Chris explains that Under Armour's second-quarter results were better than expected, and shares of the stock are up 15%. He notes that the stock has doubled within the last couple of months, and then asks Tim what the company is doing right.
Tim looks at Under Armour and Chipotle by first looking at various companies that explained away poor quarters because of bad weather. Chipotle and Under Armour, however, apparently were not affected by poor weather. Tim explains that good companies will succeed even in poor weather.
Chris was stunned by Chipotle's same-store sales, and Tim describes a recent experience at Mall of America's food court, where he saw a line at Chipotle, and at no other kiosk. He hasn't been to a Chipotle during lunch time without the store being completely packed. Tim points to the company's food, and Chris quickly adds the the operations and through-put.