VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Booking Holdings Inc. vs Starbucks Corporation

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

Booking Holdings Inc.

BKNG · NASDAQ Global Select Market

Market cap (USD)$175.6B
SectorConsumer
CountryUS
Data as of2025-12-25
Moat score
77/ 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 Booking Holdings Inc.'s moat claims, evidence, and risks.

View BKNG analysis

Starbucks Corporation

SBUX · Nasdaq Global Select Market

Market cap (USD)$96.7B
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
70/ 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 Starbucks Corporation's moat claims, evidence, and risks.

View SBUX analysis

Comparison highlights

  • Moat score gap: Booking Holdings Inc. leads (77 / 100 vs 70 / 100 for Starbucks Corporation).
  • Segment focus: Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)); Starbucks Corporation has 3 segments (73.6% in North America).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Booking Holdings Inc. has 5 moat types across 4 domains; Starbucks Corporation has 7 across 3.

Primary market context

Booking Holdings Inc.

OTC online travel reservations (Booking.com, Priceline, Agoda)

Market

Online travel agency (OTA) reservation platforms

Geography

Global

Customer

Two-sided: travelers (B2C) and travel service providers (B2B)

Role

Intermediary / marketplace

Revenue share

95.5%

Starbucks Corporation

North America

Market

Branded coffeehouse retail (company-operated + licensed)

Geography

U.S. and Canada

Customer

Consumers

Role

Retailer / brand owner

Revenue share

73.6%

Side-by-side metrics

Booking Holdings Inc.
Starbucks Corporation
Ticker / Exchange
BKNG - NASDAQ Global Select Market
SBUX - Nasdaq Global Select Market
Market cap (USD)
$175.6B
$96.7B
Sector
Consumer
Consumer
HQ country
US
US
Primary segment
OTC online travel reservations (Booking.com, Priceline, Agoda)
North America
Market structure
Oligopoly
Competitive
Market share
23%-31% (implied)
35%-40% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
70 / 100
Moat domains
Network, Demand, Supply, Financial
Demand, Supply, Legal
Last update
2025-12-25
2025-12-31

Moat coverage

Shared moat types

Brand TrustHabit DefaultScope Economies

Booking Holdings Inc. strengths

Two Sided NetworkFloat Prepayment

Starbucks Corporation strengths

Physical Network DensityOperational ExcellencePreferential Input AccessContractual Exclusivity

Segment mix

Booking Holdings Inc. segments

Full profile >

OTC online travel reservations (Booking.com, Priceline, Agoda)

Oligopoly

95.5%

Metasearch & restaurant reservations (KAYAK, OpenTable)

Competitive

4.5%

Starbucks Corporation segments

Full profile >

North America

Competitive

73.6%

International

Competitive

21%

Channel Development

Oligopoly

5%

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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.