Soho House & CoSHCO
SHCO
About: Soho House & Co Inc is a membership platform of physical and digital spaces that connects a vibrant, diverse group of members from across the world. The members use the platform to work, socialize, connect, create, and flourish all over the world. It offers lease agreements for Houses, hotels, restaurants, studios, spas, and other properties. The company's reportable segments are: United Kingdom; The Americas; and Europe and Rest of the world. The majority of its revenue is generated from the Americas segment, which encompasses its operating units in the Americas, including Soho Houses, stand-alone U.S. restaurants, Soho Friends, and the management fees under a hotel management contract for the operation of The Ned London.
Employees: 8,038
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
19% more funds holding
Funds holding: 74 [Q4 2024] → 88 (+14) [Q1 2025]
18% more call options, than puts
Call options by funds: $2.96M | Put options by funds: $2.5M
7.16% more ownership
Funds ownership: 56.13% [Q4 2024] → 63.3% (+7.16%) [Q1 2025]
6% less capital invested
Capital invested by funds: $220M [Q4 2024] → $206M (-$14.2M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$9
35%
upside
Avg. target
$9
35%
upside
High target
$9
35%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Roth MKM George Kelly | 35%upside $9 | Buy Reiterated | 2 Apr 2025 |
Financial journalist opinion
Positive
Zacks Investment Research
2 weeks ago
3 Stocks Worth Watching in a Promising Hotels & Motels Industry
Soho House, Marriott and Hilton ride on rising RevPAR and digital trends as hotel demand outpaces supply in 1Q25, boosting growth potential.
Positive
Zacks Investment Research
1 month ago
Soho House & Co (SHCO) Beats Q1 Earnings and Revenue Estimates
Soho House & Co (SHCO) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of a loss of $0.14 per share. This compares to loss of $0.24 per share a year ago.
Neutral
Business Wire
1 month ago
Soho House & Co Inc. Announces First Quarter 2025 Results
LONDON--(BUSINESS WIRE)---- $SHCO--Soho House & Co Inc. (NYSE: SHCO) (“SHCO,” “Company,” “we” or “our”), a global membership platform that connects a vibrant, diverse, and global group of members, today announced results for the first quarter ended March 30, 2025. First Quarter 2025 Highlights Total revenues of $282.9 million, 8.0% year-over-year growth Membership revenues grew to $112.9 million, a 14.1% increase year-over-year In-House revenues of $112.4 million, up 1.9% year-over-year Revenue Per A.
Positive
Seeking Alpha
1 month ago
Soho House: An Upgrade Is Finally Justified
Soho House & Co, now fairly valued, is upgraded to a soft 'buy' due to potential buyout catalysts and activist investor involvement. The company shows consistent growth in revenue, cash flow, and membership, though shares have seen a 26.9% drop in price. Recent financials reveal mixed results with increased operating cash flow and EBITDA but a widened net loss due to foreign exchange impacts.
Positive
Seeking Alpha
1 month ago
Soho House: Plenty Of Room For Membership Growth, Buy The Dip
Soho House's strong brand and growing membership waitlist indicate high demand, making it a valuable investment, despite recent stock price declines. The company's recurring revenue from memberships and ability to manage supply/demand through pricing adjustments provide financial stability and growth potential. Favorable FX trends could boost international revenue, offsetting tariff-related headwinds and macroeconomic risks.
Negative
Zacks Investment Research
2 months ago
Soho House & Co (SHCO) Reports Q4 Loss, Lags Revenue Estimates
Soho House & Co (SHCO) came out with a quarterly loss of $0.10 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to loss of $0.10 per share a year ago.
Neutral
Business Wire
2 months ago
Soho House & Co Inc. Announces Fourth Quarter and Fiscal Year 2024 Results
LONDON--(BUSINESS WIRE)---- $SHCO--Soho House & Co Inc. (NYSE: SHCO) (“SHCO,” “Company,” “we” or “our”), a global membership platform that connects a vibrant, diverse, and global group of members, today announced results for the fourth quarter and fiscal year ended December 29, 2024. Fourth Quarter 2024 Highlights Total revenues of $305.6 million, 5.4% year-over-year growth Membership revenues grew to $109.3 million, a 15.6% increase year-over-year In-House revenues of $123.4 million, down 1.5% year-.
Neutral
Accesswire
3 months ago
SHCO STOCKHOLDER ALERT: An Investigation has been Started on behalf of Soho House & Co. Shareholders - Contact BFA Law if You Hold Shares
NEW YORK, NY / ACCESS Newswire / March 11, 2025 / Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Soho House & Co. Inc. (NYSE:SHCO), the board of directors, and the controlling stockholder for potential breaches of fiduciary duty. If you are a holder of Soho House, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/soho-house-co-inc.
Neutral
GlobeNewsWire
3 months ago
SHCO INVESTIGATION ALERT: Current Soho House & Co. Shareholder? Contact BFA Law about its Ongoing Investigation into the Board
NEW YORK, March 10, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Soho House & Co. Inc. (NYSE: SHCO), the board of directors, and the controlling stockholder for potential breaches of fiduciary duty. If you are a holder of Soho House, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/soho-house-co-inc.
Neutral
GlobeNewsWire
3 months ago
SHCO LEGAL NEWS: An Investigation has been Initiated into the Soho House & Co. Board - Contact BFA Law if You Hold Shares
NEW YORK, March 08, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Soho House & Co. Inc. (NYSE: SHCO), the board of directors, and the controlling stockholder for potential breaches of fiduciary duty. If you are a holder of Soho House, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/soho-house-co-inc.
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