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 Technology19.1%+9.77 ppFinancials16.2%+6.99 ppHealth Care16.6%+6.66 ppIndustrials13.4%+5.77 ppConsumer Staples8.8%+3.81 ppCommunication Services5.2%+3.23 ppUtilities3.9%+1.91 ppMaterials3.1%+1.72 ppReal Estate3.6%+1.56 ppEnergy3.2%+0.74 ppConsumer Discretionary6.9%-42.15 pp

2 · Industry

Inside Consumer Discretionary

Consumer Electronics0.09%-45.10 ppHome Improvement Retail1.67%+0.73 ppRestaurants1.52%+0.64 ppCasinos & Gaming0.39%+0.30 ppHotels, Resorts & Cruise Lines0.68%+0.25 ppApparel Retail0.55%+0.23 ppApparel, Accessories & Luxury Goods0.44%+0.17 ppHomebuilding0.24%+0.16 ppBroadline Retail0.38%+0.14 ppAutomobile Manufacturers0.40%+0.11 ppAutomotive Retail0.13%+0.06 ppComputer & Electronics Retail0.11%+0.06 ppAutomotive Parts & Equipment0.11%+0.04 ppLeisure Products0.06%+0.03 ppOther Specialty Retail0.09%+0.02 ppDistributors0.07%+0.02 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.52%+0.642 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.52%
Industry change · 12M
+0.64 pp
Restaurants · contribution
+0.642 pp
Company participation
20%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$161.1bn0.795%+0.016 pp+0.340 pp+22.6%No
Starbucks →
SBUX
United States$99.6bn0.491%-0.036 pp+0.212 pp+26.8%No
Yum! Brands →
YUM
United States$32.0bn0.158%-0.003 pp+0.061 pp+14.4%No
Darden Restaurants →
DRI
United States$14.1bn0.070%-0.002 pp+0.027 pp+14.2%No
Chipotle Mexican Grill →
CMG
United States$0.5bn0.002%+0.000 pp+0.001 pp+63.7%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.