NYSE$SHCO

Soho House & Co Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Soho House reported Q1 2025 total revenues of $282.9M with net income of $7.5M.

Total revenues rose to $282.9 million with membership and in-house revenues both higher. The company reported consolidated net income of $7.5 million versus a large prior-year loss, aided by foreign-exchange gains and lower pre-opening spend as new-house openings moderated.

  • Q1 total revenues $282.9M.
  • Membership revenues $112.9M; in-house $112.4M.
  • Net income $7.5M after FX and impairment items.
  • Member attendance and new-house cadence drive outlook.

Headline financials

Total Revenue

$283M

Previous: $263M+7.5%
Net Income

$7.51M

Previous: -$46M+116.3%

Revenue & EPS history

Soho House · Revenue · Quarterly

$283M

Q1 2025+7.5%vs Q1 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Soho House · $180M total across 3 segments · Q3 2021

  • In-House revenue
    $67M
  • Other revenue
    $62M
  • Membership revenue
    $51M

Forward guidance

Consumer and food-industry outlook focuses on volumes, input costs, and promotional activity.

Tailwinds

  • Brand and membership momentum where applicable.
  • Pricing and mix can support gross margin.

Headwinds

  • Input inflation and freight costs.
  • Discretionary demand and competitive promotions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+5.1%

Avg return

Earnings day

+10.4%

Avg return

5 days after

+13.8%

Avg return

30 days after

73%

11 / 15 earnings

Positive

+41.8%

Q3 2024

Best reaction

-27.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+0.1%-0.2%-0.9%
Q2 2025+12.5%+18.1%+36.8%
Q1 2025+5.1%-3.4%+3.9%
Q4 2024+2.2%-21.8%-10.6%
Q3 2024+41.8%+45.2%+49.9%
Q2 2024+1.7%+15.2%+21.8%
Q1 2024+10.8%+8.0%-1.0%
Q4 2023+23.7%+21.9%+10.7%
Q3 2023
Q2 2023
Q1 2023
Q4 2022+3.2%
Q3 2022-27.8%
Q2 2022-16.8%
Q1 2022-3.9%
Q4 2021+13.4%
Q3 2021+12.1%
Q2 2021-1.0%

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