Attacks by Ukrainian drones on Wildberries marketplace warehouses…
Attacks by Ukrainian drones on Wildberries marketplace warehouses continue and now threaten not just one of the largest companies, but the entire economy.
Consensus
- Ukrainian drones have been attacking Wildberries' logistics infrastructure for three consecutive weeks.
- The attacks have destroyed approximately 1.8 million square meters of warehouse capacity, representing up to 25% of Wildberries' total logistics space.
- One warehouse in Samara, measuring 180,000 square meters, was completely destroyed by fire.
- Wildberries accounts for up to 10% of Russia's retail trade turnover.
- The attacks have raised concerns about broader economic consequences, including inflation and risks to the banking sector.
- Major Russian banks, including Sber, VTB, Alfa-Bank, and PSB, are significant creditors of Wildberries.
Points of divergence
- The Bell reports that participants in the Russian e-commerce market are becoming increasingly pessimistic about Wildberries' future after the attacks. — thebell
- Meduza cites Ukrainian presidential adviser Mykhailo Podolyak and drone manufacturer Denis Shtilerman, stating that the goal of the attacks is to trigger a financial collapse of Wildberries and cause a chain reaction affecting hundreds of thousands of sellers and the Russian banking system. — meduza
- Meduza notes that unlike Ozon, Wildberries has been targeted specifically, and suggests that the attacks may be legally questionable under international law, though it doubts the International Criminal Court would investigate due to Russia's non-ratification of the Rome Statute. — meduza
Coverage (2 sources)
- How attacks on Wildberries will affect the economy, the failure of the FSB's surveillance of Russians, and what will happen when AI conquers the labor market — The Bell
- Can strikes on Wildberries bankrupt the company? And can they trigger a banking crisis in Russia? Analysis by Riddle Russia — Meduza