Seeking Alpha • Aug 18

Soho House: Membership Is Exclusive, But Now So Is Ownership (Downgrade)

Summary Soho House is being taken private in an all-cash deal at $9 per share, capping a 67% gain since my April upgrade. Despite impressive recent growth in revenue, membership, and profitability, the buyout price fairly values the company with limited further upside. Most of the recent profit improvement is due to one-time items, and adjusted valuation multiples suggest the deal is reasonable for shareholders. With only a 1.9% premium left to the buyout price, I recommend downgrading SHCO stock to Sell and seeking better opportunities elsewhere. Read the full article on Seeking Alpha

Seeking Alpha • Apr 20

Soho House: Plenty Of Room For Membership Growth, Buy The Dip

Summary 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. The recent stock dip presents a strategic buying opportunity at <12x forward adjusted EBITDA. Read the full article on Seeking Alpha

Seeking Alpha • Feb 02

Soho House: Jump In As The Bidding War Heats Up

Summary Soho House trades ~15% below the recent $9/share takeover offer from Third Point. The offer values Soho House at ~14x adjusted EBITDA, but the company has vast avenues to boost its bottom line. The company is growing revenue at a mid-teens clip despite only a low single-digit growth rate in membership numbers. Its waitlist continues to blossom, opening the door for membership expansion and/or price increases. Read the full article on Seeking Alpha

Seeking Alpha • Sep 26

Soho House Isn't Worth $1 Billion

Summary Soho House & Co (SHCO) has a complex, unfocused business model with slowing revenue growth and a high debt load, making future shareholder returns hard to envision. Despite solid demand for the core product, SHCO's breakeven operating results and negative net margins make the current $1 billion market cap valuation hard to justify. The only viable solution for SHCO is to significantly increase membership prices, but management's track record raises doubts about their ability to execute this. SHCO looks like an unattractive investment. We rate shares a 'Sell'. Read the full article on Seeking Alpha

Analyseartikel • Jul 23

Soho House & Co Inc.'s (NYSE:SHCO) Shareholders Might Be Looking For Exit

There wouldn't be many who think Soho House & Co Inc.'s ( NYSE:SHCO ) price-to-sales (or "P/S") ratio of 1x is worth a...

Seeking Alpha • Jun 26

Soho House: Cash Flow Positive But Debt Is A Problem

Summary Soho House & Co Inc. operates clubhouses and online clubs globally for paid members, similar to country clubs but with a younger customer base. GlassHouse Research released a report suggesting the company should be shorted due to debt, accounting practices, and lack of profitability. The company refuted the claims, highlighting its insider ownership and potential acquisition interest, but faces challenges with debt and declining in-house revenues. The company also may get acquired and taken private by either insiders who already own most of it or another group. One way or another, the company will have to solve its debt problem. Read the full article on Seeking Alpha

Analyseartikel • Mar 19

Soho House & Co Inc. (NYSE:SHCO) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

As you might know, Soho House & Co Inc. ( NYSE:SHCO ) recently reported its full-year numbers. It was a pretty bad...

Analyseartikel • Feb 08

Soho House & Co Inc.'s (NYSE:SHCO) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Unfortunately for some shareholders, the Soho House & Co Inc. ( NYSE:SHCO ) share price has dived 26% in the last...

Seeking Alpha • Jan 14

Soho House: Growth Is There But At A High Cost

Summary Soho House & Co operates club houses worldwide where members can work, socialize, and enjoy various activities. The company has Soho Houses, Soho Works Clubs, hotels, beach clubs. Even with high costs of memberships the company has been able to grow its memberships and maintains a large waitlist of members. The company hasn't achieved profitability yet but its losses have been getting smaller and smaller. Operating costs and debt levels are high and they will have to come down before we can consider buying this though. Read the full article on Seeking Alpha

Seeking Alpha • Oct 28

Soho House: Attractive Growth But Dangerous Balance Sheet

Summary Soho House & Co (SHCO) shares have performed poorly since going public in 2021. SHCO has experienced strong growth but remains unprofitable and carries a significant amount of debt, making it a high-risk investment. Despite its lack of profitability, SHCO is trading at a reasonable valuation to peers based on EV / Revenues and EV/ Forward EBITDA. I am initiating SHCO with a hold rating and would consider upgrading the stock if the company delivers strong growth enabling the company to grow into its current debt load. Read the full article on Seeking Alpha

