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

Consumer Discretionary52.2%+52.24 ppInformation Technology13.5%+13.45 ppHealth Care8.1%+8.05 ppFinancials7.4%+7.34 ppIndustrials6.6%+6.58 ppConsumer Staples3.8%+3.78 ppCommunication Services2.4%+2.43 ppMaterials1.7%+1.66 ppReal Estate1.5%+1.53 ppEnergy1.2%+1.20 ppUtilities1.7%-98.26 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines48.62%+48.62 ppHome Improvement Retail0.91%+0.91 ppRestaurants0.71%+0.71 ppAutomobile Manufacturers0.67%+0.67 ppApparel, Accessories & Luxury Goods0.24%+0.24 ppApparel Retail0.24%+0.24 ppBroadline Retail0.23%+0.23 ppCasinos & Gaming0.16%+0.16 ppHomebuilding0.12%+0.12 ppAutomotive Parts & Equipment0.07%+0.07 ppAutomotive Retail0.07%+0.07 ppComputer & Electronics Retail0.06%+0.06 ppConsumer Electronics0.05%+0.05 ppOther Specialty Retail0.04%+0.04 ppDistributors0.03%+0.03 ppLeisure Products0.03%+0.03 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants0.71%+0.706 pp
Concentrated

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

View all contributions →
Restaurants · weight
0.71%
Industry change · 12M
+0.71 pp
Restaurants · contribution
+0.706 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$167.1bn0.327%-0.320 pp+0.326 pp+38.9%No
Starbucks →
SBUX
United States$128.6bn0.252%-0.257 pp+0.251 pp+69.6%No
Yum! Brands →
YUM
United States$32.5bn0.063%-0.069 pp+0.063 pp+60.9%No
Darden Restaurants →
DRI
United States$18.5bn0.036%-0.027 pp+0.036 pp+162.3%No
Domino's →
DPZ
United States$14.3bn0.028%-0.033 pp+0.028 pp+14.5%No
Chipotle Mexican Grill →
CMG
United States$0.8bn0.002%-0.002 pp+0.002 pp+117.1%No

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.