Soho House Q3 revenue beats estimates on membership growth

Reuters11-07
Soho House Q3 revenue beats estimates on membership growth

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.)

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