Earnings Call Summary | Soho House(SHCO.US) Q2 2024 Earnings Conference
Earnings Call Summary | Soho House(SHCO.US) Q2 2024 Earnings Conference
Adjusted EBITDA grew $2 million year-over-year to $33 million.The following is a summary of the Soho House & Co Inc. (SHCO) Q2 2024 Earnings Call Transcript:
以下是Soho House & Co. Inc. (SHCO) 2024年Q2業績會議通話記錄摘要：
Financial Performance:
金融業績：
Soho House reported a Q2 total revenue growth of 6% year-on-year to $305 million.
Membership revenue rose by 16% year-over-year, reaching $104 million.
Adjusted EBITDA grew $2 million year-over-year to $33 million.
House-level contribution increased by 12% year-on-year, with margins improving by roughly 100 basis points.
Soho House Q2總營業收入同比增長6%，達到30500萬元。
會員營收同比增長16%，達到10400萬元。
調整後的EBITDA同比增長200萬元，達到3300萬元。
房屋水平貢獻同比增長12%，毛利率提高約100個點子。
Business Progress:
業務進展：
Soho House opened new locations in Sao Paulo, Mexico City, and Portland, enhancing its global presence.
Plans to open new Soho Houses in Madrid, Milan, Barcelona, and Tokyo were announced, aiming to boost membership demand further.
The company focused on improving the member experience by introducing more dining options, enhancing service speeds, and increasing event variety.
Soho House在聖保羅、墨西哥城和波特蘭開設了新地點，增強了其全球業務覆蓋。
計劃在馬德里、米蘭、巴塞羅那和東京開設新的Soho House，旨在進一步提高會員需求。
公司專注於提高會員體驗，通過引入更多餐飲選擇、增強服務速度和增加活動種類來實現。
Opportunities:
機會：
The continued strong growth in membership numbers and the increasing global waitlist, which now stands at 111,000, underscore significant market demand.
Expansion in new geographic regions like South America and planned openings in major cities indicate potential for further growth.
會員數量持續強勁增長和全球等待名單的增加，現在達到111,000，凸顯了巨大的市場需求。
在南美等新地理區域的擴張和計劃在主要城市的開業顯示了進一步的增長潛力。
Risks:
風險：
New house openings like Portland, Sao Paulo, and Bodrum brought initial losses, impacting short-term EBITDA growth.
像波特蘭、聖保羅和博德魯姆這樣的新開業房屋帶來了初始損失，影響了短期EBITDA增長。
More details: Soho House IR
更多詳情：Soho House IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
