Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail is gaining market weight. Lost weight for 4 consecutive months.
Most of this industry's gains came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 85% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Jan 2018 – Dec 2019 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Costco → COST | Consumer Staples Merchandise Retail | United States | 0.637% | +0.316 pp | +45.7% | 0.0 |
| Walmart → WMT | Consumer Staples Merchandise Retail | United States | 0.551% | +0.229 pp | +30.2% | 0.0 |
| Target Corporation → TGT | Consumer Staples Merchandise Retail | United States | 0.319% | +0.195 pp | +100.2% | 0.0 |
| Dollar General → DG | Consumer Staples Merchandise Retail | United States | 0.195% | +0.093 pp | +45.7% | 0.0 |
| Dollar Tree → DLTR | Consumer Staples Merchandise Retail | United States | 0.109% | +0.032 pp | +4.1% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Dec 2019 | 1.811% | -0.054 pp | -0.110 pp | +0.053 pp | +0.866 pp | +13.7% |
| Nov 2019 | 1.865% | -0.031 pp | -0.078 pp | +0.114 pp | +0.924 pp | +18.6% |
| Oct 2019 | 1.896% | -0.025 pp | +0.144 pp | +0.193 pp | +0.907 pp | +14.3% |
| Sep 2019 | 1.921% | -0.021 pp | +0.163 pp | +0.214 pp | +0.999 pp | +27.1% |
| Aug 2019 | 1.943% | +0.190 pp | +0.192 pp | +0.295 pp | +1.005 pp | +27.3% |
| Jul 2019 | 1.752% | -0.006 pp | +0.050 pp | +0.833 pp | +0.150 pp | +20.8% |
| Jun 2019 | 1.758% | +0.007 pp | +0.051 pp | +0.813 pp | +0.162 pp | +21.2% |
| May 2019 | 1.751% | +0.048 pp | +0.104 pp | +0.810 pp | +0.234 pp | +25.7% |
| Apr 2019 | 1.703% | -0.005 pp | +0.783 pp | +0.714 pp | +0.097 pp | +14.4% |
| Mar 2019 | 1.707% | +0.060 pp | +0.762 pp | +0.785 pp | +0.141 pp | +17.4% |
| Feb 2019 | 1.647% | +0.728 pp | +0.707 pp | +0.710 pp | +0.067 pp | +11.7% |
| Jan 2019 | 0.920% | -0.025 pp | -0.069 pp | -0.682 pp | -0.717 pp | +8.0% |
| Dec 2018 | 0.945% | +0.005 pp | +0.023 pp | -0.651 pp | -0.692 pp | +10.6% |
| Nov 2018 | 0.940% | -0.048 pp | +0.003 pp | -0.577 pp | -0.696 pp | +9.8% |
| Oct 2018 | 0.989% | +0.066 pp | -0.613 pp | -0.617 pp | -0.648 pp | +14.2% |
| Sep 2018 | 0.923% | -0.015 pp | -0.674 pp | -0.644 pp | -0.714 pp | +4.9% |
| Aug 2018 | 0.937% | -0.665 pp | -0.580 pp | -0.643 pp | -0.700 pp | +5.6% |
| Jul 2018 | 1.602% | +0.006 pp | -0.004 pp | -0.035 pp | -0.035 pp | -0.1% |
| Jun 2018 | 1.596% | +0.079 pp | +0.030 pp | -0.041 pp | -0.041 pp | -1.4% |
| May 2018 | 1.517% | -0.089 pp | -0.063 pp | -0.120 pp | -0.120 pp | -6.8% |
| Apr 2018 | 1.606% | +0.040 pp | -0.031 pp | -0.031 pp | -0.031 pp | -2.8% |
| Mar 2018 | 1.566% | -0.014 pp | -0.071 pp | -0.071 pp | -0.071 pp | -4.7% |
| Feb 2018 | 1.580% | -0.057 pp | -0.057 pp | -0.057 pp | -0.057 pp | -3.6% |
| Jan 2018 | 1.637% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.0% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.