VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs Mondelez International, Inc.

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

Mondelez International, Inc.

MDLZ · Nasdaq Global Select Market

Market cap (USD)$75.9B
Gross margin (TTM)28.4%
Operating margin (TTM)9.3%
Net margin (TTM)6.4%
SectorConsumer
IndustryFood Confectioners
CountryUS
Data as of2025-12-23
Moat score
66/ 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 Mondelez International, Inc.'s moat claims, evidence, and risks.

View MDLZ analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 66 / 100 for Mondelez International, Inc.).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Mondelez International, Inc. has 5 segments (48.9% in Biscuits & Baked Snacks).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Mondelez International, Inc. has 4 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%

Mondelez International, Inc.

Biscuits & Baked Snacks

Market

Branded biscuits, cookies, crackers and baked snacks

Geography

Global

Customer

Consumer (via retail and e-commerce)

Role

Branded manufacturer

Revenue share

48.9%

Side-by-side metrics

EssilorLuxottica
Mondelez International, Inc.
Ticker / Exchange
EL - Euronext Paris
MDLZ - Nasdaq Global Select Market
Market cap (USD)
$110.3B
$75.9B
Gross margin (TTM)
61.5%
28.4%
Operating margin (TTM)
12.4%
9.3%
Net margin (TTM)
8.5%
6.4%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Food Confectioners
HQ country
FR
US
Primary segment
Direct to Consumer
Biscuits & Baked Snacks
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
66 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Legal
Last update
2026-01-11
2025-12-23

Moat coverage

Shared moat types

IP Choke PointDistribution ControlBrand Trust

EssilorLuxottica strengths

Scale Economies Unit CostContractual Exclusivity

Mondelez International, Inc. strengths

Supply Chain Control

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Mondelez International, Inc. segments

Full profile >

Biscuits & Baked Snacks

Oligopoly

48.9%

Chocolate

Oligopoly

30.9%

Gum & Candy

Oligopoly

11.1%

Beverages

Competitive

3%

Cheese & Grocery

Competitive

6.2%

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.