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 Retail4.60%+4.15 ppApparel, Accessories & Luxury Goods0.31%-0.17 ppHome Improvement Retail1.57%-0.14 ppHotels, Resorts & Cruise Lines0.41%-0.11 ppAutomobile Manufacturers1.44%+0.08 ppRestaurants1.27%-0.08 ppAutomotive Parts & Equipment0.08%-0.06 ppConsumer Electronics0.06%-0.04 ppAutomotive Retail0.18%+0.04 ppComputer & Electronics Retail0.06%-0.04 ppHomebuilding0.18%-0.03 ppDistributors0.08%+0.02 ppCasinos & Gaming0.19%-0.02 ppApparel Retail0.40%-0.02 ppOther Specialty Retail0.10%+0.01 ppLeisure Products0.04%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.27%
Industry change · 12M
-0.08 pp
Restaurants · contribution
-0.076 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $96.7bn | 0.380% | +0.039 pp | -0.077 pp | -21.9% | Yes |
| McDonald's → MCD | United States | $169.8bn | 0.667% | -0.043 pp | +0.035 pp | -2.2% | No |
| Domino's → DPZ | United States | $11.1bn | 0.044% | -0.011 pp | -0.018 pp | -34.3% | No |
| Yum! Brands → YUM | United States | $30.3bn | 0.119% | -0.007 pp | -0.008 pp | -11.4% | No |
| Darden Restaurants → DRI | United States | $15.7bn | 0.062% | +0.007 pp | -0.008 pp | -13.8% | Yes |
| Chipotle Mexican Grill → CMG | United States | $0.8bn | 0.003% | +0.003 pp | -0.000 pp | -17.3% | 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.