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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Discretionary
Restaurants0.00%-1.68 ppHome Improvement Retail0.00%-1.65 ppHotels, Resorts & Cruise Lines0.00%-0.78 ppApparel Retail0.00%-0.55 ppAutomobile Manufacturers0.00%-0.48 ppBroadline Retail0.00%-0.44 ppApparel, Accessories & Luxury Goods0.00%-0.43 ppAutomotive Retail0.00%-0.16 ppCasinos & Gaming0.00%-0.14 ppHomebuilding0.00%-0.14 ppOther Specialty Retail0.00%-0.13 ppComputer & Electronics Retail0.00%-0.10 ppAutomotive Parts & Equipment0.00%-0.10 ppConsumer Electronics0.00%-0.09 ppDistributors0.00%-0.08 ppLeisure Products0.00%-0.07 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
0.00%
Industry change · 12M
-1.68 pp
Restaurants · contribution
-1.684 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2020 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| McDonald's → MCD | United States | $138.5bn | 0.001% | +0.000 pp | -0.881 pp | -3.7% | No |
| Starbucks → SBUX | United States | $91.1bn | 0.001% | +0.000 pp | -0.536 pp | +4.5% | No |
| Yum! Brands → YUM | United States | $27.0bn | 0.000% | +0.000 pp | -0.182 pp | -10.8% | No |
| Darden Restaurants → DRI | United States | $9.3bn | 0.000% | +0.000 pp | -0.083 pp | -32.4% | No |
| Chipotle Mexican Grill → CMG | United States | $0.6bn | 0.000% | +0.000 pp | -0.002 pp | +52.1% | No |
| Domino's → DPZ | United States | $15.1bn | 0.000% | +0.000 pp | +0.000 pp | +39.4% | 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.