VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Stock Comparison
Airbnb, Inc. vs lululemon athletica inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Airbnb, Inc.
ABNB · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Airbnb, Inc.'s moat claims, evidence, and risks.
View ABNB analysislululemon athletica inc.
LULU · Nasdaq Global Select Market
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 analysisComparison highlights
- Moat score: both at 69 / 100.
- Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); lululemon athletica inc. has 3 segments (63.2% in Women's products).
- Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
- Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; lululemon athletica inc. has 3 across 2.
Primary market context
Airbnb, Inc.
Airbnb Marketplace
Online marketplace for short-term accommodations and experiences
Global
Hosts (supply) and guests (demand)
Marketplace / platform operator
100%
lululemon athletica inc.
Women's products
Premium women's technical athletic apparel (athleisure: yoga, run, train, lifestyle)
Global
Consumers (end-users) via company-operated stores and e-commerce; limited wholesale
Brand owner / designer / DTC retailer
63.2%
Side-by-side metrics
Moat coverage
Shared moat types
Airbnb, Inc. strengths
lululemon athletica inc. strengths
Segment mix
Airbnb, Inc. segments
Full profile >Airbnb Marketplace
Competitive
lululemon athletica inc. segments
Full profile >Women's products
Competitive
Men's products
Competitive
Other categories (accessories, footwear, Studio)
Competitive
Want the full wide moat stocks list?
Browse the full ranking of wide moat stocks, updated with moat scores and segment context.
View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.