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

Information Technology16.9%+0.89 ppFinancials18.6%+0.16 ppHealth Care16.8%+0.07 ppUtilities3.2%+0.02 ppMaterials2.1%-0.02 ppReal Estate3.2%-0.05 ppConsumer Discretionary7.0%-0.09 ppCommunication Services3.3%-0.14 ppIndustrials15.3%-0.24 ppEnergy4.4%-0.28 ppConsumer Staples9.0%-0.33 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail1.72%-0.11 ppBroadline Retail0.48%+0.04 ppApparel, Accessories & Luxury Goods0.43%+0.02 ppHomebuilding0.14%-0.02 ppApparel Retail0.34%+0.01 ppHotels, Resorts & Cruise Lines0.93%-0.01 ppAutomotive Retail0.12%-0.01 ppAutomobile Manufacturers0.57%-0.01 ppDistributors0.08%-0.01 ppComputer & Electronics Retail0.13%+0.01 ppCasinos & Gaming0.22%+0.00 ppOther Specialty Retail0.08%-0.00 ppLeisure Products0.07%+0.00 ppAutomotive Parts & Equipment0.15%+0.00 ppRestaurants1.46%-0.00 ppConsumer Electronics0.07%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.46%-0.001 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Restaurants · weight
1.46%
Industry change · 12M
-0.00 pp
Restaurants · contribution
-0.001 pp
Company participation
60%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$125.3bn0.751%-0.027 pp-0.027 pp-7.2%No
Starbucks →
SBUX
United States$80.3bn0.481%+0.026 pp+0.026 pp+1.1%Yes
Darden Restaurants →
DRI
United States$11.4bn0.068%+0.001 pp+0.001 pp-3.8%Yes
Yum! Brands →
YUM
United States$27.1bn0.162%-0.000 pp-0.000 pp-3.3%No
Chipotle Mexican Grill →
CMG
United States$0.2bn0.001%+0.000 pp+0.000 pp-2.0%Yes

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.