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 Retail2.49%-0.23 ppPersonal Care Products0.65%-0.18 ppPackaged Foods & Meats0.32%-0.10 ppHousehold Products0.25%-0.06 ppTobacco0.72%-0.04 ppAgricultural Products & Services0.10%+0.03 ppSoft Drinks & Non-alcoholic Beverages1.15%-0.02 ppFood Retail0.12%+0.02 ppFood Distributors0.07%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.49%
Industry change · 12M
-0.23 pp
Consumer Staples Merchandise Retail · contribution
-0.235 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $422.1bn | 0.737% | +0.126 pp | -0.142 pp | +2.0% | Yes |
| Walmart → WMT | United States | $884.9bn | 1.545% | +0.118 pp | -0.104 pp | +14.4% | Yes |
| Target Corporation → TGT | United States | $65.6bn | 0.115% | +0.035 pp | +0.018 pp | +50.1% | Yes |
| Dollar Tree → DLTR | United States | $24.4bn | 0.043% | +0.017 pp | -0.007 pp | +12.0% | Yes |
| Dollar General → DG | United States | $28.0bn | 0.049% | +0.014 pp | +0.000 pp | +23.6% | 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.