Soho House & Co Inc. operates a global membership platform of physical and digital spaces that connects a group of members in the United Kingdom, the Americas, Europe, and internationally. The company helps the members to use the platform to work, socialize, connect, create, have fun, and drive a positive change worldwide. It also offers food and beverage, accommodation, and …
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Competitive advantage assessment
Key strengths
Operating Leverage in EffectOperating leverage is evident (score 0.85), with margins expanding over time.
Key risks
ROIC Below WACC or PeersROIC at 0th percentile suggests inefficient capital deployment.
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.38), suggesting weak customer stickiness.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Soho House & Co Inc. ranks #12 of 14
scored companies in Lodging by moat score — the top 86%.
The widest moat in the group is Wyndham Hotels & Resorts, Inc. (WH)
at 71/100.
Moat scores for companies ranked near SHCO in Lodging
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 25
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 37
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 8
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 23
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 71
· 15% of the moat score
Scale matters only when it converts into economics.
Soho House & Co Inc. (SHCO) scores 31 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #12 of 14 scored companies in Lodging, the top 86%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 13 companies in Lodging. Its strongest defense is Scale & Market Position (71/100) and its weakest is Capital Efficiency (8/100).
How does Soho House & Co Inc. compare with other Lodging companies?
Soho House & Co Inc. ranks #12 of 14 scored companies in Lodging by moat score. The widest moat in Lodging is Wyndham Hotels & Resorts, Inc. (WH) at 71/100. The companies ranked closest are Hyatt Hotels Corporation (H) at 38 just above it and Sonder Holdings Inc. (SOND) at 29 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 13 companies in Lodging. The defenses are then weighted to produce the overall score out of 100.
Why is Soho House & Co Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Soho House & Co Inc.?
The Corporate Default template measures 6 defenses, and SHCO scores: Pricing Power (24), Cost Advantage (25), Customer Stickiness (37), Capital Efficiency (8), Resilience (23), Scale & Market Position (71). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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