Seeking Alpha • Aug 16

Soho House: Great Growth Bodes Well, But Shares Are Lofty

Summary Soho House & Co has experienced impressive revenue growth but struggles with profitability and cash flow. That picture is changing, but the firm still has a way to go before being as healthy as it should be. Soho House & Co's growth prospects are promising, but its stock is currently fairly valued, warranting a 'hold' rating. Read the full article on Seeking Alpha

Analyseartikel • May 15

Analysts Are Updating Their Soho House & Co Inc. (NYSE:SHCO) Estimates After Its First-Quarter Results

Last week, you might have seen that Soho House & Co Inc. ( NYSE:SHCO ) released its quarterly result to the market. The...

Analyseartikel • Apr 19

Soho House & Co Inc.'s (NYSE:SHCO) Price Is Out Of Tune With Revenues

With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Hospitality industry in the United States, you...

Seeking Alpha • Jan 26

Membership Collective Group: A Pricey Community

Summary Shares of Soho House operator Membership Collective Group Inc. are down some 60% since its July 2021 IPO, as higher labor costs and forex translations from a weak Europe hurt. The company is slowing down the pace of Soho House openings from eight to ten annually in an effort to maintain quality and slow its burn rate. The recent share repurchase program and insider buying merited a deeper dive, as did the Membership Collective Group Inc. stock's recent rebound. An investment analysis follows in the paragraphs below. One can acquire everything in solitude except character."― Stendhal. Today, we are going to take our first look at a services firm that provides a unique membership club. The stock is deeply in Busted IPO territory after coming public in the second half of 2021. The decline has brought in some recent insider buying and the company is also repurchasing shares. The shares have been in rally mode over the past month. A dead cat bounce or start of a larger up move in the stock? An analysis follows below. Seeking Alpha Company Overview: Membership Collective Group Inc. (MCG) is a UK-headquartered exclusive membership platform that functions as a social club and (in many instances) a lodging facility in 15 countries around the world. Its portfolio includes 38 Soho House properties (24 with lodging) that have attracted a worldwide membership totaling 211,400 (and a wait list of ~85,000) as of October 2, 2022. The company was founded in 1995 with the opening of its first Soho House - a three-story house-cum-members club in the Soho section of London - and went public in July 2021, raising net proceeds of $388 million at $14 per share. Its stock trades around $4.75 a share, equating to an approximate market cap of $950 million. Membership Collective Group Inc. is capitalized by two classes of stock. The 56.1 million shares of publicly traded Class A stock bestow economic interest and one vote per share. The 141.5 million shares of privately held Class B stock confer economic interest, ten votes per share, and are convertible into Class A shares. Hospitality investor Ron Burkle and his Yucaipa Companies owns 56% of the B shares, with Founder Nick Jones and current CEO Andrew Carnie owning the majority of the balance. The company operates on a fiscal year ending the Sunday closest to December 31st. Membership The cornerstone of MCG memberships are access to the well-appointed and very upscale "Houses" across North America, Europe, and Asia. They appeal to the media, fashion, restaurant, and art industries with 21 properties providing screening rooms that (along with other on-site event spaces) host hundreds of events annually - many of which are streamed digitally on the company's app. Soho House memberships in the U.S. typically range anywhere from ~$2,500 (single property) to ~$4,500 (all properties) annually. There are ~152,000 Soho House members, who pay for food and beverage, accommodation, and spa products and treatment - somewhat similar to belonging to a country club without the monthly minimum (just the annual or monthly fee). That said, new members are required to purchase House Introduction Credits that function as cash at the Houses and expire three months after issuance. To keep it trendy, members under 27 are given a 50% membership discount. There are other memberships, such as Cities Without Houses, that permit club access when individuals who don't reside near a Soho House location are travelling to a location with one. A Soho Friends membership ($130 annually) allows access to lodging and other amenities but does not provide full access to the Houses. November Company Presentation Model After functioning as either an owner-operator or leasing with a material investment to makeover its rental properties for two decades, MCG switched to an asset-light model that leverages its reputation as an excellent tenant. Any new property is leased with the landlord funding a substantial portion of the buildout in exchange for higher rent. This approach has lowered its upfront investment in full-sized Houses (i.e., those with lodging) from ~$10 million to ~$5 million. And with a significant wait list, MCG has essentially zero customer acquisition costs. Owing to the high-net worth of its membership and the social aspect of said membership, retention is very sticky (~95%), with that rate relatively unaffected by the pandemic. Portfolio In addition to the 38 Soho Houses, MCG's portfolio includes ten Soho Works offices for an additional fee, 11 Soho Studios, The Ned member's club and hotels in New York, Doha, and London, The LINE and Saguaro hotels in North America, and Scorpios Beach Club in Mykonos. It also has an interior and lifestyle retail brand dubbed Soho Home with five locations globally. Revenue Disaggregation MCG disaggregates its revenue by geography (North America, UK, Europe/RoW, and All Other) and by type: Membership, In-House, and Other. The North America segment generated revenue of $279.4 million in first 39 weeks of 2022 ending October 2nd (YTD22), up 87% versus a similar period in FY21 and 40% of MCG's total; UK accounted for YTD22 revenue of $212.7 million, a 101% improvement over YTD21 and 30% of total; Europe/RoW was responsible for YTD22 revenue of $106.1 million, up 108% over YTD21 and 15% of total; and All Other, which consists of retail, Soho Works, Cities Without Houses, and restaurants, generated YTD22 revenue of $103.7 million, representing a 60% increase over the prior year period and 15% of total. Membership accounted for YTD22 revenue of $195.7 million, up 43% from YTD21. In-House, which includes food and beverage, accommodation, and spa products and treatments, contributed YTD22 revenue of $305.9 million for a 137% improvement over the prior year period. That jump was partly a function of the lifting of pandemic-related social distancing mandates at its Houses. Other, which includes all revenues realized outside of MCG's Houses (Scorpios, Soho Works, standalone restaurants, Soho Home inter alia), accounted for YTD22 revenue of $200.2 million, up 81% from YTD21. Operational and Share Price Performance As can be gleaned by the gaudy growth rates, MCG has been aggressively expanding, opening six Soho Houses in FY21, with five launched in the YTD22 and another four originally scheduled to open before YE22. This growth has occurred at the expense of profitability, an approach shunned by the market over the past year. Add in the fact that the strong dollar (due to a weak European economy) is impacting its top line with ~60% of its revenues generated overseas, and it is easy to see why shares of MCG have not traded at their IPO price since November 2021 and are now down 75% from its public debut. November Company Presentation The company's 3Q22 financial report of November 16, 2022 highlighted these issues. MCG reported a loss of $0.46 a share ((GAAP)) and Adj. EBITDA of $20.3 million on revenue of $266.0 million versus a loss of $0.72 a share ((GAAP)) and Adj. EBITDA of $8.8 million on revenue of $179.6 million in 3Q21, representing top-line growth of 48%. Year-over-year currency translations impacted the top line by $53.9 million and the bottom line by $0.27 a share. Assuming no Street analyst factored currency into their models - very unlikely - earnings were still $0.07 a share shy of expectations. Revenue was more or less in line with expectations. On the plus side, In-House revenue grew 62% year-over-year (90% on a constant currency basis) as food and beverage demand surged and the company realized an 18% increase in like-for-like revenue per available room versus 3Q21 and 23% higher than 3Q19. As a result of higher labor costs and forex translations due to a weak macro backdrop in Europe, management was compelled to lower its FY22 Adj. EBITDA forecast from $75 million to $57.5 million (based on a range midpoint), meaning 4Q22 Adj. EBITDA of ~$20 million. Admitting "pressure on the business," MCG returned to its original target of five to seven new Soho Houses per annum, down from a previous objective of eight to ten. As part of its depressurizing, MCG is delaying the openings of Soho Houses in Mexico City and Bangkok to 2023, bringing the total number of openings in FY22 to seven. November Company Presentation The company also announced that Founder and CEO Nick Jones was transitioning to strictly the former role after winning a battle with prostate cancer. President Andrew Carnie is ascending to the top executive position. Given the CFO's departure in June 2022, the recent moves in the c-suite have also contributed to the stock's decline. Balance Sheet & Analyst Commentary: Another reason for pumping the brakes on the company's expansion are interest rates. MCG assumed an additional $100 million of debt in the prior twelve months to primarily finance its growth, and with the market for unprofitable growth concerns requiring a much higher financing rate, tabling an uber aggressive buildout for a mildly aggressive one makes sense. Case in point: in YTD22, operating cash flow of $38.1 million could not keep pace with property capex of $63.0 million. As of October 2, 2022, it held unrestricted cash of $227.9 million and debt of $697.7 million for a concerning net leverage of 11.5 (or 8.0 using management's FY22 Adj. EBITDA guidance). It has access to an additional ~$79 million on a revolving line of credit. November Company Presentation Curiously, against this negative free cash flow backdrop, the board approved a $50 million stock repurchase program in March 2022, on which the company has bought back 4.9 million shares during YTD22 at an average cost slightly above $7 per.

