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Soho House & Co Inc.(SHCO)Earnings, Financials & Key Ratios
SHCO•NYSE
$8.99
Price updated Apr 24, 2026
AboutSoho House & Co Inc. operates a global membership platform of physical and digital spaces that connects a group of members. These members use the platform to work, socialize, connect, create, and flourish all over the world. The company was formerly known as Membership Collective Group Inc. and changed its name to Soho House & Co Inc. in March 2023. Soho House & Co Inc. was founded in 1995 and is headquartered in New York, New York.Show more
- Revenue$1.2B+6.0%
- EBITDA$31M-64.4%
- Net Income-$163M-38.2%
- EPS (Diluted)-0.83-38.3%
- Gross Margin46.97%-2.4%
- EBITDA Margin2.61%-66.4%
- Operating Margin-5.82%-187.3%
- Net Margin-13.54%-30.4%
SHCO Price & Volume
Soho House & Co Inc. (SHCO) stock price & volume — 10-year historical chart
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Persistent Operating Losses Challenge Membership Growth Model
Investment Thesis • Updated 2025Q3
VerdictNegative: The company's fundamental health is undermined by a persistent erosion of equity to -$351.6 million and a high EV/EBITDA multiple of 84.98
Growth:Mixed
Profitability:Strained
Financial Position:Vulnerable
Cash Flow:Burning
Primary Risk:High leverage and liquidity
"Soho House & Co Inc. faces a precarious financial outlook characterized by structural margin volatility and a deteriorating equity base that has reached -$351.6 million as of 2025Q3. While the company maintains a premium brand presence, the inability to consistently convert revenue growth into positive operating income, which hit -1.6% in 2025Q3, suggests the current asset-intensive model struggles to achieve sustainable scale. Investors should monitor the company's high debt load of $2.5 billion and its reliance on external financing to cover ongoing capital expenditures."
Verdict Logic
which suggests the current valuation does not adequately reflect the underlying operational risks.
SHCO Growth Metrics
Soho House & Co Inc. (SHCO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years13.4%
3 Years29.02%
TTM8.2%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM41.52%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM43%
Return on Capital
10 Years-4.99%
5 Years-6.17%
3 Years-3.96%
Last Year-3.44%
SHCO Recent Earnings
Soho House & Co Inc. (SHCO) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 6/12 qtrs (50%)
Q4 2025Latest
Nov 7, 2025Metric
Actual
Est
EPS
$0.10-600.0%
$0.02
Rev
$371M+5.1%
$353M
Q3 2025
Aug 8, 2025Metric
Actual
Est
EPS
$0.13+262.5%
$0.08
Rev
$330M-7.0%
$355M
Q2 2025
May 9, 2025Metric
Actual
Est
EPS
$0.04+128.6%
$0.14
Rev
$283M-0.6%
$284M
Q2 2025
Mar 31, 2025Metric
Actual
Est
EPS
$0.10-42.9%
$0.07
Rev
$306M+0.0%
$306M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q4 2025Latest | Nov 7, 2025 | $0.10vs $0.02-600.0% | $371Mvs $353M+5.1% |
| Q3 2025 | Aug 8, 2025 | $0.13vs $0.08+262.5% | $330Mvs $355M-7.0% |
| Q2 2025 | May 9, 2025 | $0.04vs $0.14+128.6% | $283Mvs $284M-0.6% |
| Q2 2025 | Mar 31, 2025 | $0.10vs $0.07-42.9% | $306Mvs $306M+0.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Soho House & Co Inc. (SHCO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.99 | $486.8M | -10.83 | 5.98% | -13.54% | — | — | |
| $11.92 | $2.22B | 281.80 | 6% | 3.84% | 1.94% | — | |
| $132.13 | $8.34B | 35.05 | 10.15% | 9.93% | 23.77% | — | |
| $332.86 | $75.78B | 54.39 | 7.74% | 12.56% | — | — | |
| $377.31 | $99.49B | 39.76 | 4.33% | 9.72% | — | — | |
| $197.68 | $18.88B | -366.07 | 116.96% | -0.55% | -0.91% | — |
Compare SHCO vs Peers
Soho House & Co Inc. (SHCO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SHCO SEC Filings & Documents
Soho House & Co Inc. (SHCO) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SHCO Frequently Asked Questions
Soho House & Co Inc. (SHCO) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Soho House & Co Inc.'s revenue?
Soho House & Co Inc. (SHCO) reported $1.29B in revenue for fiscal year 2024. This represents a 124% increase from $576.0M in 2018.
How fast is Soho House & Co Inc. growing?
Soho House & Co Inc. (SHCO) grew revenue by 6.0% over the past year. This is steady growth.
Is SHCO profitable?
Soho House & Co Inc. (SHCO) reported a net loss of $77.3M for fiscal year 2024.
Dividend & Returns
What is Soho House & Co Inc.'s free cash flow?
Soho House & Co Inc. (SHCO) generated $25.5M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.