How much Russia lost from strikes on Wildberries and OZON warehouses
Photo: Wildberries in Moscow (Getty Images)
The Russian e-commerce market may lose approximately 400 million orders and 400 billion rubles in revenue due to Ukrainian drone attacks on the warehouses of major marketplaces, reports The Moscow Times.
Fedor Virin, founder of the analytics company Data Insight, stated that experts have revised the growth forecast for the Russian e-commerce market by 20%.
Analysts now expect that by the end of 2026, the market volume will be approximately 9.6 billion orders compared to the previously projected 10 billion.
Sales volume, according to the new estimate, may amount to 15 trillion rubles instead of the previously expected 15.4 trillion rubles.
According to Virin, the forecast revision is specifically related to the consequences of attacks on marketplace warehouse infrastructure. In his estimate, Wildberries accounts for the largest share of losses.
What is happening with Wildberries and Ozon
As is known, strikes on Wildberries warehouses began on July 18, and on Ozon facilities on August 25. Due to damage to warehouse infrastructure, some goods became unavailable to buyers in certain cities, and delivery times increased.
According to Virin's estimate, buyers canceled about 30% of orders that were "stuck" or goods that disappeared from sale. The remaining demand mostly shifted to other online platforms, and partially to regular stores.
Primarily, buyers began looking for clothing, footwear, and books in offline stores, and then home goods. Against this backdrop, Russian shopping centers recorded increased foot traffic in the summer.
An additional problem for Wildberries sellers was payment delays. In late August and early September, some sellers did not receive money they had requested to withdraw as early as August 17.
Wildberries explained the delay as a DDoS attack. After information about the problem appeared in the media, the marketplace made the payments, but reports of delays continued to appear.
Earlier, leading Data Insight analyst Serhiy Semko estimated possible losses for Wildberries' managing company RWB from the loss of warehouses and infrastructure at 147–280 billion rubles. Losses for Wildberries sellers were preliminarily estimated at 445–507 billion rubles.
Data Insight analysts estimate losses for Ozon and its sellers at approximately 100 billion rubles.
According to Alfa-Bank analysts, the difference in losses between the two marketplaces is related in part to the specifics of their warehouse infrastructure: Ozon's is more branched, and the company rents most of its large logistics complexes.
Wildberries cannot hide that it has suffered colossal losses. The Ukrainian Armed Forces destroyed at least 17% of warehouse facilities, and this was as of early August.
