VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 9, 2026

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Stock Comparison

Domino's Pizza, Inc. vs Lotus Bakeries NV

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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.9B
Gross margin (TTM)—
Operating margin (TTM)—
Net margin (TTM)—
SectorConsumer
Industry—
CountryUS
Data as of2026-01-06
Moat score
77/ 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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ 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: Domino's Pizza, Inc. leads (77 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Domino's Pizza, Inc. has 7 moat types across 3 domains; Lotus Bakeries NV has 5 across 2.

Primary market context

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

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

Domino's Pizza, Inc.
Lotus Bakeries NV
Ticker / Exchange
DPZ - Nasdaq Global Select Market
LOTB - Euronext Brussels
Market cap (USD)
$13.9B
$6.9B
Gross margin (TTM)
n/a
28.7%
Operating margin (TTM)
n/a
16.5%
Net margin (TTM)
n/a
12.3%
Sector
Consumer
Consumer
Industry
n/a
Packaged Foods
HQ country
US
BE
Primary segment
Supply Chain
Lotus Biscoff
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
77 / 100
64 / 100
Moat domains
Supply, Demand, Network
Demand, Supply
Last update
2026-01-06
2026-01-06

Moat coverage

Shared moat types

Habit DefaultBrand Trust

Domino's Pizza, Inc. strengths

Physical Network DensityOperational ExcellenceSupply Chain ControlScale Economies Unit CostEcosystem Complements

Lotus Bakeries NV strengths

Capacity MoatCapex Knowhow ScaleDistribution Control

Segment mix

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

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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Looking for expansion-stage stocks?

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.