VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

The Campbell's Company vs EssilorLuxottica

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

The Campbell's Company

CPB · The Nasdaq Stock Market LLC

Market cap (USD)$8B
Gross margin (TTM)30%
Operating margin (TTM)12.7%
Net margin (TTM)5.7%
SectorConsumer
IndustryPackaged Foods
CountryUS
Data as of2025-12-30
Moat score
61/ 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 The Campbell's Company's moat claims, evidence, and risks.

View CPB analysis

EssilorLuxottica

EL · Euronext Paris

Market cap (USD)$110.3B
Gross margin (TTM)61.5%
Operating margin (TTM)12.4%
Net margin (TTM)8.5%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryFR
Data as of2026-01-11
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 EssilorLuxottica's moat claims, evidence, and risks.

View EL analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 61 / 100 for The Campbell's Company).
  • Segment focus: The Campbell's Company has 2 segments (59% in Meals & Beverages); EssilorLuxottica has 2 segments (52.7% in Direct to Consumer).
  • Moat breadth: The Campbell's Company has 3 moat types across 2 domains; EssilorLuxottica has 5 across 3.

Primary market context

The Campbell's Company

Meals & Beverages

Market

Branded shelf-stable meals, soup/broth, sauces and beverages (retail + foodservice)

Geography

U.S. and Canada

Customer

Retailers, foodservice distributors, and end-consumers

Role

Branded food manufacturer (CPG)

Revenue share

59%

EssilorLuxottica

Direct to Consumer

Market

Optical retail and e-commerce (prescription eyewear and sunglasses)

Geography

Global

Customer

Consumers (end-users)

Role

Omnichannel retailer + vertically integrated manufacturer/brand owner

Revenue share

52.7%

Side-by-side metrics

The Campbell's Company
EssilorLuxottica
Ticker / Exchange
CPB - The Nasdaq Stock Market LLC
EL - Euronext Paris
Market cap (USD)
$8B
$110.3B
Gross margin (TTM)
30%
61.5%
Operating margin (TTM)
12.7%
12.4%
Net margin (TTM)
5.7%
8.5%
Sector
Consumer
Healthcare
Industry
Packaged Foods
Medical - Instruments & Supplies
HQ country
US
FR
Primary segment
Meals & Beverages
Direct to Consumer
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
69 / 100
Moat domains
Demand, Supply
Legal, Supply, Demand
Last update
2025-12-30
2026-01-11

Moat coverage

Shared moat types

Brand TrustDistribution Control

The Campbell's Company strengths

Operational Excellence

EssilorLuxottica strengths

IP Choke PointScale Economies Unit CostContractual Exclusivity

Segment mix

The Campbell's Company segments

Full profile >

Meals & Beverages

Competitive

59%

Snacks

Competitive

41%

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.