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
Historical observation
20182026
Universe›Consumer Discretionary›Restaurants›Restaurants

1 · Sector

Weight and 12M allocation change

Health Care16.7%+0.00 ppInformation Technology16.1%+0.00 ppConsumer Staples9.4%+0.00 ppIndustrials15.6%+0.00 ppUtilities3.2%+0.00 ppFinancials18.5%+0.00 ppMaterials2.1%+0.00 ppReal Estate3.2%+0.00 ppConsumer Discretionary7.1%+0.00 ppEnergy4.7%+0.00 ppCommunication Services3.5%+0.00 pp

2 · Industry

Inside Consumer Discretionary

Broadline Retail0.44%+0.00 ppAutomotive Parts & Equipment0.14%+0.00 ppAutomotive Retail0.13%+0.00 ppComputer & Electronics Retail0.12%+0.00 ppHotels, Resorts & Cruise Lines0.94%+0.00 ppRestaurants1.46%+0.00 ppHomebuilding0.16%+0.00 ppAutomobile Manufacturers0.58%+0.00 ppDistributors0.09%+0.00 ppConsumer Electronics0.07%+0.00 ppLeisure Products0.07%+0.00 ppHome Improvement Retail1.83%+0.00 ppCasinos & Gaming0.21%+0.00 ppApparel, Accessories & Luxury Goods0.41%+0.00 ppApparel Retail0.32%+0.00 ppOther Specialty Retail0.09%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.46%+0.000 pp
Mixed participation

Company contributions point in different directions.

View all contributions →
Restaurants · weight
1.46%
Industry change · 12M
+0.00 pp
Restaurants · contribution
+0.000 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2018 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$136.4bn0.778%+0.000 pp+0.000 pp+0.0%No
Starbucks →
SBUX
United States$79.9bn0.455%+0.000 pp+0.000 pp+0.0%No
Yum! Brands →
YUM
United States$28.5bn0.163%+0.000 pp+0.000 pp+0.0%No
Darden Restaurants →
DRI
United States$11.8bn0.068%+0.000 pp+0.000 pp+0.0%No
Chipotle Mexican Grill →
CMG
United States$0.2bn0.001%+0.000 pp+0.000 pp+0.0%No

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.