VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Compagnie Financiere Richemont SA vs Lotus Bakeries NV

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

Compagnie Financiere Richemont SA

CFR · SIX Swiss Exchange

Market cap (USD)$100B
Gross margin (TTM)66.8%
Operating margin (TTM)21.3%
Net margin (TTM)14.8%
SectorConsumer
IndustryLuxury Goods
CountryCH
Data as of2025-12-30
Moat score
84/ 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 Compagnie Financiere Richemont SA's moat claims, evidence, and risks.

View CFR analysis

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$6.9B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
Moat score
64/ 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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Comparison highlights

  • Moat score gap: Compagnie Financiere Richemont SA leads (84 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: Compagnie Financiere Richemont SA has 3 segments (71.6% in Jewellery Maisons); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Moat breadth: Compagnie Financiere Richemont SA has 4 moat types across 2 domains; Lotus Bakeries NV has 5 across 2.

Primary market context

Compagnie Financiere Richemont SA

Jewellery Maisons

Market

Luxury jewellery (branded fine jewellery & high jewellery)

Geography

Global

Customer

Affluent and high-net-worth consumers

Role

Brand owner, manufacturer and direct-to-client retailer

Revenue share

71.6%

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Side-by-side metrics

Compagnie Financiere Richemont SA
Lotus Bakeries NV
Ticker / Exchange
CFR - SIX Swiss Exchange
LOTB - Euronext Brussels
Market cap (USD)
$100B
$6.9B
Gross margin (TTM)
66.8%
28.7%
Operating margin (TTM)
21.3%
16.5%
Net margin (TTM)
14.8%
12.3%
Sector
Consumer
Consumer
Industry
Luxury Goods
Packaged Foods
HQ country
CH
BE
Primary segment
Jewellery Maisons
Lotus Biscoff
Market structure
Oligopoly
Oligopoly
Market share
30%-55% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
84 / 100
64 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Brand TrustDistribution ControlCapex Knowhow Scale

Compagnie Financiere Richemont SA strengths

Reputation Reviews

Lotus Bakeries NV strengths

Habit DefaultCapacity Moat

Segment mix

Compagnie Financiere Richemont SA segments

Full profile >

Jewellery Maisons

Oligopoly

71.6%

Specialist Watchmakers

Oligopoly

15.3%

Other (Fashion & Accessories, Watchfinder, ancillary)

Competitive

13%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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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.