VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Kenvue Inc. vs MercadoLibre, 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)$33B
SectorConsumer
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

MercadoLibre, Inc.

MELI · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
73/ 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 MercadoLibre, Inc.'s moat claims, evidence, and risks.

View MELI analysis

Comparison highlights

  • Moat score gap: MercadoLibre, Inc. leads (73 / 100 vs 66 / 100 for Kenvue Inc.).
  • Segment focus: Kenvue Inc. has 3 segments (42.3% in Self Care); MercadoLibre, Inc. has 2 segments (58.5% in Commerce (Marketplace, logistics, ads, classifieds)).
  • Moat breadth: Kenvue Inc. has 6 moat types across 3 domains; MercadoLibre, Inc. has 6 across 4.

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%

MercadoLibre, Inc.

Commerce (Marketplace, logistics, ads, classifieds)

Market

Latin American e-commerce marketplace and commerce services (online marketplace, 1P retail, fulfillment/logistics, advertising)

Geography

Latin America (Brazil, Mexico, Argentina and other countries)

Customer

Consumers (buyers) and merchants/brands (sellers), including MSMEs

Role

Marketplace operator + retailer + logistics orchestrator

Revenue share

58.5%

Side-by-side metrics

Kenvue Inc.
MercadoLibre, Inc.
Ticker / Exchange
KVUE - New York Stock Exchange
MELI - NASDAQ
Market cap (USD)
$33B
n/a
Sector
Consumer
Technology
HQ country
US
US
Primary segment
Self Care
Commerce (Marketplace, logistics, ads, classifieds)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
73 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Demand, Legal
Last update
2025-12-25
2025-12-29

Moat coverage

Shared moat types

Compliance AdvantageDistribution Control

Kenvue Inc. strengths

Brand TrustScale Economies Unit CostScope EconomiesHabit Default

MercadoLibre, Inc. strengths

Two Sided NetworkEcosystem ComplementsSwitching Costs GeneralData Workflow Lockin

Segment mix

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

MercadoLibre, Inc. segments

Full profile >

Commerce (Marketplace, logistics, ads, classifieds)

Oligopoly

58.5%

Fintech (Mercado Pago & credit)

Competitive

41.5%

Want the full wide moat stocks list?

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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.