Direct losses of the Russian Wildberries marketplace may exceed $1.2 billion, according to intelligence

Wildberries has lost at least 20% of its warehouse capacity

In a few weeks, as a result of the attacks, it was destroyed or damaged at least 14 logistics hubs. The total area of ​​the affected warehouses exceeds 550,000 square meters. m.

Intelligence estimates that the company lost at least 20% of its storage capacity. Because of this, sellers are leaving the platform, and the turnover of the marketplace, according to the Ukrainian side, has already decreased by at least a quarter.

The company may need 1.3 trillion rubles

The problem for Wildberries is not only the cost of destroyed warehouses and goods. The company needs significant funding to restore logistics and support current operations.

The total need for financing is estimated at approximately 1.3 trillion rubles. In fact, it is about the funds that the company will have to attract in order to maintain solvency against the background of falling turnover.

According to the results of 2025, the net loss of Wildberries was already 23.7 billion rubles, and the net debt exceeded 107 billion rubles.

What was the financial model of Wildberries based on

The business model of the marketplace was largely based on the peculiarities of settlements with sellers.

The buyer pays for the product immediately, while the seller receives his funds after a certain period of time. During this period, the money remains in the company's circulation and can be used to finance current expenses.

As long as turnover is constantly growing, this model ensures an inflow of funds. But a sharp drop in sales creates the opposite effect: new revenues become insufficient to cover the accumulated costs, which increases the financial deficit.

The Kremlin is preparing support for sellers

The Russian authorities are considering the possibility of implementation tax holidays and subsidized lending for Wildberries sellers.

The company itself may be allowed to use the warehouses of "Russian Post" instead of the destroyed logistics centers.

At the same time, such support creates an additional burden on state structures that already have their own financial problems.

Wildberries is looking for warehouses outside of Russia

After a series of strikes, the company began looking for large warehouses in Kazakhstani. Thus, Wildberries is considering the possibility of transferring part of its logistics capacity outside the Russian Federation.

For the marketplace, this means not only the need to restore the destroyed infrastructure, but also to rebuild logistics routes and part of the operating system.

Why Wildberries became the target of attacks

The Ukrainian side claims that the Wildberries logistics terminals are used not only for civilian trade, but also for the supply of goods that can be used by the Russian army.

In particular, they are sold on the platform means of communication, body armor and components that can be used in the production of weapons.

Thus, attacks on the logistics network of Wildberries create a double blow for the company: on the one hand — direct material losses, on the other — violation of the entire system of delivery and payments with sellers.