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%+1.04 ppFinancials11.9%+0.79 ppConsumer Discretionary12.0%+0.65 ppIndustrials10.6%+0.56 ppConsumer Staples7.5%-0.03 ppMaterials2.9%-0.23 ppEnergy3.3%-0.30 ppReal Estate2.7%-0.32 ppCommunication Services2.8%-0.43 ppUtilities2.7%-0.60 ppHealth Care15.4%-1.13 pp

2 · Industry

Inside Consumer Discretionary

Broadline Retail5.27%+1.58 ppAutomobile Manufacturers1.84%-0.74 ppRestaurants1.07%-0.27 ppHotels, Resorts & Cruise Lines0.54%+0.11 ppHomebuilding0.29%+0.07 ppCasinos & Gaming0.18%-0.07 ppAutomotive Parts & Equipment0.06%-0.04 ppHome Improvement Retail1.46%+0.03 ppApparel Retail0.46%+0.03 ppOther Specialty Retail0.09%-0.03 ppDistributors0.06%-0.02 ppConsumer Electronics0.08%+0.01 ppFootwear0.01%+0.01 ppComputer & Electronics Retail0.05%-0.01 ppApparel, Accessories & Luxury Goods0.38%-0.01 ppLeisure Products0.02%-0.00 ppAutomotive Retail0.16%-0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.07%-0.272 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.07%
Industry change · 12M
-0.27 pp
Restaurants · contribution
-0.272 pp
Company participation
33%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$203.6bn0.565%-0.077 pp-0.133 pp+3.1%No
Starbucks →
SBUX
United States$103.5bn0.287%-0.038 pp-0.121 pp-10.3%No
Yum! Brands →
YUM
United States$39.0bn0.108%-0.001 pp-0.018 pp+7.0%No
Darden Restaurants →
DRI
United States$20.0bn0.055%-0.004 pp-0.009 pp+11.4%No
Domino's →
DPZ
United States$17.3bn0.048%+0.005 pp+0.008 pp+52.7%Yes
Chipotle Mexican Grill →
CMG
United States$1.6bn0.004%+0.001 pp+0.001 pp+70.2%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.