VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 10, 2026
Stock Comparison
NIKE, Inc. vs Ulta Beauty, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
NIKE, Inc.
NKE · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Ulta Beauty, Inc.
ULTA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Ulta Beauty, Inc.'s moat claims, evidence, and risks.
View ULTA analysisComparison highlights
- Moat score gap: NIKE, Inc. leads (70 / 100 vs 58 / 100 for Ulta Beauty, Inc.).
- Segment focus: NIKE, Inc. has 3 segments (57.8% in Wholesale); Ulta Beauty, Inc. has 3 segments (94% in Beauty Products Retail).
- Moat breadth: NIKE, Inc. has 6 moat types across 4 domains; Ulta Beauty, Inc. has 8 across 5.
Primary market context
NIKE, Inc.
Wholesale
Branded athletic & casual footwear/apparel wholesale distribution
Global
Retailers, distributors, licensees
Brand owner / wholesaler
57.8%
Ulta Beauty, Inc.
Beauty Products Retail
U.S. beauty products retail (specialty omnichannel beauty retailer)
United States
Consumers (end-users) shopping in-store and online
Specialty retailer / distributor
94%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
NIKE, Inc. strengths
Ulta Beauty, Inc. strengths
Segment mix
NIKE, Inc. segments
Full profile >Wholesale
Competitive
Direct to Consumer (DTC)
Competitive
Brand licensing & other
Competitive
Ulta Beauty, Inc. segments
Full profile >Beauty Products Retail
Competitive
Beauty Services
Competitive
Platform Monetization (Retail Media, Credit Cards, Partner Royalties, Deferred Revenue)
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.