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 Technology18.1%+8.41 ppFinancials16.5%+6.93 ppHealth Care16.8%+6.27 ppIndustrials13.7%+6.24 ppConsumer Staples8.8%+3.60 ppCommunication Services5.3%+3.22 ppMaterials3.2%+1.80 ppUtilities3.7%+1.59 ppReal Estate3.6%+1.58 ppEnergy3.4%+1.00 ppConsumer Discretionary7.0%-40.65 pp

2 · Industry

Inside Consumer Discretionary

Consumer Electronics0.10%-43.77 ppHome Improvement Retail1.67%+0.74 ppRestaurants1.47%+0.58 ppApparel Retail0.58%+0.37 ppCasinos & Gaming0.39%+0.30 ppHotels, Resorts & Cruise Lines0.70%+0.26 ppApparel, Accessories & Luxury Goods0.44%+0.19 ppHomebuilding0.23%+0.16 ppBroadline Retail0.37%+0.14 ppAutomobile Manufacturers0.43%+0.13 ppAutomotive Retail0.15%+0.08 ppAutomotive Parts & Equipment0.12%+0.06 ppComputer & Electronics Retail0.11%+0.05 ppLeisure Products0.06%+0.03 ppDistributors0.08%+0.03 ppOther Specialty Retail0.08%+0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.47%+0.575 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.47%
Industry change · 12M
+0.58 pp
Restaurants · contribution
+0.575 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$146.5bn0.738%-0.162 pp+0.255 pp+5.7%No
Starbucks →
SBUX
United States$100.9bn0.508%-0.120 pp+0.233 pp+30.4%No
Yum! Brands →
YUM
United States$30.4bn0.153%-0.040 pp+0.058 pp+11.0%No
Darden Restaurants →
DRI
United States$14.5bn0.073%-0.008 pp+0.028 pp+10.2%No
Chipotle Mexican Grill →
CMG
United States$0.5bn0.002%-0.000 pp+0.001 pp+72.0%No

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.