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
Home Improvement Retail1.20%-0.29 ppBroadline Retail5.10%-0.23 ppAutomobile Manufacturers2.30%+0.19 ppApparel, Accessories & Luxury Goods0.29%-0.16 ppHomebuilding0.18%-0.09 ppCasinos & Gaming0.12%-0.08 ppApparel Retail0.42%-0.05 ppFootwear0.05%+0.05 ppAutomotive Parts & Equipment0.03%-0.03 ppHotels, Resorts & Cruise Lines0.56%+0.03 ppConsumer Electronics0.10%+0.02 ppDistributors0.04%-0.02 ppAutomotive Retail0.14%-0.02 ppOther Specialty Retail0.10%+0.01 ppComputer & Electronics Retail0.04%-0.01 ppRestaurants1.14%+0.01 ppLeisure Products0.02%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.14%
Industry change · 12M
+0.01 pp
Restaurants · contribution
+0.007 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2025 · 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 |
|---|---|---|---|---|---|---|---|
| Chipotle Mexican Grill → CMG | United States | $73.1bn | 0.164% | -0.021 pp | +0.159 pp | +0.4% | No |
| McDonald's → MCD | United States | $220.3bn | 0.493% | +0.025 pp | -0.112 pp | +7.4% | Yes |
| Yum! Brands → YUM | United States | $43.6bn | 0.098% | +0.012 pp | -0.014 pp | +15.2% | Yes |
| Starbucks → SBUX | United States | $131.5bn | 0.294% | +0.038 pp | -0.014 pp | +25.1% | Yes |
| Domino's → DPZ | United States | $16.8bn | 0.038% | +0.001 pp | -0.007 pp | +10.7% | Yes |
| Darden Restaurants → DRI | United States | $23.5bn | 0.053% | +0.007 pp | -0.006 pp | +21.6% | 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.