VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

PepsiCo, Inc. vs Reckitt Benckiser Group plc

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

PepsiCo, Inc.

PEP · Nasdaq Global Select Market

Market cap (USD)$199.4B
SectorConsumer
CountryUS
Data as of2025-12-23
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 PepsiCo, Inc.'s moat claims, evidence, and risks.

View PEP analysis

Reckitt Benckiser Group plc

RKT · London Stock Exchange

Market cap (USD)
SectorConsumer
CountryGB
Data as of2025-12-28
Moat score
63/ 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 Reckitt Benckiser Group plc's moat claims, evidence, and risks.

View RKT analysis

Comparison highlights

  • Moat score gap: PepsiCo, Inc. leads (72 / 100 vs 63 / 100 for Reckitt Benckiser Group plc).
  • Segment focus: PepsiCo, Inc. has 7 segments (27% in Frito-Lay North America (FLNA)); Reckitt Benckiser Group plc has 3 segments (70.8% in Core Reckitt).
  • Moat breadth: PepsiCo, Inc. has 4 moat types across 2 domains; Reckitt Benckiser Group plc has 5 across 3.

Primary market context

PepsiCo, Inc.

Frito-Lay North America (FLNA)

Market

Branded convenient foods (salty snacks, dips and adjacent categories)

Geography

United States and Canada

Customer

Retailers, convenience stores, foodservice

Role

Branded manufacturer + distributor (DSD/warehouse/distributor networks)

Revenue share

27%

Reckitt Benckiser Group plc

Core Reckitt

Market

Branded consumer health and hygiene (self-care OTC, intimate wellness, germ protection, household care)

Geography

Global

Customer

Consumers via mass retail, e-commerce and pharmacy channels

Role

Branded consumer goods manufacturer / brand owner

Revenue share

70.8%

Side-by-side metrics

PepsiCo, Inc.
Reckitt Benckiser Group plc
Ticker / Exchange
PEP - Nasdaq Global Select Market
RKT - London Stock Exchange
Market cap (USD)
$199.4B
n/a
Sector
Consumer
Consumer
HQ country
US
GB
Primary segment
Frito-Lay North America (FLNA)
Core Reckitt
Market structure
Oligopoly
Oligopoly
Market share
54%-58% (implied)
n/a
HHI estimate
3,530
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
63 / 100
Moat domains
Supply, Demand
Demand, Legal, Supply
Last update
2025-12-23
2025-12-28

Moat coverage

Shared moat types

Brand TrustScale Economies Unit CostScope Economies

PepsiCo, Inc. strengths

Distribution Control

Reckitt Benckiser Group plc strengths

Regulated Standards PipeDesign In Qualification

Segment mix

PepsiCo, Inc. segments

Full profile >

Frito-Lay North America (FLNA)

Oligopoly

27%

Quaker Foods North America (QFNA)

Competitive

4.2%

PepsiCo Beverages North America (PBNA)

Oligopoly

19.9%

Latin America (LatAm)

Oligopoly

12.3%

Europe

Oligopoly

22.4%

Africa, Middle East and South Asia (AMESA)

Competitive

8.8%

Asia Pacific, Australia & New Zealand and China Region (APAC)

Competitive

5.5%

Reckitt Benckiser Group plc segments

Full profile >

Core Reckitt

Oligopoly

70.8%

Essential Home

Competitive

14.3%

Mead Johnson Nutrition

Oligopoly

14.9%

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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.