VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Inner Mongolia Yili Industrial Group Co., Ltd. vs Dino Polska S.A.

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

Inner Mongolia Yili Industrial Group Co., Ltd.

600887 · Shanghai Stock Exchange

Market cap (USD)$181B
Gross margin (TTM)33.4%
Operating margin (TTM)7.9%
Net margin (TTM)6.8%
SectorConsumer
IndustryPackaged Foods
CountryCN
Data as of2025-12-30
Moat score
72/ 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 Inner Mongolia Yili Industrial Group Co., Ltd.'s moat claims, evidence, and risks.

View 600887 analysis

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

Comparison highlights

  • Moat score gap: Inner Mongolia Yili Industrial Group Co., Ltd. leads (72 / 100 vs 66 / 100 for Dino Polska S.A.).
  • Segment focus: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 segments (65.7% in Liquid Milk); Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 moat types across 2 domains; Dino Polska S.A. has 5 across 2.

Primary market context

Inner Mongolia Yili Industrial Group Co., Ltd.

Liquid Milk

Market

China branded liquid dairy (ambient and chilled milk, yogurt, dairy beverages)

Geography

China (primarily)

Customer

Retail consumers

Role

Branded manufacturer and distributor

Revenue share

65.7%

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

Side-by-side metrics

Inner Mongolia Yili Industrial Group Co., Ltd.
Dino Polska S.A.
Ticker / Exchange
600887 - Shanghai Stock Exchange
DNP - Warsaw Stock Exchange
Market cap (USD)
$181B
$3.7B
Gross margin (TTM)
33.4%
26.1%
Operating margin (TTM)
7.9%
272.7%
Net margin (TTM)
6.8%
261.5%
Sector
Consumer
Consumer
Industry
Packaged Foods
Asset Management - Income
HQ country
CN
PL
Primary segment
Liquid Milk
Proximity grocery retail (Dino stores)
Market structure
Oligopoly
Oligopoly
Market share
n/a
7%-9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
72 / 100
66 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Scale Economies Unit Cost

Inner Mongolia Yili Industrial Group Co., Ltd. strengths

Brand TrustDistribution ControlCapex Knowhow Scale

Dino Polska S.A. strengths

Physical Network DensityHabit DefaultSupply Chain ControlOperational Excellence

Segment mix

Inner Mongolia Yili Industrial Group Co., Ltd. segments

Full profile >

Liquid Milk

Oligopoly

65.7%

Milk Powder and Dairy Products

Oligopoly

26%

Cold Drinks (Ice Cream)

Competitive

7.6%

Other Products

Competitive

0.6%

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

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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.