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

Consumer Discretionary48.7%+41.63 ppMaterials1.4%-0.72 ppUtilities2.1%-1.03 ppReal Estate2.0%-1.23 ppCommunication Services2.0%-1.42 ppEnergy2.4%-2.32 ppConsumer Staples5.1%-4.27 ppHealth Care10.4%-6.37 ppInformation Technology9.5%-6.56 ppIndustrials7.2%-8.34 ppFinancials9.1%-9.36 pp

2 · Industry

Inside Consumer Discretionary

Consumer Electronics44.84%+44.77 ppHome Improvement Retail0.96%-0.87 ppRestaurants0.92%-0.54 ppHotels, Resorts & Cruise Lines0.42%-0.52 ppAutomobile Manufacturers0.27%-0.31 ppBroadline Retail0.23%-0.21 ppApparel, Accessories & Luxury Goods0.26%-0.15 ppCasinos & Gaming0.08%-0.13 ppAutomotive Parts & Equipment0.06%-0.09 ppHomebuilding0.07%-0.09 ppComputer & Electronics Retail0.05%-0.07 ppAutomotive Retail0.08%-0.05 ppDistributors0.05%-0.04 ppLeisure Products0.04%-0.03 ppOther Specialty Retail0.06%-0.03 ppApparel Retail0.31%-0.02 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants0.92%-0.542 pp
Concentrated

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

View all contributions →
Restaurants · weight
0.92%
Industry change · 12M
-0.54 pp
Restaurants · contribution
-0.542 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$136.9bn0.489%+0.076 pp-0.289 pp+6.4%No
Starbucks →
SBUX
United States$79.9bn0.286%+0.041 pp-0.170 pp+16.0%No
Yum! Brands →
YUM
United States$28.7bn0.103%+0.011 pp-0.060 pp+10.6%No
Darden Restaurants →
DRI
United States$12.4bn0.044%+0.001 pp-0.023 pp+6.4%No
Chipotle Mexican Grill →
CMG
United States$0.2bn0.001%+0.000 pp-0.000 pp+33.0%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.