwhelming. These incredible milestones have also given us a moment to reflect on the journey that brought us here. They are a testament to our mission, the dedication of the entire Stord team, and the trust our customers place in us every day. At Stord, we believe growing commerce is directly tied to the consumer experience. It’s not just about getting a package from point A to point B—it’s about creating positive interactions at every touchpoint, from the moment a customer considers a purchase to post-delivery follow-up or a potential return. The resources gained through this funding, along with our expanded network, will enable us to further enhance that experience on every order. Imagine even faster delivery times, more transparent tracking, and a seamless overall experience—building trust and loyalty that keeps your brand top of mind. These advancements are entirely focused on helping brands exceed today’s consumer expectations while reducing operational headaches. This isn’t hypothetical—it’s already happening. In 2024, brands using Stord saw an average reduction of one full day in transit time. With our enhanced parcel network and technologies, some brands are now seeing reductions of up to two days. We truly are the Consumer Experience Company. These achievements and recognitions fuel our ongoing commitment to innovate and improve. Our team is more aligned than ever, driven by a shared mission for all e-commerce brands: to obsess over your needs and deliver the solutions that drive your business forward. As we look ahead, we’re focused on leveraging this momentum to realize our vision even faster. With renewed energy and expanded capabilities, we move with you—and for you—onward and forward!