VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

AutoZone, Inc. vs lululemon athletica inc.

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

AutoZone, Inc.

AZO · New York Stock Exchange

Market cap (USD)$57.2B
Gross margin (TTM)52.2%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorConsumer
IndustryAuto - Parts
CountryUS
Data as of2025-12-31
Moat score
59/ 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 AutoZone, Inc.'s moat claims, evidence, and risks.

View AZO 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: lululemon athletica inc. leads (69 / 100 vs 59 / 100 for AutoZone, Inc.).
  • Segment focus: AutoZone, Inc. has 2 segments (88% in U.S. Auto Parts Retail & Commercial Distribution); 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: AutoZone, Inc. has 6 moat types across 3 domains; lululemon athletica inc. has 3 across 2.

Primary market context

AutoZone, Inc.

U.S. Auto Parts Retail & Commercial Distribution

Market

U.S. automotive aftermarket replacement parts & accessories retail and commercial distribution

Geography

United States

Customer

DIY consumers; professional repair shops (DIFM)

Role

Retailer and distributor

Revenue share

88%

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

AutoZone, Inc.
lululemon athletica inc.
Ticker / Exchange
AZO - New York Stock Exchange
LULU - Nasdaq Global Select Market
Market cap (USD)
$57.2B
n/a
Gross margin (TTM)
52.2%
n/a
Operating margin (TTM)
18.4%
n/a
Net margin (TTM)
12.8%
n/a
Sector
Consumer
Consumer
Industry
Auto - Parts
n/a
HQ country
US
US
Primary segment
U.S. Auto Parts Retail & Commercial Distribution
Women's products
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
59 / 100
69 / 100
Moat domains
Supply, Demand, Financial
Demand, Supply
Last update
2025-12-31
2026-01-12

Moat coverage

Shared moat types

Distribution ControlBrand Trust

AutoZone, Inc. strengths

Physical Network DensityService Field NetworkOperational ExcellenceNegative Working Capital

lululemon athletica inc. strengths

Learning Curve Yield

Segment mix

AutoZone, Inc. segments

Full profile >

U.S. Auto Parts Retail & Commercial Distribution

Competitive

88%

International Auto Parts Retail & Commercial Distribution (Mexico & Brazil)

Competitive

12%

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?

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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.