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Soho House & Co Inc. (SHCO)



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Upturn Advisory Summary
08/14/2025: SHCO (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $9
1 Year Target Price $9
1 | Strong Buy |
1 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -46.6% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.52B USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 2 | Beta 0.66 | 52 Weeks Range 4.60 - 8.47 | Updated Date 08/15/2025 |
52 Weeks Range 4.60 - 8.47 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.31 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-08 | When - | Estimate -0.07 | Actual 0.13 |
Profitability
Profit Margin -4.67% | Operating Margin (TTM) 3.73% |
Management Effectiveness
Return on Assets (TTM) 0.66% | Return on Equity (TTM) -582.57% |
Valuation
Trailing PE - | Forward PE 45.87 | Enterprise Value 3797054569 | Price to Sales(TTM) 1.22 |
Enterprise Value 3797054569 | Price to Sales(TTM) 1.22 | ||
Enterprise Value to Revenue 3.03 | Enterprise Value to EBITDA 23.14 | Shares Outstanding 53202900 | Shares Floating 76981679 |
Shares Outstanding 53202900 | Shares Floating 76981679 | ||
Percent Insiders 7.79 | Percent Institutions 63.57 |
Upturn AI SWOT
Soho House & Co Inc.
Company Overview
History and Background
Soho House & Co Inc. was founded in 1995 in London as a private members' club for those in creative industries. It expanded globally, offering a network of clubs, hotels, restaurants, and spas. In July 2021, the company went public.
Core Business Areas
- Membership: Provides access to physical Soho Houses, online community, and related benefits, driving revenue through membership fees.
- Soho House and Hotel Operations: Encompasses revenue from room bookings, food and beverage sales, and other services within the physical locations.
- Other: Includes revenues generated through Cowshed products and other retail-related offerings.
Leadership and Structure
The leadership team includes Andrew Carnie (CEO) and Thomas Beringer (CFO). The organizational structure is based on geographical regions and functional departments.
Top Products and Market Share
Key Offerings
- Soho House Membership: Provides access to exclusive clubs, events, and networking opportunities. While exact market share data is unavailable, it operates within the premium membership club market. Competitors include The Ned, NeueHouse, and other private members' clubs.
- Soho House Hotel Rooms: Offers luxury hotel accommodations in major cities globally. Revenue is generated through room bookings. Competitors include high-end hotels like Four Seasons, Ritz-Carlton, and boutique hotels.
- Cowshed Products: Provides bath, body, and skincare products available for purchase online and in Soho House locations. Market share is relatively small in the overall beauty and personal care market. Competitors include Aesop, Molton Brown, and other premium beauty brands.
Market Dynamics
Industry Overview
The hospitality industry is experiencing a recovery, with a growing demand for unique experiences and community-driven spaces. The luxury travel segment is a significant component.
Positioning
Soho House & Co Inc. positions itself as a premium brand targeting creative professionals, offering exclusive experiences and networking opportunities. Its competitive advantage lies in its established brand reputation and global network of locations.
Total Addressable Market (TAM)
The TAM for premium membership clubs and luxury hospitality is estimated to be in the billions of dollars globally. Soho House captures a portion of this TAM by focusing on a niche market of creative individuals and fostering a sense of community. The estimated TAM is 800 Billion by 2028
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global network of locations
- Loyal membership base
- Unique and curated experiences
Weaknesses
- High operating costs
- Dependence on membership renewals
- Negative profitability
- Sensitivity to economic downturns
Opportunities
- Expansion into new markets
- Increased digital offerings
- Strategic partnerships
- Growing demand for unique experiences
Threats
- Economic recession
- Increased competition
- Changes in consumer preferences
- Geopolitical instability
Competitors and Market Share
Key Competitors
- IAC
- HYATT
- MAR
Competitive Landscape
Soho House has the advantage of a strong niche in the creative community and global presense. The large competitiors Hyatt and Marriott are mainstream.
Growth Trajectory and Initiatives
Historical Growth: Analyze revenue and membership growth over past years. This should be based on expansion of the number of houses and increase in membership numbers.
Future Projections: Projections will vary based on various analyst data. Project future membership growth, revenue, and profitability based on market trends and company strategy.
Recent Initiatives: Recent initiatives include new house openings, digital platform enhancements, and strategic partnerships.
Summary
Soho House & Co Inc. is a well-known brand with a unique market position within the private membership club and luxury hospitality market. It has a strong global presence and loyal membership base, but negative profitability remains a concern. Expansion and financial sustainability are key to long-term success. The company needs to continue expanding and keep costs in line to achieve profitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Soho House & Co Inc.
Exchange NYSE | Headquaters - | ||
IPO Launch date 2021-07-15 | CEO & Director Mr. Andrew Carnie | ||
Sector Consumer Cyclical | Industry Lodging | Full time employees 8038 | Website https://sohohouseco.com |
Full time employees 8038 | Website https://sohohouseco.com |
Soho House & Co Inc. operates a global membership platform of physical and digital spaces that connects a group of members in the United Kingdom, the Americas, Europe, and internationally. The company helps the members to use the platform to work, socialize, connect, create, have fun, and drive a positive change worldwide. It also offers food and beverage, accommodation, and spa products and treatments, as well as hotel accommodation services; and sells goods and services, including spas and cinema properties. 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 based in London, the United Kingdom.

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