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 Technology18.5%+1.48 ppMaterials2.6%+0.47 ppConsumer Staples9.0%+0.44 ppUtilities3.8%+0.36 ppReal Estate3.7%+0.31 ppCommunication Services3.5%+0.30 ppConsumer Discretionary7.3%+0.14 ppHealth Care16.9%+0.03 ppEnergy4.1%-0.93 ppIndustrials13.9%-1.13 ppFinancials16.8%-1.46 pp

2 · Industry

Inside Consumer Discretionary

Apparel Retail0.57%+0.22 ppHotels, Resorts & Cruise Lines0.79%-0.11 ppRestaurants1.63%+0.06 ppCasinos & Gaming0.17%-0.06 ppAutomobile Manufacturers0.52%-0.05 ppAutomotive Retail0.15%+0.04 ppOther Specialty Retail0.13%+0.02 ppConsumer Electronics0.09%+0.02 ppHome Improvement Retail1.75%+0.02 ppComputer & Electronics Retail0.11%-0.02 ppApparel, Accessories & Luxury Goods0.47%+0.02 ppHomebuilding0.14%-0.01 ppAutomotive Parts & Equipment0.12%-0.01 ppBroadline Retail0.45%-0.01 ppLeisure Products0.07%+0.00 ppDistributors0.08%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.63%+0.063 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.63%
Industry change · 12M
+0.06 pp
Restaurants · contribution
+0.063 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Starbucks →
SBUX
United States$94.1bn0.524%+0.245 pp+0.027 pp+38.0%Yes
McDonald's →
MCD
United States$151.2bn0.842%+0.388 pp+0.025 pp+21.0%Yes
Darden Restaurants →
DRI
United States$14.5bn0.081%+0.038 pp+0.010 pp+30.1%Yes
Chipotle Mexican Grill →
CMG
United States$0.4bn0.002%+0.001 pp+0.001 pp+62.5%Yes
Yum! Brands →
YUM
United States$32.0bn0.178%+0.081 pp+0.000 pp+21.9%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.