VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

lululemon athletica inc. vs McDonald's Corporation

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

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

McDonald's Corporation

MCD · New York Stock Exchange

Market cap (USD)$219.6B
Gross margin (TTM)57.4%
Operating margin (TTM)46.1%
Net margin (TTM)32%
SectorConsumer
IndustryRestaurants
CountryUS
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 McDonald's Corporation's moat claims, evidence, and risks.

View MCD analysis

Comparison highlights

  • Moat score gap: McDonald's Corporation leads (80 / 100 vs 69 / 100 for lululemon athletica inc.).
  • Segment focus: lululemon athletica inc. has 3 segments (63.2% in Women's products); McDonald's Corporation has 3 segments (48.7% in International Operated Markets).
  • Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: lululemon athletica inc. has 3 moat types across 2 domains; McDonald's Corporation has 5 across 2.

Primary market context

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%

McDonald's Corporation

International Operated Markets

Market

Quick-service restaurants and informal eating out (IEO)

Geography

International operated markets (e.g., Australia, Canada, France, Germany, Italy, Poland, Spain, U.K.)

Customer

Consumers (end customers) and franchisees (B2B system partners)

Role

Franchisor / restaurant operator

Revenue share

48.7%

Side-by-side metrics

lululemon athletica inc.
McDonald's Corporation
Ticker / Exchange
LULU - Nasdaq Global Select Market
MCD - New York Stock Exchange
Market cap (USD)
n/a
$219.6B
Gross margin (TTM)
n/a
57.4%
Operating margin (TTM)
n/a
46.1%
Net margin (TTM)
n/a
32%
Sector
Consumer
Consumer
Industry
n/a
Restaurants
HQ country
US
US
Primary segment
Women's products
International Operated Markets
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
80 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-01-12
2025-12-30

Moat coverage

Shared moat types

Brand TrustDistribution Control

lululemon athletica inc. strengths

Learning Curve Yield

McDonald's Corporation strengths

Physical Network DensityOperational ExcellenceLong Term Contracts

Segment mix

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%

McDonald's Corporation segments

Full profile >

U.S.

Competitive

41%

International Operated Markets

Competitive

48.7%

International Developmental Licensed Markets & Corporate

Competitive

10.3%

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.