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 Technology25.6%+25.56 ppHealth Care15.7%+15.64 ppIndustrials12.8%+12.82 ppConsumer Discretionary7.4%+7.37 ppConsumer Staples7.2%+7.19 ppCommunication Services4.6%+4.56 ppMaterials3.5%+3.50 ppUtilities3.1%+3.09 ppReal Estate3.1%+3.08 ppEnergy2.4%+2.35 ppFinancials14.7%-85.17 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail1.71%+1.71 ppRestaurants1.36%+1.36 ppAutomobile Manufacturers1.22%+1.22 ppHotels, Resorts & Cruise Lines0.54%+0.54 ppApparel, Accessories & Luxury Goods0.46%+0.46 ppApparel Retail0.45%+0.45 ppBroadline Retail0.44%+0.44 ppCasinos & Gaming0.29%+0.29 ppHomebuilding0.24%+0.24 ppAutomotive Parts & Equipment0.15%+0.15 ppAutomotive Retail0.12%+0.12 ppComputer & Electronics Retail0.10%+0.10 ppConsumer Electronics0.10%+0.10 ppOther Specialty Retail0.08%+0.08 ppDistributors0.07%+0.07 ppLeisure Products0.05%+0.05 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.36%+1.362 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.36%
Industry change · 12M
+1.36 pp
Restaurants · contribution
+1.362 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$174.5bn0.625%+0.318 pp+0.624 pp+28.5%Yes
Starbucks →
SBUX
United States$134.2bn0.481%+0.227 pp+0.480 pp+48.7%Yes
Yum! Brands →
YUM
United States$35.7bn0.128%+0.066 pp+0.128 pp+36.2%Yes
Darden Restaurants →
DRI
United States$18.7bn0.067%+0.031 pp+0.067 pp+88.6%Yes
Domino's →
DPZ
United States$16.6bn0.059%+0.033 pp+0.059 pp+11.6%Yes
Chipotle Mexican Grill →
CMG
United States$0.8bn0.003%+0.001 pp+0.003 pp+36.7%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.