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KRKRUS

Kura Sushi USA, Inc.

$KRUS·$593M·Restaurants·Consumer Cyclical
$45.25-4.7%YTD-7.9%1Y-42.9%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 1 posts2026-08-23: 0 posts3+50%
Price updated 6m ago·X counts updated 8d ago
KRKRUS
$KRUSKura Sushi USA, Inc.
$45.25-4.66%3 posts+50%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $KRUS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Japanese-conveyor-belt restaurant with unit expansion driving +23% revenue but -5% same-store traffic; margin defense masks traffic collapse.

Kura Sushi USA is a $590M technology-enhanced Japanese conveyor-belt restaurant chain (US franchise + anime-partnership marketing) at $47.46 — -8% YTD, -43% t12m, sitting at 11% of its 52w range and -16% below the 200d after a substantial pullback.

  • Q3 FY26 EPS $0.03 vs -$0.05 (+160% beat), Q2 -$0.14 vs -$0.17 (+18.7% smaller loss), Q1 -$0.23 vs -$0.17 (-35.3% miss) — mixed cadence.
  • Q2 revenue $80M (+23.3% YoY), Q1 $73M (+14.0%) — real revenue growth from unit expansion.
  • Cash economics: PE -286 (TTM loss), PS 1.80, ROIC -0.8%, ROE -0.8%, gross margin 11%, op-margin -1.1% (near-breakeven), D/E 0.89, EV/EBITDA 49.3, FCF yield 0.9%.
  • Analyst path FY (Aug) 2026 EPS -$0.15 → FY 2027 $0.24 (crossover to profitability) — Street models profitability crossover.
  • Sentiment (9 posts): bearish — "margin masterclass masking collapsing traffic"; total revenue +16% YoY to $85.9M driven by aggressive unit expansion, but same-store traffic -5.1% against soft prior-year compare while running two hit anime promotions; guidance flagged as warn; restaurant-level margin defense masking traffic collapse.

Read as a Japanese-conveyor-belt restaurant chain executing revenue growth via aggressive unit-expansion + anime-promotion-driven demand while same-store traffic collapses -5%; the debated question is whether Q4 FY26 reveals whether unit-economics defense holds up as anime-promotional benefits normalize.

Agrees with X sentimentX is bearish on the same-store-traffic collapse + margin-defense framing; verdict aligns on the traffic-vs-unit-expansion tension.

What to watch: Q4 FY26 same-store traffic + anime-promotion effect, unit-expansion pace, and any FY27 guide reset on the Nov 5 print.

On the calendar: 2026-11-05 Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment9 posts analyzed · as of 2026-07-14

Kura Sushi's Q3 2026 print is framed as a margin masterclass masking collapsing traffic: total revenue accelerated 16% year over year to $85.9M driven entirely by aggressive unit expansion, but same-store traffic fell another 5.1% against a soft prior-year compare while running two hit anime promotions, and the guidance was flagged as a warn. Commentators describe restaurant-level margin defense as insufficient to offset the underlying traffic story.

Read the AI verdict + X sentiment for $KRUS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Japanese conveyor-belt sushi restaurants in the US, using tech-driven ordering and gamified dining to attract younger consumers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $KRUS.

Restaurants · Consumer Cyclical

Consumer restaurant spending is softening at the low end (fast food) as value perception erodes; premium casual is holding up better. Labor cost inflation and menu price moderation are the twin margin pressures for the category.

What this means for $KRUS

Neutral — Kura Sushi USA, Inc; exposure to the industry macro driver is limited or indirect.

Industry benchmark

21-name peer basket
+22.8%YTD
+9.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-285.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-0.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 7, 2026$0.03$-0.05+160.0%
Q1 2026Apr 7, 2026$-0.14$-0.17+18.7%
Q4 2025Jan 7, 2026$-0.23$-0.17-35.3%
Q3 2025Nov 6, 2025$0.20$0.12+68.2%
Next earningsThu, Nov 5·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$80.0M+23.3%10.9%-1.3%$-0.14$25.0M
Q1 FY26$73.5M+14.0%8.2%-5.0%$-0.25$-13.3M
Q4 FY25$79.4M+20.4%13.7%1.8%$0.19$-182K
Q3 FY25$74.0M+17.3%11.7%-0.2%$0.05$-6.9M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$330.7M$329.9M – $331.3M-$0.15-$0.15 – -$0.158
FY27$390.8M$387.2M – $393.8M$0.24$0.16 – $0.318
FY28$462.2M$450.0M – $469.9M$0.51$0.50 – $0.523
FY29$555.6M$547.8M – $561.6M$0.82$0.81 – $0.831
FY30$648.8M$639.7M – $655.9M$1.34$1.32 – $1.362

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 7.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeApr 78-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Kura Sushi USA, Inc. (KRUS) filed an 8-K disclosing Q2 fiscal 2026 earnings results (quarter ended February 28, 2026) alongside a CFO resignation. Jeffrey J. Uttz notified the company on April 2, 2026 of his resignation as CFO and Treasurer, effective April 28, 2026, to accept a new role within the restaurant industry. President and CEO Hajime Uba will serve as Interim CFO with no additional compensation while an executive search is conducted for a permanent replacement. Uttz's departure was not due to any disagreement with company management, strategy, or financial reporting. The CFO transition is an administrative change coinciding with an earnings release; temporary CFO coverage by the CEO may draw brief investor attention.

+ 11 other (8 13Gs · 2 10-Qs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kura Sushi USA to Participate in Two Investor Conferences in Septemberglobenewswire.com·4d agoKura Sushi USA Inc (KRUS) Shares Surge 6.2% -- What GF Score of 72 Tells Investorsgurufocus.com·19d agoKura Sushi USA Q3 Earnings Call Highlightsmarketbeat.com·53d agoThese Analysts Slash Their Forecasts On Kura Sushi Following Q3 Resultsbenzinga.com·54d agoKura Sushi Posts Weak Q3 Sales, Joins FuelCell Energy And Other Big Stocks Moving Lower In Wednesday's Pre-Market Sessionbenzinga.com·54d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $KRUS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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