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 Retail3.74%+3.40 ppAutomobile Manufacturers2.06%+0.59 ppRestaurants1.41%+0.21 ppHome Improvement Retail1.45%-0.15 ppHotels, Resorts & Cruise Lines0.43%-0.11 ppCasinos & Gaming0.27%+0.07 ppHomebuilding0.24%+0.06 ppApparel Retail0.43%+0.04 ppAutomotive Retail0.18%+0.03 ppOther Specialty Retail0.11%+0.02 ppApparel, Accessories & Luxury Goods0.40%-0.02 ppComputer & Electronics Retail0.05%-0.02 ppLeisure Products0.03%-0.02 ppDistributors0.08%+0.01 ppConsumer Electronics0.06%-0.01 ppAutomotive Parts & Equipment0.09%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.41%
Industry change · 12M
+0.21 pp
Restaurants · contribution
+0.205 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2023 · 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 | $131.4bn | 0.444% | +0.015 pp | +0.133 pp | +56.8% | Yes |
| McDonald's → MCD | United States | $216.3bn | 0.731% | +0.060 pp | +0.061 pp | +21.4% | Yes |
| Yum! Brands → YUM | United States | $39.4bn | 0.133% | +0.007 pp | +0.011 pp | +22.4% | Yes |
| Domino's → DPZ | United States | $11.2bn | 0.038% | -0.005 pp | -0.006 pp | -4.8% | No |
| Chipotle Mexican Grill → CMG | United States | $1.1bn | 0.004% | +0.001 pp | +0.004 pp | +42.0% | Yes |
| Darden Restaurants → DRI | United States | $18.4bn | 0.062% | +0.000 pp | +0.003 pp | +19.5% | 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.