VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

lululemon athletica inc. vs Mondelez International, Inc.

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

Mondelez International, Inc.

MDLZ · Nasdaq Global Select Market

Market cap (USD)$71.1B
Gross margin (TTM)31.1%
Operating margin (TTM)11.2%
Net margin (TTM)9.4%
SectorConsumer
IndustryFood Confectioners
CountryUS
Data as of2025-12-23
Moat score
66/ 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 Mondelez International, Inc.'s moat claims, evidence, and risks.

View MDLZ analysis

Comparison highlights

  • Moat score gap: lululemon athletica inc. leads (69 / 100 vs 66 / 100 for Mondelez International, Inc.).
  • Segment focus: lululemon athletica inc. has 3 segments (63.2% in Women's products); Mondelez International, Inc. has 5 segments (48.9% in Biscuits & Baked Snacks).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: lululemon athletica inc. has 3 moat types across 2 domains; Mondelez International, Inc. has 4 across 3.

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%

Mondelez International, Inc.

Biscuits & Baked Snacks

Market

Branded biscuits, cookies, crackers and baked snacks

Geography

Global

Customer

Consumer (via retail and e-commerce)

Role

Branded manufacturer

Revenue share

48.9%

Side-by-side metrics

lululemon athletica inc.
Mondelez International, Inc.
Ticker / Exchange
LULU - Nasdaq Global Select Market
MDLZ - Nasdaq Global Select Market
Market cap (USD)
n/a
$71.1B
Gross margin (TTM)
n/a
31.1%
Operating margin (TTM)
n/a
11.2%
Net margin (TTM)
n/a
9.4%
Sector
Consumer
Consumer
Industry
n/a
Food Confectioners
HQ country
US
US
Primary segment
Women's products
Biscuits & Baked Snacks
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
66 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2026-01-12
2025-12-23

Moat coverage

Shared moat types

Brand TrustDistribution Control

lululemon athletica inc. strengths

Learning Curve Yield

Mondelez International, Inc. strengths

IP Choke PointSupply Chain Control

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%

Mondelez International, Inc. segments

Full profile >

Biscuits & Baked Snacks

Oligopoly

48.9%

Chocolate

Oligopoly

30.9%

Gum & Candy

Oligopoly

11.1%

Beverages

Competitive

3%

Cheese & Grocery

Competitive

6.2%

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.