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Kura Sushi USA

KRUS Small Cap

Consumer Cyclical · Restaurants

Updated: May 22, 2026, 22:06 UTC

$54.28
-0.09% today
52W: $42.62 – $95.98
52W Low: $42.62 Position: 21.9% 52W High: $95.98

Key Metrics

P/E Ratio
—
Price-to-Earnings
Forward P/E
192.05x
Forward Price/Earnings
P/S Ratio
2.15x
Price-to-Sales
EV/EBITDA
63.23x
Enterprise Value/EBITDA
Div. Yield
—
Annual dividend yield
Market Cap
$659.4M
Market Capitalization
Revenue Growth
23.3%
YoY Revenue Growth
Profit Margin
-0.63%
Net profit margin
ROE
-0.85%
Return on Equity
Beta
1.34
Market sensitivity
Short Interest
27.18%
% of float sold short
Avg. Volume
311,252
Average daily volume

Valuation Analysis

Signal
N/A
vs. S&P 500 avg P/E (24.7x)
Analyst Consensus
Buy
10 analysts
Avg. Price Target
$79.90
+47.2% upside
Target Range
$68.00 – $95.00

About the Company

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.

Sector: Consumer Cyclical Industry: Restaurants Country: United States Employees: 3,900 Exchange: NGM

Kura Sushi USA Stock at a Glance

Kura Sushi USA (KRUS) is currently trading at $54.28 with a market capitalization of $659.4M. The 52-week range spans from $42.62 to $95.98; the current price is 43.4% below the yearly high. Year-over-year revenue growth stands at +23.3%.

💰 Dividend

Kura Sushi USA currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.

📊 Analyst Rating

10 analysts rate Kura Sushi USA (KRUS) on consensus: Buy. The average price target is $79.90, implying +47.2% from the current price. Analyst price targets range from $68.00 to $95.00.

Investment Thesis: Strengths & Weaknesses

Strengths
  • Strong revenue growth of 23.3% YoY
  • Analyst consensus: Buy
Weaknesses
  • –Currently unprofitable
  • –High short interest (27.18%)
  • –Negative free cash flow

Technical Snapshot

50-Day MA
$58.62
-7.4% vs. price
200-Day MA
$63.27
-14.21% vs. price
Below 52W High
−43.4%
$95.98
Above 52W Low
+27.4%
$42.62

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Risk Profile

Market Risk (Beta)
1.34 · Elevated
Moves more than the overall market
Short Interest
27.18% · High
% of float sold short
Debt-to-Equity
88.79 · Moderate
Total debt / equity

The data points to market-like volatility, elevated short interest (27.18%).

Trading Data

50-Day MA: $58.62
200-Day MA: $63.27
Volume: 177,565
Avg. Volume: 311,252
Short Ratio: 4.48
P/B Ratio: 2.88x
Debt/Equity: 88.79x
Free Cash Flow: $-36,375,124

Kura Sushi USA (KRUS) 2026: 50,46 USD US Conveyor-Belt Sushi Chain High-Growth Restaurant Compounder with Tech-Enabled Format, Kura-Sushi-Japan Strategic Anchor and 25-35 Percent Unit-Growth Trajectory

The Real Story

Kura Sushi USA Inc. (NASDAQ: KRUS) is an Aliso Viejo, California-headquartered technology-enabled Japanese-conveyor-belt-sushi restaurant chain. The company operates approximately 70+ restaurants across 23 US states with a 25-35 percent annual unit-growth trajectory. The restaurants use proprietary technology including the rotating-conveyor-belt sushi-delivery system, automated-drink dispensers, biz-pro reservation-and-table-management, plus the popular Bikkura Pon collectible-prize-machine that creates social-media-virality and family-engagement.

Majority-owned by Japanese parent Kura Sushi Inc. (Tokyo: 2695), which holds approximately 76 percent of common shares. Forward-P/E 178x reflects high-growth-restaurant-premium multiple.

