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 Technology29.1%+12.97 ppHealth Care16.4%+6.67 ppFinancials13.7%+6.01 ppIndustrials10.0%+3.06 ppConsumer Staples7.4%+3.04 ppEnergy2.8%+1.70 ppReal Estate3.2%+1.49 ppUtilities3.1%+1.42 ppMaterials3.2%+1.41 ppCommunication Services3.7%+0.84 ppConsumer Discretionary7.5%-38.63 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines0.48%-41.43 ppHome Improvement Retail1.83%+0.84 ppAutomobile Manufacturers1.57%+0.70 ppRestaurants1.28%+0.49 ppApparel, Accessories & Luxury Goods0.46%+0.17 ppApparel Retail0.40%+0.13 ppBroadline Retail0.38%+0.10 ppAutomotive Retail0.15%+0.08 ppHomebuilding0.21%+0.08 ppCasinos & Gaming0.21%+0.07 ppAutomotive Parts & Equipment0.12%+0.04 ppOther Specialty Retail0.08%+0.04 ppDistributors0.06%+0.03 ppConsumer Electronics0.08%+0.03 ppComputer & Electronics Retail0.08%+0.01 ppLeisure Products0.04%+0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.28%+0.491 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.28%
Industry change · 12M
+0.49 pp
Restaurants · contribution
+0.491 pp
Company participation
17%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$193.9bn0.652%+0.040 pp+0.281 pp+27.7%Yes
Starbucks →
SBUX
United States$115.3bn0.388%-0.030 pp+0.115 pp+3.2%No
Yum! Brands →
YUM
United States$36.7bn0.123%+0.000 pp+0.050 pp+25.4%No
Darden Restaurants →
DRI
United States$17.9bn0.060%-0.002 pp+0.024 pp+23.1%No
Domino's →
DPZ
United States$16.5bn0.056%-0.004 pp+0.021 pp+23.6%No
Chipotle Mexican Grill →
CMG
United States$0.8bn0.003%-0.001 pp+0.001 pp+0.4%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.