VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

FedEx Corporation vs Lotus Bakeries NV

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryUS

Data as of2026-01-10

Moat score

72/ 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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$7.1B

Gross margin (TTM)28.7%

Operating margin (TTM)16.5%

Net margin (TTM)12.3%

SectorConsumer

IndustryPackaged Foods

CountryBE

Data as of2026-01-06

Moat score

64/ 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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Comparison highlights

Moat score gap: FedEx Corporation leads (72 / 100 vs 64 / 100 for Lotus Bakeries NV).
Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
Moat breadth: FedEx Corporation has 6 moat types across 4 domains; Lotus Bakeries NV has 5 across 2.

Primary market context

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Side-by-side metrics

FedEx Corporation

Lotus Bakeries NV

Ticker / Exchange

FDX - New York Stock Exchange

LOTB - Euronext Brussels

Market cap (USD)

n/a

$7.1B

Gross margin (TTM)

n/a

28.7%

Operating margin (TTM)

n/a

16.5%

Net margin (TTM)

n/a

12.3%

Sector

Industrials

Consumer

Industry

n/a

Packaged Foods

HQ country

Primary segment

Federal Express (integrated parcel & express)

Lotus Biscoff

Market structure

Oligopoly

Market share

18% (reported)

n/a

HHI estimate

2,464

n/a

Pricing power

Moderate

Strong

Moat score

72 / 100

64 / 100

Moat domains

Supply, Demand, Financial, Network

Demand, Supply

Last update

2026-01-10

2026-01-06

Moat coverage

Shared moat types

Brand Trust

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerScope EconomiesData Network Effects

Lotus Bakeries NV strengths

Habit DefaultCapacity MoatCapex Knowhow ScaleDistribution Control

Segment mix

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.