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 Retail1.61%-0.22 ppSoft Drinks & Non-alcoholic Beverages1.85%-0.19 ppPersonal Care Products1.30%+0.12 ppPackaged Foods & Meats0.77%-0.10 ppTobacco0.73%-0.10 ppHousehold Products0.47%-0.05 ppAgricultural Products & Services0.14%-0.04 ppFood Distributors0.11%-0.04 ppFood Retail0.11%-0.02 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.61%
Industry change · 12M
-0.22 pp
Consumer Staples Merchandise Retail · contribution
-0.216 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Dollar General → DG | United States | $30.4bn | 0.097% | -0.012 pp | -0.095 pp | -41.0% | No |
| Target Corporation → TGT | United States | $58.4bn | 0.186% | +0.037 pp | -0.078 pp | -18.9% | No |
| Costco → COST | United States | $243.4bn | 0.776% | +0.215 pp | -0.052 pp | +6.0% | Yes |
| Walmart → WMT | United States | $146.0bn | 0.465% | +0.139 pp | +0.032 pp | +24.6% | Yes |
| Dollar Tree → DLTR | United States | $26.9bn | 0.086% | +0.012 pp | -0.023 pp | -9.8% | No |
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.