Soho House & Co Inc. Class A (SHCO)

Over the past six months, Soho House & Co. Inc.'s stock has experienced notable events. As of January 2, 2026, the share price was $8.96, representing a 17.59% increase from January 6, 2025, but has seen a decrease of 13.43% in the past month. A significant event was the announcement on August 15, 2025, that Soho House & Co. Inc. agreed to be taken private via a merger with EH Parent LLC, an affiliate of The Yucaipa Companies, but uncertainty arose in January 2026 regarding the deal's financing. The company announced its third-quarter 2025 results on November 7, 2025, reporting total revenues of $370.8 million and membership revenues growing by 14.3% to $122.7 million. For the second quarter ended June 29, 2025, total revenues were $329.8 million, with membership revenues increasing by 15.9% to $118.6 million. The first quarter 2025 results, announced on May 9, 2025, showed total revenues of $282.9 million and membership revenues of $112.9 million.

Demand seasonality impacts Soho House & Co. Inc.'s products and services. The nature of its business suggests that demand may vary with seasons, holidays, and travel patterns. The company's financial reports and investor resources often include tools to analyze historical seasonal performance.

Soho House & Co. Inc. operates as a global membership platform connecting members through physical and digital spaces, focusing on the luxury hospitality and private membership sector. The company provides a global membership platform that allows members to work, socialize, connect, and create worldwide. Its offerings include Soho Houses, Soho Works, Scorpios Beach Club, Soho Home, and Hotels, along with food and beverage, accommodation, and spa products/treatments.

Soho House & Co. Inc. has a significant international presence across the United Kingdom, North America, and Europe and the Rest of the World. The company has established Houses in major cosmopolitan cities across these regions and plans for expansion into Sao Paulo, Brazil. The majority of its revenue is generated from the Americas segment.

Soho House & Co. Inc. maintains a strong brand prestige and a successful membership model, synonymous with exclusivity and luxury. The brand attracts a high-profile clientele and is known for fostering a sense of community and loyalty among its members. The company focuses on enhancing member experience through refreshing existing Houses, expanding food and beverage offerings, and providing curated cultural programming. The company acknowledges risks associated with brand dilution, infringement, or other violations, particularly with its ongoing expansion.

The ownership structure of Soho House & Co. Inc. is a mix of institutional, retail, and individual investors. Approximately 35.86% to 38.96% of the company's stock is owned by Institutional Investors, while insiders hold around 6.85%, and retail investors hold approximately 54.19% of the stock. Major institutional owners include Goldman Sachs Group Inc., Lansdowne Partners (uk) Llp, and FIL Ltd. Significant individual and private equity/venture capital firm owners include The Yucaipa Companies, LLC, Richard Caring, and Ronald Burkle.