VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Endeavour Group Limited vs EssilorLuxottica

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

Endeavour Group Limited

EDV · ASX

Market cap (USD)$6.9B
Gross margin (TTM)34.8%
Operating margin (TTM)7.8%
Net margin (TTM)3.9%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryAU
Data as of2025-12-28
Moat score
62/ 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 Endeavour Group Limited's moat claims, evidence, and risks.

View EDV 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 62 / 100 for Endeavour Group Limited).
  • Segment focus: Endeavour Group Limited has 2 segments (82.5% in Retail); EssilorLuxottica has 2 segments (52.7% in Direct to Consumer).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Endeavour Group Limited has 7 moat types across 3 domains; EssilorLuxottica has 5 across 3.

Primary market context

Endeavour Group Limited

Retail

Market

Australian off-premise liquor retail (stores + online)

Geography

Australia

Customer

Consumers (end-users) via stores and delivery/pick-up channels

Role

Retailer (with owned/exclusive brands via Pinnacle Drinks)

Revenue share

82.5%

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

Endeavour Group Limited
EssilorLuxottica
Ticker / Exchange
EDV - ASX
EL - Euronext Paris
Market cap (USD)
$6.9B
$110.3B
Gross margin (TTM)
34.8%
61.5%
Operating margin (TTM)
7.8%
12.4%
Net margin (TTM)
3.9%
8.5%
Sector
Consumer
Healthcare
Industry
Beverages - Wineries & Distilleries
Medical - Instruments & Supplies
HQ country
AU
FR
Primary segment
Retail
Direct to Consumer
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
62 / 100
69 / 100
Moat domains
Demand, Supply, Legal
Legal, Supply, Demand
Last update
2025-12-28
2026-01-11

Moat coverage

Shared moat types

Brand TrustDistribution Control

Endeavour Group Limited strengths

Habit DefaultPreferential Input AccessPhysical Network DensityConcession LicenseOperational Excellence

EssilorLuxottica strengths

IP Choke PointScale Economies Unit CostContractual Exclusivity

Segment mix

Endeavour Group Limited segments

Full profile >

Retail

Oligopoly

82.5%

Hotels

Competitive

17.5%

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

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.