Seeking Alpha • Dec 15

Membership Collective: Exclusive Membership Platform At A Global Scale

Summary The Soho House is the core of MCG. MCG has strong network effect and pricing power. MCG still has plenty of room to grow. Description I recommend buying Membership Collective (MCG). The platform has strong network effects and is the only business to have successfully launched and scaled a worldwide private membership platform. It has high scarcity value, pricing power, and low annual member churn. I believe it also has a lot of room to grow, particularly in major global cities where it does not yet have a physical presence. Company Overview Membership Collective Group Inc. is a global membership platform. The Company's platform includes both real-world locations and online communities, bringing together people from all walks of life so that they can share resources and help one another succeed professionally, personally, and culturally. The Soho House, the core of MCG When it comes to expanding MCG's membership platform, Soho House is the cornerstone upon which new member-based businesses can be founded and grown. Keep in mind that the members of each House are chosen by a committee made up of prominent figures in the area's creative and innovative community. Involvement in member events and the creation of editorial and digital content helps shape and localize the House by fostering connections between members who are invested in shaping the culture of their respective Houses. In my opinion, this increases the prestige of each House and makes joining more appealing to people all over the world. MCG's platform has high scarcity value because it is the only global private membership platform that I am aware of, that has considerable pricing power (in my opinion), and experiences only 5% annual member churn. Because MCG's target demographic associates the brand with opulence and because there are no global alternatives, I expect its membership base to be highly loyal and therefore its recurring revenue to be stable. To my knowledge, MCG is the only business to have successfully launched and scaled a worldwide private membership platform. It has been around for more than two decades, has more than 121,000 members, maintains a global waitlist of 85,000 people, and has 38 active homes at the moment. Strong network effect There are now 38 Soho Houses in 14 countries, up from 18 in 2016. The success of other hotel chains with robust loyalty platforms, such as Marriott (MAR) and Vail Resorts (MTN), has shown that a more comprehensive system improves both product and membership value. This is evidenced by the fact that the percentage of Soho House members choosing to pay more for the highest tier membership "Every House," which grants access to all Houses globally rather than just members' local Houses, has steadily risen from 75% in 2017 to more than 80% today. I take this as further evidence of the network effect at work within the MCG, and I predict that as the platform continues to grow in size, it will further solidify its position as the market leader. Indeed, the margin of victory may now be so large that no other companies care to enter the global market. Pricing power When compared to other location-based memberships and to high-end gym memberships (with which it is on par) and to high-end golf and country club memberships (with which it is significantly below, based on my Google search), the annual MCG membership price seems quite reasonable to me. This is also a key reason why I think MCG can keep its price increases stable. In fact, FY22 guidance reflects an implied rise in revenue per subscriber. In addition, I believe MCG will enjoy a couple of tailwinds in terms of pricing. First, there should be a significant mix shift impact for MCG because the pipeline is skewed toward North America, where membership pricings are higher. Second, all new members at all houses start at the most recent headline rate, which is higher than the rate that some long-standing members at earlier MCG houses started at. Lastly, the percentage of members switching to the more expensive "every house" membership from the cheaper "local house" membership has increased by 1-3% annually over the past few years. All in all, I'd say these results show some serious pricing muscle. Still got many rooms to grow In my opinion, MCG has a lot of room to grow the Soho House platform. There are two primary reasons for my conviction:one, I think the depth of penetration in major global cities is underappreciated, and Soho House does not yet have a physical presence in many of these cities (including Tokyo, Seoul, and Sydney); and two, I think many cities are currently underserved. For instance, the original Soho House opened in London over 20 years ago, and today there are 13 additional locations throughout the city. However, London's historic homes are thriving and have avoided material cannibalization. In my opinion, there is no reason why major American cities like New York and Los Angeles can't catch up to London in terms of home availability. Valuation I estimate that MCG will be worth $6.42 per share in FY23, representing a 57% increase from the time of writing. This figure is derived from my model and the following assumptions: Revenue will meet expectations in FY22 and continue to grow at a healthy clip in FY23 and FY24. I believe we have a good chance of expanding here (membership waiting list and potential to open new houses). 2020 was a one-time event caused by COVID, and I believe it is unlikely to happen again. MCG is currently valued at twice its projected revenue. While I do not believe this is the correct valuation multiple and believe it should trade back to at least 3x (its average), the stock remains inexpensive at its current valuation.

