VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Wuliangye Yibin Co., Ltd. vs NIKE, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Wuliangye Yibin Co., Ltd.

000858 · Shenzhen Stock Exchange

Market cap (USD)
SectorConsumer
CountryCN
Data as of2025-12-30
Moat score
80/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Wuliangye Yibin Co., Ltd.'s moat claims, evidence, and risks.

View 000858 analysis

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$84.6B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into NIKE, Inc.'s moat claims, evidence, and risks.

View NKE analysis

Comparison highlights

  • Moat score gap: Wuliangye Yibin Co., Ltd. leads (80 / 100 vs 70 / 100 for NIKE, Inc.).
  • Segment focus: Wuliangye Yibin Co., Ltd. has 3 segments (76.1% in Wuliangye-branded Baijiu products); NIKE, Inc. has 3 segments (57.8% in Wholesale).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Wuliangye Yibin Co., Ltd. has 5 moat types across 3 domains; NIKE, Inc. has 6 across 4.

Primary market context

Wuliangye Yibin Co., Ltd.

Wuliangye-branded Baijiu products

Market

China baijiu market (sales revenue; producers above designated size)

Geography

China

Customer

Consumers (premium gifting/banqueting; affluent households)

Role

Branded spirits producer and marketer

Revenue share

76.1%

NIKE, Inc.

Wholesale

Market

Branded athletic & casual footwear/apparel wholesale distribution

Geography

Global

Customer

Retailers, distributors, licensees

Role

Brand owner / wholesaler

Revenue share

57.8%

Side-by-side metrics

Wuliangye Yibin Co., Ltd.
NIKE, Inc.
Ticker / Exchange
000858 - Shenzhen Stock Exchange
NKE - New York Stock Exchange
Market cap (USD)
n/a
$84.6B
Sector
Consumer
Consumer
HQ country
CN
US
Primary segment
Wuliangye-branded Baijiu products
Wholesale
Market structure
Oligopoly
Competitive
Market share
8%-10% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
80 / 100
70 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Network, Legal
Last update
2025-12-30
2025-12-23

Moat coverage

Shared moat types

Brand TrustDistribution Control

Wuliangye Yibin Co., Ltd. strengths

Regulated Standards PipeCapex Knowhow ScalePortfolio adjacency / captive demand

NIKE, Inc. strengths

Procurement InertiaScale Economies Unit CostEcosystem ComplementsIP Choke Point

Segment mix

Wuliangye Yibin Co., Ltd. segments

Full profile >

Wuliangye-branded Baijiu products

Oligopoly

76.1%

Other liquor products (Wuliang NongXiang and other series)

Competitive

17.1%

Non-liquor products (other)

Competitive

6.8%

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

57.8%

Direct to Consumer (DTC)

Competitive

42.1%

Brand licensing & other

Competitive

0.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.