Soho House & Co Inc. (SHCO)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Soho House & Co Inc. (SHCO) trades at $8.99 with AI Score 50/100 (Grade B). Soho House & Co Inc. operates a global membership platform connecting members through physical and digital spaces. Market cap: $1.76B, Sector: Consumer cyclical.
Last analyzed: May 10, 2026SHCO stock analysis for 2026: Analysts have set a consensus price target of $9.00 for Soho House & Co Inc., suggesting 0.1% upside from the current price of $8.99. The AI MoonshotScore is 50/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
SHCO: 1/4 perspectives are bearish. Dominant signal: Seth Klarman bearish.
Soho House & Co Inc. (SHCO) Consumer Business Overview
Soho House & Co Inc. operates a global membership platform, providing exclusive physical and digital spaces for a curated community. The company differentiates itself through its focus on creative individuals, offering unique environments for socializing, working, and connecting within the competitive travel lodging sector.
What Is the Investment Thesis for SHCO?
Soho House & Co Inc. presents a unique investment opportunity within the travel and leisure sector. The company's growth is driven by increasing demand for exclusive membership experiences and expansion into new geographic markets. With a gross margin of 51.2%, the company demonstrates potential for profitability as it scales its operations. Key catalysts include the opening of new Soho Houses and the continued growth of its digital membership platform. However, investors should be aware of the company's negative profit margin of -6.0% and the potential impact of economic downturns on discretionary spending. The company's beta of 0.69 suggests lower volatility compared to the broader market. The market capitalization of $1.76B indicates a mid-cap company with growth potential.
Based on FMP financials and quantitative analysis
SHCO Key Highlights
- Operates a global membership platform with physical and digital spaces catering to creative individuals.
- Gross margin of 51.2% demonstrates potential for profitability.
- Market capitalization of $1.76B indicates a mid-cap company with growth potential.
- Employs 8038 individuals, reflecting a significant operational scale.
- Beta of 0.69 suggests lower volatility compared to the broader market.
Who Are SHCO's Competitors?
SHCO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| HKSHY The Hongkong and Shanghai Hotels, Limited | $15.40 | +0.00% | $1.28B | 60 |
| HLT Hilton Worldwide Holdings Inc. | $346.47 | +1.35% | $78.87B | 55 |
| ATAT Atour Lifestyle Holdings Limited | $33.37 | -0.42% | $4.61B | 55 |
| IHG.L InterContinental Hotels Group PLC | $164.40 | +2.49% | $24.42B | 55 |
| SKTP Skytop Lodge Corporation | $1625.00 | +0.00% | $15.96M | 50 |
| ACRFF Accor S.A. | $51.65 | +0.00% | $12.20B | 50 |
| ACCYY Accor S.A. | $10.96 | +2.72% | $12.94B | 50 |
| HOCXF Promotora de Hoteles Norte 19, S.A.B. de C.V. | $0.30 | +0.00% | $123.70M | 51 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SHCO's Key Strengths?
- Strong brand reputation
- Global network of locations
- Curated community of members
- Unique and design-led spaces
What Are SHCO's Weaknesses?
- High membership fees
- Dependence on discretionary spending
- Negative profit margin
- Limited accessibility
What Could Drive SHCO Stock Higher?
- Opening of new Soho Houses in key cities, expanding the company's global network.
- Continued growth of the digital membership platform, enhancing member engagement and reach.
- Strategic partnerships and collaborations with complementary brands, offering unique experiences to members.
What Are the Key Risks for SHCO?
- Economic downturns impacting discretionary spending and membership renewals.
- Increased competition from other membership clubs and co-working spaces.
- Negative publicity or controversies affecting brand reputation.
- Difficulty maintaining the exclusivity and quality of the Soho House experience as the network expands.
What Are the Growth Opportunities for SHCO?
