Soho House Q2 revenue up 8.9%, beats expectations

Soho House & Co

08/08/2025 12:37

Overview

Soho House Q2 revenue grows 8.9% yr/yr, beating analyst expectations

Membership revenue rises 15.9% yr/yr, reflecting strong member engagement

Co evaluating offer to go private at $9.00 per share, no assurances given

Outlook

Company focuses on enhancing member experience and operational efficiency

Soho House expands offerings with new health clubs and residencies

Company notes uncertain consumer environment may impact future results

Result Drivers

MEMBERSHIP GROWTH - Membership revenues grew 15.9% yr/yr, driven by enhanced member experience initiatives

STRATEGIC INITIATIVES - New openings, refreshed spaces, and expanded cultural programming boosted member engagement

REVPAR INCREASE - RevPAR rose 2% yr/yr, reflecting improved accommodation performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$329.80 mln
$316.80 mln (2 Analysts)
Q2 EPS
$0.13
Q2 Net Income
$24.88 mln
Q2 Adjusted EBITDA
$46.13 mln
Q2 Adjusted EBITDA Margin
14.0%
Q2 Operating Income
$59.72 mln


Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for Soho House & Co Inc is $7.25, about 10.2% above its August 7 closing price of $6.51

Press Release: ID:nBw9jjZ2la

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)