VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Kao Corporation vs Mondelez International, Inc.

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

Kao Corporation

4452 · Tokyo Stock Exchange

Market cap (USD)$3T
Gross margin (TTM)38%
Operating margin (TTM)9.7%
Net margin (TTM)7.1%
SectorConsumer
IndustryHousehold & Personal Products
CountryJP
Data as of2025-12-28
Moat score
60/ 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 Kao Corporation's moat claims, evidence, and risks.

View 4452 analysis

Mondelez International, Inc.

MDLZ · Nasdaq Global Select Market

Market cap (USD)$75.9B
Gross margin (TTM)28.4%
Operating margin (TTM)9.3%
Net margin (TTM)6.4%
SectorConsumer
IndustryFood Confectioners
CountryUS
Data as of2025-12-23
Moat score
66/ 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 Mondelez International, Inc.'s moat claims, evidence, and risks.

View MDLZ analysis

Comparison highlights

  • Moat score gap: Mondelez International, Inc. leads (66 / 100 vs 60 / 100 for Kao Corporation).
  • Segment focus: Kao Corporation has 5 segments (33.5% in Hygiene Living Care Business); Mondelez International, Inc. has 5 segments (48.9% in Biscuits & Baked Snacks).
  • Moat breadth: Kao Corporation has 5 moat types across 2 domains; Mondelez International, Inc. has 4 across 3.

Primary market context

Kao Corporation

Hygiene Living Care Business

Market

Household & fabric care and sanitary consumer packaged goods

Geography

Japan and Asia (with select global brands)

Customer

Consumers (retail)

Role

Branded manufacturer

Revenue share

33.5%

Mondelez International, Inc.

Biscuits & Baked Snacks

Market

Branded biscuits, cookies, crackers and baked snacks

Geography

Global

Customer

Consumer (via retail and e-commerce)

Role

Branded manufacturer

Revenue share

48.9%

Side-by-side metrics

Kao Corporation
Mondelez International, Inc.
Ticker / Exchange
4452 - Tokyo Stock Exchange
MDLZ - Nasdaq Global Select Market
Market cap (USD)
$3T
$75.9B
Gross margin (TTM)
38%
28.4%
Operating margin (TTM)
9.7%
9.3%
Net margin (TTM)
7.1%
6.4%
Sector
Consumer
Consumer
Industry
Household & Personal Products
Food Confectioners
HQ country
JP
US
Primary segment
Hygiene Living Care Business
Biscuits & Baked Snacks
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
60 / 100
66 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-28
2025-12-23

Moat coverage

Shared moat types

Brand Trust

Kao Corporation strengths

Training Org Change CostsService Field NetworkCapex Knowhow ScaleDesign In Qualification

Mondelez International, Inc. strengths

Distribution ControlIP Choke PointSupply Chain Control

Segment mix

Kao Corporation segments

Full profile >

Hygiene Living Care Business

Oligopoly

33.5%

Health Beauty Care Business

Competitive

26%

Cosmetics Business

Competitive

15%

Business Connected Business

Competitive

2.4%

Chemical Business

Competitive

23.1%

Mondelez International, Inc. segments

Full profile >

Biscuits & Baked Snacks

Oligopoly

48.9%

Chocolate

Oligopoly

30.9%

Gum & Candy

Oligopoly

11.1%

Beverages

Competitive

3%

Cheese & Grocery

Competitive

6.2%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.