Armed Conflict — 2026-08-26

Ukraine Expands Drone Campaign to Russian E-Commerce Logistics as Ozon Shares Plunge 30%

BLUFKyiv has opened an economic front through e-commerce logistics, and sustained parallel strikes against both Ozon and Wildberries impose costs that Russian air defenses cannot yet blunt.

Ozon shares fell nearly 30% on the Moscow Exchange on Monday after Ukrainian drone strikes hit warehouses in Krasnodar, Stavropol Krai, and Dagestan overnight, bringing the number of Ozon facilities struck over three days to six 123. Ukraine's military reported its Unmanned Systems Forces hit three Ozon warehouses along with a MiG-29 and two vessels in Russia's shadow fleet on August 24 4. Ozon shares dropped as much as 28.5% to 2,129 rubles before paring losses to a 12.7% decline at the Moscow Exchange's open, according to Meduza 2. The Institute for the Study of War said the campaign has pivoted from Wildberries, hit 15 times since mid-July, to Ozon since Saturday 1, and monitoring channels reported a resumed strike on a Wildberries logistics hub in Kotovsk, Tambov Oblast, on August 26 that Governor Yevgeny Pervyshov said burned over 100,000 square meters and injured one employee 5.

Analysis
Kyiv now runs two parallel logistics-targeting tracks rather than a sequential pivot: the resumed Kotovsk strike on Wildberries shows Ukraine can sustain pressure there without easing tempo against Ozon, doubling the defensive burden on Russian retail logistics. Six warehouses hit across three regions in three days indicate a tempo Russian air defenses have not degraded, and the share plunge gives Kyiv a lever against investor confidence beyond direct materiel disruption, though broader index-wide selling may account for some of the drop rather than isolated damage assessment. Russian marketplaces shifting drone-damage liability onto sellers shows the private sector, not the state, is absorbing the campaign's costs. Sourcing rests on one primary Ukrainian military statement corroborated by four independently reporting outlets that converge cleanly on the facts.

5 sources