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 Technology34.8%+5.79 ppFinancials11.4%+0.39 ppUtilities2.9%-0.05 ppIndustrials9.8%-0.10 ppConsumer Staples7.0%-0.16 ppReal Estate2.6%-0.19 ppMaterials2.5%-0.37 ppCommunication Services2.5%-0.40 ppConsumer Discretionary11.2%-0.92 ppEnergy2.5%-1.08 ppHealth Care12.9%-2.90 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers2.11%-0.32 ppApparel, Accessories & Luxury Goods0.26%-0.22 ppRestaurants1.10%-0.13 ppBroadline Retail4.66%-0.08 ppHome Improvement Retail1.27%-0.07 ppApparel Retail0.41%-0.07 ppHotels, Resorts & Cruise Lines0.54%+0.06 ppCasinos & Gaming0.14%-0.06 ppFootwear0.06%+0.06 ppAutomotive Parts & Equipment0.03%-0.05 ppAutomotive Retail0.13%-0.03 ppHomebuilding0.26%+0.02 ppDistributors0.04%-0.02 ppOther Specialty Retail0.05%-0.02 ppConsumer Electronics0.09%+0.02 ppComputer & Electronics Retail0.05%-0.00 ppLeisure Products0.02%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.10%-0.131 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.10%
Industry change · 12M
-0.13 pp
Restaurants · contribution
-0.131 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Chipotle Mexican Grill →
CMG
United States$76.0bn0.179%+0.045 pp+0.175 pp+43.6%Yes
McDonald's →
MCD
United States$209.5bn0.492%+0.150 pp-0.157 pp+14.1%Yes
Starbucks →
SBUX
United States$110.7bn0.260%+0.102 pp-0.099 pp+8.6%Yes
Yum! Brands →
YUM
United States$36.9bn0.087%+0.020 pp-0.028 pp+10.7%Yes
Darden Restaurants →
DRI
United States$18.8bn0.044%+0.013 pp-0.015 pp+13.9%Yes
Domino's →
DPZ
United States$14.3bn0.034%+0.007 pp-0.007 pp+23.6%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.