Analyseartikel • Nov 16

Is Membership Collective Group Inc. (NYSE:MCG) Trading At A 41% Discount?

Today we will run through one way of estimating the intrinsic value of Membership Collective Group Inc. ( NYSE:MCG ) by...

Seeking Alpha • Nov 16

Membership Collective Group GAAP EPS of -$0.46 misses by $0.34, revenue of $266.05M misses by $0.81M, updates FY Adj EBITDA guidance

Membership Collective Group press release (NYSE:MCG): Q3 GAAP EPS of -$0.46 misses by $0.34. Revenue of $266.05M (+48.2% Y/Y) misses by $0.81M. 2022 Outlook: Total revenue of $910M to $985M vs consensus of 960.02M; Adj EBITDA of $55M to $60M from prior view of $70M-$80M

Seeking Alpha • Sep 25

Soho House's Parent Is Undervalued - I'm Buying Membership Collective Group

Summary Membership Collective Group is growing revenues quickly on the back of a global expansion of its network of private members' clubs. Nearly triple-digit revenue growth for its last reported quarter came as the price of its commons collapsed. The company trades at 1x its forward 1-year price to sales multiple. Membership Collective Group (MCG) is undervalued. The London-based parent company of Soho House went public last year to little fanfare and against a stock market collapse that has cut its valuation by more than half from its IPO price. This came on the back of a flight of capital away from broadly unprofitable growth companies and as concerns around a recession and falling real incomes pushed investors to rethink positions in companies more dependent on discretionary spending. Soho House, founded in 1995, has grown to become a global collection of 38 private members' clubs whose base has been drawn mainly from the media, arts, and fashion industries. The company's parent also holds a number of adjacent businesses including coworking spaces, an upscale home-furnishings retailer, and a luxury hotel platform. Essentially, members use the MCG platform to work, socialize, and connect across the company's fast-expanding global presence. At the current common share price of just over $5 and with 201 million basic weighted average shares outstanding, MCG has a market cap of around $1 billion. This represents a significant discount on a company that grew year-over-year revenues for its last reported quarter by 96.5% and is on track to hit a $1 billion annual revenue run rate within the current fiscal year. This places its 1-year price to sales multiple at less than 1x. Strong Growth From Pandemic Era Stay-At-Home Orders MCG is fundamentally a high-end hospitality company with a unique membership-based operational structure. This allows the company to create a flywheel-type vertical where it can layer on new services that drive revenue growth from its current membership base. For example, Soho Works, their coworking venture is open to just members and in cities where the company has a high concentration of its clubs. The collective last reported earnings for its fiscal 2022 second quarter which saw revenue come in at $244 million, a 96.5% increase versus the year-ago quarter and a $3 million beat on consensus estimates. Total members across the group grew by 51.3% year-over-year to 193,370 and from 171,927 in the first quarter of 2022. Soho House members grew by 27% year-over-year to reach 142,250. The company's waitlist reached a record high of 81,500 as retention rates of new members remained strong and at pre-pandemic levels. The company is fast expanding around the world with a Soho House in Los Angeles and The Ned NoMad in New York City opened during the quarter. Post-end the company also opened two more Soho Houses, in South London and Copenhagen. Overall, MCG has opened five Soho Houses year-to-date and remains on track for nine Soho House openings by the end of its fiscal 2022. Long-term the company expects to triple the Soho House portfolio over the next 10 years from its IPO baseline. However, to what extent a slowing global economy would negatively impact membership rates is yet to be seen. We have a comparison in the pandemic-era economic collapse where the company actually grew memberships when its clubs were shut down. This perhaps highlights the sticky nature of its platform and the high value derived by its members. This strong growth has dismissed concerns around the post-pandemic future of MCG which faced an existential threat when governments instituted lockdown orders and shut international air travel. Near-to-medium term risk still looms in the form of high energy prices that have disrupted hospitality companies in its core UK base and recent FX movements including the collapse of the Pound sterling.

