Soho House (SHCO) Q4 Earnings: What To Expect

Social club operator Soho House (NYSE:SHCO) is expected to be reporting earnings tomorrow before market open. Here’s what you need to know.

Soho House met analysts’ revenue expectations last quarter, reporting revenues of $333.4 million, up 13.6% year on year. It was a slower quarter for the company, with a miss of analysts’ members estimates and full-year EBITDA guidance missing analysts’ expectations significantly. It reported 267,494 members, down 99.9% year on year.

Is Soho House a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Soho House’s revenue to grow 5.4% year on year to $305.5 million, slowing from the 7.2% increase it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.05 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Soho House has missed Wall Street’s revenue estimates five times over the last two years.

Looking at Soho House’s peers in the travel and vacation providers segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Pursuit’s revenues decreased 84.3% year on year, beating analysts’ expectations by 8.8%, and Target Hospitality reported a revenue decline of 33.7%, topping estimates by 4.5%. Pursuit traded up 5.1% following the results while Target Hospitality was also up 9.5%.

Read our full analysis of Pursuit’s results here and Target Hospitality’s results here.

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