VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs InterContinental Hotels Group PLC

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

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

InterContinental Hotels Group PLC

IHG · London Stock Exchange

Market cap (USD)$21.4B
Gross margin (TTM)27%
Operating margin (TTM)27%
Net margin (TTM)13.4%
SectorConsumer
IndustryTravel Lodging
CountryGB
Data as of2026-01-10
Moat score
57/ 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 InterContinental Hotels Group PLC's moat claims, evidence, and risks.

View IHG analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 57 / 100 for InterContinental Hotels Group PLC).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); InterContinental Hotels Group PLC has 5 segments (36% in Fee business (franchise, management and ancillary fees)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; InterContinental Hotels Group PLC has 8 across 3.

Primary market context

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%

InterContinental Hotels Group PLC

Fee business (franchise, management and ancillary fees)

Market

Branded hotel franchising and management services

Geography

Global

Customer

Hotel owners and developers

Role

Franchisor and hotel manager (asset-light brand platform)

Revenue share

36%

Side-by-side metrics

EssilorLuxottica
InterContinental Hotels Group PLC
Ticker / Exchange
EL - Euronext Paris
IHG - London Stock Exchange
Market cap (USD)
$110.3B
$21.4B
Gross margin (TTM)
61.5%
27%
Operating margin (TTM)
12.4%
27%
Net margin (TTM)
8.5%
13.4%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Travel Lodging
HQ country
FR
GB
Primary segment
Direct to Consumer
Fee business (franchise, management and ancillary fees)
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
57 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Network
Last update
2026-01-11
2026-01-10

Moat coverage

Shared moat types

Distribution ControlScale Economies Unit CostBrand Trust

EssilorLuxottica strengths

IP Choke PointContractual Exclusivity

InterContinental Hotels Group PLC strengths

Long Term ContractsTwo Sided NetworkPass-through reimbursement revenueAsset-heavy hotel operations (limited moat)Immaterial ancillary activity

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

InterContinental Hotels Group PLC segments

Full profile >

Fee business (franchise, management and ancillary fees)

Oligopoly

36%

System Fund (marketing, reservations and loyalty assessments)

Monopoly

32.7%

Reimbursable revenues (managed hotel staff reimbursements)

Competitive

20.3%

Owned, leased and managed lease hotels

Competitive

10.5%

Insurance activities (ancillary)

Competitive

0.5%

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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.