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%-1.72 ppHome Improvement Retail0.00%-1.67 ppHotels, Resorts & Cruise Lines0.00%-0.73 ppApparel Retail0.00%-0.56 ppAutomobile Manufacturers0.00%-0.49 ppApparel, Accessories & Luxury Goods0.00%-0.44 ppBroadline Retail0.00%-0.43 ppCasinos & Gaming0.00%-0.16 ppAutomotive Retail0.00%-0.16 ppHomebuilding0.00%-0.14 ppOther Specialty Retail0.00%-0.12 ppAutomotive Parts & Equipment0.00%-0.12 ppComputer & Electronics Retail0.00%-0.11 ppConsumer Electronics0.00%-0.08 ppLeisure Products0.00%-0.08 ppDistributors0.00%-0.08 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
0.00%
Industry change · 12M
-1.72 pp
Restaurants · contribution
-1.723 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $144.5bn | 0.001% | -0.782 pp | -0.856 pp | -5.5% | No |
| Starbucks → SBUX | United States | $89.5bn | 0.000% | -0.501 pp | -0.603 pp | -17.6% | No |
| Yum! Brands → YUM | United States | $27.4bn | 0.000% | -0.145 pp | -0.183 pp | -17.6% | No |
| Darden Restaurants → DRI | United States | $9.9bn | 0.000% | -0.050 pp | -0.080 pp | -36.6% | No |
| Chipotle Mexican Grill → CMG | United States | $0.6bn | 0.000% | -0.003 pp | -0.002 pp | +45.2% | No |
| Domino's → DPZ | United States | $15.2bn | 0.000% | +0.000 pp | +0.000 pp | +59.6% | 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.