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 Technology28.6%+15.24 ppHealth Care16.6%+8.70 ppFinancials13.3%+6.14 ppIndustrials10.2%+4.03 ppConsumer Staples7.5%+3.95 ppEnergy3.1%+1.92 ppReal Estate3.2%+1.74 ppUtilities3.2%+1.64 ppMaterials3.2%+1.62 ppCommunication Services3.9%+1.42 ppConsumer Discretionary7.2%-46.41 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines0.51%-49.57 ppHome Improvement Retail1.66%+0.87 ppAutomobile Manufacturers1.50%+0.84 ppRestaurants1.24%+0.55 ppApparel, Accessories & Luxury Goods0.44%+0.19 ppBroadline Retail0.38%+0.15 ppApparel Retail0.39%+0.14 ppHomebuilding0.21%+0.09 ppAutomotive Retail0.14%+0.09 ppCasinos & Gaming0.22%+0.05 ppOther Specialty Retail0.09%+0.04 ppAutomotive Parts & Equipment0.12%+0.04 ppDistributors0.06%+0.03 ppComputer & Electronics Retail0.08%+0.03 ppConsumer Electronics0.07%+0.03 ppLeisure Products0.05%+0.02 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.24%+0.555 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.24%
Industry change · 12M
+0.55 pp
Restaurants · contribution
+0.555 pp
Company participation
33%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$182.0bn0.631%+0.014 pp+0.324 pp+21.4%Yes
Starbucks →
SBUX
United States$105.6bn0.366%-0.068 pp+0.112 pp-13.6%No
Yum! Brands →
YUM
United States$35.4bn0.123%+0.001 pp+0.061 pp+20.4%No
Darden Restaurants →
DRI
United States$18.5bn0.064%+0.004 pp+0.029 pp+8.7%Yes
Domino's →
DPZ
United States$15.7bn0.055%-0.010 pp+0.028 pp+25.8%No
Chipotle Mexican Grill →
CMG
United States$0.9bn0.003%-0.000 pp+0.001 pp+5.6%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.