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Wildberries boss Tatyana Kim has claimed that more than 200 fixed-wing drones targeted the company’s warehouse in Yekaterinburg during a recent attack. Kim, Russia’s richest woman, said Wildberries facilities had been targeted repeatedly for almost two weeks, causing tens of millions of dollars in losses to sellers from Russia,...

26,852 просмотров • 2 месяцев назад •via X (Twitter)

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Popular Russian economist Nikolai Myachin says rumours that Wildberries could go bankrupt following the recent drone attacks on its warehouses are overblown. “Because of the summer attacks, Wildberries has lost one million square metres of warehouse space, or 20% of the total area of all its warehouses,” Myachin said. He estimates rebuilding them will cost between up to $970 million. “For you and me, that's an astronomical sum, but how big is it for Wildberries?” he asked, noting that the company entered 2026 with about $646 million in cash and made roughly $2.13 billion in net profit last year. The bigger problem, he insists, is that warehouses are the core infrastructure of a marketplace and founder Tatyana Kim spent around $3.78 billion in 2025 expanding capacity, while Wildberries planned to increase its warehouse space by another third this year, to 7 million square metres. “Instead of becoming 30% larger, its warehouse capacity has become 20% smaller,” Myachin said. Even so, he believes bankruptcy is effectively off the table. asWildberries remains Russia’s largest marketplace, sellers are not abandoning it en masse, and the company’s sheer economic importance makes a collapse highly unlikely. Its parent company alone paid around $500 million in taxes last year, before counting taxes paid by sellers and operators of collection points. “Wildberries is too big to fail,” he said. “Bankruptcy of Wildberries, even if half of all its warehouses were taken out, isn't an option. It;s simply physically impossible because Wildberries plays too large a role in the Russian economy, and its margin of safety remains sufficiently large.”

Brian McDonald

19,127 просмотров • 1 месяц назад

Wildberries has begun making payments to sellers whose products were damaged as a result of attacks by the Ukrainian Armed Forces on the company's logistics facilities. The first payments will be made on July 22nd, and over 88,000 sellers will receive them, according to Tatiana Kim, founder of Wildberries and CEO of the combined company Wildberries & Russ. Financial support will initially be directed to the smallest and most vulnerable entrepreneurs, whose goods were stored at the warehouse in Electrostal. The funds should appear in the sellers' accounts within 24 hours. "From the first days of the attacks, I said that, despite the force majeure circumstances, we are working to organize financial support for our partners. We are starting the first payments to sellers today," Kim said. The company will publish a detailed formula for calculating the payments on the seller portal. Wildberries is developing a separate support mechanism and sales simulator for small and medium-sized businesses. Another package of measures is being prepared for large sellers and manufacturers who work with the platform on individual terms. This category of partners accounts for a significant share of Wildberries' sales. Similar compensation mechanisms are planned to be applied to entrepreneurs whose goods were damaged at other company facilities. Tatiana Kim called the attacks on warehouses, civilian infrastructure, and Wildberries employees an act of international terrorism. "The attack by Ukraine on civilian infrastructure, ordinary citizens, and our employees is an act of international terrorism," she emphasized. All of Wildberries' logistics complexes are insured, but current contracts do not cover damage caused by terrorist attacks and drone strikes. According to Kim, the risks of terrorism and sabotage are not included in standard insurance policies and require separate inclusion with additional limits. Most Russian insurance companies are not yet ready to insure large industrial facilities against such threats. This situation, according to the head of RWB, was confirmed by "Rosi Gosstrakh." Wildberries supports the development of special insurance products that cover damage from terrorist attacks, sabotage, and the use of drones, and believes that a systematic solution to this problem is necessary. The company's warehouse in the Tambov region was not damaged and is expected to resume operations in the coming days. Work is continuing at the other facilities to eliminate the consequences of the attacks and assess the damage. The company is also restructuring logistics routes and redistributing goods between warehouses to maintain their turnover and the economic stability of sellers. The service for delivering goods is expected to be normalized within 24 hours. At the same time, the priority, against the backdrop of the restructuring of logistics, remains the fulfillment of orders for customers, which is necessary to maintain stable demand. All products available on the Wildberries website remain available for order. "Our logistics infrastructure allows us to restructure processes so that using Wildberries remains easy and convenient," Kim said. She also thanked customers who, after the attacks, decided to support local Russian brands and are sharing information about purchasing products from domestic sellers. On July 18th and 22nd, facilities of Wildberries in the Moscow and Tambov regions, as well as in the Krasnodar and Stavropol regions, were attacked by the Ukrainian Armed Forces. As a result of the attacks, there were casualties and injuries. After the attack in the Krasnodar region, one person died. The company expressed its condolences to the family and promised to provide the relatives with the necessary assistance.

