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

Information Technology28.8%+2.60 ppConsumer Discretionary12.5%+1.60 ppIndustrials10.0%+0.17 ppEnergy3.5%-0.07 ppMaterials2.9%-0.09 ppReal Estate2.9%-0.37 ppHealth Care15.9%-0.60 ppCommunication Services2.8%-0.63 ppConsumer Staples7.1%-0.63 ppUtilities2.9%-0.75 ppFinancials10.7%-1.24 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers2.90%+1.47 ppApparel Retail0.47%+0.10 ppBroadline Retail4.61%-0.10 ppHotels, Resorts & Cruise Lines0.49%+0.09 ppHomebuilding0.25%+0.08 ppApparel, Accessories & Luxury Goods0.30%-0.05 ppCasinos & Gaming0.22%+0.05 ppHome Improvement Retail1.48%-0.01 ppOther Specialty Retail0.08%-0.01 ppDistributors0.07%-0.01 ppLeisure Products0.03%-0.01 ppComputer & Electronics Retail0.05%-0.00 ppConsumer Electronics0.06%+0.00 ppRestaurants1.23%+0.00 ppAutomotive Parts & Equipment0.09%+0.00 ppAutomotive Retail0.16%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.23%+0.002 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.23%
Industry change · 12M
+0.00 pp
Restaurants · contribution
+0.002 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$204.9bn0.653%+0.139 pp-0.011 pp+13.9%Yes
Starbucks →
SBUX
United States$111.6bn0.356%+0.079 pp+0.010 pp+18.4%Yes
Darden Restaurants →
DRI
United States$18.8bn0.060%+0.013 pp+0.005 pp+30.0%Yes
Domino's →
DPZ
United States$13.6bn0.043%+0.018 pp-0.004 pp+5.7%Yes
Yum! Brands →
YUM
United States$36.3bn0.116%+0.026 pp+0.002 pp+18.5%Yes
Chipotle Mexican Grill →
CMG
United States$1.1bn0.003%+0.001 pp+0.000 pp+20.7%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.