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Kura Sushi USA, Inc.. (KRUS) Stock Fundamental Analysis & AI Rating 2026

KRUS Nasdaq Retail-Eating Places DE CIK: 0001772177
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2026-02-28
Combined AI Rating
SELL
68% Confidence
AGREEMENT
SELL
72% Conf
HOLD
65% Conf

📊 KRUS Key Takeaways

Revenue: $153.5M
Net Margin: -3.1%
Free Cash Flow: $-21.2M
Current Ratio: 1.46x
Debt/Equity: 0.00x
EPS: $-0.39
AI Rating: SELL with 72% confidence
Kura Sushi USA, Inc.. (KRUS) receives a SELL rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $153.5M, net profit margin of -3.1%, and return on equity (ROE) of -2.1%, Kura Sushi USA, Inc.. demonstrates mixed fundamentals in the Consumer sector. Below is our complete KRUS stock analysis for 2026.

Is Kura Sushi USA, Inc.. (KRUS) a Good Investment?

Claude

Kura Sushi demonstrates strong revenue growth (+18.9% YoY) but remains unprofitable with negative free cash flow (-21.2M), indicating the company is burning cash despite expansion efforts. While the balance sheet remains healthy with positive equity and minimal debt, the inability to convert growing revenue into positive net income and the outflow of capital raises sustainability concerns.

ChatGPT

Kura Sushi USA shows strong top-line growth (~18.9% YoY) and maintains a clean balance sheet with solid liquidity and no debt, while operating cash flow is positive. Losses are narrowing (EPS improving ~79.7% YoY), but operating and net margins remain negative and free cash flow is materially negative due to heavy growth capex, so clearer evidence of operating leverage and cash generation is needed before upgrading.

Why Buy Kura Sushi USA, Inc.. Stock? KRUS Key Strengths

Claude
  • + Strong top-line growth of 18.9% YoY demonstrates market demand and expansion momentum
  • + Healthy balance sheet with positive stockholders equity of 228.8M and debt-free capital structure
  • + Solid liquidity ratios (Current: 1.46x, Quick: 1.40x) and positive operating cash flow of 8.1M
ChatGPT
  • + Debt-free balance sheet with solid liquidity (1.46x current ratio, $26.6M cash)
  • + Robust revenue growth indicating solid demand and unit expansion
  • + Improving profitability trajectory (EPS improving, positive operating cash flow)

KRUS Stock Risks: Kura Sushi USA, Inc.. Investment Risks

Claude
  • ! Negative free cash flow of -21.2M indicates the company is burning cash despite revenue growth; capex (29.3M) far exceeds operating cash flow (8.1M)
  • ! Unprofitable operations across all profitability metrics: net margin -3.1%, operating margin -3.8%, negative ROE and ROA
  • ! Inability to achieve profitability despite significant revenue base of 153.5M suggests operational challenges in cost structure or execution
ChatGPT
  • ! Persistent operating and net losses with thin margins
  • ! Heavy capex drives negative FCF and elevates funding needs if growth continues
  • ! Cost inflation and execution risk could delay margin inflection

Key Metrics to Watch

Claude
  • * Path to operating profitability and positive net income margins
  • * Free cash flow trajectory and capital expenditure efficiency
  • * Unit economics and same-store sales growth to validate expansion ROI
ChatGPT
  • * Operating margin
  • * Free cash flow (FCF) margin

Kura Sushi USA, Inc.. (KRUS) Financial Metrics & Key Ratios

Revenue
$153.5M
Net Income
$-4.8M
EPS (Diluted)
$-0.39
Free Cash Flow
$-21.2M
Total Assets
$461.0M
Cash Position
$26.6M

💡 AI Analyst Insight

Kura Sushi USA, Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

KRUS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -3.8%
Net Margin -3.1%
ROE -2.1%
ROA -1.0%
FCF Margin -13.8%

KRUS vs Consumer Sector: How Kura Sushi USA, Inc.. Compares

How Kura Sushi USA, Inc.. compares to Consumer sector averages

Net Margin
KRUS -3.1%
vs
Sector Avg 8.0%
KRUS Sector
ROE
KRUS -2.1%
vs
Sector Avg 18.0%
KRUS Sector
Current Ratio
KRUS 1.5x
vs
Sector Avg 1.5x
KRUS Sector
Debt/Equity
KRUS 0.0x
vs
Sector Avg 0.8x
KRUS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Kura Sushi USA, Inc.. Stock Overvalued? KRUS Valuation Analysis 2026

