Soho House & CoSHCO
Market Cap: $1.15B
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 Q2 SEC filings by fund managers ($100M+ AUM)
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
1.5% less ownership
Funds ownership: 54.97% [Q1] → 53.46% (-1.5%) [Q2]
2% less funds holding
Funds holding: 60 [Q1] → 59 (-1) [Q2]
8% less capital invested
Capital invested by funds: $169M [Q1] → $156M (-$12.9M) [Q2]
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
34% less call options, than puts
Call options by funds: $1.43M | Put options by funds: $2.18M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Morgan Stanley Stephen Grambling 50% 1-year accuracy 10 / 20 met price target | 6%downside $5.50 | Equal-Weight Reinstated | 3 Sept 2024 |
Roth MKM George Kelly 50% 1-year accuracy 24 / 48 met price target | 28%upside $7.50 | Buy Reiterated | 12 Aug 2024 |
Financial journalist opinion
Based on 3 articles about SHCO published over the past 30 days