The Logistics Powering $2B in Revenue for Quince - now available for everyone. Quince Logistics Services: Logistics Your Customers Will Love
Joined June 2026
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The QLS team will be attending @CommerceRound in San Diego Sept 21st - 22nd. If you're a brand joining and want to learn more about how Quince leverages logistics as a marketing channel to power $2B in sales - shoot me a dm.
QLS retweeted
Most frequent question to my updates:
Those ARR numbers are not the clients’ ARR.
They’re ours.
QLS revenue = orders × shipping fee + pick & pack.
On the signed book, that is:
• 12,600,000 to 13,000,000 parcels a year
• 67 signed clients
• ~190,000 parcels per signed client per year
98 more clients are already in the qualified pipeline.
221-Day Update on Quince Logistics:
Revenue metrics:
• $458.4M ARR in total qualified pipeline
• $166.3m ARR won (signed order forms)
• +$42.8M pipeline since last update (~$2.14M / day)
Ops metrics:
• Total shipments: 114,350
• MoM growth +78.5%
• P50 -> 3.32 calendar days
• P90 -> 5.24 calendar days
Other notes:
• International fulfillment now live
• Countries: US, UK, Germany, Italy, France, Spain, Canada, AU, NZ
QLS retweeted
221-Day Update on Quince Logistics:
Revenue metrics:
• $458.4M ARR in total qualified pipeline
• $166.3m ARR won (signed order forms)
• +$42.8M pipeline since last update (~$2.14M / day)
Ops metrics:
• Total shipments: 114,350
• MoM growth +78.5%
• P50 -> 3.32 calendar days
• P90 -> 5.24 calendar days
Other notes:
• International fulfillment now live
• Countries: US, UK, Germany, Italy, France, Spain, Canada, AU, NZ
200-Day Update on Quince Logistics:
$415.6M ARR in total qualified pipeline
$111.9m ARR won (signed order forms)
Ops metrics:
Total shipments: 86,243
MoM growth +71%
P50 -> 3.39 calendar days (lightning fast)
P90 -> 6.06 calendar days
Other notes:
- Our battery lane is as fast as our normal lane now
- We have integrated with several warehouses in China because customers requested it
QLS retweeted
A common thing I see after launching QLS with Quince:
A lot of vendors will lock their clients in for long contracts.
Because they know their offer is not that great, has no competitive moats and often ranks much lower than the incumbents.
We believe in our offer so much that we don't lock anyone in on the contract
That alone has been pretty disruptive
Big news in Customs Enforcement this week: CBP will start voiding importer-of-record numbers on Sept 18. Here's what a clean IOR actually requires.👇
The physical address must be the IOR's actual business location and the email and phone number must belong to the IOR. Brokers filing on an IOR's behalf must hold a valid power of attorney executed directly with the IOR.
Great clip from @RomanEcom on @9operators podcast talking about the value of QLS and why he sees the value for @rayconglobal and @LinjerCo
Our Take: No direct hit to our China-to-US lane, but the trend is unmistakable: duty-free direct-from-China is closing market by market. The brands that win are the ones building compliance and clean classification in now, which is exactly what QLS is built around.
Alibaba settled with DOJ for $600M over its marketplaces facilitating illegal pharma and controlled substance imports into the US.
Compliance is core to what we do. Our team helps brands get FDA docs and required paperwork in order upfront — before anything ships.