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 Retail2.72%+0.87 ppTobacco0.76%+0.29 ppSoft Drinks & Non-alcoholic Beverages1.17%+0.10 ppPersonal Care Products0.83%+0.09 ppFood Retail0.10%+0.03 ppFood Distributors0.08%+0.01 ppHousehold Products0.31%+0.01 ppPackaged Foods & Meats0.41%+0.00 ppAgricultural Products & Services0.08%-0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.72%
Industry change · 12M
+0.87 pp
Consumer Staples Merchandise Retail · contribution
+0.868 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $781.9bn | 1.649% | -0.223 pp | +0.659 pp | +44.2% | No |
| Costco → COST | United States | $416.7bn | 0.879% | -0.181 pp | +0.226 pp | +14.7% | No |
| Target Corporation → TGT | United States | $45.7bn | 0.096% | -0.009 pp | -0.028 pp | -30.8% | No |
| Dollar Tree → DLTR | United States | $23.7bn | 0.050% | +0.008 pp | +0.010 pp | +8.8% | Yes |
| Dollar General → DG | United States | $23.1bn | 0.049% | -0.001 pp | +0.001 pp | -10.5% | 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.