VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Unicharm Corporation vs L'Oreal S.A.

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

Unicharm Corporation

8113 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-29
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 Unicharm Corporation's moat claims, evidence, and risks.

View 8113 analysis

L'Oreal S.A.

OR · Euronext Paris

Market cap (USD)
SectorConsumer
CountryFR
Data as of2025-12-31
Moat score
80/ 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 L'Oreal S.A.'s moat claims, evidence, and risks.

View OR analysis

Comparison highlights

  • Moat score gap: L'Oreal S.A. leads (80 / 100 vs 60 / 100 for Unicharm Corporation).
  • Segment focus: Unicharm Corporation has 5 segments; L'Oreal S.A. has 4 segments (37% in Consumer Products Division).
  • Moat breadth: Unicharm Corporation has 7 moat types across 3 domains; L'Oreal S.A. has 7 across 3.

Primary market context

Unicharm Corporation

Baby and Child Care Products

Market

Disposable baby diapers and baby wipes

Geography

Japan, Asia, Middle East, and selected other markets

Customer

Consumers (parents/caregivers)

Role

Branded manufacturer

L'Oreal S.A.

Consumer Products Division

Market

Mass-market beauty & personal care (skincare, haircare, makeup, hygiene)

Geography

Global

Customer

Consumers via mass retail, drugstores, supermarkets, and e-commerce

Role

Brand owner / marketer / manufacturer

Revenue share

37%

Side-by-side metrics

Unicharm Corporation
L'Oreal S.A.
Ticker / Exchange
8113 - Tokyo Stock Exchange
OR - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Consumer
Consumer
HQ country
JP
FR
Primary segment
Baby and Child Care Products
Consumer Products Division
Market structure
Oligopoly
Oligopoly
Market share
35%-84% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
60 / 100
80 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Brand TrustDistribution ControlCapex Knowhow ScaleTraining Org Change Costs

Unicharm Corporation strengths

Habit DefaultIP Choke PointOperational Excellence

L'Oreal S.A. strengths

Contractual ExclusivityService Field NetworkCompliance Advantage

Segment mix

Unicharm Corporation segments

Full profile >

Baby and Child Care Products

Oligopoly

n/a

Feminine Care Products

Oligopoly

n/a

Wellness Care Products (Adult Incontinence)

Oligopoly

n/a

Pet Care Products

Competitive

n/a

Industrial Materials and Other Businesses

Competitive

n/a

L'Oreal S.A. segments

Full profile >

Consumer Products Division

Oligopoly

37%

L'Oreal Luxe Division

Oligopoly

36%

Dermatological Beauty Division

Oligopoly

16%

Professional Products Division

Oligopoly

11%

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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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.