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Kura Sushi USA
Kura Sushi USA (KRUS) investor relations material
Kura Sushi USA 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary13 Jan, 2026
Growth strategy and scale advantages
Operating 83 units across 22 states and D.C., leveraging scale for competitive advantage and automation with a conveyor belt system.
Targeting expansion to over 300 units in the U.S., growing at a 20% annual rate.
Brand is recognized for portability and strong performance across diverse markets, not just coastal regions.
Scale enables unique guest experiences, including a broad menu and accessibility for sushi newcomers.
Increasing invitations to high-quality new developments, with landlords offering more tenant improvement allowances, keeping net build costs stable at $2.5 million per unit.
Financial performance and margin outlook
Recent quarters saw high-quality growth driven by both increased traffic and higher ticket sizes, aided by successful limited-time offers and IP campaigns.
Effective price increase of 4.5% as of November 1, with improved price mix and traffic, attributed to value perception amid industry-wide price fatigue.
Tariffs have been managed through supplier negotiations, resulting in a 150-200 basis-point impact to COGS, with COGS expected at 30% for the year.
Restaurant-level margin guidance is 18% for fiscal 2026, with a path to approach 20% in fiscal 2027 through pricing, robotics, insurance improvements, and reduced cannibalization.
Shelf registration for $100 million filed to provide capital flexibility, with strong liquidity and no current need to tap credit lines.
Operational improvements and technology
Robotic dishwashers being installed in the back half of fiscal 2026, expected to improve margins by 50 basis points and reduce labor needs.
Access to proprietary technology from the majority shareholder in Japan, including future upgrades like robotic arms for dishwashing.
Data analytics and AI-driven site selection have improved new unit performance, with the 2025 and 2026 classes outperforming prior years by at least 10%.
Reservation system enhancements and decoupling from rewards program have increased convenience and engagement.
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Next Kura Sushi USA earnings date
Q2 20267 Apr, 2026
Kura Sushi USA
Next Kura Sushi USA earnings date
Q2 20267 Apr, 2026
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Frequently asked questions
Kura Sushi USA, Inc., operates technology-enabled sushi restaurants in the United States. The company's restaurants provide a revolving sushi service model that allows customers to enjoy a variety of sushi and other Japanese cuisines. The company's restaurants are primarily independent concepts located in California and Texas.
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