Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Staples
Consumer Staples Merchandise Retail1.74%-0.33 ppPersonal Care Products1.24%-0.15 ppSoft Drinks & Non-alcoholic Beverages2.03%+0.12 ppTobacco0.81%-0.11 ppPackaged Foods & Meats0.95%+0.05 ppAgricultural Products & Services0.14%-0.04 ppFood Distributors0.13%-0.03 ppFood Retail0.12%-0.02 ppHousehold Products0.54%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.74%
Industry change · 12M
-0.33 pp
Consumer Staples Merchandise Retail · contribution
-0.335 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2023 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Target Corporation → TGT | United States | $72.6bn | 0.245% | -0.026 pp | -0.137 pp | -29.4% | No |
| Costco → COST | United States | $223.2bn | 0.754% | -0.022 pp | -0.098 pp | -4.9% | No |
| Walmart → WMT | United States | $135.7bn | 0.458% | +0.016 pp | -0.049 pp | +0.3% | Yes |
| Dollar General → DG | United States | $48.5bn | 0.164% | -0.015 pp | -0.033 pp | -5.9% | No |
| Dollar Tree → DLTR | United States | $34.0bn | 0.115% | +0.001 pp | -0.017 pp | -5.4% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.