Soho House (SHCO) To Report Earnings Tomorrow: Here Is What To Expect

Social club operator Soho House (NYSE:SHCO) will be reporting earnings tomorrow before the bell. Here's what to expect.

Last quarter Soho House reported revenues of $301 million, up 13.1% year on year, missing analyst expectations by 1.7%. It was a weak quarter for the company, with a miss of analysts' earnings estimates.

Is Soho House buy or sell heading into the earnings? Read our full analysis here, it's free.

This quarter analysts are expecting Soho House's revenue to grow 11.7% year on year to $301.9 million, slowing down from the 46.5% year-over-year increase in revenue the company had recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.05 per share.

Majority of analysts covering the company have reconfirmed their estimates over the last thirty days, suggesting they are expecting the business to stay the course heading into the earnings. The company missed Wall St's revenue estimates five times over the last two years.

Looking at Soho House's peers in the hotels, resorts and cruise lines segment, some of them have already reported Q4 earnings results, giving us a hint of what we can expect. Hilton Grand Vacations delivered top-line growth of 2.7% year on year, missing analyst estimates by 0.3% and Target Hospitality reported revenue decline of 17.2% year on year, exceeding estimates by 7%. Both stocks (Hilton Grand Vacations and Target Hospitality traded flat on the results).

Read our full analysis of Hilton Grand Vacations's results here and Target Hospitality's results here.

Investors in the hotels, resorts and cruise lines segment have had steady hands going into the earnings, with the stocks down on average 1.1% over the last month. Soho House is up 2.4% during the same time, and is heading into the earnings with analyst price target of $9.1, compared to share price of $5.9.

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