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 Retail3.01%+1.23 ppSoft Drinks & Non-alcoholic Beverages1.32%-0.28 ppPackaged Foods & Meats0.46%-0.21 ppPersonal Care Products1.01%-0.16 ppTobacco0.75%+0.14 ppHousehold Products0.38%-0.07 ppAgricultural Products & Services0.07%-0.05 ppFood Distributors0.08%-0.03 ppFood Retail0.10%+0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
3.01%
Industry change · 12M
+1.23 pp
Consumer Staples Merchandise Retail · contribution
+1.228 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $792.2bn | 1.772% | +0.131 pp | +1.319 pp | +70.3% | Yes |
| Costco → COST | United States | $465.5bn | 1.041% | +0.091 pp | +0.095 pp | +41.7% | Yes |
| Target Corporation → TGT | United States | $56.9bn | 0.127% | -0.006 pp | -0.075 pp | -16.3% | No |
| Dollar Tree → DLTR | United States | $15.7bn | 0.035% | +0.001 pp | -0.057 pp | -50.3% | Yes |
| Dollar General → DG | United States | $16.3bn | 0.036% | -0.001 pp | -0.055 pp | -47.8% | 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.