Ukrainian drone strikes on Wildberries warehouses in recent weeks have become one of the most intense attacks against Russia’s civilian and economic infrastructure since the start of the full-scale war.
The economic impact is also felt in the markets — on July 22, a drop in shares of Wildberries’ direct competitor was recorded on the Moscow Exchange.
Shares of the Russian online retail company Ozon fell by more than 5 percent – to 2724.5 rubles per share in morning trading on the Moscow Exchange on July 22, Kommersant reports.
At the start of trading, the share value had fallen by as much as 8 percent, and their lowest price reached 2640 rubles.
Analysts link the share price drop to the so-called domino effect following night drone attacks on the logistics centers of competing online retail platform Wildberries in Krasnodar and Nevinnomyssk.
According to some analysts, this drop may be related to fears that it could also become a target.
According to other analysts, investors fear that attacks on the infrastructure of major trading platforms could increase the risk for the entire sector and affect buyer confidence in marketplaces. However, such a scenario is currently considered unlikely.
The Russian market had previously reacted sensitively to reports of potential threats to the logistics sector. After a similar incident in the Tambov region on July 18, Ozon shares had fallen by 15.9 percent.
Additional pressure on the company’s shares was also exerted by the general decline in the Russian stock market. The Moscow Exchange index retreated on the morning of July 22 after two days of growth.
Importance of E-commerce
Over the past decade, Wildberries has grown from a small online store selling clothes from European catalogs into Russia’s largest e-commerce platform.
The company unites a wide network of independent sellers and is often compared to the US retail giant Amazon, Reuters reports.
Wildberries has not yet officially disclosed the exact extent of the damage suffered during the drone attacks.
The company’s importance to the Russian economy is also demonstrated by the scale of the entire sector. According to the Association of Internet Trading Companies, in 2025, the volume of e-commerce in Russia grew by 28 percent, reaching 11.5 trillion rubles, or about 147 billion US dollars.
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According to Russian Deputy Prime Minister Alexander Novak, goods and services sold on digital platforms account for about 8.5 percent of the country’s gross domestic product.
As Wildberries is the largest company in this sector, disruptions to its logistics network could affect not only the company’s own operations but also the broader Russian e-commerce and consumer market.
Strikes on Warehouses and the Russian Economy
Ukrainian drone strikes on Wildberries warehouses in recent weeks have become one of the most intense attacks against Russia’s civilian and economic infrastructure since the start of the full-scale war.
On July 18, drones struck the company’s warehouses in Elektrostal, Moscow region, and Kotovsk, Tambov region. Eight night shift workers were killed in the attacks, and more than 70 people were injured.
Russian analysts estimated the total damage at up to 100 billion rubles, or approximately 1.3 billion US dollars. If these figures are confirmed, it would be one of the largest economic damages inflicted on Russia’s commercial infrastructure since the start of the war.
Ukrainian President Volodymyr Zelenskyy stated that these strikes were a response to Russian attacks on Ukraine’s civilian infrastructure. He likely referred to previous deadly strikes on facilities of the Ukrainian postal and logistics company Nova Poshta.
According to V. Zelenskyy, Wildberries warehouses also stored components for the production of sanctioned drones and navigation systems.
On July 22, two more attacks were carried out – drones struck Wildberries warehouses in Krasnodar and Nevinnomyssk, in southern Russia.
The company’s founder, Tatyana Kim, reported that at least one person was killed and several others were injured in the strikes. According to her, Wildberries logistics centers in both cities were evacuated after the attacks.
Krasnodar Krai Governor Veniamin Kondratyev, in turn, reported ten people injured in the attack on a “storage facility,” but did not directly mention Wildberries.
Wildberries changed the terms of its contracts with sellers a month before the attacks, waiving its obligation to compensate for losses incurred during drone attacks.
Now, instead of direct payments, the company offers deferred payment loans, storage discounts, and assistance with relocating goods.
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