Soho House & Co (SHCO) Beats Q2 Earnings and Revenue Estimates

Core Insights - Soho House & Co (SHCO) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of a loss of $0.08 per share, and improved from a loss of $0.17 per share a year ago [1][2] - The earnings surprise was +262.50%, and the company has surpassed consensus EPS estimates three times over the last four quarters [2] - Revenues for the quarter ended June 2025 were $329.8 million, surpassing the Zacks Consensus Estimate by 6.73% and up from $305.15 million year-over-year [3] Financial Performance - The company has shown a consistent ability to exceed revenue estimates, achieving this two times in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is -$0.03 on revenues of $351.6 million, and for the current fiscal year, it is -$0.10 on revenues of $1.28 billion [8] Market Position - Soho House shares have underperformed the market, losing about 12.6% since the beginning of the year, while the S&P 500 has gained 7.8% [4] - The Zacks Industry Rank places Hotels and Motels in the bottom 10% of over 250 Zacks industries, indicating potential challenges for the sector [9] Future Outlook - The estimate revisions trend for Soho House was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [7] - The correlation between near-term stock movements and earnings estimate revisions is noted, indicating that future stock performance may depend on management's commentary and earnings outlook [6]