Group 1: Ozon's Performance and Market Trends - Ozon's beauty category orders exceeded 1.11 billion rubles in the first half of 2025, with a 27% increase in active buyers and a significant rise in consumer ordering frequency [1] - The number of beauty sellers on the platform reached 87,000, with nearly 3 million product categories available [1] - Male beauty consumption saw explosive growth, with sales doubling and hair mask sales increasing fourfold; children's cosmetics demand also tripled [1] Group 2: Fraud and Seller Challenges - A new type of fraud has emerged on Ozon, where scammers use bulk reservations to "invisibly" extort sellers, impacting product visibility and sales [2] - The number of active sellers on Ozon and Wildberries has declined for the first time, dropping from 1.28 million to 1.26 million, a decrease of about 2% due to rising commission and logistics costs [6] Group 3: Wildberries Innovations - Wildberries launched the WB Plus model to enhance logistics efficiency by requiring sellers to stock products in a dedicated warehouse in China [3] - The platform introduced an interactive picking list for the FBS model, allowing real-time updates and sorting by various dimensions to improve operational accuracy [5] Group 4: E-commerce Market Dynamics - The Russian e-commerce market is projected to grow by 28.3% in 2025, with large platforms like Ozon and AliExpress capturing over 60% of the market share [10] - The number of small and medium enterprises adopting self-built online stores increased by 18%, with their sales growth rate surpassing that of platform sellers [7] Group 5: Consumer Spending Trends - Russian families' average budget for back-to-school supplies ranges from 15,000 to 35,000 rubles, with 58% opting for a combination of online and offline shopping [8] - There is a significant interest in launching personal brands, particularly in fashion and beauty, with a 40% increase in interest over the past year [9] Group 6: Fresh Produce E-commerce - The fresh produce e-commerce market in Russia grew by 28.8% in Q2 2025, reaching 385 billion rubles, although the growth rate has slowed compared to the previous year [11] - Labor shortages and rising delivery costs are major factors contributing to the slowdown in growth [12] Group 7: Intellectual Property Enforcement - In the first half of 2025, Russian e-commerce platforms removed 2.8 million infringing products, with a total of 9.6 million items removed since early 2023 [13] - Platforms are implementing measures like "digital arbitration" to combat counterfeit goods, although challenges in enforcement remain [13] Group 8: Warehouse Market Trends - The Moscow warehouse market is experiencing its first rental decline in seven years, with average rents dropping to 119,000 rubles per square meter [15] - Increased supply is expected to raise vacancy rates, leading to intensified market competition [15]