Soho House Stock Discussion

Soho House's Q4 results were mixed, surpassing operating margin expectations but falling short in full-year revenue and adjusted EBITDA guidance. The company's reinvestments to stay relevant have drained resources, with negative free cash flow margin averaging -3.7% over the last two years.

Despite limited revenue growth expectations, investors are paying for Soho House & Co's stock. However, maintaining these prices could be hard as low revenue growth may impact shares. The P/S ratio suggests muted growth relative to the industry, and future revenues might not uphold positive sentiment.