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.
Kors was especially well-positioned, he said, with strong growth in the United States and internationally.
"I think they are the gorilla out there," Kernkraut said.
Kernkraut also expects TJX to do well in the fourth quarter.
Consumers were likely to spend more in light of lower gas prices, but he also noted that retailers were facing increasing competition from the likes of foundering retailer J.C. Penney, which was expected to discount heavily for Black Friday in an attempt to regain its lost market share.
"But the reality is that if you're a customer, you can just use your mobile device and you can order all the Black Friday specials you want," he said. "I think traffic is going to be down, and I think business is going to be strong on the Internet."