Consumer Staples: which companies drove growth

Weight is each company's share of the 20 companies' combined market cap. Contribution is the change in its owners' profit divided by their combined base profit, in percentage points, so the column adds up to the sector's earnings growth. EPS cannot be added across companies, which is why contributions use profit.

#	Company	Weight	EPS $, base → now	EPS growth	Contribution	Price
1	WMWalmart Inc.WMT	20.1%	0.63 → 0.56	−11%	−2.1 pp	+12%
2	PGThe Procter & Gamble CompanyPG	15.0%	1.52 → 1.27	−16%	−2.1 pp	+6%
3	COCostco Wholesale CorporationCOST	13.9%	3.92 → 3.78	−4%	−0.2 pp	+16%
4	KOThe Coca-Cola CompanyKO	10.1%	0.74 → 0.56	−24%	−2.7 pp	+4%
5	PEPepsiCo, Inc.PEP	8.3%	1.48 → 2.23	+51%	+3.6 pp	−6%
6	PMPhilip Morris International Inc.PM	5.8%	1.38 → 1.54	+12%	+0.9 pp	+11%
7	MDMondelez International, Inc.MDLZ	3.2%	1.04 → 0.45	−57%	−2.8 pp	−6%
8	CLColgate-Palmolive CompanyCL	2.9%	0.83 → 0.89	+7%	+0.2 pp	+8%
9	MOAltria Group, Inc.MO	2.9%	1.21 → 2.21	+83%	+5.8 pp	+4%
10	TGTarget CorporationTGT	2.5%	2.03 → 2.57	+27%	+0.9 pp	−16%
11	MNMonster Beverage CorporationMNST	1.9%	0.21 → 0.21	−2%	−0.1 pp	−16%
12	STConstellation Brands, Inc.STZ	1.7%	2.14 → 4.80	+124%	+1.7 pp	−6%
13	KMKimberly-Clark CorporationKMB	1.7%	1.91 → 1.61	−16%	−0.4 pp	+7%
14	KDKeurig Dr Pepper Inc.KDP	1.7%	0.33 → 0.38	+15%	+0.2 pp	+9%
15	KHThe Kraft Heinz CompanyKHC	1.4%	0.66 → 0.08	−87%	−2.4 pp	−12%
16	ELThe Estée Lauder Companies Inc.EL	1.4%	0.91 → −0.79	to loss	−2.1 pp	−31%
17	HSThe Hershey CompanyHSY	1.4%	3.89 → 0.89	−77%	−2.1 pp	−5%
18	KRThe Kroger Co.KR	1.3%	1.01 → 1.29	+28%	+0.7 pp	−13%
19	SYSysco CorporationSYY	1.3%	0.85 → 1.23	+45%	+0.6 pp	−12%
20	GIGeneral Mills, Inc.GIS	1.3%	1.17 → 0.98	−16%	−0.4 pp	−10%
	Sector earnings growth	100%			−2.8 pp