Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Andrew Rubin is recorded as Analyst at Morgan Stanley. Andrew Rubin has spoken on 3 earnings calls across 1 company, most recently for Mercadolibre Inc on August 5, 2026. The companies whose calls Andrew Rubin spoke on are classified in the Consumer Cyclical sector.
“I'm interested in some dynamics around Brazil's seller growth. You mentioned the acceleration to 29. I don't think you've mentioned that one before. So just to level set what that was growing before the select discounts.”
“And thanks for the additional color on the investments within the release. One other item I'd like to understand more about was the Brazil seller promotions you announced in recent months, lowering take rates for competitively priced sellers in certain price points.”
“It was helpful your mention in the release of the 5% to 6% point margin impact from, you mentioned, free shipping, 1P, cross-border, credit card investments.”
Morgan Stanley
Analyst
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MELI
Internet Retail · Consumer Cyclical
