VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Floor & Decor Holdings, Inc. vs Lotus Bakeries NV

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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B
Gross margin (TTM)42.4%
Operating margin (TTM)6.1%
Net margin (TTM)4.7%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-08
Moat score
55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND 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: Lotus Bakeries NV leads (64 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Floor & Decor Holdings, Inc. has 6 moat types across 2 domains; Lotus Bakeries NV has 5 across 2.

Primary market context

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

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

Floor & Decor Holdings, Inc.
Lotus Bakeries NV
Ticker / Exchange
FND - New York Stock Exchange
LOTB - Euronext Brussels
Market cap (USD)
$7.8B
$7.1B
Gross margin (TTM)
42.4%
28.7%
Operating margin (TTM)
6.1%
16.5%
Net margin (TTM)
4.7%
12.3%
Sector
Consumer
Consumer
Industry
Home Improvement
Packaged Foods
HQ country
US
BE
Primary segment
Floor & Decor Retail
Lotus Biscoff
Market structure
Competitive
Oligopoly
Market share
9%-11% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
55 / 100
64 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2026-01-08
2026-01-06

Moat coverage

Shared moat types

Distribution ControlBrand Trust

Floor & Decor Holdings, Inc. strengths

Scale Economies Unit CostScope EconomiesProcurement InertiaOperational Excellence

Lotus Bakeries NV strengths

Habit DefaultCapacity MoatCapex Knowhow Scale

Segment mix

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

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.

View the moat stocks list

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.