Wildberries faces substantial losses from 2026 Ukrainian drone strikes on its logistics network, estimated at 100–200 billion rubles in direct damage plus broader seller impacts exceeding 200 billion rubles, alongside preexisting debt above 1.3 trillion rubles. Trader consensus at 98% against bankruptcy before 2027 reflects the company’s scale as Russia’s dominant marketplace, with GMV surpassing 6 trillion rubles in 2025, and repeated signals that authorities will not permit collapse due to its role in retail turnover, employment, and supply chains. Ongoing measures, including extended credit holidays and subsidized loans for affected sellers through WB Bank, underscore active stabilization efforts. Realistic shifts remain possible only from intensified attacks disrupting recovery, major seller migration accelerating revenue decline, or unexpected withdrawal of state-linked financing via institutions such as VTB.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedView resolved

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