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KRKRUS

Kura Sushi USA, Inc.

$KRUS·$628M·Restaurants·Consumer Cyclical
$47.56-0.9%YTD-8.7%1Y-33.9%
Mentions · last 7 days
2026-07-08: 25 posts2026-07-09: 3 posts2026-07-10: 2 posts2026-07-11: 3 posts2026-07-12: 1 posts2026-07-13: 2 posts2026-07-14: 0 posts41-24%
Price updated 13m ago·X counts updated 2d ago
KRKRUS
$KRUSKura Sushi USA, Inc.
$47.56-0.88%41 posts-24%
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 2026-07-16

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

Traffic decline pushes Kura into a guidance-reset window.

Kura Sushi missed on the last quarter as same-store traffic fell about 5% and comparable sales dropped roughly 3%, prompting management to trim the full-year outlook and take some of the growth premium out of the stock.

  • Unit economics on new restaurants remain strong, but the moderating traffic trend at existing units is the debate that matters for the multiple, since Kura still trades at a fast-casual growth valuation.
  • The guide-down was framed as macro softness in California and Texas rather than a concept problem, which is easier to argue than to prove until the next comparable print stabilizes.
  • The November 5 fiscal fourth-quarter print is the first real check on whether the concept can hold traffic in a tougher consumer backdrop while continuing to open at pace.

Watch monthly comp cadence, average unit volume on new-restaurant vintages, and any change to the annual unit-opening plan.

Agrees with X sentimentBearish X chatter on the miss and guide is directionally right, but ignores that unit economics on new stores remain a real growth lever.

What to watch: Comparable-sales stabilization, new-restaurant average unit volumes, and any pull-back in the annual opening cadence.

On the calendar: Fiscal Q4 earnings around November 5, 2026.

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

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

What this means for $KRUS

Partial — Operates Japanese conveyor-belt sushi restaurants in the US, using tech-driven ordering and gamified dining to attract younger consumers; the food input cost inflation and pricing power margin management creates tailwinds for one product line, not the full operation.

Industry benchmark

17-name peer basket
+7.7%YTD
-14.4%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$-0.04$-0.17+76.8%
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 $0.21

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$329.2M – $333.2M-$0.15-$0.15 – -$0.158
FY27$390.8M$385.2M – $399.8M$0.24$0.16 – $0.318
FY28$462.2M$462.2M – $462.2M$0.51$0.50 – $0.523
FY29$555.6M$548.9M – $563.3M$0.82$0.81 – $0.831
FY30$648.8M$641.0M – $657.8M$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.0.7×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.10%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.-8.3%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.-18.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 22 other (12 inkinds · 10 awards) in window

See when $KRUS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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.

8-KShareholder voteJan 228-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJan 223
+ 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 Q3 Earnings Call Highlightsmarketbeat.com·7d agoThese Analysts Slash Their Forecasts On Kura Sushi Following Q3 Resultsbenzinga.com·8d agoKura Sushi Posts Weak Q3 Sales, Joins FuelCell Energy And Other Big Stocks Moving Lower In Wednesday's Pre-Market Sessionbenzinga.com·9d agoKura Sushi USA, Inc. (KRUS) Q3 2026 Earnings Call Transcriptseekingalpha.com·9d agoKura Sushi (KRUS) Q3 Earnings Top Estimateszacks.com·9d ago

In themes

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

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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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