Recent Ukrainian drone strikes on Wildberries warehouses in July 2026 destroyed significant inventory and disrupted over 10% of logistics capacity, triggering revenue declines of at least 25%, potential losses exceeding 100 billion rubles, and temporary loan repayment freezes for affected merchants. These events, tied to the ongoing Russia-Ukraine conflict, prompted Kremlin acknowledgment of the difficulties and discussions of targeted relief measures for sellers, though no direct government bailout for the platform itself has materialized. The company's prior scale—marked by rapid GMV expansion to tens of billions in 2025—combined with its central role in Russian e-commerce, supports trader views that insolvency before end-2026 remains unlikely absent further escalation or unmitigated systemic fallout. Official statements and merchant support actions have helped stabilize near-term sentiment around the 79.5% implied probability for no bankruptcy.