BTIG's Robert Drbul talks his bull case for Nike in 2026
耐克耐克(US:NKE) Youtube·2025-12-13 05:58

Joining us now is Robert Durbal, consumer retail analyst at BTIG. Robert, how much of this Nike call in particular is about its new CEO gaining traction in a turnaround. How much is about consumer strength overall.>> Um, hi John. I think overall it's a little bit of both. you know, from our perspective, you know, I think Elliott Hill is definitely laying the right foundation for the turnaround, but we're definitely very measured in terms of how quickly it can happen.And you know, but when we think of where ...