VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Greggs plc vs Kenvue Inc.

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

Greggs plc

GRG · London Stock Exchange

Market cap (USD)$1.6B
Gross margin (TTM)61.4%
Operating margin (TTM)9.6%
Net margin (TTM)7%
SectorConsumer
IndustryGrocery Stores
CountryGB
Data as of2026-01-31
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 Greggs plc's moat claims, evidence, and risks.

View GRG analysis

Kenvue Inc.

KVUE · New York Stock Exchange

Market cap (USD)$35.9B
Gross margin (TTM)58.1%
Operating margin (TTM)17.9%
Net margin (TTM)9.7%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-25
Moat score
66/ 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 Kenvue Inc.'s moat claims, evidence, and risks.

View KVUE analysis

Comparison highlights

  • Moat score gap: Kenvue Inc. leads (66 / 100 vs 64 / 100 for Greggs plc).
  • Segment focus: Greggs plc has 2 segments (88.4% in Retail company-managed shops); Kenvue Inc. has 3 segments (42.3% in Self Care).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Greggs plc has 5 moat types across 2 domains; Kenvue Inc. has 6 across 3.

Primary market context

Greggs plc

Retail company-managed shops

Market

UK food-to-go retail (bakery/QSR) sold through company-operated shops and delivery

Geography

United Kingdom

Customer

Consumers (end customers)

Role

Retailer and vertically integrated manufacturer-distributor

Revenue share

88.4%

Kenvue Inc.

Self Care

Market

OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)

Geography

Global

Customer

Consumers via retailers, pharmacies, and e-commerce

Role

Branded consumer health products manufacturer

Revenue share

42.3%

Side-by-side metrics

Greggs plc
Kenvue Inc.
Ticker / Exchange
GRG - London Stock Exchange
KVUE - New York Stock Exchange
Market cap (USD)
$1.6B
$35.9B
Gross margin (TTM)
61.4%
58.1%
Operating margin (TTM)
9.6%
17.9%
Net margin (TTM)
7%
9.7%
Sector
Consumer
Consumer
Industry
Grocery Stores
Household & Personal Products
HQ country
GB
US
Primary segment
Retail company-managed shops
Self Care
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
66 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2026-01-31
2025-12-25

Moat coverage

Shared moat types

Brand TrustHabit Default

Greggs plc strengths

Physical Network DensitySupply Chain ControlLong Term Contracts

Kenvue Inc. strengths

Scale Economies Unit CostCompliance AdvantageScope EconomiesDistribution Control

Segment mix

Greggs plc segments

Full profile >

Retail company-managed shops

Competitive

88.4%

Business-to-business (franchise & wholesale)

Competitive

11.6%

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

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.