Kura Sushi USA, Inc. (KRUS) Stock

Kura Sushi USA, Inc. (KRUS) is a Consumer Discretionary stock trading at $48.77 (as of 2026-08-20), with a market capitalization of $602.75M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Kura Sushi USA, Inc. operates technology-enabled Japanese restaurant locations in the United States, serving Japanese cuisine through a customer service format that includes a revolving sushi offering. As of August 31, 2021, it operated 33 restaurants across nine states and Washington, DC.

Understand Kura Sushi USA, Inc.: how it makes money

Kura Sushi USA operates technology-enabled Japanese restaurants in the United States, using a revolving sushi service model called the Kura Experience, and it makes money by selling restaurant meals to guests at its locations.

Profit depends primarily on restaurant-level economics, meaning the operating profit generated per location is driven by how effectively the Kura Experience converts customer traffic into sales at prevailing pricing, while controlling restaurant operating costs.

Business quality (Weak): Kura Sushi USA has a clear restaurant-level operating profit focus, but the latest period shows an operating loss, and the provided information limits the detail on revenue mix and performance drivers.

Bull case

  • Restaurant-level profit is tracked directly: The company highlights 'Restaurant-Level Operating Profit' as a key operating metric, which ties performance to what is happening inside each location.
  • Ongoing footprint growth is observable: The company reports 'Restaurants Under Active Construction' and 'Restaurants at Period End', indicating continuing expansion alongside existing locations.
  • Customer engagement inputs are tracked: Metrics for 'Rewards Program New Members' and 'Reverse Program Members Added' suggest the company monitors repeat and loyalty activity.

Bear case

  • Latest results show operating weakness: For the period ending 2026-02-28, the company reported an operating margin of -2.8%.
  • Pricing and traffic sensitivity: Operating outcomes can be pressured if 'Current Effective Pricing' weakens or if guest traffic softens, since the model is built around restaurant visits.
  • Expansion adds execution risk: With 'Restaurants Under Active Construction' reported, delays or higher-than-expected costs around new openings could weigh on restaurant-level performance.
Valuation — source: SEC EDGAR (first-party)
Price$48.77
Market Cap$602.75M
EV / EBITDA65.5
Price / Book2.61
Price / Sales1.89
FCF Yield-13.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$282.76M
Net Margin-0.7%
Revenue Growth (YoY)16.2%
EPS Growth (YoY)-40.0%
FCF Growth (YoY)16.3%
Financial Health — source: SEC EDGAR
Altman Z-Score2.34 (grey)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Restaurants, Hotels & Motels)26.6
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderSTEPHENS INC /AR/ ($77.28M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRestaurants, Hotels & Motels
CEOHajime Uba
Employees3,300
CountryUS
IPO Date2019-08-01

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KRUS earnings history · KRUS institutional & insider holders · KRUS KPIs & operating metrics · KRUS financials · KRUS investor presentations & press releases · KRUS SEC filings · KRUS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.