Soho House Completes Merger, New Financing and Delisting
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The latest announcement is out from Soho House & Co ( (SHCO) ).
Concurrently with the closing of its merger, Soho House & Co put in place a sizeable new capital structure, including a $220 million senior unsecured notes facility at the holding company level and a $695 million senior secured notes facility at the operating company, with tiered interest rates and non-call periods, while also amending and extending a £75 million super senior revolving credit facility to January 31, 2029 and fully repaying and terminating its prior notes agreement. The merger resulted in all pre-merger common stock being cancelled and converted into cash consideration, new voting arrangements for post-closing equity holders, a planned delisting of Soho House Class A common stock from the NYSE and suspension of Exchange Act reporting, and fresh equity injections totaling $300 million on January 26, 2026 from Momentum Solutions II, MCR Hospitality funds and Morse Ventures, alongside adjusted rollover stakes for Goldman Sachs–affiliated funds and major shareholder Richard Caring, reshaping the company’s ownership, leverage profile and public-market presence.
The most recent analyst rating on (SHCO) stock is a Hold with a $9.00 price target. To see the full list of analyst forecasts on Soho House & Co stock, see the SHCO Stock Forecast page.
Spark’s Take on SHCO Stock
According to Spark, TipRanks’ AI Analyst, SHCO is a Neutral.
Overall score is held down primarily by weak financial performance (losses, negative equity/high leverage, and weakening free cash flow) and bearish technicals (below major moving averages with negative MACD). Corporate events provide some support via merger progress and secured financing, but deal uncertainty remains a risk; valuation is constrained by a negative P/E and no dividend.
To see Spark’s full report on SHCO stock, click here.
More about Soho House & Co
Soho House & Co operates a global network of private members’ clubs, hotels and related hospitality and lifestyle venues, generating revenue primarily from memberships, room bookings, food and beverage, and ancillary services targeted at creative and professional communities in major urban markets worldwide.
Average Trading Volume: 1,252,422
Technical Sentiment Signal: Strong Buy
Current Market Cap: $1.76B
For a thorough assessment of SHCO stock, go to TipRanks’ Stock Analysis page.
