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 Technology17.0%+0.98 ppEnergy5.1%+0.38 ppUtilities3.4%+0.28 ppReal Estate3.4%+0.12 ppHealth Care16.8%+0.09 ppConsumer Discretionary7.1%+0.05 ppMaterials2.1%-0.04 ppCommunication Services3.3%-0.22 ppFinancials18.2%-0.27 ppIndustrials15.0%-0.59 ppConsumer Staples8.6%-0.79 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail1.73%-0.10 ppRestaurants1.56%+0.10 ppHotels, Resorts & Cruise Lines0.89%-0.05 ppApparel, Accessories & Luxury Goods0.45%+0.04 ppApparel Retail0.35%+0.03 ppBroadline Retail0.46%+0.02 ppAutomotive Retail0.11%-0.02 ppOther Specialty Retail0.10%+0.02 ppCasinos & Gaming0.23%+0.01 ppComputer & Electronics Retail0.13%+0.01 ppDistributors0.08%-0.01 ppAutomotive Parts & Equipment0.14%-0.01 ppHomebuilding0.16%-0.00 ppAutomobile Manufacturers0.58%-0.00 ppConsumer Electronics0.07%+0.00 ppLeisure Products0.07%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.56%+0.100 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.56%
Industry change · 12M
+0.10 pp
Restaurants · contribution
+0.100 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Starbucks →
SBUX
United States$80.9bn0.497%+0.042 pp+0.042 pp+1.9%Yes
McDonald's →
MCD
United States$133.0bn0.817%+0.039 pp+0.039 pp-1.5%Yes
Yum! Brands →
YUM
United States$29.0bn0.178%+0.015 pp+0.015 pp+3.4%Yes
Darden Restaurants →
DRI
United States$11.5bn0.071%+0.003 pp+0.003 pp-2.4%Yes
Chipotle Mexican Grill →
CMG
United States$0.2bn0.001%+0.000 pp+0.000 pp+30.4%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.