Sign in

    Zachary Riddle

    Research Analyst at William Blair

    Zachary Riddle is an Equity Research Associate at William Blair, specializing in the coverage of equities within the financial sector. He plays a significant role in analyzing and providing investment insights on publicly traded companies, leveraging his expertise in financial modeling and market analysis, though specific firm and company coverage detail, performance rankings, and track records are not publicly documented. Riddle has held his current position at William Blair since at least 2021, and holds the Chartered Financial Analyst (CFA) credential, reflecting his commitment to high professional standards and rigorous financial analysis. While his FINRA registration status and other notable recognitions are not available in public records, his CFA designation signifies strong analytical ability and ethical standards within investment research.

    Zachary Riddle's questions to Soho House & Co (SHCO) leadership

    Zachary Riddle's questions to Soho House & Co (SHCO) leadership • Q4 2023

    Question

    Asked if the slower pace of new house openings would lead to more refurbishments, questioned the size of the opportunity in wellness offerings, and inquired how having fewer new, lower-margin houses in the mix would impact house-level contribution margins.

    Answer

    Executives clarified that the current level of refurbishments is standard practice and will continue. Wellness is a major investment priority based on member demand, with new gyms and experiences being rolled out. While not guiding to specific house-level margins, they expect overall margins to increase, driven by strong recurring membership revenue which provides operating leverage against inflationary pressures.

    Ask Fintool Equity Research AI