VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Moncler S.p.A. vs Unilever PLC

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

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

Unilever PLC

ULVR · London Stock Exchange

Market cap (USD)$102.7B
Gross margin (TTM)35.4%
Operating margin (TTM)16.1%
Net margin (TTM)9.9%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-30
Moat score
65/ 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 Unilever PLC's moat claims, evidence, and risks.

View ULVR analysis

Comparison highlights

  • Moat score gap: Moncler S.p.A. leads (69 / 100 vs 65 / 100 for Unilever PLC).
  • Segment focus: Moncler S.p.A. has 2 segments (87.1% in Moncler brand); Unilever PLC has 4 segments (25.9% in Personal Care).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Moncler S.p.A. has 3 moat types across 3 domains; Unilever PLC has 3 across 2.

Primary market context

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%

Unilever PLC

Personal Care

Market

Branded personal care and hygiene (deodorants, skin cleansing, oral care)

Geography

Global

Customer

Consumers (retail, e-commerce)

Role

Brand owner / manufacturer

Revenue share

25.9%

Side-by-side metrics

Moncler S.p.A.
Unilever PLC
Ticker / Exchange
MONC - Euronext Milan
ULVR - London Stock Exchange
Market cap (USD)
$14.8B
$102.7B
Gross margin (TTM)
76.4%
35.4%
Operating margin (TTM)
29.4%
16.1%
Net margin (TTM)
20.4%
9.9%
Sector
Consumer
Consumer
Industry
Apparel - Manufacturers
Household & Personal Products
HQ country
IT
GB
Primary segment
Moncler brand
Personal Care
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2026-01-05
2025-12-30

Moat coverage

Shared moat types

Brand TrustDistribution Control

Moncler S.p.A. strengths

IP Choke Point

Unilever PLC strengths

Scale Economies Unit Cost

Segment mix

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

Unilever PLC segments

Full profile >

Beauty & Wellbeing

Oligopoly

25.1%

Personal Care

Oligopoly

25.9%

Home Care

Oligopoly

23.4%

Foods

Competitive

25.5%

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.