Coach (TPR -1.60%) has met or exceeded earnings expectations every quarter for more than 10 quarters running, and is on track to do so again as we come up on the company's fourth-quarter earnings report from 2012. In this video, Motley Fool consumer goods analyst Blake Bos discusses how its holiday sales and reduced inventory buildup both look good for the company to beat this quarter and tells investors to watch Coach's growing men's line and its success internationally to know if it can continue to grow its dividend and be a favorite in the retail space for returning so much capital to its shareholders.

The relevant video segment can be found between 1:32 and 2:37.