Ozon & Wildberries

Ozon: Ozon is the primary target of the new drone campaign, suffering multiple warehouse fires, suspended operations, and worker casualties. The attacks cause direct operational and financial losses, potentially affecting its market valuation.

Wildberries: Wildberries was the earlier target of Ukraine's campaign, with 15 logistics hubs hit. It receives government support from Putin to rebuild, but faces ongoing disruption and reputational risk.

Ozon: Ozon, a competitor, is indirectly affected by the broader disruption to Russia's e-commerce sector, but is not directly targeted.

Wildberries: Wildberries, sanctioned by the EU and UK, is affected by the attacks and may provide discounted loans to sellers.

Ozon: Russian online retailer; its warehouse was hit by a Ukrainian drone, causing potential operational and financial damage.

Wildberries: Russian online retailer; its warehouse was struck by Ukrainian drones, affecting its operations and investor sentiment.