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 Retail2.82%+0.87 ppTobacco0.83%+0.38 ppSoft Drinks & Non-alcoholic Beverages1.21%+0.14 ppPersonal Care Products0.89%+0.10 ppFood Retail0.10%+0.03 ppHousehold Products0.33%+0.02 ppPackaged Foods & Meats0.42%+0.01 ppFood Distributors0.08%+0.01 ppAgricultural Products & Services0.08%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.82%
Industry change · 12M
+0.87 pp
Consumer Staples Merchandise Retail · contribution
+0.872 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $780.3bn | 1.683% | +0.012 pp | +0.662 pp | +45.9% | No |
| Costco → COST | United States | $439.0bn | 0.947% | -0.050 pp | +0.240 pp | +17.1% | No |
| Target Corporation → TGT | United States | $44.8bn | 0.097% | -0.016 pp | -0.032 pp | -31.0% | No |
| Dollar Tree → DLTR | United States | $20.7bn | 0.045% | +0.006 pp | +0.002 pp | -7.2% | Yes |
| Dollar General → DG | United States | $25.2bn | 0.054% | +0.008 pp | -0.000 pp | -11.2% | 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.