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 Technology27.5%+27.47 ppHealth Care16.1%+16.09 ppIndustrials11.8%+11.83 ppConsumer Discretionary7.3%+7.33 ppConsumer Staples7.0%+6.99 ppCommunication Services4.3%+4.28 ppMaterials3.2%+3.15 ppReal Estate3.1%+3.13 ppUtilities3.0%+2.99 ppEnergy2.3%+2.34 ppFinancials14.3%-85.61 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail1.71%+1.71 ppAutomobile Manufacturers1.35%+1.35 ppRestaurants1.35%+1.35 ppHotels, Resorts & Cruise Lines0.51%+0.51 ppApparel, Accessories & Luxury Goods0.47%+0.47 ppBroadline Retail0.45%+0.45 ppApparel Retail0.41%+0.41 ppHomebuilding0.21%+0.21 ppCasinos & Gaming0.21%+0.21 ppAutomotive Parts & Equipment0.14%+0.14 ppAutomotive Retail0.14%+0.14 ppConsumer Electronics0.10%+0.10 ppComputer & Electronics Retail0.09%+0.09 ppOther Specialty Retail0.09%+0.09 ppDistributors0.06%+0.06 ppLeisure Products0.04%+0.04 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.35%+1.349 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.35%
Industry change · 12M
+1.35 pp
Restaurants · contribution
+1.349 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$180.1bn0.632%+0.024 pp+0.631 pp+12.4%Yes
Starbucks →
SBUX
United States$130.1bn0.457%-0.008 pp+0.456 pp+30.6%No
Yum! Brands →
YUM
United States$36.2bn0.127%+0.006 pp+0.127 pp+36.3%No
Darden Restaurants →
DRI
United States$19.8bn0.070%+0.002 pp+0.069 pp+53.3%Yes
Domino's →
DPZ
United States$17.6bn0.062%-0.002 pp+0.062 pp+13.1%No
Chipotle Mexican Grill →
CMG
United States$1.0bn0.004%+0.001 pp+0.004 pp+46.1%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.