VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

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Stock Comparison

Lotus Bakeries NV vs Trimble 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

Trimble Inc.

TRMB · Nasdaq Global Select Market

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryUS

Data as of2026-01-09

Moat score

67/ 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 Trimble Inc.'s moat claims, evidence, and risks.

View TRMB analysis

Comparison highlights

Moat score gap: Trimble Inc. leads (67 / 100 vs 64 / 100 for Lotus Bakeries NV).
Segment focus: Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff); Trimble Inc. has 3 segments (41.7% in Field Systems).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
Moat breadth: Lotus Bakeries NV has 5 moat types across 2 domains; Trimble Inc. has 7 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%

Trimble Inc.

Field Systems

Market

High-precision positioning & field solutions (geospatial, construction machine control, positioning/correction services)

Geography

Global

Customer

Surveyors, mapping professionals, civil construction contractors, governments, utilities

Role

Field hardware + software + subscription positioning services

Revenue share

41.7%

Side-by-side metrics

Lotus Bakeries NV

Trimble Inc.

Ticker / Exchange

LOTB - Euronext Brussels

TRMB - 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

Technology

Industry

Packaged Foods

n/a

HQ country

Primary segment

Lotus Biscoff

Field Systems

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Strong

Moderate

Moat score

64 / 100

67 / 100

Moat domains

Demand, Supply

Demand, Network, Supply

Last update

2026-01-06

2026-01-09

Moat coverage

Shared moat types

Distribution Control

Lotus Bakeries NV strengths

Brand TrustHabit DefaultCapacity MoatCapex Knowhow Scale

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsInstalled Base ConsumablesDesign In QualificationTwo Sided NetworkData Network Effects

Segment mix

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

Trimble Inc. segments

Full profile >

Architects, Engineers, Construction and Owners

Competitive

36.9%

Field Systems

Oligopoly

41.7%

Transportation and Logistics

Competitive

21.4%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.