Russian E-Commerce Market Faces Loss of 400 Million Orders and 400 Billion Rubles in Revenue

The Russian e-commerce market has faced a significant revision in its 2026 growth expectations following drone attacks on logistics facilities belonging to Wildberries and Ozon. According to reports based on Data Insight data, a loss of approximately 400 million orders and 400 billion rubles in sales volume is expected throughout the year. The market’s year-end order forecast was reduced from 10 billion to 9.6 billion, while the sales forecast was lowered from 15.4 trillion rubles to 15 trillion rubles.

Growth Forecast for the Russian E-Commerce Market Lowered

Data Insight founder Fedor Virin stated that the revision in the growth forecast was linked to disruptions in warehouse infrastructure and noted that the majority of the losses occurred on the Wildberries side. Eight of the company’s 10 largest warehouses became non-operational, and more than 81 percent of its large-scale storage capacity was affected. It was reported that approximately 30 percent of products that were delayed in delivery or unavailable in stock were canceled by consumers. Part of the demand shifted to other marketplaces and physical retail.

Wildberries Launches 100 New Logistics Points

Meanwhile, Wildberries opened 100 partner fulfillment centers and product acceptance points in order to support logistics flows within the Russian e-commerce market. Under the new system, sellers can deliver their products to locations closer to their production or storage facilities. The company aims for the model to reduce the need, particularly for small and medium-sized sellers, to transport products to distant major cities.

Operations Disrupted at Ozon Warehouses

According to Ozon’s statement, logistics facilities in Orenburg and Ufa were evacuated following the attacks. While the Orenburg facility resumed operations within a short period, the acceptance of FBS shipments was restricted for one day. At the Ufa facility, minor damage was reported and the center was temporarily closed. Attacks on Ozon facilities intensified in August.

Wildberries’ Warehouse Losses Also Affected Sellers

According to available information, the wealth of Wildberries owner Tatyana Kim declined by approximately $1.5 billion following the attacks. As of the end of August, Data Insight estimated product losses at the affected warehouses at no less than 550 billion rubles, while the cost of rebuilding the facilities was calculated at more than 200 billion rubles. Estimates for sellers’ total losses ranged between 600 billion and 700 billion rubles. Approximately 2.4 million square meters of Wildberries’ warehouse space, equivalent to 43 percent of its total storage capacity, had been affected.

Artificial Intelligence Investments Continue in Retail

Despite logistics problems, the Russian e-commerce market continues its technology investments. In September, Wildberries launched its artificial intelligence-powered “Outfit Ideas” feature. The system analyzes product characteristics such as color, texture, style, and seasonality and recommends suitable clothing, footwear, and accessory combinations to users. In this way, artificial intelligence is gaining a broader area of use in product discovery and personalization processes in online retail. (Russian e-commerce market)