VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

Stock Comparison

Inner Mongolia Yili Industrial Group Co., Ltd. vs Moncler S.p.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

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.8B
Gross margin (TTM)76.4%
Operating margin (TTM)29.4%
Net margin (TTM)20.4%
SectorConsumer
IndustryApparel - Manufacturers
CountryIT
Data as of2026-01-05
Moat score
69/ 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 Moncler S.p.A.'s moat claims, evidence, and risks.

View MONC analysis

Comparison highlights

  • Moat score gap: Inner Mongolia Yili Industrial Group Co., Ltd. leads (72 / 100 vs 69 / 100 for Moncler S.p.A.).
  • Segment focus: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 segments (65.7% in Liquid Milk); Moncler S.p.A. has 2 segments (87.1% in Moncler brand).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 moat types across 2 domains; Moncler S.p.A. has 3 across 3.

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%

Moncler S.p.A.

Moncler brand

Market

Luxury outerwear and apparel (down jackets, ready-to-wear, accessories)

Geography

Global

Customer

Consumers

Role

Branded apparel company (design/marketing; DTC + wholesale distribution)

Revenue share

87.1%

Side-by-side metrics

Inner Mongolia Yili Industrial Group Co., Ltd.
Moncler S.p.A.
Ticker / Exchange
600887 - Shanghai Stock Exchange
MONC - Euronext Milan
Market cap (USD)
$181B
$14.8B
Gross margin (TTM)
33.4%
76.4%
Operating margin (TTM)
7.9%
29.4%
Net margin (TTM)
6.8%
20.4%
Sector
Consumer
Consumer
Industry
Packaged Foods
Apparel - Manufacturers
HQ country
CN
IT
Primary segment
Liquid Milk
Moncler brand
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
72 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand TrustDistribution Control

Inner Mongolia Yili Industrial Group Co., Ltd. strengths

Scale Economies Unit CostCapex Knowhow Scale

Moncler S.p.A. strengths

IP Choke Point

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%

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

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.