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 Retail2.93%+1.21 ppSoft Drinks & Non-alcoholic Beverages1.22%-0.45 ppPackaged Foods & Meats0.43%-0.29 ppPersonal Care Products0.96%-0.26 ppHousehold Products0.36%-0.10 ppFood Distributors0.08%-0.04 ppTobacco0.65%+0.02 ppAgricultural Products & Services0.08%-0.01 ppFood Retail0.10%+0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.93%
Industry change · 12M
+1.21 pp
Consumer Staples Merchandise Retail · contribution
+1.211 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 |
|---|---|---|---|---|---|---|---|
| Walmart → WMT | United States | $788.6bn | 1.753% | +0.205 pp | +1.312 pp | +80.3% | Yes |
| Dollar General → DG | United States | $15.6bn | 0.035% | -0.007 pp | -0.051 pp | -44.9% | No |
| Costco → COST | United States | $435.0bn | 0.967% | +0.057 pp | +0.050 pp | +41.8% | Yes |
| Target Corporation → TGT | United States | $63.2bn | 0.141% | -0.022 pp | -0.050 pp | +2.1% | No |
| Dollar Tree → DLTR | United States | $15.8bn | 0.035% | +0.002 pp | -0.050 pp | -43.8% | 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.