NYSE$SHCO

Soho House & Co Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Soho House reported Q3 2025 total revenues of $370.8M with a net loss attributable to the company of $18.7M.

Total revenues were $370.8 million on membership and in-house growth; net loss attributable to Soho House was $18.7 million, or $(0.10) per share. Strategic reorganization and portfolio actions continue under Yucaipa leadership.

  • Q3 total revenues $370.8M.
  • Membership and in-house revenue mix.
  • Net loss $(18.7)M attributable.
  • Portfolio optimization and cost actions.

Headline financials

Total Revenue

$371M

Previous: $333M+11.2%
EPS (adj)

-$0.10

Previous: $0.00
Total Members

269.6K

Previous: 267.5K+0.8%
Soho House Members

213.8K

Previous: 208.1K+2.8%
Frozen Members

10.2K

Previous: 10.0K+1.3%
Other Members

55.8K

Previous: 59.4K-6.1%
House-Level Contribution Margin

28.0%

Previous: 28.0%+0.0%
Active App Users

217.1K

Previous: 213.0K+1.9%
Adjusted EBITDA Margin

15.0%

Previous: 14.0%+7.1%
RevPAR Growth

1.0%

No prior period
Net Income

-$18.7M

Previous: $200K-9454.0%
Operating Income

-$6M

Previous: $37.9M-115.8%

Revenue & EPS history

Soho House · Revenue · Quarterly

$371M

Q3 2025+11.2%vs Q3 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

Turnaround and integration stories focus on synergy, attendance, and path to profitability.

Tailwinds

  • Liquidity and asset base.
  • Operational initiatives.
  • Strategic transactions or portfolio actions.

Headwinds

  • GAAP volatility from impairments.
  • Leverage and execution risk.
  • Cyclical demand.

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 Q3 2025

Historical avgQ3 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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