Soho House & Co Inc.

NYSE:SHCO Stock Report

Market Cap: US$1.4b

Soho House & Co Management

Management criteria checks 3/4

Soho House & Co's CEO is Andrew Carnie, appointed in Nov 2022, has a tenure of 2.08 years. total yearly compensation is $4.61M, comprised of 50% salary and 50% bonuses, including company stock and options. directly owns 0.46% of the company’s shares, worth $6.66M. The average tenure of the management team and the board of directors is 2.1 years and 3.9 years respectively.

Key information

Andrew Carnie

Chief executive officer

US$4.6m

Total compensation

CEO salary percentage50.0%
CEO tenure2.1yrs
CEO ownership0.5%
Management average tenure2.1yrs
Board average tenure3.9yrs

Recent management updates

Recent updates

Soho House Isn't Worth $1 Billion

Sep 26

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

Jul 23
Soho House & Co Inc.'s (NYSE:SHCO) Shareholders Might Be Looking For Exit

Soho House: Cash Flow Positive But Debt Is A Problem

Jun 26

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

Mar 19
Soho House & Co Inc. (NYSE:SHCO) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

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

Feb 08
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

Jan 14

Soho House: Attractive Growth But Dangerous Balance Sheet

Oct 28

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

Aug 16

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

May 15
Analysts Are Updating Their Soho House & Co Inc. (NYSE:SHCO) Estimates After Its First-Quarter Results

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

Apr 19
Soho House & Co Inc.'s (NYSE:SHCO) Price Is Out Of Tune With Revenues

Membership Collective Group: A Pricey Community

Jan 26

Membership Collective: Exclusive Membership Platform At A Global Scale

Dec 15

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

Nov 16
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

Nov 16

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

Sep 25

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

Aug 17

CEO Compensation Analysis

How has Andrew Carnie's remuneration changed compared to Soho House & Co's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 29 2024n/an/a

-US$120m

Jun 30 2024n/an/a

-US$170m

Mar 31 2024n/an/a

-US$148m

Dec 31 2023US$5mUS$2m

-US$118m

Oct 01 2023n/an/a

-US$56m

Jul 02 2023n/an/a

-US$98m

Apr 02 2023n/an/a

-US$176m

Jan 01 2023US$4mUS$2m

-US$221m

Oct 02 2022n/an/a

-US$276m

Jul 03 2022n/an/a

-US$323m

Apr 03 2022n/an/a

-US$296m

Jan 02 2022US$24mUS$1m

-US$326m

Oct 03 2021n/an/a

-US$357m

Jul 04 2021n/an/a

-US$258m

Apr 04 2021n/an/a

-US$280m

Jan 03 2021n/an/a

-US$233m

Compensation vs Market: Andrew's total compensation ($USD4.61M) is about average for companies of similar size in the US market ($USD5.51M).

Compensation vs Earnings: Andrew's compensation has increased whilst the company is unprofitable.

CEO

Andrew Carnie (50 yo)

2.1yrs

Tenure

US$4,609,740

Compensation

Mr. Andrew Carnie serves as Chief Executive Officer at Soho House & Co Inc. (formerly known as Membership Collective Group Inc.) since November 16, 2022. He served as President of Soho House & Co Inc. (for...

Leadership Team

NamePositionTenureCompensationOwnership
Ronald Burkle
Executive Chairman12.9yrsno data6.63%
$ 96.2m
Andrew Carnie
CEO & Director2.1yrsUS$4.61m0.46%
$ 6.7m
Nick Jones
Founder & Directorno dataUS$2.51m5.17%
$ 75.0m
Thomas Allen
Chief Financial Officer2.5yrsUS$3.00m0.061%
$ 883.4k
Thomas Collins
Chief Operating Officer1.1yrsno data0.0037%
$ 54.1k
Ben Nwaeke
Chief Legal Officer & Corporate Secretaryno datano datano data

2.1yrs

Average Tenure

55yo

Average Age

Experienced Management: SHCO's management team is considered experienced (2.1 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Ronald Burkle
Executive Chairman12.9yrsno data6.63%
$ 96.2m
Andrew Carnie
CEO & Director4.9yrsUS$4.61m0.46%
$ 6.7m
Nick Jones
Founder & Director29.9yrsUS$2.51m5.17%
$ 75.0m
Mark Ein
Independent Director6.9yrsUS$150.00k0.32%
$ 4.6m
Eric Deardorff
Independent Directorless than a yearno datano data
Dasha Zhukova
Independent Director3.9yrsUS$125.00k0.017%
$ 245.4k
Yusef Jackson
Independent Director3.9yrsUS$175.00k0.028%
$ 405.9k
Alice Delahunt
Independent Director3.9yrsUS$175.00k0.017%
$ 245.4k
Nicole Avant
Independent Director3.9yrsUS$150.00k0.017%
$ 245.4k
Ben Schwerin
Independent Director3.9yrsUS$131.25k0.017%
$ 245.4k
Joseph Hage
Independent Director4.9yrsUS$175.00k0.017%
$ 245.4k
Sheikha Al bint Hamad Al-Thani
Independent Director3.9yrsUS$150.00kno data

3.9yrs

Average Tenure

54.5yo

Average Age

Experienced Board: SHCO's board of directors are considered experienced (3.9 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 15:50
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/29
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Soho House & Co Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Shaun KelleyBofA Global Research
Steven ZacconeCitigroup Inc
Stephen GramblingGoldman Sachs