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%+15.12 ppHealth Care17.0%+8.92 ppFinancials12.8%+5.42 ppConsumer Staples7.5%+3.67 ppIndustrials10.3%+3.67 ppEnergy3.3%+2.11 ppReal Estate3.4%+1.82 ppUtilities3.4%+1.74 ppMaterials3.3%+1.63 ppCommunication Services3.6%+1.16 ppConsumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines0.52%-48.10 ppAutomobile Manufacturers1.68%+1.01 ppHome Improvement Retail1.49%+0.58 ppRestaurants1.20%+0.49 ppApparel, Accessories & Luxury Goods0.42%+0.18 ppBroadline Retail0.39%+0.16 ppApparel Retail0.35%+0.11 ppAutomotive Retail0.15%+0.08 ppHomebuilding0.17%+0.05 ppOther Specialty Retail0.09%+0.05 ppCasinos & Gaming0.19%+0.04 ppAutomotive Parts & Equipment0.11%+0.04 ppDistributors0.06%+0.03 ppConsumer Electronics0.08%+0.03 ppComputer & Electronics Retail0.07%+0.01 ppLeisure Products0.04%+0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.20%+0.488 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.20%
Industry change · 12M
+0.49 pp
Restaurants · contribution
+0.488 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$183.9bn0.619%-0.023 pp+0.292 pp+12.8%No
Starbucks →
SBUX
United States$104.6bn0.352%-0.087 pp+0.101 pp-15.3%No
Yum! Brands →
YUM
United States$34.3bn0.115%-0.015 pp+0.052 pp+11.4%No
Domino's →
DPZ
United States$14.7bn0.049%-0.016 pp+0.021 pp+11.6%No
Darden Restaurants →
DRI
United States$17.0bn0.057%-0.005 pp+0.021 pp-3.7%No
Chipotle Mexican Grill →
CMG
United States$0.9bn0.003%-0.000 pp+0.001 pp+11.3%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.