VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Lotus Bakeries NV vs LVMH Moet Hennessy Louis Vuitton SE

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)$6.9B
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

LVMH Moet Hennessy Louis Vuitton SE

MC · Euronext Paris

Market cap (USD)$315.5B
Gross margin (TTM)67.3%
Operating margin (TTM)23.2%
Net margin (TTM)14.8%
SectorConsumer
IndustryLuxury Goods
CountryFR
Data as of2025-12-30
Moat score
80/ 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 LVMH Moet Hennessy Louis Vuitton SE's moat claims, evidence, and risks.

View MC analysis

Comparison highlights

  • Moat score gap: LVMH Moet Hennessy Louis Vuitton SE leads (80 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff); LVMH Moet Hennessy Louis Vuitton SE has 5 segments (48.5% in Fashion and Leather Goods).
  • Moat breadth: Lotus Bakeries NV has 5 moat types across 2 domains; LVMH Moet Hennessy Louis Vuitton SE has 9 across 4.

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%

LVMH Moet Hennessy Louis Vuitton SE

Fashion and Leather Goods

Market

Luxury fashion and leather goods

Geography

Global

Customer

Consumers via directly operated retail; selective wholesale

Role

Brand owner / design house / manufacturer / retailer

Revenue share

48.5%

Side-by-side metrics

Lotus Bakeries NV
LVMH Moet Hennessy Louis Vuitton SE
Ticker / Exchange
LOTB - Euronext Brussels
MC - Euronext Paris
Market cap (USD)
$6.9B
$315.5B
Gross margin (TTM)
28.7%
67.3%
Operating margin (TTM)
16.5%
23.2%
Net margin (TTM)
12.3%
14.8%
Sector
Consumer
Consumer
Industry
Packaged Foods
Luxury Goods
HQ country
BE
FR
Primary segment
Lotus Biscoff
Fashion and Leather Goods
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
64 / 100
80 / 100
Moat domains
Demand, Supply
Supply, Demand, Network, Legal
Last update
2026-01-06
2025-12-30

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleDistribution Control

Lotus Bakeries NV strengths

Habit DefaultCapacity Moat

LVMH Moet Hennessy Louis Vuitton SE strengths

Geographic NaturalKeystone ComponentService Field NetworkTwo Sided NetworkPhysical Network DensityConcession License

Segment mix

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

LVMH Moet Hennessy Louis Vuitton SE segments

Full profile >

Fashion and Leather Goods

Oligopoly

48.5%

Wines and Spirits

Oligopoly

6.9%

Perfumes and Cosmetics

Oligopoly

9.9%

Watches and Jewelry

Oligopoly

12.5%

Selective Retailing

Oligopoly

21.6%

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.