Apple captures 50% of consumer revenue of the top half of the S&P 500

MacDailyNews
Nov 2, 2026, 2:00 pm70 pts
In “The Last Consumer Company,” Asymco‘s Horace Dediu argues that Apple has become the sole major pure-play consumer company among the world’s largest firms. Comparing the top 20 companies by market cap in 2010 (when consumer giants like Nestlé, P&G, J&J, and Coca-Cola still ranked high) with 2026 shows a…

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