Wildberries sellers shift to own warehouses after drone attacks
After drone attacks on logistics infrastructure, nearly all Wildberries sellers switched to using their own warehouses, with the share rising from 55.1% to 97.4% by late August, while reliance on marketplace warehouses dropped sharply.
Consensus
- By late August, 97.4% of Wildberries sellers were using their own warehouses.
- The share of Wildberries sellers using their own warehouses increased from 55.1% in June to 97.4% by August.
- The share of sellers using Wildberries' own warehouses decreased from 94.9% to 62.8% during the same period.
- A similar trend occurred on Ozon, where the share of sellers using their own warehouses rose from 63.3% to 73.1%.
- The shift began after drone attacks on logistics infrastructure started on 18 July.
- Sellers may use both models simultaneously for different products.
- The transition was driven by concerns over the safety of stored goods.
Points of divergence
- The number of attacks on marketplaces' logistics in 25 regions reached 48 by 31 July, with about 26% of the area of 26 largest Wildberries warehouses rendered inoperable. — tg_echoonline_news
- By 19 August, 21 Wildberries logistics objects were attacked, 14 of which sustained significant damage. — tg_theinsider
- The government announced the first support measures for affected sellers. — kommersant
- Wildberries confirmed increased interest in own warehouses but denied it was a mass transition. — tg_tvrain
- Wildberries stated they do not consider the shift mass, as sellers typically combine models based on demand and logistics capacity. — kommersant
- FBS increases costs by 20 to 100 rubles per unit, excluding transportation. — tg_theinsider
- FBS increases delivery time by about two days on average. — tg_tvrain
Coverage (4 sources)
- Almost all sellers working with Wildberries have introduced shipping of goods from their own warehouses — «Kommersant» — ЭХО / Новости
- After drone attacks, the share of Wildberries sellers working from their own warehouses nearly doubled to 97% — The Insider
- After drone attacks, almost all Wildberries sellers started using their own warehouses — Дождь (Telegram)
- Marketplace sellers moved product storage to their own warehouses — Коммерсантъ