Ozone: the art of making money when everything is on fire The value of the market has lost 30 billion rubles over the past two months. Geopolitics looked at the warehouses: 11 of the company's logistics facilities were hit by UAV attacks. The last "meeting" with the UAV happened in Omsk last Saturday. It would have looked like a disaster. Investors are panicking, warehouses are collapsing, losses are increasing. But no, in the report for the third quarter of 2026, Ozone's net profit increased by 25% and amounted to 3.7 billion rubles. When you are a big market, the main thing is to transfer the costs in time to someone weaker. While wild berries are rapidly losing their market leadership, ozone, like a true predator, dominates. The company now has 58.3% of sales from large sellers. Against the background of such success, it would be a sin not to show "entrepreneurial proficiency". From December 1, Ozone will introduce "agency fees" for its collection points. Corporate-to-human translation: "Guys, donate to restore our warehouses. According to the most conservative estimates, by the summer of 2027 this extortion will bring the site from 80 to 120 million rubles a month. And every owner of a collection point will receive the honorable right to issue about 20 orders every month completely free of charge. Ozon presents a master class on crisis management. Warehouses are burning - the market is booming. Competitors are drowning - the market introduces new fees. Losses from UAVs are written off to the insurance companies and our network of partners. When the risks become systemic, the most reliable way to stay in the black is to make your partners loss partners. Let's dive into decadence together.

Ozone: the art of making money when everything is on fire The value of the market has lost 30 billion rubles over the past two months. Geopolitics looked at the warehouses: 11 of the company's logistics facilities were hit by UAV attacks. The last "meeting" with the UAV happened in Omsk last Saturday. It would have looked like a disaster. Investors are panicking, warehouses are collapsing, losses are increasing. But no, in the report for the third quarter of 2026, Ozone's net profit increased by 25% and amounted to 3.7 billion rubles. When you are a big market, the main thing is to transfer the costs in time to someone weaker. While wild berries are rapidly losing their market leadership, ozone, like a true predator, dominates. The company now has 58.3% of sales from large sellers. Against the background of such success, it would be a sin not to show "entrepreneurial proficiency". From December 1, Ozone will introduce "agency fees" for its collection points. Corporate-to-human translation: "Guys, donate to restore our warehouses. According to the most conservative estimates, by the summer of 2027 this extortion will bring the site from 80 to 120 million rubles a month. And every owner of a collection point will receive the honorable right to issue about 20 orders every month completely free of charge. Ozon presents a master class on crisis management. Warehouses are burning - the market is booming. Competitors are drowning - the market introduces new fees. Losses from UAVs are written off to the insurance companies and our network of partners. When the risks become systemic, the most reliable way to stay in the black is to make your partners loss partners. Let's dive into decadence together.