VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

LVMH Moet Hennessy Louis Vuitton SE vs NIKE, Inc.

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)
SectorConsumer
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

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$84.6B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 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 NIKE, Inc.'s moat claims, evidence, and risks.

View NKE analysis

Comparison highlights

  • Moat score gap: LVMH Moet Hennessy Louis Vuitton SE leads (80 / 100 vs 70 / 100 for NIKE, Inc.).
  • Segment focus: LVMH Moet Hennessy Louis Vuitton SE has 5 segments (48.5% in Fashion and Leather Goods); NIKE, Inc. has 3 segments (57.8% in Wholesale).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: LVMH Moet Hennessy Louis Vuitton SE has 9 moat types across 4 domains; NIKE, Inc. has 6 across 4.

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%

NIKE, Inc.

Wholesale

Market

Branded athletic & casual footwear/apparel wholesale distribution

Geography

Global

Customer

Retailers, distributors, licensees

Role

Brand owner / wholesaler

Revenue share

57.8%

Side-by-side metrics

LVMH Moet Hennessy Louis Vuitton SE
NIKE, Inc.
Ticker / Exchange
MC - Euronext Paris
NKE - New York Stock Exchange
Market cap (USD)
n/a
$84.6B
Sector
Consumer
Consumer
HQ country
FR
US
Primary segment
Fashion and Leather Goods
Wholesale
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
80 / 100
70 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Supply, Network, Legal
Last update
2025-12-30
2025-12-23

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

NIKE, Inc. strengths

Procurement InertiaScale Economies Unit CostEcosystem ComplementsIP 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%

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

57.8%

Direct to Consumer (DTC)

Competitive

42.1%

Brand licensing & other

Competitive

0.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.