Seeking Alpha • Aug 17

Membership Collective Group GAAP EPS of -$0.41 misses by $0.24, revenue of $243.77M beats by $2.99M

Membership Collective Group press release (NYSE:MCG): Q2 GAAP EPS of -$0.41 misses by $0.24. Revenue of $243.77M (+96.5% Y/Y) beats by $2.99M.

Gesamte Aktionärsrendite	0%
Zukünftige Dividendenrendite	0%
Wachstum der Dividende	n/a
Nächster Dividendenzahlungstermin	n/a
Ex-Dividendendatum	n/a
Dividende pro Aktie	n/a
Ausschüttungsquote	n/a

Segment	Dividendenrendite
Unternehmen (SHCO)	n/a
Untere 25 % des Marktes (US)	1.4%
Markt Top 25 % (US)	4.2%
Branchendurchschnitt (Hospitality)	2.3%
Analystenprognose (SHCO) (bis zu 3 Jahre)	0%

Daten	Zuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse	2026/01/30 21:42
Aktienkurs zum Tagesende	2026/01/28 00:00
Gewinne	2025/09/28
Jährliche Einnahmen	2024/12/29

Paket	Daten	Zeitrahmen	Beispiel US-Quelle ^*
Finanzdaten des Unternehmens	10 Jahre	Gewinn- und Verlustrechnung Kapitalflussrechnung Bilanz	SEC-Formular 10-K SEC-Formular 10-Q
Konsensschätzungen der Analysten	+3 Jahre	Finanzielle Vorausschau Kursziele der Analysten	Analysten Research Berichte Blue Matrix
Marktpreise	30 Jahre	Aktienkurse Dividenden, Splits und Aktionen	ICE-Marktdaten SEC-Formular S-1
Eigentümerschaft	10 Jahre	Top-Aktionäre Insiderhandel	SEC-Formular 4 SEC-Formular 13D
Verwaltung	10 Jahre	Das Führungsteam Direktorium	SEC-Formular 10-K SEC-Formular DEF 14A
Wichtige Entwicklungen	10 Jahre	Ankündigungen des Unternehmens	SEC-Formular 8-K

Analyst	Einrichtung
Steven Zaccone	Citigroup Inc
Stephen Grambling	Goldman Sachs
Joseph Greff	J.P. Morgan

This company has been acquired

Soho House & Co Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 0/6

Wichtige Informationen

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

Soho House & Co Inc.(NYSE:SHCO) dropped from S&P Global BMI Index

Soho House & Co Inc. announced that it expects to receive funding from Morse Ventures, MCR Investors LLC,

Now 26% overvalued

Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

New minor risk - Profitability

Soho House: Membership Is Exclusive, But Now So Is Ownership (Downgrade)

