TL;DR by CuriousCats.ai
- Wildberries was founded in 2004 by Tatyana Kim (formerly Tatyana Bakalchuk).
- After Western brands left in 2022, Wildberries' GMV nearly tripled from $10.4B in 2021 to $30.8B in 2023.
- Wildberries merged with Russ in 2024, forming RWB with $75B turnover in 2025.
- Ukraine's drone campaign began on July 18, targeting Wildberries logistics sites.
- By Monday, 14 warehouses covering 1.5 million sq meters were out of operation.
- Forbes Russia estimated rebuilding costs at 105 billion rubles ($1.29B).
- RWB reported net profit of 175 billion rubles ($2.15B) in 2025.
- Kazakhstan storage explored due to reluctance of Russian owners.
- CEO Tatyana Kim discusses financial assistance for sellers despite no legal obligation.
- Economist Dmitry Nekrasov downplays economic threat, citing market competitiveness.
CuriousCats Full Story
Key Insight
“The attacks have put 14 warehouses covering 1.5 million square meters out of operation, with rebuilding costs estimated at 105 billion rubles ($1.29B). Sellers' potential losses range from 214.9 to 279.6 billion rubles, prompting CEO Tatyana Kim to discuss compensation despite no legal obligation.”
CuriousCats studied:
1
themoscowtimes.com
themoscowtimes.com“A wave of Ukrainian drone attacks has knocked out more than a quarter of Wildberries’ warehouse capacity, threatening to disrupt the logistics network behind Russia’s largest online retailer and inflict billions of dollars in losses on the company and its sellers.”
themoscowtimes.com →2
Time Magazine
“Ukrainian forces have repeatedly struck warehouses belonging to Russia’s largest online retailer as part of a broader campaign against logistics sites that Kyiv says support Moscow’s military.”
Time Magazine →
