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Attacks by Ukrainian drones led to a change in the Russian e-commerce leader, where Ozone replaced Wildberries in first place, occupying 35% of the e-commerce market. For nine months the company has already fulfilled the annual EBITDA plan of 200 billion rubles. BCS World of Investments also noted that Oz's turnover grew twice as fast as the entire market. One of the growth factors was a high frequency of purchases: during the year the indicator increased by 50%, to 51 transactions per active customer. At the same time, analysts warn that confirmation of Ozeon's leadership is still difficult: "The progenitors do not reveal a similar report. According to MPStats, in August, Ozone accounted for 58.3% of the total sales of the nearly 31,000 largest sellers against 41.7% of the competitor. Market results can be affected by attacks on their logistics infrastructure. It is still too early to say that Ozun has overtaken a competitor in terms of total turnover, analysts say. According to Euler, the attacks affected 8% of Ozone's logistics and 30% of Wildberries' logistics, which accounted for the difference in operational results.

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Адский e-comm и ритейл · · Source

🇷🇺 Russia · Map

Attacks by Ukrainian drones led to a change in the Russian e-commerce leader, where Ozone replaced Wildberries in first place, occupying 35% of the e-commerce market. For nine months the company has already fulfilled the annual EBITDA plan of 200 billion rubles. BCS World of Investments also noted that Oz's turnover grew twice as fast as the entire market. One of the growth factors was a high frequency of purchases: during the year the indicator increased by 50%, to 51 transactions per active customer. At the same time, analysts warn that confirmation of Ozeon's leadership is still difficult: "The progenitors do not reveal a similar report. According to MPStats, in August, Ozone accounted for 58.3% of the total sales of the nearly 31,000 largest sellers against 41.7% of the competitor. Market results can be affected by attacks on their logistics infrastructure. It is still too early to say that Ozun has overtaken a competitor in terms of total turnover, analysts say. According to Euler, the attacks affected 8% of Ozone's logistics and 30% of Wildberries' logistics, which accounted for the difference in operational results.

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