- Expansion into New Geographic Markets: Soho House & Co Inc. has the opportunity to expand its presence in underserved markets, particularly in Asia and South America. The global luxury travel market is projected to reach $1.2 trillion by 2027, presenting a significant opportunity for Soho House to attract new members and increase revenue. Timeline: Ongoing, with a focus on strategic locations over the next 3-5 years.
- Enhancement of Digital Membership Platform: Soho House can further develop its digital platform to enhance member engagement and expand its reach beyond physical locations. This includes offering exclusive content, virtual events, and networking opportunities. The global online community platform market is projected to reach $3.5 billion by 2028. Timeline: Ongoing, with continuous updates and new features planned for the next 1-2 years.
- Strategic Partnerships and Collaborations: Soho House can partner with complementary brands and organizations to offer unique experiences and benefits to its members. This could include collaborations with luxury retailers, art galleries, and wellness providers. The partnership marketing industry is projected to reach $17.7 billion by 2027. Timeline: Ongoing, with a focus on identifying strategic partners over the next 6-12 months.
- Development of New Membership Tiers and Offerings: Soho House can introduce new membership tiers and offerings to cater to a wider range of individuals and budgets. This could include offering limited access memberships or specialized programs focused on specific interests. The global subscription box market is projected to reach $30 billion by 2025. Timeline: Upcoming, with potential launch of new membership tiers within the next year.
- Leveraging Data Analytics to Personalize Member Experiences: Soho House can leverage data analytics to better understand member preferences and personalize their experiences. This includes tailoring content, events, and recommendations to individual interests. The global data analytics market is projected to reach $77 billion by 2023. Timeline: Ongoing, with continuous improvement of data analytics capabilities.
What Opportunities Does SHCO Have?
- Expansion into new geographic markets
- Enhancement of digital platform
- Strategic partnerships and collaborations
- Development of new membership tiers
What Threats Does SHCO Face?
- Economic downturns
- Increased competition
- Changing consumer preferences
- Negative publicity
What Are SHCO's Competitive Advantages?
- Brand reputation: Established brand reputation for exclusivity and quality.
- Network effect: Value of membership increases as the network grows.
- Unique spaces: Design-led spaces that differentiate from competitors.
- Curated community: Focus on building a vibrant and engaged community.
What Does SHCO Do?
Soho House & Co Inc., formerly known as Membership Collective Group Inc., was founded in 1995 with the vision of creating a unique space for individuals in creative industries to connect and collaborate. Starting as a single private members' club in London, the company has evolved into a global platform with a network of physical Soho Houses, restaurants, spas, workspaces, and digital forums. The company changed its name to Soho House & Co Inc. in March 2023. Soho House's core offering revolves around providing members with access to exclusive spaces designed to foster creativity, networking, and relaxation. These spaces include bedrooms, restaurants, bars, gyms, and pools. Beyond physical locations, Soho House & Co Inc. has expanded its digital presence to facilitate connections among members worldwide. The company's geographic reach extends across major cities in North America, Europe, Asia, and Australia. Soho House & Co Inc. differentiates itself through its curated membership base, design-led spaces, and focus on creating a vibrant community.
What Products and Services Does SHCO Offer?
- Operates private members' clubs with locations worldwide.
- Provides physical spaces for members to socialize, work, and connect.
- Offers a digital platform for members to engage online.
- Curates a community of individuals in creative industries.
- Provides bedrooms, restaurants, bars, gyms, and pools within its locations.
- Hosts events and programming for members.
- Offers a range of membership options to suit different needs.
How Does SHCO Make Money?
- Membership fees: Generates revenue through recurring membership fees.
- Food and beverage sales: Earns revenue from food and beverage sales within its locations.
- Accommodation revenue: Generates revenue from bedroom bookings.
- Event revenue: Earns revenue from hosting events and programming.
What Industry Does SHCO Operate In?
