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 Retail3.04%-1.78 ppAutomobile Manufacturers2.07%+0.64 ppHome Improvement Retail1.03%-0.45 ppRestaurants0.88%-0.35 ppApparel, Accessories & Luxury Goods0.23%-0.14 ppAutomotive Retail0.11%-0.05 ppApparel Retail0.30%-0.04 ppHotels, Resorts & Cruise Lines0.36%-0.03 ppAutomotive Parts & Equipment0.06%-0.03 ppDistributors0.05%-0.03 ppOther Specialty Retail0.06%-0.02 ppConsumer Electronics0.04%-0.02 ppComputer & Electronics Retail0.04%-0.02 ppLeisure Products0.02%-0.02 ppCasinos & Gaming0.17%-0.01 ppHomebuilding0.18%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
0.88%
Industry change · 12M
-0.35 pp
Restaurants · contribution
-0.346 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| McDonald's → MCD | United States | $214.1bn | 0.467% | -0.264 pp | -0.203 pp | +13.8% | No |
| Starbucks → SBUX | United States | $116.4bn | 0.254% | -0.190 pp | -0.080 pp | +22.4% | No |
| Yum! Brands → YUM | United States | $38.6bn | 0.084% | -0.049 pp | -0.036 pp | +14.5% | No |
| Domino's → DPZ | United States | $13.9bn | 0.030% | -0.008 pp | -0.018 pp | +2.6% | No |
| Darden Restaurants → DRI | United States | $20.5bn | 0.045% | -0.017 pp | -0.008 pp | +40.3% | No |
| Chipotle Mexican Grill → CMG | United States | $1.1bn | 0.002% | -0.001 pp | -0.001 pp | +25.4% | 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.