Kura Sushi USA's Q2 sales, profit beat estimates

Kura Sushi USA

07/04/2026 21:16

Overview

U.S. sushi restaurant operator's fiscal Q2 sales rose 23% yr/yr, beating analyst expectations

Adjusted EPS and adjusted net income for Q2 beat consensus, losses narrowed yr/yr

Adjusted EBITDA for Q2 beat analyst expectations, driven by improved labor leverage and sales

Outlook

Kura Sushi USA sees fiscal 2026 sales between $333 mln and $335 mln

Company expects to open 16 new restaurants in fiscal 2026, maintaining unit growth above 20%

Kura Sushi USA forecasts restaurant-level operating profit margin of 18.0% to 18.5% for fiscal 2026

Result Drivers

COMPARABLE SALES GROWTH - Comparable restaurant sales rose 8.6%, driven equally by higher customer traffic and increased average check (price/mix)

LABOR LEVERAGE - Labor and related costs as a percentage of sales declined, mainly due to operational efficiencies, pricing, and better sales leverage, partially offset by wage inflation

TARIFFS AND MENU PRICING - Food and beverage costs as a percentage of sales increased, mainly due to tariffs on imported ingredients, partially offset by menu price increases

Company press release: ID:nGNX8fkF71

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$80 mln
$77.59 mln (10 Analysts)
Q2 Adjusted EPS
Beat
-$0.04
-$0.16 (7 Analysts)
Q2 EPS
-$0.14
Q2 Adjusted Net Income
Beat
-$500,000
-$1.85 mln (8 Analysts)
Q2 Net Income
-$1.70 mln
Q2 Adjusted EBITDA
Beat
$5.50 mln
$3.61 mln (10 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy"

Wall Street's median 12-month price target for Kura Sushi USA Inc is $72.50, about 0.1% below its April 6 closing price of $72.60

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)