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 Technology27.2%+8.81 ppConsumer Discretionary7.5%+0.48 ppMaterials3.1%-0.14 ppCommunication Services5.1%-0.22 ppReal Estate2.9%-0.60 ppUtilities2.9%-0.78 ppHealth Care16.1%-0.85 ppConsumer Staples7.8%-0.86 ppIndustrials12.1%-1.12 ppEnergy1.9%-1.68 ppFinancials13.4%-3.05 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers1.28%+0.85 ppHotels, Resorts & Cruise Lines0.47%-0.27 ppCasinos & Gaming0.30%-0.12 ppBroadline Retail0.47%+0.10 ppApparel, Accessories & Luxury Goods0.52%+0.06 ppApparel Retail0.51%-0.06 ppRestaurants1.41%-0.04 ppAutomotive Retail0.12%-0.03 ppAutomotive Parts & Equipment0.14%+0.02 ppDistributors0.06%-0.02 ppHome Improvement Retail1.63%+0.01 ppLeisure Products0.05%-0.01 ppComputer & Electronics Retail0.10%-0.01 ppHomebuilding0.21%-0.01 ppOther Specialty Retail0.08%-0.00 ppConsumer Electronics0.09%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.41%-0.042 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.41%
Industry change · 12M
-0.04 pp
Restaurants · contribution
-0.042 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$159.9bn0.647%+0.646 pp-0.083 pp+11.3%Yes
Domino's →
DPZ
United States$15.1bn0.061%+0.061 pp+0.061 pp+31.6%Yes
Yum! Brands →
YUM
United States$32.7bn0.133%+0.132 pp-0.017 pp+9.8%Yes
Darden Restaurants →
DRI
United States$15.5bn0.063%+0.063 pp-0.003 pp+10.5%Yes
Starbucks →
SBUX
United States$125.6bn0.508%+0.508 pp-0.001 pp+24.2%Yes
Chipotle Mexican Grill →
CMG
United States$0.8bn0.003%+0.003 pp+0.001 pp+65.7%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.