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 Retail2.24%-0.63 ppPersonal Care Products0.54%-0.52 ppSoft Drinks & Non-alcoholic Beverages0.89%-0.51 ppTobacco0.54%-0.29 ppPackaged Foods & Meats0.26%-0.24 ppHousehold Products0.20%-0.20 ppFood Retail0.06%-0.05 ppFood Distributors0.05%-0.04 ppAgricultural Products & Services0.09%+0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.24%
Industry change · 12M
-0.63 pp
Consumer Staples Merchandise Retail · contribution
-0.628 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2026 · 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 |
|---|---|---|---|---|---|---|---|
| Costco → COST | United States | $442.1bn | 0.644% | -0.106 pp | -0.352 pp | +5.9% | No |
| Walmart → WMT | United States | $990.8bn | 1.443% | -0.296 pp | -0.228 pp | +42.8% | No |
| Target Corporation → TGT | United States | $54.9bn | 0.080% | -0.007 pp | -0.033 pp | +21.5% | No |
| Dollar General → DG | United States | $26.1bn | 0.038% | -0.019 pp | -0.008 pp | +38.0% | No |
| Dollar Tree → DLTR | United States | $21.6bn | 0.031% | -0.016 pp | -0.007 pp | +45.9% | 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.