Side-by-side comparison of AI visibility scores, market position, and capabilities
Atlanta YC W20 cloud supply chain at $529M total ($200M+ May 2025 at $1.5B val) powering $6B+ commerce in 2024; acquired UPS Ware2Go May 2025, 60%+ YoY growth, 11.5% US households competing with ShipBob for DTC and omnichannel fulfillment.
Stord is an Atlanta, Georgia-based cloud supply chain platform — backed by Y Combinator (W20) with $529 million in total funding including a $200 million+ round in May 2025 at a $1.5 billion valuation — providing direct-to-consumer and omnichannel brands with end-to-end fulfillment and logistics infrastructure (21+ fulfillment centers, carrier integrations, and supply chain software) that enables fast, seamless e-commerce shipping experiences at scale. Founded in 2015, Stord powered $6 billion+ of commerce in 2024, reached 11.5% of US households, grew contracted revenue 10x since 2021, achieved 60%+ year-over-year growth in 2024, and acquired Ware2Go (UPS's fulfillment subsidiary) in May 2025 — significantly expanding its physical fulfillment network and enterprise customer relationships through the UPS spin-off acquisition.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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