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 Retail5.34%+1.60 ppRestaurants1.09%-0.32 ppHome Improvement Retail1.34%-0.11 ppCasinos & Gaming0.16%-0.10 ppHotels, Resorts & Cruise Lines0.53%+0.10 ppAutomobile Manufacturers1.97%-0.09 ppOther Specialty Retail0.07%-0.04 ppAutomotive Parts & Equipment0.06%-0.04 ppHomebuilding0.27%+0.03 ppAutomotive Retail0.16%-0.02 ppApparel, Accessories & Luxury Goods0.38%-0.02 ppConsumer Electronics0.08%+0.02 ppDistributors0.06%-0.02 ppFootwear0.01%+0.01 ppComputer & Electronics Retail0.05%-0.01 ppApparel Retail0.43%+0.00 ppLeisure Products0.02%-0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.09%
Industry change · 12M
-0.32 pp
Restaurants · contribution
-0.323 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| McDonald's → MCD | United States | $197.1bn | 0.571% | -0.060 pp | -0.160 pp | -5.6% | No |
| Starbucks → SBUX | United States | $100.2bn | 0.290% | -0.023 pp | -0.153 pp | -20.9% | No |
| Yum! Brands → YUM | United States | $39.7bn | 0.115% | +0.007 pp | -0.018 pp | +2.4% | Yes |
| Domino's → DPZ | United States | $18.5bn | 0.053% | +0.009 pp | +0.016 pp | +69.0% | Yes |
| Darden Restaurants → DRI | United States | $18.3bn | 0.053% | -0.005 pp | -0.009 pp | +4.4% | No |
| Chipotle Mexican Grill → CMG | United States | $1.7bn | 0.005% | +0.001 pp | +0.001 pp | +52.8% | 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.