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 Technology17.9%+7.83 ppFinancials16.1%+6.61 ppHealth Care16.1%+6.02 ppIndustrials13.5%+5.47 ppConsumer Staples9.2%+4.37 ppCommunication Services5.3%+3.38 ppMaterials3.3%+2.18 ppUtilities4.0%+2.09 ppReal Estate3.9%+2.04 ppEnergy3.6%+0.96 ppConsumer Discretionary7.1%-40.93 pp

2 · Industry

Inside Consumer Discretionary

Consumer Electronics0.09%-44.12 ppRestaurants1.69%+0.90 ppHome Improvement Retail1.80%+0.75 ppApparel Retail0.57%+0.34 ppHotels, Resorts & Cruise Lines0.68%+0.21 ppAutomobile Manufacturers0.47%+0.20 ppApparel, Accessories & Luxury Goods0.47%+0.19 ppHomebuilding0.23%+0.16 ppBroadline Retail0.40%+0.14 ppAutomotive Retail0.15%+0.08 ppAutomotive Parts & Equipment0.12%+0.05 ppCasinos & Gaming0.14%+0.05 ppLeisure Products0.08%+0.04 ppDistributors0.08%+0.03 ppOther Specialty Retail0.09%+0.03 ppComputer & Electronics Retail0.10%+0.03 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.69%+0.897 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.69%
Industry change · 12M
+0.90 pp
Restaurants · contribution
+0.897 pp
Company participation
20%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$163.1bn0.866%+0.011 pp+0.453 pp+31.4%No
Starbucks →
SBUX
United States$105.8bn0.562%+0.015 pp+0.318 pp+58.5%No
Yum! Brands →
YUM
United States$34.5bn0.183%+0.001 pp+0.091 pp+26.8%No
Darden Restaurants →
DRI
United States$14.6bn0.077%-0.003 pp+0.034 pp+9.3%No
Chipotle Mexican Grill →
CMG
United States$0.5bn0.002%+0.000 pp+0.002 pp+84.9%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.