VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

The Campbell's Company vs Lotus Bakeries NV

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)$7.9B
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

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: Lotus Bakeries NV leads (64 / 100 vs 61 / 100 for The Campbell's Company).
  • Segment focus: The Campbell's Company has 2 segments (59% in Meals & Beverages); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: The Campbell's Company has 3 moat types across 2 domains; Lotus Bakeries NV has 5 across 2.

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%

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

The Campbell's Company
Lotus Bakeries NV
Ticker / Exchange
CPB - The Nasdaq Stock Market LLC
LOTB - Euronext Brussels
Market cap (USD)
$7.9B
$6.9B
Gross margin (TTM)
30%
28.7%
Operating margin (TTM)
12.7%
16.5%
Net margin (TTM)
5.7%
12.3%
Sector
Consumer
Consumer
Industry
Packaged Foods
Packaged Foods
HQ country
US
BE
Primary segment
Meals & Beverages
Lotus Biscoff
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
61 / 100
64 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Brand TrustDistribution Control

The Campbell's Company strengths

Operational Excellence

Lotus Bakeries NV strengths

Habit DefaultCapacity MoatCapex Knowhow Scale

Segment mix

The Campbell's Company segments

Full profile >

Meals & Beverages

Competitive

59%

Snacks

Competitive

41%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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.