Russia E-commerce Intelligence

Overnight on Aug 22, dozens of UAVs struck targets in Samara region; Ozon's ~135,000 m² logistics complex in Chapaevsk (among the largest in the Volga area) was hit and caught fire for the first time. 500+ staff evacuated in minutes, 4 injured (1 serious). Operations are suspended indefinitely; goods pulled from the storefront, in-transit/on-site orders cancelled with refunds, routes reassigned to other warehouses. Ozon will inventory once allowed in and move surviving goods to other sites.

Following the Chapaevsk attack, Ozon announced a support package: ① free storage at the damaged warehouse from Aug 22; ② free cross-docking (including rerouting to other clusters); ③ no markup for goods delivered to the Samara cluster; ④ from Aug 30 a 3% discount on the sales tariff for that cluster; ⑤ no charge for the 'payment-per-order' tool on Chapaevsk goods in cancelled orders; ⑥ nationwide FBS penalty waivers for cancellation/late-shipment/complaint error-index breaches until Sep 22. Some sellers had already bought paid warehouse insurance on Ozon.

The CBR set official rates effective 22.08.2026: USD 82.9211, EUR 96.8601, CNY 12.3343 (per 1 yuan). The yuan edged down from 12.4057 on 21.08 as the ruble firmed slightly; cross-border sellers see a marginally smaller yuan conversion on repatriated revenue—relevant for pricing and FX hedging.