What Smart Money Thinks

Kura Sushi USA has Japanese-parent-controlled register. Kura Sushi Inc. (Tokyo: 2695) holds approximately 76 percent — strategic-control anchor since the 2019 IPO. Vanguard at approximately 4,8 percent, BlackRock at approximately 4,1 percent. Wasatch Advisors at approximately 3,8 percent represents active growth-investor. Short-interest sits at approximately 18 percent of float as of May 2026 reflecting elevated-valuation-skepticism.

Explore the BMI Smart-Money Tracker →

📈 The 3 Real Bull Points

#1 25-35 percent annual unit-growth trajectory plus tech-enabled-experiential-dining format drives long-runway revenue compounding

Kura Sushi USA's unit-count has grown from approximately 30 in 2020 to approximately 70+ in 2025 and is targeted at 150+ by 2030 (25-35 percent CAGR). Tech-enabled-experiential-dining format (conveyor belt, Bikkura Pon, automated drinks) creates social-media-virality and family-engagement-stickiness.

#2 AUV of approximately 4,5 million USD is among the highest in fast-casual — premium unit economics support continued unit-growth

Kura Sushi USA's AUV of approximately 4,5 million USD compares favourably to fast-casual-peer-average of 2,4-3,2 million USD. Premium unit-economics support continued unit-growth-investment plus FCF inflection by 2027-2028.

#3 Kura Sushi Japan strategic anchor provides operational expertise, technology, and growth-capital

Japanese parent Kura Sushi (Tokyo: 2695) operates 600+ restaurants and provides operational-expertise, technology-platform, and growth-capital. The strategic-anchor reduces execution-risk versus independent restaurant-operators.

📉 The 3 Real Bear Points

#1 Forward-P/E 178x is extreme — multiple compression risk if unit-growth or AUV decelerates

Kura Sushi USA's 178x forward-P/E is among the highest in fast-casual-restaurant peers. If unit-growth decelerates below 25 percent or AUV compresses below 4 million USD, multiple-compression risk material.

#2 Consumer-discretionary-spending recession would compress fiscal-2026 same-store-sales 5-12 percent

Kura Sushi USA's experiential-dining revenue is structurally consumer-discretionary-spending-correlated. A renewed consumer recession 2026-2027 would compress same-store-sales 5-12 percent.

#3 Food-cost inflation (seafood, rice) and labor-cost-inflation compress operating margins

Persistent food-cost-inflation (seafood-and-rice) plus labor-cost-inflation compresses unit-level operating margins.

Valuation in Context

Kura Sushi USA at 50,46 USD per share with approximately 12,1 million shares outstanding has a market capitalization of approximately 613 million USD. With modest net-cash, enterprise value approximately 580 million USD against trailing-twelve-month revenue approximately 270 million USD (approximately 2,2x EV/sales).

On forward-earnings, KRUS trades at approximately 178x consensus fiscal-2026 EPS approximately 0,28 USD. Applying high-growth-restaurant-multiple of 60-90x to fiscal-2027 EPS approximately 0,75 USD produces fair-value range 45-68 USD per share. Bear-case 32-38 USD. Bull-case (unit-growth-acceleration, AUV expansion) 75-95 USD over 24-36 months.

🗓️ Next 3 Catalyst Dates

  1. 2026 Q3:

    Q3 fiscal-2026 earnings (early July 2026, FY-end August 2026). Watch-items: comparable-restaurant-sales, unit-growth-pace.

  2. 2026 Q4:

    Q4 fiscal-2026 earnings plus fiscal-2027 guidance.

  3. 2027 Q2:

    Q2 fiscal-2027 earnings (early April 2027). Watch-items: AUV-trajectory, FCF inflection progression.

💬 Daniel's Take

Kura Sushi USA is a high-growth tech-enabled Japanese-conveyor-belt-sushi restaurant compounder with 25-35 percent unit-growth trajectory, Kura-Sushi-Japan strategic anchor, premium AUV economics and 178x forward-P/E high-growth-premium valuation. Position-sizing: 0,3–0,8 percent in thematic-growth-restaurant sleeve. Sizing-up zones 38-42 USD on multiple-compression.

Sources (3)

Disclaimer: This article is not investment advice. Investing in stocks carries risks, including total loss.

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