Soho House & CoSHCO
About: Soho House & Co Inc is a membership platform of physical and digital spaces that connects a vibrant, diverse group of members from across the world. The members use the platform to work, socialize, connect, create and flourish all over the world. It offers lease agreement Houses, hotels, restaurants, studios, spas, and other properties. The company's reportable segments are; United Kingdom, North America, and Europe and Rest of the World. Majority of its revenue is generated from the North America segment which encompasses its operating units in North America, including; Soho Houses, stand-alone U.S. restaurants and the Willows Inn in Palm Springs, Soho Friends, and the management fees from Soho Beach House Canouan.
Employees: 7,852
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 59 [Q2] → 60 (+1) [Q3]
0.73% less ownership
Funds ownership: 53.59% [Q2] → 52.86% (-0.73%) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
8% less capital invested
Capital invested by funds: $156M [Q2] → $144M (-$12.3M) [Q3]
15% less call options, than puts
Call options by funds: $1.19M | Put options by funds: $1.39M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Morgan Stanley Stephen Grambling 52% 1-year accuracy 11 / 21 met price target | 7%upside $5.50 | Equal-Weight Reinstated | 3 Sept 2024 |
