VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

Stock Comparison

LVMH Moet Hennessy Louis Vuitton SE vs Moncler S.p.A.

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

LVMH Moet Hennessy Louis Vuitton SE

MC · Euronext Paris

Market cap (USD)$315.5B
Gross margin (TTM)67.3%
Operating margin (TTM)23.2%
Net margin (TTM)14.8%
SectorConsumer
IndustryLuxury Goods
CountryFR
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 LVMH Moet Hennessy Louis Vuitton SE's moat claims, evidence, and risks.

View MC analysis

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.8B
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 gap: LVMH Moet Hennessy Louis Vuitton SE leads (80 / 100 vs 69 / 100 for Moncler S.p.A.).
  • Segment focus: LVMH Moet Hennessy Louis Vuitton SE has 5 segments (48.5% in Fashion and Leather Goods); Moncler S.p.A. has 2 segments (87.1% in Moncler brand).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: LVMH Moet Hennessy Louis Vuitton SE has 9 moat types across 4 domains; Moncler S.p.A. has 3 across 3.

Primary market context

LVMH Moet Hennessy Louis Vuitton SE

Fashion and Leather Goods

Market

Luxury fashion and leather goods

Geography

Global

Customer

Consumers via directly operated retail; selective wholesale

Role

Brand owner / design house / manufacturer / retailer

Revenue share

48.5%

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

LVMH Moet Hennessy Louis Vuitton SE
Moncler S.p.A.
Ticker / Exchange
MC - Euronext Paris
MONC - Euronext Milan
Market cap (USD)
$315.5B
$14.8B
Gross margin (TTM)
67.3%
76.4%
Operating margin (TTM)
23.2%
29.4%
Net margin (TTM)
14.8%
20.4%
Sector
Consumer
Consumer
Industry
Luxury Goods
Apparel - Manufacturers
HQ country
FR
IT
Primary segment
Fashion and Leather Goods
Moncler brand
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
80 / 100
69 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Supply, Legal
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Distribution ControlBrand Trust

LVMH Moet Hennessy Louis Vuitton SE strengths

Capex Knowhow ScaleGeographic NaturalKeystone ComponentService Field NetworkTwo Sided NetworkPhysical Network DensityConcession License

Moncler S.p.A. strengths

IP Choke Point

Segment mix

LVMH Moet Hennessy Louis Vuitton SE segments

Full profile >

Fashion and Leather Goods

Oligopoly

48.5%

Wines and Spirits

Oligopoly

6.9%

Perfumes and Cosmetics

Oligopoly

9.9%

Watches and Jewelry

Oligopoly

12.5%

Selective Retailing

Oligopoly

21.6%

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.