"Comparing both brands to the national average paints an interesting picture," Ethan Chernofsky, vice president of marketing at Placer.ai, tells GlobeSt.com. "While both see California performance trend along with the national average, Lululemon consistently sees better than average performance in California. From March through November, California branches have outperformed the national baseline in every month."

However, the Nike situation is more mixed, with an almost even split, Chernofsky observes.

"From weather to the concentration of brand advocates to the locations' respective expansion plans, all of which have targeted to the added time the Nike brand has had to spread nationally, there are a myriad of reasons why these differences exist," he tells GlobeSt.com. "Yet, some may indicate critical differences between the brands. For example, a strengthening national average indicates a more spread out and diverse customer base signifying a more diversified brand. On the other hand, local strength also indicates a huge potential for expansion as the natural growth of a brand spreads."

In short, Nike and Lululemon offline performance has been impressive by almost any measure, and analyzing the differences between California and national averages only serves to highlight the strengths these companies use to drive growth, Chernofsky summarizes.