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 Retail3.13%+0.44 ppSoft Drinks & Non-alcoholic Beverages1.38%-0.31 ppTobacco0.88%+0.23 ppPackaged Foods & Meats0.49%-0.20 ppPersonal Care Products1.02%-0.20 ppHousehold Products0.39%-0.10 ppAgricultural Products & Services0.08%-0.05 ppFood Distributors0.08%-0.02 ppFood Retail0.11%-0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
3.13%
Industry change · 12M
+0.44 pp
Consumer Staples Merchandise Retail · contribution
+0.437 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $779.6bn | 1.872% | +0.119 pp | +0.487 pp | +65.7% | Yes |
| Costco → COST | United States | $441.2bn | 1.060% | +0.092 pp | +0.131 pp | +38.1% | Yes |
| Target Corporation → TGT | United States | $44.1bn | 0.106% | -0.035 pp | -0.109 pp | -38.1% | No |
| Dollar General → DG | United States | $20.6bn | 0.049% | +0.015 pp | -0.039 pp | -30.9% | Yes |
| Dollar Tree → DLTR | United States | $17.6bn | 0.042% | +0.007 pp | -0.032 pp | -30.8% | 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.