VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Lotus Bakeries NV vs lululemon athletica inc.

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

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$7.1B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB 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: lululemon athletica inc. leads (69 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff); lululemon athletica inc. has 3 segments (63.2% in Women's products).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: Lotus Bakeries NV has 5 moat types across 2 domains; lululemon athletica inc. has 3 across 2.

Primary market context

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

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

Lotus Bakeries NV
lululemon athletica inc.
Ticker / Exchange
LOTB - Euronext Brussels
LULU - Nasdaq Global Select Market
Market cap (USD)
$7.1B
n/a
Gross margin (TTM)
28.7%
n/a
Operating margin (TTM)
16.5%
n/a
Net margin (TTM)
12.3%
n/a
Sector
Consumer
Consumer
Industry
Packaged Foods
n/a
HQ country
BE
US
Primary segment
Lotus Biscoff
Women's products
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
64 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-01-06
2026-01-12

Moat coverage

Shared moat types

Brand TrustDistribution Control

Lotus Bakeries NV strengths

Habit DefaultCapacity MoatCapex Knowhow Scale

lululemon athletica inc. strengths

Learning Curve Yield

Segment mix

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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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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.