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Kura Sushi USA (KRUS)
NASDAQ:KRUS
Earnings Data
Report Date
Apr 02, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.17Last Year’s EPS
-0.31Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but stable outlook: strong top-line growth (+~14% Y/Y), healthy liquidity (≈$78.5M cash, no debt), continued unit expansion, and early signs of operational leverage (G&A and labor improvements, reservation uptake). However, material near-term margin pressure from tariffs, promotional/import costs, sales deleverage and a wider net loss/decline in Adjusted EBITDA tempered results. Management reiterated FY26 guidance and outlined paths to recovery (pricing, technology rollouts, promotions and labor initiatives), so while challenges are meaningful, the company presented concrete actions and ample liquidity to execute its plan.Company Guidance
Quarterly Revenue Growth
Total sales of $73.5 million in Q1 versus $64.5 million prior year (+~14.0%), providing top-line expansion despite negative comps.
Progress on New Unit Growth
Opened 4 restaurants in Q1 (Arcadia, Modesto, Freeport, Lawrenceville) with 10 units under construction and a FY26 target of 16 new restaurants; plan to open 1 unit in Q2 and the remainder in the back half of the year.
Strong Liquidity and No Debt
Ended Q1 with $78.5 million of cash, cash equivalents and investments and zero debt, supporting growth plans and optionality (shelf registration in place).
G&A and Labor Efficiency Gains
Adjusted G&A reduced by ~80 basis points as a percentage of sales; labor as a percentage of sales improved to 32.5% from 32.9% (40 basis points improvement) and management reiterated a goal to improve labor by 100 basis points in FY26.
Technology and System Rollouts
Decoupled reservation system from loyalty and began advertising reservations; over 50% of rewards-member visits are now via the reservation system. Robotic dishwasher manufacturing on schedule with installations beginning in Q3 and majority of 50 eligible restaurants targeted by year-end.
Rewards Program Growth and Guest Spend
Rewards membership reported at roughly 1,000,000 (1.7M including newsletter sign-ups); rewards members spend about $6 more per person and visit 2–3x more frequently than nonmembers.
Reiterated Full-Year Guidance
Reaffirmed FY26 guidance: total sales $330–$334 million, ~16 new units, average net capex per unit ~$2.5 million, G&A 12–12.5% of sales, and full-year restaurant-level operating margin ~18%.
Sequential Improvement in Traffic and Mix
Management reported sequential improvement late in the quarter and into December, with encouraging post-November traffic and price/mix trends following a 3.5% menu price increase on Nov 1.
KRUS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KRUS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 07, 2026 | $55.64 | $64.93 | +16.70% |
Nov 06, 2025 | $54.73 | $48.54 | -11.31% |
Jul 08, 2025 | $86.78 | $76.48 | -11.87% |
Apr 08, 2025 | $41.46 | $54.57 | +31.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kura Sushi USA (KRUS) report earnings?
Kura Sushi USA (KRUS) is schdueled to report earning on Apr 02, 2026, After Close (Confirmed).
What is Kura Sushi USA (KRUS) earnings time?
Kura Sushi USA (KRUS) earnings time is at Apr 02, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KRUS EPS forecast?
KRUS EPS forecast for the fiscal quarter 2026 (Q2) is -0.17.