VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Stock Comparison
Booking Holdings Inc. vs lululemon athletica inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Booking Holdings Inc.
BKNG · 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 Booking Holdings Inc.'s moat claims, evidence, and risks.
View BKNG 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 gap: Booking Holdings Inc. leads (77 / 100 vs 69 / 100 for lululemon athletica inc.).
- Segment focus: Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)); lululemon athletica inc. has 3 segments (63.2% in Women's products).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
- Moat breadth: Booking Holdings Inc. has 5 moat types across 4 domains; lululemon athletica inc. has 3 across 2.
Primary market context
Booking Holdings Inc.
OTC online travel reservations (Booking.com, Priceline, Agoda)
Online travel agency (OTA) reservation platforms
Global
Two-sided: travelers (B2C) and travel service providers (B2B)
Intermediary / marketplace
95.5%
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
Booking Holdings Inc. strengths
lululemon athletica inc. strengths
Segment mix
Booking Holdings Inc. segments
Full profile >OTC online travel reservations (Booking.com, Priceline, Agoda)
Oligopoly
Metasearch & restaurant reservations (KAYAK, OpenTable)
Competitive
lululemon athletica inc. segments
Full profile >Women's products
Competitive
Men's products
Competitive
Other categories (accessories, footwear, Studio)
Competitive
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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.