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Kura Sushi USA, Inc. Stock Price

NasdaqGM:KRUS Community·US$538.9m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author
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KRUS Share Price Performance

US$42.07
-37.43 (-47.08%)
​
US$48.00
Fair Value
US$42.07
-37.43 (-47.08%)
12.4% undervalued intrinsic discount
US$48.00
Fair Value
Price US$42.07
AnalystLowTarget US$48.00
AnalystHighTarget US$85.00
AnalystConsensusTarget US$66.50

KRUS Community Narratives

Fair Value
·
Fair Value US$48 12.4% undervalued intrinsic discount

Automation Rollout And Cost Pressures Will Shape A Cautious Yet Durable Long-Term Outlook

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Fair Value
·
Fair Value US$85 50.5% undervalued intrinsic discount

New Unit Openings And Automation Will Drive A Strong Long Term Upswing

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Fair Value
·
Fair Value US$66.5 36.7% undervalued intrinsic discount

Automation And Experiential Dining Will Drive Long-Term Expansion For This Revolving Sushi Chain

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KRUS logo
Kura Sushi USA
12.4% undervalued intrinsic discount

Automation Rollout And Cost Pressures Will Shape A Cautious Yet Durable Long-Term Outlook

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Updated 6 Aug
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KRUS logo
Kura Sushi USA
50.5% undervalued intrinsic discount

New Unit Openings And Automation Will Drive A Strong Long Term Upswing

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Updated 23 Jul
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KRUS logo
Kura Sushi USA
36.7% undervalued intrinsic discount

Automation And Experiential Dining Will Drive Long-Term Expansion For This Revolving Sushi Chain

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Updated 8 Jul
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Updated Narratives

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KRUS: Mixed Traffic And Margin Trends Will Shape Fairly Valued Outlook

Fair Value: US$48 12.4% undervalued intrinsic discount
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KRUS: Margin Efficiencies And Expansion Pipeline Will Drive Future Upside Potential

Fair Value: US$85 50.5% undervalued intrinsic discount
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KRUS logo

KRUS: Margin Discipline And 2026 Guidance Will Support Long-Term Upside Potential

Fair Value: US$66.5 36.7% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

0 Risks
2 Rewards
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Kura Sushi USA, Inc. Key Details

US$318.8m

Revenue

US$266.7m

Cost of Revenue

US$52.1m

Gross Profit

US$54.2m

Other Expenses

-US$2.1m

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
n/a
-0.17
16.35%
-0.65%
0%
View Full Analysis

About KRUS

Founded
2008
Employees
3900
CEO
Hajime Uba
WebsiteView website
www.kurasushi.com

Kura Sushi USA, Inc. operates technology-enabled Japanese restaurants in the United States. The company's restaurants provide Japanese cuisine through an engaging revolving sushi service model, which is known as the Kura Experience. The company was formerly known as Kula Sushi USA, Inc. and changed its name to Kura Sushi USA, Inc. in October 2017. The company was founded in 2008 and is headquartered in Irvine, California. Kura Sushi USA, Inc. is a subsidiary of Kura Sushi, Inc.

Recent KRUS News & Updates

Narrative Update • Aug 06

KRUS: Mixed Traffic And Margin Trends Will Shape Fairly Valued Outlook

Analysts have reduced the Kura Sushi USA fair value estimate from $59.00 to $48.00 following recent price target cuts across the Street. This reflects updated views on slower revenue growth, lower profit margin assumptions, and a higher future P/E multiple, alongside an ongoing focus on cost control and margin preservation.
Seeking Alpha • Jul 23

Kura Sushi: Traffic Declines And Inflation Pressures (Rating Downgrade)

Summary Kura Sushi is downgraded to a sell due to deteriorating fundamentals and choppy comp sales trends. KRUS's revenue growth is driven by mid-single-digit price hikes, not organic traffic, which is now declining. Rising food and beverage costs, tariff exposure, and limited capital constrain KRUS’s expansion and profitability. KRUS trades at ~30x EBITDA—double sector leaders—despite operational risks and a small, slow-growing footprint. Read the full article on Seeking Alpha
Narrative Update • Jul 23

KRUS: Margin Efficiencies And Expansion Pipeline Will Drive Future Upside Potential

Analysts have reduced the fair value estimate for Kura Sushi USA from $95.00 to $85.00. This reflects lower Street price targets and updated expectations around revenue growth, margins, and a higher assumed future P/E multiple following the company's mixed Q3 results and revised guidance.

Recent updates

No updates

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