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 Services5.2%+1.94 ppMaterials2.8%+0.73 ppInformation Technology17.9%+0.59 ppUtilities3.7%+0.30 ppReal Estate3.7%+0.26 ppConsumer Discretionary7.1%+0.24 ppConsumer Staples8.9%+0.13 ppIndustrials14.4%-0.54 ppHealth Care16.3%-0.95 ppEnergy3.8%-1.22 ppFinancials16.3%-1.49 pp

2 · Industry

Inside Consumer Discretionary

Restaurants1.72%+0.36 ppApparel Retail0.56%+0.19 ppHome Improvement Retail1.67%-0.13 ppHotels, Resorts & Cruise Lines0.73%-0.08 ppCasinos & Gaming0.16%-0.05 ppAutomotive Retail0.16%+0.04 ppAutomobile Manufacturers0.49%-0.04 ppAutomotive Parts & Equipment0.12%-0.03 ppOther Specialty Retail0.12%+0.03 ppApparel, Accessories & Luxury Goods0.44%-0.02 ppBroadline Retail0.43%-0.02 ppComputer & Electronics Retail0.11%-0.01 ppConsumer Electronics0.08%+0.01 ppLeisure Products0.08%+0.01 ppDistributors0.08%-0.01 ppHomebuilding0.14%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.72%+0.363 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.72%
Industry change · 12M
+0.36 pp
Restaurants · contribution
+0.363 pp
Company participation
80%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Starbucks →
SBUX
United States$113.3bn0.603%+0.079 pp+0.191 pp+84.8%Yes
McDonald's →
MCD
United States$160.9bn0.856%+0.014 pp+0.135 pp+37.1%Yes
Yum! Brands →
YUM
United States$34.4bn0.183%+0.005 pp+0.034 pp+44.4%Yes
Darden Restaurants →
DRI
United States$15.0bn0.080%-0.001 pp+0.003 pp+16.8%No
Chipotle Mexican Grill →
CMG
United States$0.4bn0.002%+0.000 pp+0.001 pp+83.4%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.