🇷🇺 Yuri Podolyaka

66,954 просмотров • 2 месяцев назад

"We need to finish off Wildberries and Ozon - that’s a must. It would trigger the collapse of the banking system." - Fire Point co-owner and chief designer Denys Shtilierman in an interview with Ukrainian journalist Dmitry Gordon Strikes on Wildberries: the consequences for Russia's economy Over the course of the week, between July 18 and 24, Ukrainian drones struck at least nine major Wildberries warehouses, from Moscow region to St. Petersburg and Simferopol. Wildberries is Russia's largest online marketplace, handling about half of the country's online purchases. According to preliminary estimates, around 10% of its warehouse capacity has been damaged. The economic consequences of these strikes do deserve attention. Estimates of the damage vary. Rebuilding the warehouses could cost 20-35 billion rubles (~$260-450 million). Total losses, including destroyed goods, exceed 100 billion rubles (~$1.3 billion), while sellers' losses could reach 150 billion rubles (~$1.9 billion) or more. For Russia's economy, this is not a critical scale. However, the losses are concentrated not at the level of the state or big business, but among hundreds of thousands of small entrepreneurs. Eleven days before the first strike, Wildberries changed its terms for sellers: goods destroyed in attacks were classified as force majeure, meaning the company bears no liability. The platform has between 500,000 and 800,000 sellers. A significant portion of them finance their purchases with loans. If the goods are destroyed, there is no compensation, but the loan obligations remain. Thus, much of the financial burden is shifted from the marketplace to small businesses. This means bankruptcies for individual sellers and growing non-performing loans for banks. Wildberries itself is also vulnerable. Last year, the group's main company raised about 1.5 trillion rubles (~$19.2 billion) in short-term financing, and by the end of the year, its debt to banks stood at about 800 billion rubles (~$10.3 billion). A significant share of these loans is unsecured. This model depends on continuous refinancing. Following a series of cyberattacks, the company’s credit risk is rising: banks may demand higher interest rates, reduce credit limits, or tighten financing terms. It’s not just borrowing that’s becoming more expensive. Costs for warehouse insurance, security, and logistics are also rising. Sellers are forced to distribute goods across a larger number of warehouses, which also increases production costs. What's next? In the coming months, the most likely consequences are bankruptcies among some small sellers, an increase in non-performing loans, and higher financing costs for Wildberries. One of the first tests will be the repayment of the company’s bonds in August. In the longer term, e-commerce logistics in Russia will become more expensive due to higher costs for insurance, security, and the fragmentation of warehouse infrastructure. Some small sellers will leave the market, reducing competition and putting additional pressure on prices. What these strikes are unlikely to cause is the collapse of Wildberries, a stock market crash, or a large-scale economic crisis. Instead, they will gradually increase business costs, weaken small businesses, and make the war increasingly tangible for Russia's rear.

Anton Gerashchenko

34,053 просмотров • 2 месяцев назад

#山根涼羽 Zunchan was clarifying something she said in her seitansai speech that seems to have been misunderstood after only a certain part was clipped and shared online. What she meant was never that AKB was “better” than KLP, or that she was criticizing KLP, Malaysia, or the people around her there. She explained that she is genuinely grateful for the environment she had in KLP, and at the same time, her experience in Malaysia made her realize how many things in AKB she had previously taken for granted. With KLP, they were essentially building a 48 Group and its idol culture from the ground up in a place where that system and environment were not already established. There were a lot of fun experiences, but naturally there were also difficult things that came with having to create something from scratch. Because she went through that experience, when she returned to AKB, she became more aware of all the things that were already established and prepared for the members there, and it made her feel grateful for the AKB environment as well. She specifically emphasized that this was NOT about saying one place was better than the other. She said that both places were wonderful to her, both were places she loved, and that was what she had wanted to convey. She also mentioned that some Malaysian fans had misunderstood what she meant, and clarified that she never intended for her words to be used to attack anyone. So I hope people can listen to what she is actually saying here rather than judging her based only on a clipped portion of her speech. Her point was about gaining a new appreciation for both environments through her experiences in each of them, not putting one down to praise the other.

Tina 🍉

17,578 просмотров • 1 месяц назад