VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Hilton Worldwide Holdings Inc. vs lululemon athletica inc.

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

Hilton Worldwide Holdings Inc.

HLT · New York Stock Exchange

Market cap (USD)$69.8B
Gross margin (TTM)27.8%
Operating margin (TTM)22%
Net margin (TTM)14.2%
SectorConsumer
IndustryTravel Lodging
CountryUS
Data as of2026-01-01
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 Hilton Worldwide Holdings Inc.'s moat claims, evidence, and risks.

View HLT analysis

lululemon athletica inc.

LULU · Nasdaq Global Select Market

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-12
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 lululemon athletica inc.'s moat claims, evidence, and risks.

View LULU analysis

Comparison highlights

  • Moat score gap: Hilton Worldwide Holdings Inc. leads (72 / 100 vs 69 / 100 for lululemon athletica inc.).
  • Segment focus: Hilton Worldwide Holdings Inc. has 2 segments (72.7% in Management and Franchise); lululemon athletica inc. has 3 segments (63.2% in Women's products).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Hilton Worldwide Holdings Inc. has 5 moat types across 3 domains; lululemon athletica inc. has 3 across 2.

Primary market context

Hilton Worldwide Holdings Inc.

Management and Franchise

Market

Hotel management, franchising and brand licensing

Geography

Global

Customer

Third-party hotel owners / franchisees and strategic partners

Role

Franchisor / manager / IP licensor

Revenue share

72.7%

lululemon athletica inc.

Women's products

Market

Premium women's technical athletic apparel (athleisure: yoga, run, train, lifestyle)

Geography

Global

Customer

Consumers (end-users) via company-operated stores and e-commerce; limited wholesale

Role

Brand owner / designer / DTC retailer

Revenue share

63.2%

Side-by-side metrics

Hilton Worldwide Holdings Inc.
lululemon athletica inc.
Ticker / Exchange
HLT - New York Stock Exchange
LULU - Nasdaq Global Select Market
Market cap (USD)
$69.8B
n/a
Gross margin (TTM)
27.8%
n/a
Operating margin (TTM)
22%
n/a
Net margin (TTM)
14.2%
n/a
Sector
Consumer
Consumer
Industry
Travel Lodging
n/a
HQ country
US
US
Primary segment
Management and Franchise
Women's products
Market structure
Oligopoly
Competitive
Market share
13%-15% (implied)
n/a
HHI estimate
1,350
n/a
Pricing power
Moderate
Strong
Moat score
72 / 100
69 / 100
Moat domains
Network, Demand, Supply
Demand, Supply
Last update
2026-01-01
2026-01-12

Moat coverage

Shared moat types

Brand Trust

Hilton Worldwide Holdings Inc. strengths

Two Sided NetworkLong Term ContractsScale Economies Unit CostEcosystem Complements

lululemon athletica inc. strengths

Distribution ControlLearning Curve Yield

Segment mix

Hilton Worldwide Holdings Inc. segments

Full profile >

Management and Franchise

Oligopoly

72.7%

Ownership

Competitive

27.3%

lululemon athletica inc. segments

Full profile >

Women's products

Competitive

63.2%

Men's products

Competitive

24.2%

Other categories (accessories, footwear, Studio)

Competitive

12.6%

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.