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 Technology29.3%+4.19 ppConsumer Discretionary12.5%+1.15 ppIndustrials10.5%+0.21 ppReal Estate2.8%-0.41 ppMaterials2.8%-0.42 ppCommunication Services2.8%-0.51 ppUtilities2.6%-0.62 ppEnergy3.1%-0.63 ppConsumer Staples6.6%-0.85 ppFinancials11.6%-1.05 ppHealth Care15.5%-1.06 pp

2 · Industry

Inside Consumer Discretionary

Broadline Retail5.33%+1.85 ppAutomobile Manufacturers2.11%-0.53 ppRestaurants1.13%-0.19 ppHotels, Resorts & Cruise Lines0.53%+0.07 ppHomebuilding0.28%+0.06 ppCasinos & Gaming0.19%-0.06 ppApparel, Accessories & Luxury Goods0.45%+0.05 ppAutomotive Parts & Equipment0.06%-0.05 ppDistributors0.06%-0.03 ppApparel Retail0.47%+0.02 ppOther Specialty Retail0.09%-0.02 ppHome Improvement Retail1.48%-0.02 ppAutomotive Retail0.16%-0.01 ppComputer & Electronics Retail0.05%-0.01 ppConsumer Electronics0.08%+0.01 ppLeisure Products0.02%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.13%-0.185 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.13%
Industry change · 12M
-0.19 pp
Restaurants · contribution
-0.185 pp
Company participation
33%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Starbucks →
SBUX
United States$107.4bn0.308%-0.044 pp-0.105 pp-5.0%No
McDonald's →
MCD
United States$211.0bn0.605%-0.033 pp-0.074 pp+13.2%No
Yum! Brands →
YUM
United States$38.9bn0.112%+0.002 pp-0.014 pp+10.9%No
Domino's →
DPZ
United States$15.6bn0.045%+0.002 pp+0.008 pp+54.7%Yes
Darden Restaurants →
DRI
United States$20.4bn0.058%-0.000 pp-0.003 pp+23.4%No
Chipotle Mexican Grill →
CMG
United States$1.5bn0.004%+0.000 pp+0.001 pp+80.3%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.