Soho House Q2 revenue up 8.9%, beats expectations
Overview
Soho House Q2 revenue grows 8.9% yr/yr, beating analyst expectations
Membership revenue rises 15.9% yr/yr, reflecting strong member engagement
Co evaluating offer to go private at $9.00 per share, no assurances given
Outlook
Company focuses on enhancing member experience and operational efficiency
Soho House expands offerings with new health clubs and residencies
Company notes uncertain consumer environment may impact future results
Result Drivers
MEMBERSHIP GROWTH - Membership revenues grew 15.9% yr/yr, driven by enhanced member experience initiatives
STRATEGIC INITIATIVES - New openings, refreshed spaces, and expanded cultural programming boosted member engagement
REVPAR INCREASE - RevPAR rose 2% yr/yr, reflecting improved accommodation performance
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $329.80 mln | $316.80 mln (2 Analysts) |
Q2 EPS |
| $0.13 |
|
Q2 Net Income |
| $24.88 mln |
|
Q2 Adjusted EBITDA |
| $46.13 mln |
|
Q2 Adjusted EBITDA Margin |
| 14.0% |
|
Q2 Operating Income |
| $59.72 mln |
|
Analyst Coverage
The one available analyst rating on the shares is "buy"
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 $7.25, about 10.2% above its August 7 closing price of $6.51
Press Release: ID:nBw9jjZ2la
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