VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Greggs plc vs McDonald's Corporation

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

McDonald's Corporation

MCD · New York Stock Exchange

Market cap (USD)$234.9B
Gross margin (TTM)57%
Operating margin (TTM)46.1%
Net margin (TTM)31.9%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-30
Moat score
80/ 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 McDonald's Corporation's moat claims, evidence, and risks.

View MCD analysis

Comparison highlights

  • Moat score gap: McDonald's Corporation leads (80 / 100 vs 64 / 100 for Greggs plc).
  • Segment focus: Greggs plc has 2 segments (88.4% in Retail company-managed shops); McDonald's Corporation has 3 segments (48.7% in International Operated Markets).
  • Moat breadth: Greggs plc has 5 moat types across 2 domains; McDonald's Corporation has 5 across 2.

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%

McDonald's Corporation

International Operated Markets

Market

Quick-service restaurants and informal eating out (IEO)

Geography

International operated markets (e.g., Australia, Canada, France, Germany, Italy, Poland, Spain, U.K.)

Customer

Consumers (end customers) and franchisees (B2B system partners)

Role

Franchisor / restaurant operator

Revenue share

48.7%

Side-by-side metrics

Greggs plc
McDonald's Corporation
Ticker / Exchange
GRG - London Stock Exchange
MCD - New York Stock Exchange
Market cap (USD)
$1.6B
$234.9B
Gross margin (TTM)
61.4%
57%
Operating margin (TTM)
9.6%
46.1%
Net margin (TTM)
7%
31.9%
Sector
Consumer
Consumer
Industry
Grocery Stores
Restaurants
HQ country
GB
US
Primary segment
Retail company-managed shops
International Operated Markets
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
80 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2026-01-31
2025-12-30

Moat coverage

Shared moat types

Physical Network DensityBrand TrustLong Term Contracts

Greggs plc strengths

Supply Chain ControlHabit Default

McDonald's Corporation strengths

Distribution ControlOperational Excellence

Segment mix

Greggs plc segments

Full profile >

Retail company-managed shops

Competitive

88.4%

Business-to-business (franchise & wholesale)

Competitive

11.6%

McDonald's Corporation segments

Full profile >

U.S.

Competitive

41%

International Operated Markets

Competitive

48.7%

International Developmental Licensed Markets & Corporate

Competitive

10.3%

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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.