Soho House & Co (SHCO) Beats Q1 Earnings and Revenue Estimates

Core Viewpoint - Soho House & Co (SHCO) reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of a loss of $0.14 per share, and showing improvement from a loss of $0.24 per share a year ago [1][2]. Financial Performance - The earnings surprise for the quarter was 128.57%, with the company previously expected to post a loss of $0.07 per share but actually reporting a loss of $0.10 [2]. - Soho House generated revenues of $282.86 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.64% and increasing from $263.15 million year-over-year [3]. - Over the last four quarters, the company has exceeded consensus revenue estimates two times [3]. Stock Performance and Outlook - Since the beginning of the year, Soho House shares have declined approximately 17.3%, compared to a 3.7% decline in the S&P 500 [4]. - The company's earnings outlook is mixed, with the current consensus EPS estimate for the upcoming quarter at -$0.10 on revenues of $318.4 million, and -$0.26 on revenues of $1.28 billion for the current fiscal year [8]. Industry Context - The Internet - Software industry, to which Soho House belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable position compared to the bottom 50% [9].