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 Retail2.51%-0.52 ppPersonal Care Products0.64%-0.37 ppSoft Drinks & Non-alcoholic Beverages1.08%-0.21 ppTobacco0.68%-0.19 ppPackaged Foods & Meats0.31%-0.13 ppHousehold Products0.24%-0.13 ppAgricultural Products & Services0.11%+0.03 ppFood Distributors0.06%-0.02 ppFood Retail0.12%+0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.51%
Industry change · 12M
-0.52 pp
Consumer Staples Merchandise Retail · contribution
-0.516 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $424.3bn | 0.735% | +0.119 pp | -0.310 pp | -7.5% | Yes |
| Walmart → WMT | United States | $921.1bn | 1.596% | +0.197 pp | -0.197 pp | +18.2% | Yes |
| Dollar General → DG | United States | $24.4bn | 0.042% | -0.005 pp | -0.006 pp | +16.0% | No |
| Dollar Tree → DLTR | United States | $22.4bn | 0.039% | +0.004 pp | -0.005 pp | +29.0% | Yes |
| Target Corporation → TGT | United States | $57.7bn | 0.100% | +0.029 pp | +0.003 pp | +41.1% | 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.