Soho House & Co Inc. operates within the travel lodging industry, which is experiencing a shift towards personalized and experience-driven offerings. The competitive landscape includes traditional hotels, boutique accommodations, and co-working spaces. Soho House differentiates itself through its exclusive membership model and focus on creative communities. The global travel and tourism market is projected to reach trillions of dollars in the coming years, driven by increasing disposable incomes and a desire for unique travel experiences. Soho House is positioned to capitalize on this trend by expanding its network of physical and digital spaces.
Who Are SHCO's Key Customers?
- Creative professionals: Targets individuals in creative industries such as art, fashion, film, and media.
- Entrepreneurs: Attracts entrepreneurs and business owners seeking networking opportunities.
- Travelers: Caters to travelers seeking unique and exclusive experiences.
- Local residents: Provides a social hub for local residents in major cities.
SHCO Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2024
SHCO Latest News
SHCO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SHCO.
Price Targets
Consensus target: $9.00
SHCO MoonshotScore
What does this score mean?
The MoonshotScore rates SHCO's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Andrew Carnie
CEO
Andrew Carnie serves as the CEO of Soho House & Co Inc., leading a global team of 8038 employees. His career spans various leadership roles in the hospitality and consumer sectors. Prior to joining Soho House, Carnie held executive positions at prominent companies, demonstrating expertise in operations, marketing, and strategic development. His experience includes driving growth, enhancing customer experiences, and building strong teams. Carnie's background equips him with the skills to navigate the complexities of the global membership platform and drive the company's continued success.
Track Record: Since assuming the role of CEO, Andrew Carnie has focused on expanding Soho House's global footprint and enhancing its digital capabilities. Key achievements include the opening of new Soho Houses in strategic locations and the launch of new membership offerings. Under his leadership, the company has continued to prioritize member engagement and create unique experiences. Carnie's strategic decisions have contributed to the company's growth and strengthened its position in the competitive travel lodging market.
Soho House & Co Inc. Consumer Cyclical Stock: Key Questions Answered
What does Soho House & Co Inc. do?
Soho House & Co Inc. operates a global membership platform that provides physical and digital spaces for individuals in creative industries to connect, socialize, work, and flourish. The company's core offering includes access to exclusive Soho Houses, restaurants, spas, workspaces, and a digital forum. Soho House differentiates itself through its curated membership base, design-led spaces, and focus on creating a vibrant community. The company generates revenue through membership fees, food and beverage sales, accommodation revenue, and event revenue.
What do analysts say about SHCO stock?
Analyst coverage of Soho House & Co Inc. focuses on its growth potential within the travel and leisure sector. Key valuation metrics include market capitalization, revenue growth, and gross margin. Analysts consider the company's expansion into new geographic markets and the enhancement of its digital platform as key growth drivers. However, they also note the company's negative profit margin and the potential impact of economic downturns on discretionary spending. Analyst consensus is mixed, with some highlighting the company's long-term growth potential and others expressing concerns about its profitability.
What are the main risks for SHCO?
Soho House & Co Inc. faces several risks, including economic downturns impacting discretionary spending, increased competition from other membership clubs and co-working spaces, and potential negative publicity affecting brand reputation. The company also faces the challenge of maintaining the exclusivity and quality of the Soho House experience as the network expands. Furthermore, the company's reliance on membership fees and food and beverage sales makes it vulnerable to changes in consumer preferences and travel patterns. Effective risk management and mitigation strategies are crucial for the company's long-term success.
What are the key factors to evaluate for SHCO?
Soho House & Co Inc. (SHCO) holds an AI score of 50/100 (moderate). Analysts target $9.00 (+0%). Not financial advice.
How frequently does SHCO data refresh on this page?
SHCO prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SHCO's recent stock price performance?
Soho House & Co Inc. (SHCO) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SHCO overvalued or undervalued right now?
Valuing Soho House & Co Inc. (SHCO) requires multiple metrics. Analysts target $9.00 (+0%) — near fair value. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SHCO?
Before investing in Soho House & Co Inc. (SHCO), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on publicly available information.
- Analyst opinions are based on general consensus and may vary.
- Growth opportunities and risks are subject to change based on market conditions.