VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Sony Group Corporation vs lululemon athletica inc.

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

Sony Group Corporation

6758 · Tokyo Stock Exchange

Market cap (USD)$23.3T
Gross margin (TTM)29.1%
Operating margin (TTM)11.3%
Net margin (TTM)9.2%
SectorConsumer
IndustryConsumer Electronics
CountryJP
Data as of2025-12-29
Moat score
75/ 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 Sony Group Corporation's moat claims, evidence, and risks.

View 6758 analysis

lululemon athletica inc.

LULU · Nasdaq Global Select Market

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-12
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 lululemon athletica inc.'s moat claims, evidence, and risks.

View LULU analysis

Comparison highlights

  • Moat score gap: Sony Group Corporation leads (75 / 100 vs 69 / 100 for lululemon athletica inc.).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); lululemon athletica inc. has 3 segments (63.2% in Women's products).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; lululemon athletica inc. has 3 across 2.

Primary market context

Sony Group Corporation

Game & Network Services

Market

Console gaming platforms and associated network services

Geography

Global

Customer

Consumers (players) and game developers/publishers

Role

Platform owner + publisher + hardware OEM

Revenue share

37.8%

lululemon athletica inc.

Women's products

Market

Premium women's technical athletic apparel (athleisure: yoga, run, train, lifestyle)

Geography

Global

Customer

Consumers (end-users) via company-operated stores and e-commerce; limited wholesale

Role

Brand owner / designer / DTC retailer

Revenue share

63.2%

Side-by-side metrics

Sony Group Corporation
lululemon athletica inc.
Ticker / Exchange
6758 - Tokyo Stock Exchange
LULU - Nasdaq Global Select Market
Market cap (USD)
$23.3T
n/a
Gross margin (TTM)
29.1%
n/a
Operating margin (TTM)
11.3%
n/a
Net margin (TTM)
9.2%
n/a
Sector
Consumer
Consumer
Industry
Consumer Electronics
n/a
HQ country
JP
US
Primary segment
Game & Network Services
Women's products
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
75 / 100
69 / 100
Moat domains
Network, Legal, Demand, Supply
Demand, Supply
Last update
2025-12-29
2026-01-12

Moat coverage

Shared moat types

Distribution ControlBrand TrustLearning Curve Yield

Sony Group Corporation strengths

Two Sided NetworkEcosystem ComplementsContent Rights CurrencyReputation ReviewsCapex Knowhow Scale

lululemon athletica inc. strengths

No unique moat types yet.

Segment mix

Sony Group Corporation segments

Full profile >

Game & Network Services

Oligopoly

37.8%

Music

Oligopoly

15.1%

Pictures

Oligopoly

12.5%

Entertainment, Technology & Services

Competitive

19.6%

Imaging & Sensing Solutions

Quasi-Monopoly

14.2%

lululemon athletica inc. segments

Full profile >

Women's products

Competitive

63.2%

Men's products

Competitive

24.2%

Other categories (accessories, footwear, Studio)

Competitive

12.6%

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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Looking for expansion-stage stocks?

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.