俄罗斯电商周报：Ozon美妆爆发，Wildberries新功能上线，卖家数量首降

Group 1: Ozon Platform Insights - Ozon's beauty category orders exceeded 111 million in the first half of 2025, with active buyers increasing by 27% and order frequency significantly rising [1] - The number of beauty sellers on Ozon reached 87,000, with nearly 3 million product categories available [1] - Male beauty consumption doubled, with hair mask sales increasing fourfold, and children's cosmetics demand tripled year-on-year [1] - Ozon has expanded its logistics network to cover the entire country, with 48 fulfillment centers and 75,000 pickup points [1] - Ozon is facing a new type of fraud where criminals use bulk ordering to extort sellers, impacting product visibility and sales [1] Group 2: Wildberries Platform Developments - Wildberries launched a new seller sales program called WB Plus to enhance logistics efficiency and reduce delivery times [2] - Sellers must stock products at the WB Plus CEL warehouse in Hunchun, China, established in collaboration with CEL [2] - Wildberries introduced an interactive picking list feature for FBS mode, improving accuracy in warehouse operations [2] - Both Ozon and Wildberries experienced a decline in active seller numbers, with a 2% drop to 1.26 million sellers due to rising commission and logistics costs [2] Group 3: E-commerce Market Trends - The average budget for school supplies among Russian families ranges from 15,000 to 35,000 rubles, with higher spending in Moscow and St. Petersburg [3] - 58% of consumers prefer a combination of online and offline shopping, and 63% of parents buy gifts for teachers [3] - Interest in personal brand creation has surged by nearly 40%, with online channels being the starting point for many entrepreneurs [3] - The Russian e-commerce market is projected to grow by 28.3% this year, potentially exceeding 9.75 trillion rubles [3] Group 4: Fresh Produce E-commerce and Market Adjustments - Fresh produce e-commerce sales grew by 28.8% year-on-year in Q2 2025, but the growth rate has slowed compared to the previous year [4] - The industry faces challenges such as labor shortages, rising delivery costs, and weakened consumer purchasing power [4] - E-commerce platforms have removed 2.8 million counterfeit items, and mechanisms like "digital arbitration" have been introduced to combat counterfeit issues [4] Group 5: Moscow Warehouse Market Trends - The Moscow warehouse market is experiencing its first rent decline in seven years due to economic uncertainty, with companies delaying expansion plans [8] - An additional 2 million square meters of warehouse space is expected to be added in Moscow in 2025, intensifying market competition [8]