VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

EssilorLuxottica vs Kimberly-Clark Corporation

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

EssilorLuxottica

EL · Euronext Paris

Market cap (USD)$12.5B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
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

Kimberly-Clark Corporation

KMB · New York Stock Exchange

Market cap (USD)$32.5B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-12
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 Kimberly-Clark Corporation's moat claims, evidence, and risks.

View KMB analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 61 / 100 for Kimberly-Clark Corporation).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Kimberly-Clark Corporation has 3 segments (54.9% in North America).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Kimberly-Clark Corporation has 4 across 2.

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%

Kimberly-Clark Corporation

North America

Market

North American consumer and professional hygiene products (personal care, consumer tissue, and away-from-home hygiene)

Geography

North America

Customer

Consumers and commercial facilities via retail/e-commerce and distributors

Role

Branded manufacturer and marketer

Revenue share

54.9%

Side-by-side metrics

EssilorLuxottica
Kimberly-Clark Corporation
Ticker / Exchange
EL - Euronext Paris
KMB - New York Stock Exchange
Market cap (USD)
$12.5B
$32.5B
Gross margin (TTM)
n/a
n/a
Operating margin (TTM)
n/a
n/a
Net margin (TTM)
n/a
n/a
Sector
Healthcare
Consumer
Industry
n/a
n/a
HQ country
FR
US
Primary segment
Direct to Consumer
North America
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
61 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2026-01-11
2026-01-12

Moat coverage

Shared moat types

Distribution ControlScale Economies Unit CostBrand Trust

EssilorLuxottica strengths

IP Choke PointContractual Exclusivity

Kimberly-Clark Corporation strengths

Capex Knowhow Scale

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Kimberly-Clark Corporation segments

Full profile >

North America

Oligopoly

54.9%

International Personal Care

Oligopoly

28.5%

International Family Care and Professional

Oligopoly

16.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.