VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

lululemon athletica inc. vs Moncler S.p.A.

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

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.7B
Gross margin (TTM)76.4%
Operating margin (TTM)29.4%
Net margin (TTM)20.4%
SectorConsumer
IndustryApparel - Manufacturers
CountryIT
Data as of2026-01-05
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 Moncler S.p.A.'s moat claims, evidence, and risks.

View MONC analysis

Comparison highlights

  • Moat score: both at 69 / 100.
  • Segment focus: lululemon athletica inc. has 3 segments (63.2% in Women's products); Moncler S.p.A. has 2 segments (87.1% in Moncler brand).
  • Moat breadth: lululemon athletica inc. has 3 moat types across 2 domains; Moncler S.p.A. has 3 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%

Moncler S.p.A.

Moncler brand

Market

Luxury outerwear and apparel (down jackets, ready-to-wear, accessories)

Geography

Global

Customer

Consumers

Role

Branded apparel company (design/marketing; DTC + wholesale distribution)

Revenue share

87.1%

Side-by-side metrics

lululemon athletica inc.
Moncler S.p.A.
Ticker / Exchange
LULU - Nasdaq Global Select Market
MONC - Euronext Milan
Market cap (USD)
n/a
$14.7B
Gross margin (TTM)
n/a
76.4%
Operating margin (TTM)
n/a
29.4%
Net margin (TTM)
n/a
20.4%
Sector
Consumer
Consumer
Industry
n/a
Apparel - Manufacturers
HQ country
US
IT
Primary segment
Women's products
Moncler brand
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
69 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2026-01-12
2026-01-05

Moat coverage

Shared moat types

Brand TrustDistribution Control

lululemon athletica inc. strengths

Learning Curve Yield

Moncler S.p.A. strengths

IP Choke Point

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%

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

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.