VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs Unilever 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

Unilever PLC

ULVR · London Stock Exchange

Market cap (USD)$117.3B
Gross margin (TTM)44.1%
Operating margin (TTM)16.9%
Net margin (TTM)10.5%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-30
Moat score
65/ 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 Unilever PLC's moat claims, evidence, and risks.

View ULVR analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 65 / 100 for Unilever PLC).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Unilever PLC has 4 segments (25.9% in Personal Care).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Unilever PLC 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%

Unilever PLC

Personal Care

Market

Branded personal care and hygiene (deodorants, skin cleansing, oral care)

Geography

Global

Customer

Consumers (retail, e-commerce)

Role

Brand owner / manufacturer

Revenue share

25.9%

Side-by-side metrics

EssilorLuxottica
Unilever PLC
Ticker / Exchange
EL - Euronext Paris
ULVR - London Stock Exchange
Market cap (USD)
$110.3B
$117.3B
Gross margin (TTM)
61.5%
44.1%
Operating margin (TTM)
12.4%
16.9%
Net margin (TTM)
8.5%
10.5%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Household & Personal Products
HQ country
FR
GB
Primary segment
Direct to Consumer
Personal Care
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
65 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2026-01-11
2025-12-30

Moat coverage

Shared moat types

Distribution ControlScale Economies Unit CostBrand Trust

EssilorLuxottica strengths

IP Choke PointContractual Exclusivity

Unilever PLC strengths

No unique moat types yet.

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Unilever PLC segments

Full profile >

Beauty & Wellbeing

Oligopoly

25.1%

Personal Care

Oligopoly

25.9%

Home Care

Oligopoly

23.4%

Foods

Competitive

25.5%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.