VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs LVMH Moet Hennessy Louis Vuitton SE

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

LVMH Moet Hennessy Louis Vuitton SE

MC · Euronext Paris

Market cap (USD)$275.3B
Gross margin (TTM)66.7%
Operating margin (TTM)22.1%
Net margin (TTM)14.2%
SectorConsumer
IndustryLuxury Goods
CountryFR
Data as of2025-12-30
Moat score
80/ 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 LVMH Moet Hennessy Louis Vuitton SE's moat claims, evidence, and risks.

View MC analysis

Comparison highlights

  • Moat score gap: LVMH Moet Hennessy Louis Vuitton SE leads (80 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); LVMH Moet Hennessy Louis Vuitton SE has 5 segments (48.5% in Fashion and Leather Goods).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; LVMH Moet Hennessy Louis Vuitton SE has 9 across 4.

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%

LVMH Moet Hennessy Louis Vuitton SE

Fashion and Leather Goods

Market

Luxury fashion and leather goods

Geography

Global

Customer

Consumers via directly operated retail; selective wholesale

Role

Brand owner / design house / manufacturer / retailer

Revenue share

48.5%

Side-by-side metrics

EssilorLuxottica
LVMH Moet Hennessy Louis Vuitton SE
Ticker / Exchange
EL - Euronext Paris
MC - Euronext Paris
Market cap (USD)
$110.3B
$275.3B
Gross margin (TTM)
61.5%
66.7%
Operating margin (TTM)
12.4%
22.1%
Net margin (TTM)
8.5%
14.2%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Luxury Goods
HQ country
FR
FR
Primary segment
Direct to Consumer
Fashion and Leather Goods
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
80 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand, Network, Legal
Last update
2026-01-11
2025-12-30

Moat coverage

Shared moat types

Distribution ControlBrand Trust

EssilorLuxottica strengths

IP Choke PointScale Economies Unit CostContractual Exclusivity

LVMH Moet Hennessy Louis Vuitton SE strengths

Capex Knowhow ScaleGeographic NaturalKeystone ComponentService Field NetworkTwo Sided NetworkPhysical Network DensityConcession License

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

LVMH Moet Hennessy Louis Vuitton SE segments

Full profile >

Fashion and Leather Goods

Oligopoly

48.5%

Wines and Spirits

Oligopoly

6.9%

Perfumes and Cosmetics

Oligopoly

9.9%

Watches and Jewelry

Oligopoly

12.5%

Selective Retailing

Oligopoly

21.6%

Want the full wide moat stocks list?

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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.