Kura Sushi USA, Inc. (KRUS) AI Stock Analysis

Kura Sushi USA, Inc. operates innovative Japanese restaurants across the United States, distinguished by its unique technology-enabled dining experience known as the Kura Experience. Emphasizing a revolving sushi service model, the company offers authentic Japanese cuisine in a lively and engaging atmosphere. As of August 31, 2022, the company managed a network of 40 restaurants spanning twelve states and Washington DC. Founded in 2008 and headquartered in Irvine, California, it operates as a subsidiary of Kura Sushi, Inc. The company leverages parent expertise while expanding its footprint through technology integration to enhance dining efficiency and guest interaction.

Kura Sushi USA expanded annual revenue from $64.9M in FY2021 to $282.8M in FY2025, recording a 5-year revenue CAGR of 44.3%. Operating margins were negative in four of the past five fiscal years, coming in at -1.7% in FY2025 alongside a net loss of -$1.9M. For the latest quarter ended May 31, 2026, revenue increased 16.2% year-over-year, while quarterly earnings declined 25.4%. On a trailing twelve-month basis, the company produced $318.8M in revenue with an operating margin of -0.1%, a net margin of -0.7%, and diluted EPS of -$0.17.

As of May 31, 2026, Kura Sushi USA held $44.3M in cash and short-term investments alongside total debt of $207.9M, resulting in net debt of $163.6M. The current ratio stood at 1.26, and the debt-to-equity ratio was 0.90 against shareholders' equity of $230.8M. In FY2025, operating cash flow reached $24.6M, which was offset by $46.1M in capital expenditures, leading to free cash flow of -$21.5M. The company's share count expanded by 27.3% over the 5-year period.

At a share price of $38.11, Kura Sushi USA trades at a forward P/E of 109.9x, an EV/EBITDA of 41.6x, and a price-to-sales ratio of 1.5x. These multiples are higher than the median of its US-listed Consumer Cyclical peers, which record a forward P/E of 14.1x, EV/EBITDA of 11.1x, and price-to-sales of 0.7x. Over the past year, the stock fell 39.6% compared to a 16.8% gain for the S&P 500 (SPY). Over five years, the stock decreased 16.7% while the S&P 500 rose 83.0%.

Wall Street analyst coverage consists of 6 Strong Buy ratings and 3 Hold ratings. The mean price target of $65.75 implies upside of 72.5% over the last close of $38.11. For the fiscal year ending August 31, 2026, analysts estimate an EPS loss of -$0.05 on $330.7M in revenue. For the following fiscal year, 8 analysts project EPS of $0.27 and revenue of $390.4M. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 5, 2026.

This page is an AI-written research summary of Kura Sushi USA, Inc. (KRUS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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