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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Discretionary
Broadline Retail4.82%+4.37 ppAutomobile Manufacturers1.44%+0.20 ppHome Improvement Retail1.48%-0.18 ppApparel, Accessories & Luxury Goods0.37%-0.16 ppRestaurants1.23%-0.15 ppApparel Retail0.34%-0.09 ppHotels, Resorts & Cruise Lines0.39%-0.08 ppAutomotive Parts & Equipment0.10%-0.06 ppHomebuilding0.18%-0.05 ppCasinos & Gaming0.17%-0.04 ppConsumer Electronics0.06%-0.04 ppComputer & Electronics Retail0.06%-0.04 ppAutomotive Retail0.15%+0.02 ppDistributors0.07%+0.01 ppLeisure Products0.04%-0.01 ppOther Specialty Retail0.08%+0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.23%
Industry change · 12M
-0.15 pp
Restaurants · contribution
-0.154 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2022 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Starbucks → SBUX | United States | $97.2bn | 0.334% | +0.024 pp | -0.157 pp | -28.8% | No |
| McDonald's → MCD | United States | $194.8bn | 0.669% | -0.001 pp | +0.048 pp | +10.9% | Yes |
| Domino's → DPZ | United States | $14.1bn | 0.048% | +0.004 pp | -0.018 pp | -24.7% | No |
| Yum! Brands → YUM | United States | $34.9bn | 0.120% | -0.002 pp | -0.014 pp | -5.1% | No |
| Darden Restaurants → DRI | United States | $15.4bn | 0.053% | -0.006 pp | -0.012 pp | -11.8% | No |
| Chipotle Mexican Grill → CMG | United States | $0.9bn | 0.003% | +0.003 pp | -0.001 pp | -16.1% | 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.