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 Retail2.29%-0.37 ppPersonal Care Products0.62%-0.22 ppTobacco0.68%-0.10 ppPackaged Foods & Meats0.31%-0.09 ppSoft Drinks & Non-alcoholic Beverages1.10%-0.08 ppHousehold Products0.24%-0.07 ppFood Distributors0.06%-0.02 ppFood Retail0.11%+0.01 ppAgricultural Products & Services0.10%+0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.29%
Industry change · 12M
-0.37 pp
Consumer Staples Merchandise Retail · contribution
-0.367 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Walmart → WMT | United States | $832.0bn | 1.386% | -0.211 pp | -0.217 pp | +9.0% | No |
| Costco → COST | United States | $418.6bn | 0.697% | -0.038 pp | -0.170 pp | +0.6% | Yes |
| Target Corporation → TGT | United States | $73.1bn | 0.122% | +0.022 pp | +0.031 pp | +74.4% | Yes |
| Dollar Tree → DLTR | United States | $23.8bn | 0.040% | +0.001 pp | -0.008 pp | +16.0% | Yes |
| Dollar General → DG | United States | $28.0bn | 0.047% | +0.004 pp | -0.003 pp | +18.9% | 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.