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 Technology26.8%+8.71 ppMaterials3.2%-0.02 ppConsumer Discretionary6.8%-0.23 ppCommunication Services5.0%-0.29 ppHealth Care16.4%-0.39 ppReal Estate3.1%-0.54 ppConsumer Staples8.2%-0.62 ppUtilities3.0%-0.62 ppIndustrials12.5%-1.18 ppEnergy1.9%-1.53 ppFinancials13.2%-3.30 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines0.47%-0.23 ppBroadline Retail0.49%+0.11 ppCasinos & Gaming0.29%-0.11 ppApparel Retail0.49%-0.10 ppHome Improvement Retail1.75%+0.09 ppApparel, Accessories & Luxury Goods0.52%+0.08 ppRestaurants1.44%-0.03 ppAutomotive Retail0.12%-0.03 ppAutomobile Manufacturers0.41%-0.02 ppDistributors0.06%-0.02 ppAutomotive Parts & Equipment0.14%+0.02 ppComputer & Electronics Retail0.12%+0.01 ppLeisure Products0.05%-0.01 ppConsumer Electronics0.09%-0.00 ppOther Specialty Retail0.08%-0.00 ppHomebuilding0.23%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.44%-0.034 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.44%
Industry change · 12M
-0.03 pp
Restaurants · contribution
-0.034 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Domino's →
DPZ
United States$15.5bn0.066%+0.066 pp+0.066 pp+34.5%Yes
McDonald's →
MCD
United States$162.0bn0.688%+0.687 pp-0.050 pp+14.6%Yes
Starbucks →
SBUX
United States$115.0bn0.489%+0.488 pp-0.020 pp+17.1%Yes
Yum! Brands →
YUM
United States$31.9bn0.136%+0.135 pp-0.018 pp+7.1%Yes
Darden Restaurants →
DRI
United States$14.1bn0.060%+0.060 pp-0.013 pp-7.8%Yes
Chipotle Mexican Grill →
CMG
United States$0.7bn0.003%+0.003 pp+0.001 pp+58.4%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.