Ozon Braces for Infrastructure Risks Following Rival Warehouse Attacks

Ukrainian drone strikes targeting nearly a dozen Wildberries logistics hubs since mid-July have forced Russia’s second-largest e-commerce giant, Ozon, to publicly acknowledge the vulnerability of its own supply chain. The campaign, aimed at crippling critical nodes in the Russian economy, recently left facilities in Penza and Udmurtia in flames.

Editorial·July 30, 2026·reads: 438

Ozon Braces for Infrastructure Risks Following Rival Warehouse Attacks

While Ozon maintains a more decentralized and flexible warehouse network compared to its competitor, the company explicitly identified potential damage from external physical impacts as a core operational risk in its latest financial disclosure. This acknowledgment marks a shift in tone as the conflict increasingly disrupts the logistics sector.

Market reaction to the escalating threat has been volatile. Initial reports of attacks on Wildberries triggered a 7% drop in Ozon’s stock price, yet shares have since rebounded by 23%. This surge is largely tied to a 47% year-on-year revenue increase reported for the second quarter. Despite these robust financial gains, analysts remain wary, noting that Ozon’s current immunity to the drone campaign may be more a matter of chance than structural invulnerability.