VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Amazon.com, Inc. vs Lotus Bakeries NV

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

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.5T
Gross margin (TTM)50.1%
Operating margin (TTM)11%
Net margin (TTM)11.1%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2025-12-29
Moat score
87/ 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 Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN analysis

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$6.9B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
Moat score
64/ 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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (87 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; Lotus Bakeries NV has 5 across 2.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Market

US retail ecommerce marketplace and online retail (integrated fulfillment + membership shipping)

Geography

United States

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, and fulfillment provider

Revenue share

73.5%

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Side-by-side metrics

Amazon.com, Inc.
Lotus Bakeries NV
Ticker / Exchange
AMZN - NASDAQ
LOTB - Euronext Brussels
Market cap (USD)
$2.5T
$6.9B
Gross margin (TTM)
50.1%
28.7%
Operating margin (TTM)
11%
16.5%
Net margin (TTM)
11.1%
12.3%
Sector
Consumer
Consumer
Industry
Specialty Retail
Packaged Foods
HQ country
US
BE
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Lotus Biscoff
Market structure
Oligopoly
Oligopoly
Market share
39%-42% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
87 / 100
64 / 100
Moat domains
Supply, Demand, Network, Financial
Demand, Supply
Last update
2025-12-29
2026-01-06

Moat coverage

Shared moat types

Capex Knowhow ScaleHabit DefaultDistribution Control

Amazon.com, Inc. strengths

Scope EconomiesLong Term ContractsTwo Sided NetworkPhysical Network DensitySuite BundlingNegative Working CapitalData Network Effects

Lotus Bakeries NV strengths

Brand TrustCapacity Moat

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

16.9%

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Oligopoly

73.5%

Advertising Services (Amazon Ads / Retail Media)

Oligopoly

8.8%

Other (healthcare, content licensing/distribution, shipping services, co-branded credit card agreements, etc.)

Competitive

0.9%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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.