Membership Collective Group | Investor Presentation Deck | 31 slides

Soho House & Co Inc. · 2023-11
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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4
coverage by narrative range · generated from this deck JSON

Slide inventory

31
every slide · same image gating as the playbook
01
Slide 1
Includes date in top right corner.front_matter
03
transition
04
Includes a footer with brand logos and a disclaimer about non-GAAP measures.show_traction
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
transition
Open slide detailLoop · Cost Of Inaction
06
The slide uses a split-screen layout to contrast growth and operational efficiency strategies.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
07
show_traction
Open slide detailLoop · Cost Of Inaction
08
Includes a leadership announcement at the bottom right.show_traction
Open slide detailLoop · Cost Of Inaction
09
transition
Open slide detailLoop · Cost Of Inaction
10
Includes margin percentages for contribution metrics.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
11
The slide also includes specific membership growth metrics as supporting context for the revenue bridge.analyze_data
Open slide detailLoop · Quick Win Big Bet
12
Includes footnotes regarding non-GAAP financial measures and expenses not added back for both periods.analyze_data
Open slide detailLoop · Quick Win Big Bet
13
Includes a bar chart showing loan expiry profile by year and a list of Q3 2023 financial highlights.analyze_data
Open slide detailLoop · Quick Win Big Bet
14
transition
Open slide detailLoop · Quick Win Big Bet
15
Includes footnotes regarding FX assumptions and non-GAAP reconciliation.analyze_data
Open slide detailLoop · Quick Win Big Bet
16
summarize
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
18
This is a visual-heavy slide showcasing a specific property location, likely used to demonstrate brand aesthetic and physical presence.other
19
The table tracks operational history and facility features for individual properties.analyze_data
20
The table tracks 18 specific houses (numbered 19-36) with columns for operational metrics and facility types.analyze_data
21
This is a continuation slide showing the most recent 6 houses added to the portfolio.analyze_data
23
The slide uses three pie charts to compare revenue distribution across four regions: North America, United Kingdom, Europe/ROW, and All Other.analyze_data
24
This slide serves as a definitions appendix for financial and operational KPIs.summarize
25
This is a disclosure/definitions slide, likely from an IPO or investor presentation.other
26
This slide serves as a technical appendix defining specific financial and operational metrics.present_framework
27
Standard financial reporting table showing revenue, operating expenses, and net income.analyze_data
28
Standard GAAP cash flow statement format.analyze_data
29
This is a standard financial statement slide, specifically the financing section of the cash flow statement.analyze_data
30
Contains three distinct financial reconciliation tables for the 13 weeks ended October 1, 2023 and October 2, 2022.summarize
31
Standard financial disclosure slide for Net Debt calculation.analyze_data