VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs Reckitt Benckiser 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

Reckitt Benckiser Group plc

RKT · London Stock Exchange

Market cap (USD)$41.4B
Gross margin (TTM)60.6%
Operating margin (TTM)19.2%
Net margin (TTM)9.3%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-28
Moat score
63/ 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 Reckitt Benckiser Group plc's moat claims, evidence, and risks.

View RKT analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 63 / 100 for Reckitt Benckiser Group plc).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Reckitt Benckiser Group plc has 3 segments (70.8% in Core Reckitt).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Reckitt Benckiser Group plc has 5 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%

Reckitt Benckiser Group plc

Core Reckitt

Market

Branded consumer health and hygiene (self-care OTC, intimate wellness, germ protection, household care)

Geography

Global

Customer

Consumers via mass retail, e-commerce and pharmacy channels

Role

Branded consumer goods manufacturer / brand owner

Revenue share

70.8%

Side-by-side metrics

EssilorLuxottica
Reckitt Benckiser Group plc
Ticker / Exchange
EL - Euronext Paris
RKT - London Stock Exchange
Market cap (USD)
$110.3B
$41.4B
Gross margin (TTM)
61.5%
60.6%
Operating margin (TTM)
12.4%
19.2%
Net margin (TTM)
8.5%
9.3%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Household & Personal Products
HQ country
FR
GB
Primary segment
Direct to Consumer
Core Reckitt
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
63 / 100
Moat domains
Legal, Supply, Demand
Demand, Legal, Supply
Last update
2026-01-11
2025-12-28

Moat coverage

Shared moat types

Scale Economies Unit CostBrand Trust

EssilorLuxottica strengths

IP Choke PointDistribution ControlContractual Exclusivity

Reckitt Benckiser Group plc strengths

Regulated Standards PipeScope EconomiesDesign In Qualification

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Reckitt Benckiser Group plc segments

Full profile >

Core Reckitt

Oligopoly

70.8%

Essential Home

Competitive

14.3%

Mead Johnson Nutrition

Oligopoly

14.9%

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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.