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

Communication Services5.0%+1.82 ppConsumer Staples9.1%+0.76 ppMaterials2.8%+0.64 ppUtilities3.9%+0.57 ppHealth Care17.2%+0.54 ppReal Estate3.9%+0.51 ppConsumer Discretionary7.0%-0.07 ppInformation Technology17.6%-0.07 ppEnergy3.9%-1.29 ppFinancials16.3%-1.64 ppIndustrials13.4%-1.77 pp

2 · Industry

Inside Consumer Discretionary

Restaurants1.69%+0.22 ppApparel Retail0.55%+0.20 ppAutomobile Manufacturers0.48%-0.14 ppHome Improvement Retail1.65%-0.13 ppCasinos & Gaming0.14%-0.09 ppHotels, Resorts & Cruise Lines0.78%-0.09 ppAutomotive Parts & Equipment0.10%-0.06 ppAutomotive Retail0.16%+0.05 ppBroadline Retail0.44%-0.03 ppOther Specialty Retail0.13%+0.03 ppComputer & Electronics Retail0.10%-0.02 ppApparel, Accessories & Luxury Goods0.43%-0.02 ppConsumer Electronics0.09%+0.02 ppHomebuilding0.14%-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

Restaurants1.69%+0.223 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.69%
Industry change · 12M
+0.22 pp
Restaurants · contribution
+0.223 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$151.4bn0.882%+0.066 pp+0.119 pp+27.8%Yes
Starbucks →
SBUX
United States$92.1bn0.536%+0.030 pp+0.062 pp+37.2%Yes
Yum! Brands →
YUM
United States$31.3bn0.182%+0.015 pp+0.023 pp+28.0%Yes
Darden Restaurants →
DRI
United States$14.3bn0.083%+0.003 pp+0.018 pp+36.7%Yes
Chipotle Mexican Grill →
CMG
United States$0.4bn0.002%+0.000 pp+0.001 pp+53.4%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.