Based on fundamental analysis, Kura Sushi USA, Inc.. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
-2.1%
Sector avg: 18%
Net Profit Margin
-3.1%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Kura Sushi USA, Inc.. Balance Sheet: KRUS Debt, Cash & Liquidity

Current Ratio
1.46x
Quick Ratio
1.40x
Debt/Equity
0.00x
Debt/Assets
50.4%
Interest Coverage
-179.03x
Long-term Debt
N/A

KRUS Revenue & Earnings Growth: 5-Year Financial Trend

KRUS 5-year financial data: Year 2021: Revenue $64.9M, Net Income $1.5M, EPS $0.26. Year 2022: Revenue $141.1M, Net Income $1.5M, EPS $-2.08. Year 2023: Revenue $187.4M, Net Income -$10.3M, EPS $-1.21. Year 2024: Revenue $237.9M, Net Income -$764.0K, EPS $-0.08. Year 2025: Revenue $282.8M, Net Income $1.5M, EPS $0.14.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Kura Sushi USA, Inc..'s revenue has grown significantly by 336% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.14 reflects profitable operations.

KRUS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-13.8%
Free cash flow / Revenue

KRUS Quarterly Earnings & Performance

Quarterly financial performance data for Kura Sushi USA, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $64.9M -$961.0K $-0.14
Q1 2026 $64.5M -$961.0K $-0.08
Q3 2025 $63.1M -$558.0K $-0.05
Q2 2025 $57.3M -$961.0K $-0.09
Q1 2025 $51.5M -$961.0K $-0.08
Q3 2024 $49.2M -$558.0K $-0.05
Q2 2024 $43.9M -$998.0K $-0.09
Q1 2024 $39.3M -$2.0M $-0.18

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Kura Sushi USA, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$8.1M
Cash generated from operations
Capital Expenditures
$29.3M
Investment in assets
Dividends
None
No dividend program

KRUS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Kura Sushi USA, Inc.. (CIK: 0001772177)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 10-Q krus-20260228.htm View →
Apr 7, 2026 8-K krus-20260402.htm View →
Feb 4, 2026 4 xslF345X05/ownership.xml View →
Feb 4, 2026 4 xslF345X05/ownership.xml View →
Feb 4, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about KRUS

What is the AI rating for KRUS?

Kura Sushi USA, Inc.. (KRUS) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are KRUS's key strengths?

Claude: Strong top-line growth of 18.9% YoY demonstrates market demand and expansion momentum. Healthy balance sheet with positive stockholders equity of 228.8M and debt-free capital structure. ChatGPT: Debt-free balance sheet with solid liquidity (1.46x current ratio, $26.6M cash). Robust revenue growth indicating solid demand and unit expansion.

What are the risks of investing in KRUS?

Claude: Negative free cash flow of -21.2M indicates the company is burning cash despite revenue growth; capex (29.3M) far exceeds operating cash flow (8.1M). Unprofitable operations across all profitability metrics: net margin -3.1%, operating margin -3.8%, negative ROE and ROA. ChatGPT: Persistent operating and net losses with thin margins. Heavy capex drives negative FCF and elevates funding needs if growth continues.

What is KRUS's revenue and growth?

Kura Sushi USA, Inc.. reported revenue of $153.5M.

Does KRUS pay dividends?

Kura Sushi USA, Inc.. does not currently pay dividends.

Where can I find KRUS SEC filings?

Official SEC filings for Kura Sushi USA, Inc.. (CIK: 0001772177) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KRUS's EPS?

Kura Sushi USA, Inc.. has a diluted EPS of $-0.39.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is KRUS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Kura Sushi USA, Inc.. has a SELL rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KRUS stock overvalued or undervalued?

Valuation metrics for KRUS: ROE of -2.1% (sector avg: 18%), net margin of -3.1% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy KRUS stock in 2026?

Our dual AI analysis gives Kura Sushi USA, Inc.. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is KRUS's free cash flow?

Kura Sushi USA, Inc..'s operating cash flow is $8.1M, with capital expenditures of $29.3M. FCF margin is -13.8%.

How does KRUS compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -3.1% (avg: 8%), ROE -2.1% (avg: 18%), current ratio 1.46 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2026-02-28 | Powered by Claude AI