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 Technology28.3%+2.98 ppConsumer Discretionary12.3%+1.34 ppIndustrials9.9%+0.26 ppEnergy3.7%+0.18 ppMaterials2.9%-0.09 ppCommunication Services2.9%-0.40 ppReal Estate2.8%-0.49 ppUtilities2.8%-0.68 ppConsumer Staples7.1%-0.72 ppFinancials11.1%-0.86 ppHealth Care16.2%-1.52 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers2.96%+1.52 ppHome Improvement Retail1.41%-0.16 ppBroadline Retail4.46%-0.15 ppHotels, Resorts & Cruise Lines0.50%+0.09 ppApparel Retail0.47%+0.07 ppHomebuilding0.24%+0.06 ppRestaurants1.21%-0.06 ppOther Specialty Retail0.08%-0.02 ppDistributors0.07%-0.02 ppApparel, Accessories & Luxury Goods0.29%-0.01 ppAutomotive Parts & Equipment0.09%+0.01 ppAutomotive Retail0.17%-0.01 ppCasinos & Gaming0.20%+0.01 ppConsumer Electronics0.07%+0.01 ppLeisure Products0.03%-0.01 ppComputer & Electronics Retail0.05%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.21%-0.062 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.21%
Industry change · 12M
-0.06 pp
Restaurants · contribution
-0.062 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Starbucks →
SBUX
United States$104.5bn0.349%+0.086 pp-0.031 pp+10.6%Yes
McDonald's →
MCD
United States$192.0bn0.641%+0.137 pp-0.026 pp+16.7%Yes
Darden Restaurants →
DRI
United States$17.2bn0.058%+0.011 pp-0.004 pp+17.2%Yes
Yum! Brands →
YUM
United States$35.0bn0.117%+0.027 pp-0.002 pp+19.7%Yes
Domino's →
DPZ
United States$13.3bn0.044%+0.017 pp+0.001 pp+23.8%Yes
Chipotle Mexican Grill →
CMG
United States$1.0bn0.003%+0.001 pp+0.000 pp+21.9%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.