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 Care17.9%+1.29 ppInformation Technology17.9%+0.79 ppUtilities3.9%+0.52 ppMaterials2.5%+0.42 ppReal Estate3.8%+0.41 ppCommunication Services3.6%+0.24 ppConsumer Discretionary7.2%+0.13 ppConsumer Staples9.1%-0.01 ppEnergy4.4%-0.26 ppIndustrials13.8%-1.36 ppFinancials16.0%-2.17 pp

2 · Industry

Inside Consumer Discretionary

Apparel Retail0.58%+0.23 ppHotels, Resorts & Cruise Lines0.76%-0.16 ppRestaurants1.63%+0.13 ppCasinos & Gaming0.15%-0.08 ppAutomobile Manufacturers0.49%-0.08 ppOther Specialty Retail0.13%+0.05 ppAutomotive Retail0.16%+0.04 ppApparel, Accessories & Luxury Goods0.47%+0.03 ppConsumer Electronics0.10%+0.03 ppAutomotive Parts & Equipment0.12%-0.02 ppHomebuilding0.13%-0.02 ppBroadline Retail0.45%-0.02 ppComputer & Electronics Retail0.11%-0.02 ppDistributors0.09%+0.01 ppHome Improvement Retail1.72%+0.01 ppLeisure Products0.06%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.63%+0.129 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.63%
Industry change · 12M
+0.13 pp
Restaurants · contribution
+0.129 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$145.3bn0.835%+0.345 pp+0.073 pp+24.5%Yes
Starbucks →
SBUX
United States$92.4bn0.531%+0.245 pp+0.032 pp+31.4%Yes
Darden Restaurants →
DRI
United States$15.0bn0.086%+0.042 pp+0.022 pp+46.6%Yes
Yum! Brands →
YUM
United States$30.6bn0.176%+0.073 pp+0.002 pp+19.3%Yes
Chipotle Mexican Grill →
CMG
United States$0.4bn0.002%+0.001 pp+0.001 pp+119.8%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.