VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Jiangsu Yanghe Distillery Co., Ltd. vs Compagnie Financiere Richemont SA

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

Jiangsu Yanghe Distillery Co., Ltd.

002304.SZ · Shenzhen Stock Exchange

Market cap (USD)
SectorConsumer
CountryCN
Data as of2025-12-30
Moat score
61/ 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 Jiangsu Yanghe Distillery Co., Ltd.'s moat claims, evidence, and risks.

View 002304.SZ analysis

Compagnie Financiere Richemont SA

CFR · SIX Swiss Exchange

Market cap (USD)
SectorConsumer
CountryCH
Data as of2025-12-30
Moat score
84/ 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 Compagnie Financiere Richemont SA's moat claims, evidence, and risks.

View CFR analysis

Comparison highlights

  • Moat score gap: Compagnie Financiere Richemont SA leads (84 / 100 vs 61 / 100 for Jiangsu Yanghe Distillery Co., Ltd.).
  • Segment focus: Jiangsu Yanghe Distillery Co., Ltd. has 2 segments; Compagnie Financiere Richemont SA has 3 segments (71.6% in Jewellery Maisons).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Jiangsu Yanghe Distillery Co., Ltd. has 4 moat types across 2 domains; Compagnie Financiere Richemont SA has 4 across 2.

Primary market context

Jiangsu Yanghe Distillery Co., Ltd.

Premium baijiu (mid-high to high-end)

Market

China premium baijiu (mid-high to high-end price tiers)

Geography

China

Customer

Consumers via distributor/retail channels (banquet, gifting, personal consumption)

Role

Branded producer

Compagnie Financiere Richemont SA

Jewellery Maisons

Market

Luxury jewellery (branded fine jewellery & high jewellery)

Geography

Global

Customer

Affluent and high-net-worth consumers

Role

Brand owner, manufacturer and direct-to-client retailer

Revenue share

71.6%

Side-by-side metrics

Jiangsu Yanghe Distillery Co., Ltd.
Compagnie Financiere Richemont SA
Ticker / Exchange
002304.SZ - Shenzhen Stock Exchange
CFR - SIX Swiss Exchange
Market cap (USD)
n/a
n/a
Sector
Consumer
Consumer
HQ country
CN
CH
Primary segment
Premium baijiu (mid-high to high-end)
Jewellery Maisons
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-55% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
61 / 100
84 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Brand TrustDistribution Control

Jiangsu Yanghe Distillery Co., Ltd. strengths

Capacity MoatScale Economies Unit Cost

Compagnie Financiere Richemont SA strengths

Capex Knowhow ScaleReputation Reviews

Segment mix

Jiangsu Yanghe Distillery Co., Ltd. segments

Full profile >

Premium baijiu (mid-high to high-end)

Oligopoly

n/a

Mass-market baijiu (mainstream price tiers)

Competitive

n/a

Compagnie Financiere Richemont SA segments

Full profile >

Jewellery Maisons

Oligopoly

71.6%

Specialist Watchmakers

Oligopoly

15.3%

Other (Fashion & Accessories, Watchfinder, ancillary)

Competitive

13%

Want the full wide moat stocks list?

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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.