VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Lotus Bakeries NV vs Medtronic plc

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

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$124.9B
Gross margin (TTM)62.3%
Operating margin (TTM)17.9%
Net margin (TTM)13.7%
SectorHealthcare
IndustryMedical - Devices
CountryIE
Data as of2025-12-31
Moat score
63/ 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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: Lotus Bakeries NV leads (64 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Lotus Bakeries NV has 5 moat types across 2 domains; Medtronic plc has 9 across 3.

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%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

Side-by-side metrics

Lotus Bakeries NV
Medtronic plc
Ticker / Exchange
LOTB - Euronext Brussels
MDT - New York Stock Exchange
Market cap (USD)
$6.9B
$124.9B
Gross margin (TTM)
28.7%
62.3%
Operating margin (TTM)
16.5%
17.9%
Net margin (TTM)
12.3%
13.7%
Sector
Consumer
Healthcare
Industry
Packaged Foods
Medical - Devices
HQ country
BE
IE
Primary segment
Lotus Biscoff
Cardiovascular Portfolio
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
64 / 100
63 / 100
Moat domains
Demand, Supply
Legal, Demand, Network
Last update
2026-01-06
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Lotus Bakeries NV strengths

Brand TrustHabit DefaultCapacity MoatCapex Knowhow ScaleDistribution Control

Medtronic plc strengths

Regulated Standards PipeData Workflow LockinDesign In QualificationEcosystem ComplementsIP Choke PointProcurement InertiaSuite BundlingCompliance AdvantageInstalled Base Consumables

Segment mix

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

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.