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Russian Retail Giant Ozon Moves High-Value Goods From Warehouses Amid Drone Strike Threat
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Russia's second-largest online marketplace, Ozon, has begun relocating high-value merchandise from warehouse facilities to order pickup points amid growing concerns over drone strikes targeting logistics infrastructure, according to The Moscow Times on August 3, citing specialized Telegram channels Siniy Rassvet and Postavleno!.
According to the reports, sellers on the platform have recently encountered a surge of large orders for expensive uninsured goods placed by previously unknown legal entities. The deliveries were arranged within the same districts where the sellers were registered.
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The channels said Ozon later notified merchants that it had transferred part of their inventory from warehouses to pickup locations at no cost.
“We have moved part of your goods from warehouses to pickup points. You will not have to pay for this. We will provide further details later,” the company told sellers.
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According to The Moscow Times, the company operates 47 logistics complexes and more than 170 sorting centers across Russia, most of which are leased. None of its facilities have reportedly been damaged in recent drone attacks.
However, the strikes targeting the logistics network of rival marketplace Wildberries have already affected investor sentiment toward Ozon. The Moscow Times reported that the company’s share price fell 14% on July 20 to around $31, its lowest level since December 2024. By July 30, the stock had partially recovered to about $37 rubles but remained 12.6% below its level a month earlier.
At the same time, according to the Ukrainian monitoring project DroneBomber, Ukrainian drone strikes have rendered 16 of Wildberries' 26 largest logistics hubs inoperable over the past two weeks, disabling around 62% of the company's biggest distribution centers.
While Wildberries operates roughly 200 logistics facilities across Russia, DroneBomber said the strikes targeted its largest hubs, making their impact on the company's supply chain far greater than the overall number of damaged sites suggests.
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