VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Compagnie Financiere Richemont SA vs lululemon athletica inc.

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)$103.7B
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

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: Compagnie Financiere Richemont SA leads (84 / 100 vs 69 / 100 for lululemon athletica inc.).
  • Segment focus: Compagnie Financiere Richemont SA has 3 segments (71.6% in Jewellery Maisons); lululemon athletica inc. has 3 segments (63.2% in Women's products).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: Compagnie Financiere Richemont SA has 4 moat types across 2 domains; lululemon athletica inc. has 3 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%

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

Compagnie Financiere Richemont SA
lululemon athletica inc.
Ticker / Exchange
CFR - SIX Swiss Exchange
LULU - Nasdaq Global Select Market
Market cap (USD)
$103.7B
n/a
Gross margin (TTM)
66.8%
n/a
Operating margin (TTM)
21.3%
n/a
Net margin (TTM)
14.8%
n/a
Sector
Consumer
Consumer
Industry
Luxury Goods
n/a
HQ country
CH
US
Primary segment
Jewellery Maisons
Women's products
Market structure
Oligopoly
Competitive
Market share
30%-55% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
84 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-30
2026-01-12

Moat coverage

Shared moat types

Brand TrustDistribution Control

Compagnie Financiere Richemont SA strengths

Capex Knowhow ScaleReputation Reviews

lululemon athletica inc. strengths

Learning Curve Yield

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%

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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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.