Russia & Ozon

Russia: Russia is the primary aggressor, conducting deadly strikes on Ukrainian cities and infrastructure, which may lead to further sanctions and international condemnation, negatively affecting its economy and market access.

Ozon: A logistics center for Ozon was damaged in a Ukrainian drone strike, impacting its supply chain and operations.

Russia: Russia's economy and retail sector are disrupted by the attacks, prompting government support measures.

Ozon: Ozon, a competitor to Wildberries, is indirectly affected by the broader disruption to Russia's e-commerce sector, but is not directly targeted. It may benefit from some shift in orders but also faces potential supply chain issues.

Russia: Russia faces a banking crisis, capital flight, and fiscal strain as citizens withdraw cash and the government cancels bond auctions, undermining its ability to finance the war.

Ozon: Ozon's warehouse was targeted by drones, though no major damage was reported.