VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

BJ's Wholesale Club Holdings, Inc. vs International Flavors & Fragrances Inc.

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

BJ's Wholesale Club Holdings, Inc.

BJ · New York Stock Exchange

Market cap (USD)$12.3B
Gross margin (TTM)18.6%
Operating margin (TTM)3.9%
Net margin (TTM)2.7%
SectorConsumer
IndustryDiscount Stores
CountryUS
Data as of2026-01-06
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 BJ's Wholesale Club Holdings, Inc.'s moat claims, evidence, and risks.

View BJ analysis

International Flavors & Fragrances Inc.

IFF · New York Stock Exchange

Market cap (USD)$17.1B
Gross margin (TTM)36.4%
Operating margin (TTM)-3.2%
Net margin (TTM)-3.7%
SectorMaterials
IndustryChemicals - Specialty
CountryUS
Data as of2025-12-29
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 International Flavors & Fragrances Inc.'s moat claims, evidence, and risks.

View IFF analysis

Comparison highlights

  • Moat score gap: BJ's Wholesale Club Holdings, Inc. leads (60 / 100 vs 59 / 100 for International Flavors & Fragrances Inc.).
  • Segment focus: BJ's Wholesale Club Holdings, Inc. has 2 segments (97.8% in Merchandise and Gasoline Sales); International Flavors & Fragrances Inc. has 4 segments (31.2% in Food Ingredients).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Weak.
  • Moat breadth: BJ's Wholesale Club Holdings, Inc. has 7 moat types across 3 domains; International Flavors & Fragrances Inc. has 8 across 3.

Primary market context

BJ's Wholesale Club Holdings, Inc.

Merchandise and Gasoline Sales

Market

Membership warehouse club retail (groceries, fresh foods, general merchandise, gasoline, ancillary services)

Geography

United States (primarily Eastern U.S.)

Customer

Households and small businesses (members)

Role

Retailer / warehouse club operator

Revenue share

97.8%

International Flavors & Fragrances Inc.

Food Ingredients

Market

Specialty food ingredients (texturizers, food protection, plant proteins, emulsifiers, sweeteners)

Geography

Global

Customer

B2B (food manufacturers)

Role

Ingredient supplier

Revenue share

31.2%

Side-by-side metrics

BJ's Wholesale Club Holdings, Inc.
International Flavors & Fragrances Inc.
Ticker / Exchange
BJ - New York Stock Exchange
IFF - New York Stock Exchange
Market cap (USD)
$12.3B
$17.1B
Gross margin (TTM)
18.6%
36.4%
Operating margin (TTM)
3.9%
-3.2%
Net margin (TTM)
2.7%
-3.7%
Sector
Consumer
Materials
Industry
Discount Stores
Chemicals - Specialty
HQ country
US
US
Primary segment
Merchandise and Gasoline Sales
Food Ingredients
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
60 / 100
59 / 100
Moat domains
Supply, Financial, Demand
Demand, Legal, Supply
Last update
2026-01-06
2025-12-29

Moat coverage

Shared moat types

Scale Economies Unit CostSupply Chain Control

BJ's Wholesale Club Holdings, Inc. strengths

Physical Network DensityNegative Working CapitalBrand TrustFloat PrepaymentHabit Default

International Flavors & Fragrances Inc. strengths

Design In QualificationIP Choke PointService Field NetworkCompliance AdvantageSwitching Costs GeneralCapex Knowhow Scale

Segment mix

BJ's Wholesale Club Holdings, Inc. segments

Full profile >

Merchandise and Gasoline Sales

Oligopoly

97.8%

Membership Fee Income

Oligopoly

2.2%

International Flavors & Fragrances Inc. segments

Full profile >

Taste

Oligopoly

23.9%

Food Ingredients

Competitive

31.2%

Health & Biosciences

Oligopoly

21.4%

Scent

Oligopoly

23.6%

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.