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 Retail4.83%+1.14 ppAutomobile Manufacturers2.04%-0.20 ppRestaurants1.16%-0.17 ppHome Improvement Retail1.41%-0.15 ppHotels, Resorts & Cruise Lines0.54%+0.09 ppCasinos & Gaming0.19%-0.06 ppHomebuilding0.27%+0.06 ppApparel, Accessories & Luxury Goods0.45%+0.04 ppAutomotive Parts & Equipment0.07%-0.04 ppDistributors0.06%-0.02 ppComputer & Electronics Retail0.05%-0.02 ppOther Specialty Retail0.09%-0.02 ppAutomotive Retail0.15%-0.01 ppLeisure Products0.02%-0.01 ppConsumer Electronics0.07%+0.00 ppApparel Retail0.46%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.16%
Industry change · 12M
-0.17 pp
Restaurants · contribution
-0.174 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $105.3bn | 0.313% | -0.046 pp | -0.116 pp | -13.0% | No |
| McDonald's → MCD | United States | $212.3bn | 0.631% | -0.018 pp | -0.039 pp | +11.9% | No |
| Yum! Brands → YUM | United States | $36.3bn | 0.108% | -0.007 pp | -0.018 pp | +1.1% | No |
| Darden Restaurants → DRI | United States | $19.4bn | 0.058% | -0.002 pp | -0.004 pp | +13.6% | No |
| Domino's → DPZ | United States | $14.9bn | 0.044% | +0.004 pp | +0.001 pp | +22.5% | Yes |
| Chipotle Mexican Grill → CMG | United States | $1.3bn | 0.004% | +0.000 pp | +0.001 pp | +46.3% | 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.