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 Retail3.03%+1.08 ppTobacco0.87%+0.42 ppPersonal Care Products1.01%+0.19 ppSoft Drinks & Non-alcoholic Beverages1.29%+0.17 ppHousehold Products0.37%+0.06 ppFood Retail0.10%+0.03 ppAgricultural Products & Services0.08%-0.01 ppFood Distributors0.08%+0.01 ppPackaged Foods & Meats0.45%+0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
3.03%
Industry change · 12M
+1.08 pp
Consumer Staples Merchandise Retail · contribution
+1.084 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $791.4bn | 1.793% | +0.022 pp | +0.780 pp | +51.7% | Yes |
| Costco → COST | United States | $461.5bn | 1.046% | +0.005 pp | +0.359 pp | +29.1% | Yes |
| Target Corporation → TGT | United States | $42.7bn | 0.097% | -0.031 pp | -0.041 pp | -37.7% | No |
| Dollar General → DG | United States | $21.4bn | 0.048% | +0.012 pp | -0.009 pp | -27.1% | Yes |
| Dollar Tree → DLTR | United States | $19.4bn | 0.044% | +0.009 pp | -0.005 pp | -23.5% | 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.