VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

lululemon athletica inc. vs Reckitt Benckiser Group plc

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

Reckitt Benckiser Group plc

RKT · London Stock Exchange

Market cap (USD)$41.5B
Gross margin (TTM)60.6%
Operating margin (TTM)19.2%
Net margin (TTM)9.3%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-28
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 Reckitt Benckiser Group plc's moat claims, evidence, and risks.

View RKT analysis

Comparison highlights

  • Moat score gap: lululemon athletica inc. leads (69 / 100 vs 63 / 100 for Reckitt Benckiser Group plc).
  • Segment focus: lululemon athletica inc. has 3 segments (63.2% in Women's products); Reckitt Benckiser Group plc has 3 segments (70.8% in Core Reckitt).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: lululemon athletica inc. has 3 moat types across 2 domains; Reckitt Benckiser Group plc has 5 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%

Reckitt Benckiser Group plc

Core Reckitt

Market

Branded consumer health and hygiene (self-care OTC, intimate wellness, germ protection, household care)

Geography

Global

Customer

Consumers via mass retail, e-commerce and pharmacy channels

Role

Branded consumer goods manufacturer / brand owner

Revenue share

70.8%

Side-by-side metrics

lululemon athletica inc.
Reckitt Benckiser Group plc
Ticker / Exchange
LULU - Nasdaq Global Select Market
RKT - London Stock Exchange
Market cap (USD)
n/a
$41.5B
Gross margin (TTM)
n/a
60.6%
Operating margin (TTM)
n/a
19.2%
Net margin (TTM)
n/a
9.3%
Sector
Consumer
Consumer
Industry
n/a
Household & Personal Products
HQ country
US
GB
Primary segment
Women's products
Core Reckitt
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
63 / 100
Moat domains
Demand, Supply
Demand, Legal, Supply
Last update
2026-01-12
2025-12-28

Moat coverage

Shared moat types

Brand Trust

lululemon athletica inc. strengths

Distribution ControlLearning Curve Yield

Reckitt Benckiser Group plc strengths

Regulated Standards PipeScope EconomiesScale Economies Unit CostDesign In Qualification

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%

Reckitt Benckiser Group plc segments

Full profile >

Core Reckitt

Oligopoly

70.8%

Essential Home

Competitive

14.3%

Mead Johnson Nutrition

Oligopoly

14.9%

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.