Soho House: Cash Flow Positive But Debt Is A Problem

Diesel
3.25K Followers
(9min)

Summary

  • Soho House & Co Inc. operates clubhouses and online clubs globally for paid members, similar to country clubs but with a younger customer base.
  • GlassHouse Research released a report suggesting the company should be shorted due to debt, accounting practices, and lack of profitability.
  • The company refuted the claims, highlighting its insider ownership and potential acquisition interest, but faces challenges with debt and declining in-house revenues.
  • The company also may get acquired and taken private by either insiders who already own most of it or another group.
  • One way or another, the company will have to solve its debt problem.

View of Soho House Club with lens flares in Pera area

theendup

Soho House & Co Inc. (NYSE:SHCO) owns and operates clubhouses and online clubs across the globe for paid members to spend time, socialize together, and enjoy various activities. The concept is similar to country clubs but more geared towards people

This article was written by

Diesel
3.25K Followers
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