VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Kenvue Inc. vs Mondelez International, Inc.

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

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

Mondelez International, Inc.

MDLZ · Nasdaq Global Select Market

Market cap (USD)$75.9B
Gross margin (TTM)28.4%
Operating margin (TTM)9.3%
Net margin (TTM)6.4%
SectorConsumer
IndustryFood Confectioners
CountryUS
Data as of2025-12-23
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 Mondelez International, Inc.'s moat claims, evidence, and risks.

View MDLZ analysis

Comparison highlights

  • Moat score: both at 66 / 100.
  • Segment focus: Kenvue Inc. has 3 segments (42.3% in Self Care); Mondelez International, Inc. has 5 segments (48.9% in Biscuits & Baked Snacks).
  • Moat breadth: Kenvue Inc. has 6 moat types across 3 domains; Mondelez International, Inc. has 4 across 3.

Primary market context

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%

Mondelez International, Inc.

Biscuits & Baked Snacks

Market

Branded biscuits, cookies, crackers and baked snacks

Geography

Global

Customer

Consumer (via retail and e-commerce)

Role

Branded manufacturer

Revenue share

48.9%

Side-by-side metrics

Kenvue Inc.
Mondelez International, Inc.
Ticker / Exchange
KVUE - New York Stock Exchange
MDLZ - Nasdaq Global Select Market
Market cap (USD)
$35.9B
$75.9B
Gross margin (TTM)
58.1%
28.4%
Operating margin (TTM)
17.9%
9.3%
Net margin (TTM)
9.7%
6.4%
Sector
Consumer
Consumer
Industry
Household & Personal Products
Food Confectioners
HQ country
US
US
Primary segment
Self Care
Biscuits & Baked Snacks
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
66 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-25
2025-12-23

Moat coverage

Shared moat types

Brand TrustDistribution Control

Kenvue Inc. strengths

Scale Economies Unit CostCompliance AdvantageScope EconomiesHabit Default

Mondelez International, Inc. strengths

IP Choke PointSupply Chain Control

Segment mix

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

Mondelez International, Inc. segments

Full profile >

Biscuits & Baked Snacks

Oligopoly

48.9%

Chocolate

Oligopoly

30.9%

Gum & Candy

Oligopoly

11.1%

Beverages

Competitive

3%

Cheese & Grocery

Competitive

6.2%

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.