VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

EssilorLuxottica vs lululemon athletica inc.

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

lululemon athletica inc.

LULU · Nasdaq Global Select Market

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-12
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 lululemon athletica inc.'s moat claims, evidence, and risks.

View LULU analysis

Comparison highlights

  • Moat score: both at 69 / 100.
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); lululemon athletica inc. has 3 segments (63.2% in Women's products).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; lululemon athletica inc. has 3 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%

lululemon athletica inc.

Women's products

Market

Premium women's technical athletic apparel (athleisure: yoga, run, train, lifestyle)

Geography

Global

Customer

Consumers (end-users) via company-operated stores and e-commerce; limited wholesale

Role

Brand owner / designer / DTC retailer

Revenue share

63.2%

Side-by-side metrics

EssilorLuxottica
lululemon athletica inc.
Ticker / Exchange
EL - Euronext Paris
LULU - Nasdaq Global Select Market
Market cap (USD)
$12.5B
n/a
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
Women's products
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
69 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2026-01-11
2026-01-12

Moat coverage

Shared moat types

Distribution ControlBrand Trust

EssilorLuxottica strengths

IP Choke PointScale Economies Unit CostContractual Exclusivity

lululemon athletica inc. strengths

Learning Curve Yield

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

lululemon athletica inc. segments

Full profile >

Women's products

Competitive

63.2%

Men's products

Competitive

24.2%

Other categories (accessories, footwear, Studio)

Competitive

12.6%

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.