History of Market · The Chronicle of the U.S. Stock Market Consumer
Gathering VI · leaf 9 of 16
12 companies · Since 1998-12-22

12 companies · Since 1998-12-22 — Twelve Consumer Companies Indexed to 100 on the Day the Sector ETFs Listed

Twelve Consumer Compounders — Twelve large consumer companies rebased to 100 on 1998-12-22 with dividends reinvested, plus CAGR and maximum drawdown.

Six discretionary and six staples names, each rebased to 100 on 1998-12-22 with dividends reinvested, on a logarithmic scale. The list is drawn from today's top holdings, so by construction it contains only survivors; the chapter below is the other half of that ledger.

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What this page answers

Indexed to 100 on 1998-12-22, the ledger holds 12 names: 6 from the discretionary side and 6 from staples. AMZN compounded fastest at +17.9% a year and KO slowest at +6.4%; the deepest fall on the list belongs to AMZN at -94.4%. Every name was taken from the two funds' current holdings, so this is a survivors' list by construction.

Six discretionary and six staples names, each rebased to 100 on 1998-12-22 with dividends reinvested, on a logarithmic scale. The list is drawn from today's top holdings, so by construction it contains only survivors; the chapter below is the other half of that ledger. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.

The plate

12 companies · Since 1998-12-22 — Twelve Consumer Companies Indexed to 100 on the Day the Sector ETFs Listed20501002005001,0002,0005,00010,000200020052010201520202025DiscretionaryStaples
Plate VI.9 Six discretionary and six staples names, each rebased to 100 on 1998-12-22 with dividends reinvested, on a logarithmic scale. The list is drawn from today's top holdings, so by construction it contains only survivors; the chapter below is the other half of that ledger. 2026-09-06

Latest Snapshot

Updated
2026-09-06

12 consumer compounders — total return indexed to 100 on 1998-12-22, dividends reinvested

12 consumer compounders — total return indexed to 100 on 1998-12-22, dividends reinvested
TickerCompanySectorListedAnnualizedMax drawdownWeight
AMZNAmazon.comConsumer Discretionary1997+17.9%-94.4%24.37%
TJXTJX CompaniesConsumer Discretionary1987+15.6%-60.9%3.49%
SBUXStarbucksConsumer Discretionary1992+14.7%-81.9%3.03%
COSTCostco WholesaleConsumer Staples1985+14.3%-53.4%8.95%
HDHome DepotConsumer Discretionary1981+10.1%-70.4%5.45%
WMTWalmartConsumer Staples1970+9.7%-37.5%9.82%
MCDMcDonald'sConsumer Discretionary1965+9.7%-73.6%4.07%
NKENikeConsumer Discretionary1980+9.0%-76.5%
CLColgate-PalmoliveConsumer Staples1930+7.4%-34.1%4.52%
PEPPepsiCoConsumer Staples1965+7.3%-40.4%4.40%
PGProcter & GambleConsumer Staples1890+7.1%-54.2%7.22%
KOCoca-ColaConsumer Staples1919+6.4%-44.2%7.33%

Complete record (12 rows). Raw dataset: https://historyofmarket.com/api/consumer/companies.json

Data & Source

GET /api/consumer/companies.json — Canonical dataset endpoint.

Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.

FAQ

Where does this data come from?

History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.

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Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.

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