A few retailers appear poised to outperform their peers this holiday season, Durbin Capital's Steve Kernkraut said Tuesday.
"Apple ... is really going to gain market share," he said. "The iPad Air is going to be huge and the [iPhone] 5S is going to be huge. And I think, frankly, it's going to take a lot of dollars out of other retailers' pockets."
On CNBC's "Halftime Report," the portfolio manager and former retail analyst said that Apple and such companies as Samsung, Amazon and Wal-Mart account for the lion's share of their respProective markets.
"They've taken more than 50 percent of the growth in retail, and I think that's going to accelerate into the holiday season," he said.