Soho House: An Upgrade Is Finally Justified

  • Soho House & Co, now fairly valued, is upgraded to a soft 'buy' due to potential buyout catalysts and activist investor involvement. The company shows consistent growth in revenue, cash flow, and membership, though shares have seen a 26.9% drop in price. Recent financials reveal mixed results with increased operating cash flow and EBITDA but a widened net loss due to foreign exchange impacts.