KRUS - Kura Sushi USA, Inc. Stock Analysis

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KRUS

KURA SUSHI USA, INC.

NASDAQ

$39.95

▼ DOWN 0.27% (-0.11)

KEY STATISTICS

Market Cap$485.39 M

52w High$80.84

52w Low$33.97

Dividend Yield—

Frequency—

P/E-998.75

Volume123.39K

Shares Out.12.15M

COMPANY

LEADERSHIP

CHIEF EXECUTIVE

Hajime Uba

COMPENSATION 2026

Salary$517,500

Stock Awards$454,750

Incentive Plan Pay$183,412

All Other Comp.$0

Total$1,155,662

ABOUT

SECTOR

Consumer Cyclical

WENT PUBLIC

August 1, 2019

METHOD OF GOING PUBLIC

IPO

FULL TIME EMPLOYEES

3,900

PRICE TARGET

Target High$72.00

Target Low$65.00

Target Median$68.50

Target Consensus$68.50

UPCOMING EARNINGS

DateNov 5, 2026

DayThursday

Rev. Est.$91.34M

NOV

THU

ETFS HOLDING THIS STOCK

ETFS HOLDING

LISTED HERE

RANKED BY POSITION SIZE

INSTITUTIONAL OWNERSHIP

SHARES OWNED

48.52%

HOLDERS

203

TOP 8 OF 203 · RANKED BY POSITION SIZE

Granahan Investment Management, LLC

802.0K sh

$46.16M

Hood River Capital Management LLC

Divisadero Street Capital Management, LP

582.2K sh

$34.59M

12 West Capital Management LP

PRICE

$39.95 ▼ DOWN 0.27% (−$0.11)

About Kura Sushi USA, Inc.

https://www.kurasushi.com ↗

Kura Sushi USA, Inc. operates 33 technology-enabled Japanese restaurants across nine states and Washington D.C., offering an engaging revolving sushi experience since 2008, and is a subsidiary of Kura Sushi, Inc.

INDUSTRY

Restaurants

A PRODUCT KURA SUSHI USA, INC. IS KNOWN FOR

Kura Reserve Menu

The Kura Reserve menu offers a limited-time, seasonal selection of authentic Japanese dishes with premium ingredients like Shima Aji and Seared Yuzu Albacore, delivering an elevated, memorable dining experience rooted in Japanese authenticity.

Kura Sushi USA in 2025

SENTIMENT: ± MIXED

EARNINGS · NOVEMBER 6, 2025

Kura Sushi USA Announces Record Expansion Amidst Declining Comparable Store Sales in Fiscal 2025 Report

On November 6, 2025, Kura Sushi USA reported its fiscal fourth quarter and full-year 2025 financial results. The company celebrated a record 15 new restaurant openings and a significant increase in total annual sales to $282.8 million. However, this growth was overshadowed by a 1.3% decrease in comparable restaurant sales for the fiscal year, attributed to a 3.1% decline in traffic, putting the company in the spotlight for its aggressive expansion strategy during a period of softening consumer demand at existing locations.

MARKET EXPANSION · FISCAL YEAR 2025 (MULTIPLE ANNOUNCEMENTS) · IN PROGRESS

Kura Sushi Accelerates Nationwide Expansion with Plans for 15 New Restaurants in Fiscal Year 2025

Kura Sushi USA continued its aggressive growth strategy in 2025, announcing and actively pursuing the opening of 15 new restaurant locations. This sustained push for a unit growth rate exceeding 20% annually represents the company's primary strategic focus on scaling its operations and capturing a larger share of the U.S. market.

Latest News

BUSINESS WIRE · OCT 6, 2026

Kura Sushi USA Introduces Enhanced Rewards Program Featuring Elite Tuna-Tier Perks and a Sleek New Interface

IRVINE, Calif.--(BUSINESS WIRE)--Kura Sushi USA, Inc., the nation's largest brand of revolving sushi restaurants, today announced the launch of its reimagined Kura Sushi Rewards mobile app experience, built to reward the brand's most loyal sushi fans with greater selection and value. Driven directly by guest feedback, the refreshed program is designed to strengthen guest engagement through a flexible, points-based rewards system that gives members the ability to redeem menu items and perks they.

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EARLIER COVERAGE

SEEKING ALPHA · OCT 3, 2026

Kura Sushi: Revisiting The Growth Story

Kura Sushi remains a fast-growing chain, but recent headwinds challenge its premium valuation and growth narrative. Construction cost inflation, tariffs, and weak same-store sales have compressed margins and delayed payback periods, impacting IRR and investor sentiment. KRUS's unit-level economics are solid, yet self-financing growth remains elusive, raising concerns about future dilution or costly debt.

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