Membership Collective Group | Investor Presentation Deck | 31 slides

Soho House & Co Inc. · 2023-08
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

31
every slide · same image gating as the playbook
01
Slide 1
Includes date stamp in top right corner.front_matter
03
transition
04
Includes a footer disclaimer regarding non-GAAP measures.show_traction
Open slide detailBeat · ProblemLoop · Why Now
05
transition
Open slide detailBeat · ProblemLoop · Why Now
06
The slide uses a side-by-side comparison layout to delineate the two strategic pillars.summarize
Open slide detailBeat · ProblemLoop · Why Now
07
Includes a grid of photos of various Soho House locations.show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
08
Includes a disclaimer about non-GAAP measures at the bottom left.show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
The slide uses a numbered list format with corresponding imagery of Soho House properties.transition
10
Includes non-GAAP financial measures disclaimer.analyze_data
Open slide detailBeat · Financials
11
The slide also includes membership growth metrics as supporting context for the revenue bridge.analyze_data
Open slide detailBeat · Financials
12
Includes footnotes regarding non-GAAP financial measures and specific adjustments for non-cash rent.analyze_data
Open slide detailBeat · Financials
13
Includes a bar chart for loan expiry profile and a list of financial highlights.analyze_data
Open slide detailBeat · Financials
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transition
Open slide detailBeat · Financials
15
Includes footnotes regarding FX headwinds and non-GAAP reconciliation disclaimers.analyze_data
Open slide detailBeat · Financials
16
summarize
Open slide detailBeat · Key Takeaways
18
The slide serves as a brand portfolio overview, displaying the aesthetic and physical presence of the company's various locations and sub-brands.other
19
The table tracks 18 houses with various operational metrics.analyze_data
20
The table tracks 18 specific locations (numbered 19-36) with various attributes including bedroom counts and facility availability.analyze_data
21
The table tracks 5 specific new house openings with operational metrics and amenity checklists.analyze_data
22
summarize
23
Includes a summary of total houses and members at the top.analyze_data
24
This slide serves as a definitions page for financial and operational metrics.analyze_data
25
This slide serves as a financial disclosure/definitions page for the company's revenue streams.other
26
This slide provides definitions for metrics like Active App Users, House-Level Contribution, Other Contribution, Adult Paying Members, Net Debt, ADR, and RevPARanalyze_data
27
Standard financial reporting table for Soho House & Co Inc.analyze_data
28
Standard GAAP cash flow statement format.analyze_data
29
Financial statement excerpt.analyze_data
30
Contains three distinct financial reconciliation tables side-by-side.analyze_data
31
Standard financial disclosure slide for non-GAAP metric reconciliation.analyze_data