VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Marriott International, Inc. vs Yum China Holdings, Inc.

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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)
SectorConsumer
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR analysis

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: Yum China Holdings, Inc. leads (75 / 100 vs 72 / 100 for Marriott International, Inc.).
  • Segment focus: Marriott International, Inc. has 2 segments; Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Marriott International, Inc. has 4 moat types across 3 domains; Yum China Holdings, Inc. has 7 across 3.

Primary market context

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

Marriott International, Inc.
Yum China Holdings, Inc.
Ticker / Exchange
MAR - NASDAQ
YUMC - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Consumer
Consumer
HQ country
US
US
Primary segment
U.S. & Canada Lodging Platform
KFC
Market structure
Competitive
Oligopoly
Market share
16%-18% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
75 / 100
Moat domains
Demand, Network, Supply
Legal, Demand, Supply
Last update
2026-01-01
2025-12-28

Moat coverage

Shared moat types

Brand Trust

Marriott International, Inc. strengths

Two Sided NetworkDistribution ControlLong Term Contracts

Yum China Holdings, Inc. strengths

Contractual ExclusivityPhysical Network DensitySupply Chain ControlHabit DefaultOperational ExcellenceScope Economies

Segment mix

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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.