VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Casey's General Stores, Inc. vs lululemon athletica inc.

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

Casey's General Stores, Inc.

CASY · NASDAQ

Market cap (USD)$22B
Gross margin (TTM)23.4%
Operating margin (TTM)5.3%
Net margin (TTM)3.6%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-01-06
Moat score
54/ 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 Casey's General Stores, Inc.'s moat claims, evidence, and risks.

View CASY 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 54 / 100 for Casey's General Stores, Inc.).
  • Segment focus: Casey's General Stores, Inc. has 4 segments (61.3% in Fuel); lululemon athletica inc. has 3 segments (63.2% in Women's products).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: Casey's General Stores, Inc. has 7 moat types across 2 domains; lululemon athletica inc. has 3 across 2.

Primary market context

Casey's General Stores, Inc.

Fuel

Market

Retail motor fuel sold through convenience-store fuel sites (gasoline and diesel)

Geography

United States (Casey's operating footprint; Midwest/South)

Customer

Motorists / consumers (in-store and pay-at-the-pump transactions)

Role

Fuel retailer (with some self-distribution/wholesale capabilities)

Revenue share

61.3%

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

Casey's General Stores, Inc.
lululemon athletica inc.
Ticker / Exchange
CASY - NASDAQ
LULU - Nasdaq Global Select Market
Market cap (USD)
$22B
n/a
Gross margin (TTM)
23.4%
n/a
Operating margin (TTM)
5.3%
n/a
Net margin (TTM)
3.6%
n/a
Sector
Consumer
Consumer
Industry
Specialty Retail
n/a
HQ country
US
US
Primary segment
Fuel
Women's products
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
54 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-01-06
2026-01-12

Moat coverage

Shared moat types

Brand TrustDistribution Control

Casey's General Stores, Inc. strengths

Operational ExcellencePhysical Network DensityHabit DefaultSupply Chain ControlScope Economies

lululemon athletica inc. strengths

Learning Curve Yield

Segment mix

Casey's General Stores, Inc. segments

Full profile >

Prepared Food and Dispensed Beverage

Competitive

10.1%

Grocery and General Merchandise

Competitive

26%

Fuel

Competitive

61.3%

Other (wholesale fuel, car wash, lottery)

Competitive

2.6%

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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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.