In this video, Motley Fool consumer-goods editor Austin Smith takes a close look at two high-end retailers of sports apparel: Under Armour and lululemon athletica, to see whether he can distinguish for us which of the two is the better place to put your money in this sector. The companies look somewhat alike on paper, with very similar numbers in many of their ratios, so Austin takes a look at the broader story to find the difference.

His analysis? Under Armour is the disruptive bug, gaining momentum, but attracting a lot of unwanted attention from the big players such as Nike and Adidas. Lululemon, meanwhile, is the niche innovator, distinct from the big boys, and even being imitated itself.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.