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 Technology18.4%+8.88 ppFinancials16.5%+7.33 ppHealth Care17.0%+6.61 ppIndustrials13.2%+6.00 ppConsumer Staples8.7%+3.60 ppCommunication Services5.3%+3.24 ppMaterials3.2%+1.83 ppUtilities3.7%+1.55 ppReal Estate3.5%+1.53 ppEnergy3.5%+1.16 ppConsumer Discretionary7.0%-41.73 pp

2 · Industry

Inside Consumer Discretionary

Consumer Electronics0.09%-44.74 ppHome Improvement Retail1.62%+0.66 ppRestaurants1.46%+0.53 ppCasinos & Gaming0.42%+0.33 ppHotels, Resorts & Cruise Lines0.74%+0.32 ppApparel Retail0.57%+0.26 ppApparel, Accessories & Luxury Goods0.46%+0.20 ppAutomobile Manufacturers0.43%+0.16 ppHomebuilding0.22%+0.14 ppBroadline Retail0.37%+0.14 ppAutomotive Retail0.15%+0.07 ppAutomotive Parts & Equipment0.12%+0.06 ppComputer & Electronics Retail0.11%+0.06 ppLeisure Products0.07%+0.03 ppDistributors0.08%+0.03 ppOther Specialty Retail0.08%+0.02 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.46%+0.534 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.46%
Industry change · 12M
+0.53 pp
Restaurants · contribution
+0.534 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$148.8bn0.730%-0.136 pp+0.241 pp+14.0%No
Starbucks →
SBUX
United States$103.8bn0.509%-0.053 pp+0.224 pp+39.1%No
Yum! Brands →
YUM
United States$30.5bn0.149%-0.034 pp+0.047 pp+11.4%No
Darden Restaurants →
DRI
United States$13.4bn0.066%-0.012 pp+0.021 pp+12.3%No
Chipotle Mexican Grill →
CMG
United States$0.5bn0.002%-0.000 pp+0.001 pp+93.9%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.