Kura Sushi USA, Inc. Class A (KRUS)

Kura Sushi USA's stock price has declined significantly in the past six months. The share price decreased by 57.24% between November 25, 2024, and November 21, 2025. On November 6, 2025, the company reported fiscal fourth-quarter and fiscal year 2025 financial results, announcing an EPS of $0.20 and quarterly revenue of $79.45 million, exceeding estimates, but shares declined by 7.0% following the announcement. Earlier in Q1 CY2025, revenue growth was 13.3% to $64.89 million, but full-year revenue guidance was slightly below analysts' estimates, and same-store sales fell by 5.3% year-on-year.

Kura Sushi USA operates within the restaurant industry, which experiences seasonal fluctuations. The company has noted navigating a volatile consumer environment and tariff pressures. Guidance for fiscal year 2026 anticipates flat to slightly positive comparable sales, with negative mid-single-digit comparable sales expected in Q1 2026 due to tougher comparisons.

Kura Sushi USA, Inc. is a technology-enabled Japanese restaurant concept in the United States, operating in the casual dining sector. It specializes in serving authentic Japanese cuisine through a revolving sushi bar system, offering a variety of sushi plates, made-to-order dishes, and desserts, emphasizing fresh, high-quality ingredients without artificial additives.

Kura Sushi USA operates across the United States, with 64 restaurants across seventeen states and Washington D.C. as of 2024, and approximately 70 locations across 20 states and Washington D.C. as of 2025. The company's expansion strategy involves opening new restaurants in both new and existing markets, utilizing flexible physical footprints.

Kura Sushi USA is known for its commitment to quality, innovation, and sustainability, integrating advanced technology into its operations. Collaborations, such as with "One Piece", have positively impacted comparable sales and enhance the dining experience.

Kura Sushi USA, Inc. has a mixed ownership structure including institutional, retail, and individual investors. Institutional shareholders hold approximately 70.91% to 74.77% of the stock, insiders own around 0.29% to 0.36%, and retail investors hold about 24.87% to 28.80%. Major institutional owners include Stephens Inc, Granahan Investment Management LLC, and BlackRock, Inc. Kura Sushi, Inc., the Japan-based parent company, holds 70% of the combined voting power.