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

Consumer Discretionary11.2%+3.78 ppEnergy3.9%+1.03 ppHealth Care16.9%+0.53 ppUtilities3.4%+0.25 ppIndustrials10.1%+0.16 ppReal Estate3.3%+0.09 ppMaterials3.3%+0.07 ppConsumer Staples7.4%+0.03 ppCommunication Services3.4%-0.27 ppFinancials12.7%-1.04 ppInformation Technology24.5%-4.63 pp

2 · Industry

Inside Consumer Discretionary

Broadline Retail3.69%+3.31 ppAutomobile Manufacturers2.24%+0.67 ppHome Improvement Retail1.56%-0.27 ppApparel Retail0.46%+0.06 ppApparel, Accessories & Luxury Goods0.41%-0.05 ppRestaurants1.33%+0.05 ppCasinos & Gaming0.25%+0.04 ppHotels, Resorts & Cruise Lines0.46%-0.03 ppOther Specialty Retail0.11%+0.02 ppAutomotive Retail0.17%+0.02 ppAutomotive Parts & Equipment0.10%-0.02 ppDistributors0.08%+0.02 ppConsumer Electronics0.06%-0.02 ppLeisure Products0.03%-0.01 ppComputer & Electronics Retail0.07%-0.01 ppHomebuilding0.22%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.33%+0.050 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.33%
Industry change · 12M
+0.05 pp
Restaurants · contribution
+0.050 pp
Company participation
67%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2023 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Starbucks →
SBUX
United States$125.3bn0.429%+0.076 pp+0.041 pp+13.6%Yes
McDonald's →
MCD
United States$195.8bn0.670%-0.042 pp+0.018 pp+5.4%No
Domino's →
DPZ
United States$12.5bn0.043%+0.001 pp-0.013 pp-21.4%No
Yum! Brands →
YUM
United States$36.8bn0.126%+0.006 pp+0.002 pp+6.3%Yes
Darden Restaurants →
DRI
United States$18.0bn0.062%-0.001 pp+0.002 pp+9.7%Yes
Chipotle Mexican Grill →
CMG
United States$0.9bn0.003%+0.000 pp+0.000 pp+10.8%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.