NYSE$SHCO

Soho House & Co Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Soho House reported Q2 2025 revenue of $329.8M, net income of $24.1M, diluted EPS of $0.13.

For Q2 2025, Soho House reported Revenue was $329.8M, net income was $24.1M, diluted EPS was $0.13. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $329.8M for Q2 2025.
  • Net income $24.1M.
  • Diluted EPS $0.13.

Headline financials

Total Revenue

$330M

Previous: $305M+8.1%
EPS (adj)

$0.13

Previous: -$0.17+176.5%
Total Members

270.3K

Previous: 264.5K+2.2%
Soho House Members

213.6K

Previous: 204.0K+4.7%
Frozen Members

10.0K

Previous: 10.2K-1.7%
Other Members

56.7K

Previous: 60.5K-6.3%
House-Level Contribution Margin

30.0%

Previous: 26.0%+15.4%
Active App Users

216.7K

Previous: 209.7K+3.3%
Adjusted EBITDA Margin

14.0%

Previous: 10.0%+40.0%
RevPAR Growth

2.0%

No prior period
Net Income

$24.1M

Previous: -$33.9M+171.2%
Operating Income

$59.7M

Previous: -$11.4M+625.3%

Revenue & EPS history

Soho House · Revenue · Quarterly

$330M

Q2 2025+8.1%vs Q2 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 outlook focuses on traffic, promotions, and input costs.

Tailwinds

  • Brand momentum and international expansion.
  • Pricing and mix can support gross margin.

Headwinds

  • Discretionary spending and promotional intensity.
  • Freight, labor, and currency headwinds.

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 Q2 2025

Historical avgQ2 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%

Discussion

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