TL;DR
Kommersant reported that major sellers’ share of sales on Ozon reached 60% by the end of summer 2026, citing MPStats Data. The report linked the shift from Wildberries to damage from Ukrainian drone strikes on logistics facilities, but Wildberries disputed the assessment and Ozon did not comment.
Major sellers’ share of sales on Ozon rose to 60% by the end of summer 2026, according to data from MPStats Data cited by the Russian business daily Kommersant. The reported shift followed Ukrainian drone strikes on logistics facilities serving Wildberries, which had led Ozon in the measure at the start of the year, as marketplace sellers shifted to their own warehouses.
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In January, Wildberries accounted for 57.54% of sales in the major-seller segment, compared with 42.46% for Ozon, Kommersant reported. By late summer, Ozon’s share had reached 60%, according to the same report. The figures describe the platforms’ share of sales within this segment, not their overall market share or total company revenue.
Experts cited in the reporting attributed the change in part to strikes that affected Wildberries logistics facilities more heavily than Ozon’s. Ozon’s facilities were also attacked, with strikes on its logistics network reported from August. The available account does not provide a separate estimate of how much the attacks contributed to the sales-share movement.
Wildberries disputed the interpretation, saying the data did not capture the full market picture and did not account for differences in how seller categories operate. The company said its major sellers’ sales remained stable, with at most minor fluctuations. Ozon did not comment, according to the report.
How Warehouse Damage Could Shift Sales
The figures point to a possible change in where major sellers are making sales across two of Russia’s large online marketplaces. If damage or disruption to logistics facilities makes it harder to store, process or deliver goods, sellers may face changes in availability and fulfillment that could affect where transactions are completed. The reporting, however, does not establish that the strikes alone caused the shift.
The distinction matters because the reported percentage is a sales-share comparison for major sellers, not proof that sellers moved wholesale from one platform to another. A change in the mix of sellers, product categories or transaction volume could also affect the figures. Wildberries’ response directly disputes whether the measure captures those differences.
The strikes also carry a wider commercial cost. The report said that, as of early August, attacks had caused an estimated hundreds of billions of rubles in damage to Wildberries and its sellers. That figure is an estimate cited in the source report; the material provided does not specify its calculation, components or verification.
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From January Lead to Late-Summer Shift
The reported comparison begins with a clear January lead for Wildberries among major sellers: 57.54% of sales against Ozon’s 42.46%. By the end of summer, the reported figure for Ozon had risen to 60%. Those figures mark a change over the period, but the source material does not give a complete month-by-month series or explain the underlying method in detail.
Ukraine has carried out drone strikes on Wildberries warehouses across Russia since mid-summer, according to the report. Ozon logistics facilities also came under attack from August. Ukraine has said the marketplaces are used to supply sanctioned components for drone production and navigation equipment. That is Ukraine’s stated rationale; the source material does not independently establish the use of particular facilities for those supplies.
“According to our data, sales figures for major sellers on Wildberries remain stable and may show only minor fluctuations.”
— Wildberries representatives
Limits of the Sales Comparison
The reported figures do not show how MPStats Data defines major sellers, what categories are included, or whether the January and late-summer comparisons use exactly the same methodology. The source account also provides no monthly figures, absolute sales totals or platform-wide market shares, making it difficult to determine the scale and timing of the change beyond the stated percentages.
It remains unclear how much the strikes affected each company’s operations or whether sellers changed platforms in response. Wildberries says its major sellers’ sales were stable, while Ozon offered no comment. The source material does not include an independent assessment resolving those different accounts or a detailed breakdown of damage at either company’s facilities.
Further Data Could Clarify the Shift
The next useful evidence would be a fuller release of the sales data, including its methodology, seller and product categories, and figures for the months between January and late summer. That could help distinguish a sustained change in seller activity from fluctuations caused by category mix or other market conditions.
Further statements from Ozon, Wildberries or the data provider could also clarify how logistics disruptions affected sales and whether the reported change continued after summer. The source report does not identify a scheduled update or a forthcoming company disclosure, so the timing of any additional detail is unknown.
Key Questions
What changed on Ozon?
Kommersant, citing MPStats Data, reported that major sellers’ share of sales on Ozon reached 60% by the end of summer 2026. The report does not say this was Ozon’s share of the entire e-commerce market.
How did the figures compare in January?
In January, Wildberries accounted for 57.54% of sales in the major-seller segment, while Ozon accounted for 42.46%, according to the reported data.
Did drone strikes cause the sales shift?
Experts attributed the shift in part to strikes that hit Wildberries logistics facilities harder than Ozon’s. The reporting does not establish a direct causal link or quantify the strikes’ effect on sales.
What did Wildberries and Ozon say?
Wildberries said the assessment does not reflect the full market picture and that its major sellers’ sales remained stable, with possible minor fluctuations. Ozon did not comment, according to the report.
Why has Ukraine said it targeted marketplace facilities?
Ukraine has said the marketplaces are used to supply sanctioned components for drone production and navigation equipment. The source material reports this as Ukraine’s claim and does not independently verify it.
Source: rss
