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 Retail2.47%-0.35 ppPersonal Care Products0.66%-0.23 ppTobacco0.70%-0.13 ppSoft Drinks & Non-alcoholic Beverages1.09%-0.12 ppPackaged Foods & Meats0.30%-0.12 ppHousehold Products0.25%-0.08 ppAgricultural Products & Services0.10%+0.02 ppFood Distributors0.07%-0.01 ppFood Retail0.11%+0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.47%
Industry change · 12M
-0.35 pp
Consumer Staples Merchandise Retail · contribution
-0.350 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $414.9bn | 0.721% | +0.077 pp | -0.226 pp | -5.0% | Yes |
| Walmart → WMT | United States | $901.3bn | 1.566% | +0.123 pp | -0.116 pp | +16.8% | Yes |
| Dollar General → DG | United States | $25.4bn | 0.044% | +0.006 pp | -0.010 pp | +2.7% | No |
| Target Corporation → TGT | United States | $59.3bn | 0.103% | +0.023 pp | +0.006 pp | +38.2% | Yes |
| Dollar Tree → DLTR | United States | $23.2bn | 0.040% | +0.009 pp | -0.004 pp | +22.1% | 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.