Reporting
Ukraine Drone Strikes Target Ozon Warehouses, Sending Stock Down 29%
MOSCOW — A series of Ukrainian drone strikes targeting logistics hubs of Russia's second-largest e-commerce retailer, Ozon, triggered a near-30% plunge in the company's stock on Monday, August 24, 2026, forcing emergency market interventions on the Moscow Exchange.
Over a three-day period ending August 24, Ukrainian unmanned aerial vehicles targeted six Ozon facilities across southern Russia, including hubs in Krasnodar, Dagestan, Adygea, and Stavropol The Insider. The strikes killed at least three people The Moscow Times and injured several others OC Media. Robert "Madyar" Brovdi, commander of Ukraine's Unmanned Systems Forces, confirmed the overnight operations Pravda.
While initial reports suggested massive destruction across more than 200,000 square meters of storage space, corporate and regional officials clarified that the physical damage was localized Militarnyi. Major fires completely halted operations at hubs in Dagestan and Samara, but facilities in Stavropol and Adygea suffered no major structural damage after being evacuated due to drone threats, according to Ozon's press service and regional governors Nasha Niva.
Ozon warehouse in Kolpino, St. Petersburg, was hit by Ukrainian drones. Ozon has taken the baton from Wildberries. Ukraine has been systematically targeting Wildberries - a company that controls 50% of russia’s online market. But recently, Ukraine started targeting Ozon - the second-largest player.
— Roman Sheremeta (@rshereme.bsky.social) View on Bluesky
Local authorities, including Adygea's Murat Kumpilov and Krasnodar's Veniamin Kondratyev, confirmed that emergency services managed to contain the fires before they consumed the entirety of the targeted complexes The Insider. The 93,514-square-meter facility in Stavropol and the 91,200-square-meter facility in Adygea remained structurally intact despite the operational halts Militarnyi.
The physical disruptions caused Ozon's shares to plunge by as much as 29.09% on the Moscow Exchange on Monday Euromaidan Press. In response to the rapid decline, the exchange activated volatility protocols, shifting Ozon's stock trading into a temporary 30-minute discrete auction to stabilize prices Meduza. Concurrently, the National Clearing Centre officially suspended trading in Ozon futures contracts NCC MOEX The attacks on Ozon follow a five-week Ukrainian drone campaign that targeted Wildberries, Russia's largest e-commerce platform Meduza. Because Wildberries is privately held, the market impact of those strikes remained obscured, making Ozon’s public stock collapse the first visible financial gauge of "warehouse risk" in Russia, according to market analysts Euromaidan Press. The current offensive has been informally dubbed "Wild Berries 2" by military observers and Ukrainian media channels.
Ozon has begun rerouting deliveries to alternative regional hubs to mitigate the operational chaos caused by the shutdowns Nasha Niva. However, retail experts warn that prolonged disruptions to these southern logistics routes could trigger supply shortages and increase delivery times across the region PromPolitInform.
The Moscow Exchange is expected to monitor Ozon's trading volatility through the week, while regional authorities continue assessing the structural integrity of the affected facilities Meduza.