A better title for this thread is "How Russia built a time bomb on top of its retail sector." bsky.app/profile/did:...

Stanimir Dobrev@delfoo.bsky.social · 1h ago

I think folks don't quite get what Ukraine is removing from the equation when it comes to their strikes on Wildberries. Wildberies is an online marketplace that focuses on fulfillment by the organization. They have warehouses first, sorting centers second.

I think folks don't quite get what Ukraine is removing from the equation when it comes to their strikes on Wildberries. Wildberies is an online marketplace that focuses on fulfillment by the organization. They have warehouses first, sorting centers second.

Updated infographic. Added the facility in Tula with 194 000 square meter even though initial reporting said they would build 300 000 square meters. They had the remainder of the property left for development. 22 billion in investment and 15 000 jobs.

⚠️ Ukraine Daily Update: 3 - 4 August 2026 @kelley7622.tochnyi.info On 04 August, Russian forces attacked the city of Sumy with six KABs between approximately 2:08 AM and 2:17 AM, resulting in the deaths of 3 people, including two girls aged 5 and 10, and a 75-year-old woman.

Russian online marketplace Ozon started on August 2nd 2026 transferring more expensive goods of sellers from their warehouses to nearby pick up points in an effort to lower the damages from possible UAV attacks on warehouses. This is done free of charge.

Updated infographic. We are adding 7 500 jobs for the Krasny Bor Wildberries facility In late 2025 roughly 2/3rds of the facility or 95 000 square meters of the total 154 000 were launched. Again use the data as the lowest possible jobs estimate.

Since the start of 2026 in Russia 322 gas stations closed down which is 70% higher than for the same period in 2025. This is 1,89% of the total in the country. 105 or most of them were owned by large independent gas station chains.

The head of the Kazakh Ministry of Trade said that the country has not received any new requests from Wildberries for the placement of warehouses.

⚠️ Ukraine Daily Update: 2 - 3 August 2026 @kelley7622.tochnyi.info On August 3, at 06:55 AM, Russian forces attacked police service vehicles with an FPV drone on the road near Fedorivka settlement during evacuation measures, damaging the vehicles.

Wildberries' Krasny Bor facility costs investments, jobs and rebuilding costs: Jobs: 7 500 Investment: 9 billion rubles Area: 95 000 + 59 000 Rebuild costs: 15,5 billion rubles

Updated infographic. We don't have information if the final part of the Vladimir facility was fully manned. In late 2024 1/3rd of the facility or 58 500 square meters of the total 176 000 were launched. We have 5 000 jobs for late 2024. Use our data as minimum estimate.

Wildberries has banned the usage of smartphones in their warehouses on the grounds that those can take pictures of the site and nearby air defense. Only phones without cameras will be allowed from now on at their facilities. This is so people can't see their warehouses burning.

Wildberries' Vladimir facility costs investments, jobs and rebuilding costs: Jobs: 5 000 Investment: 11,5 billion rubles Area: 58 500 + 117 500 Rebuild costs: 18 billion rubles

Updated infographic. We don't have information if the final part of the Samara facility was fully manned. In mid 2025 2/3rds of the facility or 128 000 square meters of the total 176 000 were launched. We have 10 000 jobs for mid 2025.

Wildberries' Samara facility costs investments, jobs and rebuilding costs: Jobs: 10 000 Investment: 10 billion rubles Area: 128 000 + 48 000 Rebuild costs: 18 billion rubles

On July 28th the Russian regional authorities in Volgograd had lifted the fuel restrictions at local gas stations. Today after the Ukrainian attack on the refinery they were reinstated at 40 liters per person for gasoline and 60 liters for diesel. Queues are also back.

The head of Wildberries Tatyana Kim spoke on the Ukrainian attacks on Wildberries. She stated that most attacks on Wildberries were repulsed saying things I think she outright made up like that there were 200 drones that attacked the Yekaterinburg warehouse.

One of the side effects of Wildberries being vulnerable is that trade organizations like the Union of Electronic Commerce now demand reform of the e-commerce market including mandatory insurance of goods and limits on commissions which in Russia are some of the highest in the world.

The parent company of Wildberries has stopped its mergers and acquisitions program and its investment program as well. They're supposedly focused on restructuring the business, maintaining goods turnover and supporting sellers that lost goods in Ukrainian attacks.

Verstka confirms that Russians sellers who lost their goods in the destruction of warehouses are still getting tiny compensation. The second tranche of compensations are tiny and still only cover the warehouse in Electrostal. The best is 20 000 for 700 000 rubles of lost goods.

Updated infographic. Only a minor increase in this case as Wildberries in 2022 promised Volgograd to build a 100 000 square meter warehouse with 5 000 jobs to get them to invest in roads and then only delivered a 48 000 square meter warehouse with 500 jobs.

After recovering the last few days the share price of Ozon again dropped this time by 8,%4 and then recovered to be down by just 3,57% as a drone fell close to their warehouse in Tatarstan and they had to evacuate the facility.

Kyrgyzstan concluded a contract with Russia for the delivery of 100 000 tons of fuel a month till the end of 2026. The bad part for Kyrgyzstan is that the prices will be based on exchange prices which are higher then what the country used to pay.

Wildberries' Volgograd facility costs investments, jobs and rebuilding costs: Jobs: 5000 planned 500 actual Investment: 7 billion rubles planned Area: 100 000 square meters planned 48 000 actual Rebuild costs: 5 billion rubles

Wildberries says it has completed a second tranche of compensation payments to affected sellers. The first one was sometimes a small fraction of a percent because the company isn't able to send more the second one seems to also have been minuscule.

I think I have to repeat this given the scale of the calamity that has befallen the Russian e-commerce market. bsky.app/profile/delf...

Stanimir Dobrev@delfoo.bsky.social · 2w ago

Ukraine hasn't threatened the bottom line of Wildberries or 1 or 2 or 3 or 4 warehouses with the last 3 days of strikes. It has threatened its entire business model and its industry with extinction over a period of 72 hours. bsky.app/profile/delf...

Russian Deputy Prime Minister Novak instructed the Russian government to provide measures to support sellers that have lost their good in the Ukrainian attacks on Wildberries warehouses. Took them almost 2 weeks to decide they have to do something.

The grain terminal in the Russian port of Taman has been forced to stop operating due to Ukrainian drone attacks. It has the ability to ship 5 million tons of grain a year but more importantly it's one of the few Black Sea alternatives to the now closed Don shallow ports.

Based on this video from Exilenova+ I think I have to count the Wildberries warehouse in Tambov region at least as partially destroyed.

Russia has extended the ban on the export of gasoline till January 31st 2027 and the ban on the export of diesel, marine fuel and gas oil till September 1st 2026. Both were supposed to expire tomorrow July 31st 2026. The fuel crisis remains essentially.