VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs Starbucks Corporation

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

Starbucks Corporation

SBUX · Nasdaq Global Select Market

Market cap (USD)$111.1B
Gross margin (TTM)20.6%
Operating margin (TTM)9%
Net margin (TTM)3.6%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-31
Moat score
70/ 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 Starbucks Corporation's moat claims, evidence, and risks.

View SBUX analysis

Comparison highlights

  • Moat score gap: Starbucks Corporation leads (70 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Starbucks Corporation has 3 segments (73.6% in North America).
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Starbucks Corporation has 7 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%

Starbucks Corporation

North America

Market

Branded coffeehouse retail (company-operated + licensed)

Geography

U.S. and Canada

Customer

Consumers

Role

Retailer / brand owner

Revenue share

73.6%

Side-by-side metrics

EssilorLuxottica
Starbucks Corporation
Ticker / Exchange
EL - Euronext Paris
SBUX - Nasdaq Global Select Market
Market cap (USD)
$110.3B
$111.1B
Gross margin (TTM)
61.5%
20.6%
Operating margin (TTM)
12.4%
9%
Net margin (TTM)
8.5%
3.6%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Restaurants
HQ country
FR
US
Primary segment
Direct to Consumer
North America
Market structure
Competitive
Competitive
Market share
n/a
35%-40% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
70 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Legal
Last update
2026-01-11
2025-12-31

Moat coverage

Shared moat types

Brand TrustContractual Exclusivity

EssilorLuxottica strengths

IP Choke PointDistribution ControlScale Economies Unit Cost

Starbucks Corporation strengths

Habit DefaultPhysical Network DensityOperational ExcellencePreferential Input AccessScope Economies

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Starbucks Corporation segments

Full profile >

North America

Competitive

73.6%

International

Competitive

21%

Channel Development

Oligopoly

5%

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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.