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Michael Kors, Under Armour & Chipotle Show Execution Matters in Consumer

By: Nicole Urken | 02/04/14 - 05:28 PM EST

NEW YORK (TheStreet) -

Question: How did Chipotle (CMG) achieve 9.3% comps in its fourth quarter... driven by traffic that improved in December versus November and which is trending strong for January?

Answer: Throughput, catering, marketing, having the right healthy offerings.

Question: How did Michael Kors (KORS) achieve 24% comparable sales up 24% in North America and 73% in Europe?

Answer: Merchandising with the right positioning in the glboal luxury market for aspirational consumers, just as high-end brands like Burberry are marking up prices. The Coach (COH)-Michael Kors discrepancy keeps widening.

Question: How did Under Armour (UA) achieve 35% revenue growth ?

Answer: This is a junior growth name with brand momentum aided by its stealth technology.

All three of these consumer names out-executed during a time that was across-the-board weak for consumers with a polar vortex to boot.

Share gain, having the right products, and marketing the right way. In consumer, this matters more than in any other sector. And these three are the stellar consumer quarters to benchmark all the rest against.

--Written by Nicole Urken in New York.

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