Ukraine has intensified its drone campaign against Russia's e-commerce sector, shifting focus from Wildberries to Ozon, the second-largest online retailer in Russia. Following recent drone strikes, Ozon's shares fell nearly 30% on the Moscow Exchange.
The attacks have disrupted logistics operations, including a significant incident in Samara that caused a fire and led to the evacuation of over 500 employees. The Ukrainian Ministry of Defense stated that these systematic strikes aim to disrupt logistics and impact Russia's economy, which has shown resilience but is now facing increasing scrutiny.
The combined revenue of major players in this sector, including Wildberries, Ozon, and Yandex Market, reached approximately $140.3 billion, representing over 5% of Russia's GDP.
As Ukraine continues to target critical infrastructure, the potential for economic repercussions in Russia grows, raising concerns about the sustainability of its wartime economy amid ongoing military expenditures and financial strains