VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

International Flavors & Fragrances Inc. vs Yum China Holdings, Inc.

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

International Flavors & Fragrances Inc.

IFF · New York Stock Exchange

Market cap (USD)$17.4B
SectorMaterials
CountryUS
Data as of2025-12-29
Moat score
59/ 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 International Flavors & Fragrances Inc.'s moat claims, evidence, and risks.

View IFF analysis

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: Yum China Holdings, Inc. leads (75 / 100 vs 59 / 100 for International Flavors & Fragrances Inc.).
  • Segment focus: International Flavors & Fragrances Inc. has 4 segments (31.2% in Food Ingredients); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: International Flavors & Fragrances Inc. has 8 moat types across 3 domains; Yum China Holdings, Inc. has 7 across 3.

Primary market context

International Flavors & Fragrances Inc.

Food Ingredients

Market

Specialty food ingredients (texturizers, food protection, plant proteins, emulsifiers, sweeteners)

Geography

Global

Customer

B2B (food manufacturers)

Role

Ingredient supplier

Revenue share

31.2%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

International Flavors & Fragrances Inc.
Yum China Holdings, Inc.
Ticker / Exchange
IFF - New York Stock Exchange
YUMC - New York Stock Exchange
Market cap (USD)
$17.4B
n/a
Sector
Materials
Consumer
HQ country
US
US
Primary segment
Food Ingredients
KFC
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
59 / 100
75 / 100
Moat domains
Demand, Legal, Supply
Legal, Demand, Supply
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Supply Chain Control

International Flavors & Fragrances Inc. strengths

Design In QualificationIP Choke PointService Field NetworkCompliance AdvantageSwitching Costs GeneralCapex Knowhow ScaleScale Economies Unit Cost

Yum China Holdings, Inc. strengths

Contractual ExclusivityBrand TrustPhysical Network DensityHabit DefaultOperational ExcellenceScope Economies

Segment mix

International Flavors & Fragrances Inc. segments

Full profile >

Taste

Oligopoly

23.9%

Food Ingredients

Competitive

31.2%

Health & Biosciences

Oligopoly

21.4%

Scent

Oligopoly

23.6%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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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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.