VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Endeavour Group Limited vs Lotus Bakeries NV

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

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$8.4B
Gross margin (TTM)22.5%
Operating margin (TTM)16.9%
Net margin (TTM)12.6%
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 62 / 100 for Endeavour Group Limited).
  • Segment focus: Endeavour Group Limited has 2 segments (82.5% in Retail); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Endeavour Group Limited has 7 moat types across 3 domains; Lotus Bakeries NV has 5 across 2.

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%

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

Endeavour Group Limited
Lotus Bakeries NV
Ticker / Exchange
EDV - ASX
LOTB - Euronext Brussels
Market cap (USD)
$6.9B
$8.4B
Gross margin (TTM)
34.8%
22.5%
Operating margin (TTM)
7.8%
16.9%
Net margin (TTM)
3.9%
12.6%
Sector
Consumer
Consumer
Industry
Beverages - Wineries & Distilleries
Packaged Foods
HQ country
AU
BE
Primary segment
Retail
Lotus Biscoff
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
62 / 100
64 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-28
2026-01-06

Moat coverage

Shared moat types

Brand TrustDistribution ControlHabit Default

Endeavour Group Limited strengths

Preferential Input AccessPhysical Network DensityConcession LicenseOperational Excellence

Lotus Bakeries NV strengths

Capacity MoatCapex Knowhow Scale

Segment mix

Endeavour Group Limited segments

Full profile >

Retail

Oligopoly

82.5%

Hotels

Competitive

17.5%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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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.