Soho House & Co stock jumps on earnings beat, strong revenue growth

Published 09/05/2025, 13:52
Soho House & Co stock jumps on earnings beat, strong revenue growth

Investing.com -- Soho House & Co Inc. (NYSE:SHCO) saw its stock surge 8.4% after the global membership platform reported better-than-expected first quarter earnings and robust revenue growth.

The company posted adjusted earnings per share of $0.04 for the quarter ended March 30, 2025, significantly beating analyst estimates of -$0.12. Total (EPA:TTEF) revenue rose 8% YoY to $282.9 million, slightly below the consensus estimate of $289.73 million but showing solid growth across key segments.

Membership revenues, a crucial metric for the company, grew 14.1% YoY to $112.9 million. In-House revenues increased 1.9% to $112.4 million, while Other revenues, driven by strong growth in Soho Home, rose 9.1% to $57.5 million.

The company’s adjusted EBITDA more than doubled to $47 million from $19.8 million in the same quarter last year. However, this figure included $22.9 million in business interruption insurance proceeds related to COVID-19.

"Our strong quarterly performance gives me confidence that our strategic priorities are resonating with our members around the world," said Andrew Carnie, CEO of Soho House & Co. "Our operational transformation is starting to gain real traction and we’re seeing early signs of this in profitability."

The company reported a 4% YoY increase in Revenue Per Available Room (RevPAR) on a like-for-like basis. Total membership grew 3.1% YoY to 269,636, with Soho House memberships up 7.1% to 212,001.

Soho House & Co also noted that it continues to assess a $9.00 per share offer from a third-party consortium to take the company private, as announced in December 2024.

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