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 Technology17.3%+1.25 ppHealth Care17.2%+0.52 ppEnergy5.0%+0.34 ppUtilities3.4%+0.20 ppReal Estate3.4%+0.18 ppMaterials2.0%-0.09 ppCommunication Services3.2%-0.22 ppConsumer Discretionary6.9%-0.22 ppConsumer Staples8.8%-0.59 ppFinancials17.8%-0.67 ppIndustrials14.9%-0.68 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines0.81%-0.13 ppRestaurants1.36%-0.10 ppApparel, Accessories & Luxury Goods0.46%+0.05 ppAutomobile Manufacturers0.53%-0.05 ppApparel Retail0.37%+0.04 ppHome Improvement Retail1.80%-0.03 ppHomebuilding0.14%-0.01 ppAutomotive Retail0.12%-0.01 ppOther Specialty Retail0.10%+0.01 ppAutomotive Parts & Equipment0.15%+0.01 ppCasinos & Gaming0.21%-0.01 ppLeisure Products0.07%+0.01 ppBroadline Retail0.45%+0.00 ppDistributors0.08%-0.00 ppConsumer Electronics0.07%+0.00 ppComputer & Electronics Retail0.12%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.36%-0.103 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.36%
Industry change · 12M
-0.10 pp
Restaurants · contribution
-0.103 pp
Company participation
40%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$123.7bn0.722%-0.096 pp-0.057 pp-6.8%No
Starbucks →
SBUX
United States$70.7bn0.412%-0.085 pp-0.043 pp-6.8%No
Yum! Brands →
YUM
United States$25.6bn0.149%-0.028 pp-0.013 pp-5.4%No
Darden Restaurants →
DRI
United States$13.2bn0.077%+0.006 pp+0.010 pp+13.1%Yes
Chipotle Mexican Grill →
CMG
United States$0.2bn0.001%-0.000 pp+0.000 pp+33.5%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.