Soho House Q3 revenue beats estimates on membership growth

Soho House & Co

07/11/2025 12:39

Overview

Soho House Q3 2025 revenue grows 11.2% yr/yr, beating analyst expectations

Membership revenues increased 14.3% yr/yr, reflecting strong member engagement

Net loss for Q3 was $18.7 mln, impacted by non-cash FX losses

Result Drivers

MEMBERSHIP REVENUE GROWTH - Membership revenues increased by 14.3% yr/yr, driven by strong member engagement

OTHER REVENUE GROWTH - Other revenues rose 15.8% yr/yr, supported by strong growth in Scorpios and Soho Home

INVESTMENTS IN MEMBER EXPERIENCE - Co invested in enhancing member experience and operational efficiency, contributing to sustainable growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$370.75 mln
$354.80 mln (1 Analyst)
Q3 EPS
-$0.10
Q3 Net Income
-$18.71 mln
Q3 Adjusted EBITDA
$53.77 mln
Q3 Adjusted EBITDA Margin
15.00%
Q3 Operating Income
-$6.004 mln


Analyst Coverage

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

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 $9.00, about 1.2% above its November 6 closing price of $8.89

Press Release: ID:nBw8qbl6Ta

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(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.)