Soho House & Co Inc. Announces Chief Financial Officer Changes

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

CEO & Director exercised options and sold US$1.2m worth of stock

Price target increased by 26% to US$9.00

Soho House & Co Inc., Annual General Meeting, Jun 18, 2025

Soho House: Plenty Of Room For Membership Growth, Buy The Dip

Global Expansion And Operational Improvements Will Drive Future Performance

Soho House & Co Inc. announced delayed annual 10-K filing

Now 22% overvalued after recent price rise

Price target increased by 26% to US$9.00

Soho House: Jump In As The Bidding War Heats Up

Soho House & Co Inc. to Report Q3, 2024 Results on Dec 19, 2024

An undisclosed third-party consortium proposed to acquire Soho House & Co Inc. (NYSE:SHCO) from The Yucaipa Companies, LLC and others for approximately $1.8 billion.

Soho House & Co Inc. announced delayed 10-Q filing

Soho House Isn't Worth $1 Billion

Price target decreased by 9.1% to US$7.00

Chief Financial Officer notifies of intention to sell stock

Second quarter 2024 earnings: EPS misses analyst expectations

Soho House & Co Inc. Updates Revenue Guidance for the Fiscal Year 2024

CEO & Director recently sold US$316k worth of stock

Soho House & Co Inc. to Report Q2, 2024 Results on Aug 09, 2024

Soho House & Co Inc.'s (NYSE:SHCO) Shareholders Might Be Looking For Exit

CEO & Director notifies of intention to sell stock

Soho House: Cash Flow Positive But Debt Is A Problem

Soho House & Co Inc. Updates Revenue Guidance for the Fiscal Year 2024

Soho House & Co Inc., Annual General Meeting, Jun 10, 2024

Soho House & Co Inc. to Report Q1, 2024 Results on May 10, 2024

Soho House & Co Inc. announced delayed annual 10-K filing

Soho House & Co Inc. (NYSE:SHCO) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Price target decreased by 8.3% to US$8.10

New minor risk - Profitability

Full year 2023 earnings released

New major risk - Revenue and earnings growth

Soho House & Co Inc. Provides Revenue Guidance for Fiscal 2024

Soho House & Co Inc. to Report Fiscal Year 2023 Results on Mar 06, 2024

Soho House & Co Inc.'s (NYSE:SHCO) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Soho House: Growth Is There But At A High Cost

Consensus EPS estimates fall by 24%

Forecast to breakeven in 2025

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Soho House & Co Promotes Tom Collins to Chief Operating Officer

Soho House: Attractive Growth But Dangerous Balance Sheet

Soho House & Co Inc. to Report Q3, 2023 Results on Nov 10, 2023

Consensus EPS estimates fall by 18%

Soho House: Great Growth Bodes Well, But Shares Are Lofty

Second quarter 2023 earnings: EPS exceeds analyst expectations

Soho House & Co Inc. Updates Earnings Forecast for the Fiscal Year 2023

New minor risk - Insider selling

CEO, President & Director recently sold US$146k worth of stock

CEO, President & Director notifies of intention to sell stock

Price target increased by 7.1% to US$8.25

Consensus EPS estimates upgraded to US$0.38 loss

Analysts Are Updating Their Soho House & Co Inc. (NYSE:SHCO) Estimates After Its First-Quarter Results

Soho House & Co Inc. Provides Revenue Guidance for Fiscal 2023

First quarter 2023 earnings released: US$81.63 loss per share (vs US$0.30 loss in 1Q 2022)

Soho House & Co Inc.'s (NYSE:SHCO) Price Is Out Of Tune With Revenues

Price target increased by 12% to US$7.17

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Membership Collective Group: A Pricey Community

Insider recently bought US$398k worth of stock

Membership Collective: Exclusive Membership Platform At A Global Scale

Price target decreased to US$6.30

Insider recently bought US$152k worth of stock

Consensus forecasts updated

Price target decreased to US$6.75

Third quarter 2022 earnings: EPS misses analyst expectations

Is Membership Collective Group Inc. (NYSE:MCG) Trading At A 41% Discount?

Membership Collective Group GAAP EPS of -$0.46 misses by $0.34, revenue of $266.05M misses by $0.81M, updates FY Adj EBITDA guidance