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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Staples
Consumer Staples Merchandise Retail2.26%-0.37 ppPersonal Care Products0.62%-0.16 ppPackaged Foods & Meats0.28%-0.10 ppHousehold Products0.22%-0.06 ppSoft Drinks & Non-alcoholic Beverages1.05%-0.04 ppTobacco0.69%-0.04 ppFood Distributors0.06%-0.02 ppAgricultural Products & Services0.10%+0.01 ppFood Retail0.10%+0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.26%
Industry change · 12M
-0.37 pp
Consumer Staples Merchandise Retail · contribution
-0.369 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $824.5bn | 1.385% | -0.181 pp | -0.260 pp | +1.7% | No |
| Costco → COST | United States | $403.7bn | 0.678% | -0.043 pp | -0.144 pp | -1.1% | No |
| Target Corporation → TGT | United States | $71.2bn | 0.120% | +0.017 pp | +0.038 pp | +81.8% | Yes |
| Dollar Tree → DLTR | United States | $21.4bn | 0.036% | -0.004 pp | -0.003 pp | +20.8% | No |
| Dollar General → DG | United States | $26.4bn | 0.044% | +0.000 pp | -0.001 pp | +18.1% | 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.