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 Retail4.77%+1.35 ppHome Improvement Retail1.33%-0.23 ppAutomobile Manufacturers2.63%+0.18 ppApparel, Accessories & Luxury Goods0.49%+0.14 ppRestaurants1.20%-0.11 ppHomebuilding0.25%+0.07 ppHotels, Resorts & Cruise Lines0.49%+0.06 ppDistributors0.06%-0.03 ppAutomotive Parts & Equipment0.07%-0.03 ppAutomotive Retail0.16%-0.02 ppCasinos & Gaming0.18%-0.02 ppOther Specialty Retail0.08%-0.02 ppComputer & Electronics Retail0.05%-0.02 ppConsumer Electronics0.07%+0.01 ppLeisure Products0.02%-0.01 ppApparel Retail0.45%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.20%
Industry change · 12M
-0.11 pp
Restaurants · contribution
-0.106 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $112.9bn | 0.352% | -0.004 pp | -0.046 pp | -0.8% | Yes |
| McDonald's → MCD | United States | $204.4bn | 0.637% | -0.016 pp | -0.041 pp | +5.7% | Yes |
| Yum! Brands → YUM | United States | $35.2bn | 0.110% | -0.006 pp | -0.013 pp | -0.6% | Yes |
| Domino's → DPZ | United States | $13.7bn | 0.043% | -0.001 pp | -0.004 pp | +2.5% | Yes |
| Darden Restaurants → DRI | United States | $18.8bn | 0.059% | -0.001 pp | -0.002 pp | +10.1% | Yes |
| Chipotle Mexican Grill → CMG | United States | $1.2bn | 0.004% | +0.000 pp | +0.001 pp | +35.4% | 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.