Robert Drbul

We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Robert Drbul is associated, including condition and consumer. Most recently, Robert Drbul has been quoted saying: “Given AWS' rapid pace of innovation, strong customer base, and ongoing efficiency gains, we believe cloud computing dominance and increased profitability is set to continue.” in the article Wall Street expects huge jump in Amazon's Q4 sales, as old retailers sink. An other article where Robert Drbul has been quoted is Bet on a Nike comeback in 2017 due to new sneakers, e-commerce growth, retail analyst says.

Robert Drbul quotes

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The growth has accelerated and remains very healthy. We expected the North America ... retail component [to be] roughly 28 percent growth. It came in 25 percent growth. International was 24 [percent]. Still a very, very healthy number, but a few points lighter than, really, what had been the trend.

Given AWS' rapid pace of innovation, strong customer base, and ongoing efficiency gains, we believe cloud computing dominance and increased profitability is set to continue.

Heading into 2017, Nike becomes our Best Idea. We continue to believe the Nike brand is one of the strongest global brands. In 2017, we expect revenues to reaccelerate and gross margin expansion to resume. We believe ... current levels offer an attractive entry point for long term investors.

The consumer seems to be in fairly healthy condition, the balance sheets are improved, unemployment remains low, there's outlook about the new jobs and discussion of that, so generally we're pretty optimistic. But there are a lot of unknowns and there are a lot of variables that we are considering as we think about 2017.

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