NASDAQ$KRUS

Kura Sushi USA Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Kura Sushi reported strong Q1 2023 financial results, outperforming industry averages and opening two new restaurants.

Kura Sushi USA, Inc. announced financial results for the fiscal first quarter ended November 30, 2022. Total sales were $39.3 million, an increase from $29.8 million in the first quarter of 2022. Comparable restaurant sales increased 6.9%. The company reported an operating loss of $2.2 million and a net loss of $2.1 million, or $(0.21) per diluted share.

  • Total sales were $39.3 million, compared to $29.8 million in the first quarter of 2022.
  • Comparable restaurant sales increased 6.9% for the first quarter of 2023 as compared to the first quarter of 2022.
  • Operating loss was $2.2 million, compared to operating loss of $1.3 million in the first quarter of 2022.
  • Restaurant-level operating profit was $7.2 million, or 18.2% of sales.

Headline financials

Total Revenue

$39.3M

Previous: $29.8M+31.8%
EPS (adj)

-$0.21

Previous: -$0.13-61.5%
Comparable restaurant sales

6.9%

Previous: 154.3%-95.5%
Restaurant-level operating profit

$7.2M

Previous: $5.8M+24.1%
Restaurant-level operating profit margin

18.2%

Previous: 19.5%-6.7%
Capital Expenditures

-$8.34M

Previous: -$6.04M-38.2%
Free Cash Flow

-$10.4M

Previous: -$7.31M-42.7%
Net Income

-$2.09M

Previous: -$1.28M-63.8%
Operating Income

-$2.16M

Previous: -$1.26M-70.6%
Gross Profit

$4.57M

Previous: $4.18M+9.2%
Cash & Equivalents

$26.9M

Previous: $44.4M-39.4%
Total Assets

$204M

Previous: $179M+14.3%
Stock-Based Comp

$650K

Previous: $443K+46.7%

Revenue & EPS history

Kura Sushi · Revenue · Quarterly

$39.3M

Q1 2023+31.8%vs Q1 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

For the full fiscal year of 2023, the Company reaffirms the following previously provided annual guidance: Total sales between $183 million and $188 million; General and administrative expenses as a percentage of sales of approximately 16%; and 9 to 11 new restaurants, with average net capital expenditures per unit of approximately $2.5 million.

Tailwinds

  • Total sales between $183 million and $188 million
  • General and administrative expenses as a percentage of sales of approximately 16%
  • 9 to 11 new restaurants
  • Average net capital expenditures per unit of approximately $2.5 million
  • Continue rapid unit expansion

Headwinds

  • Impact of a potential resurgence of the COVID-19 pandemic
  • Outbreak of other highly contagious viruses
  • Changes in food and supply costs, including the impact of inflation and tariffs
  • Minimum wage increases and mandated employee benefits that could cause a significant increase in labor costs
  • Volatility in the price of the Company’s common stock

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+2.1%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+10.2%

Avg return

30 days after

52%

16 / 31 earnings

Positive

+43.4%

Q3 2022

Best reaction

-22.4%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026-17.8%-18.5%
Q1 2026+16.8%+29.5%+42.5%
Q4 2025-11.3%-13.0%-1.4%
Q3 2025+1.7%+12.5%+6.4%
Q2 2025+31.6%+25.2%+47.7%
Q1 2025-12.5%-15.0%-30.0%
Q4 2024-4.9%-7.7%+6.8%
Q3 2024-20.8%-11.6%-6.4%
Q2 2024+5.7%+11.1%+1.7%
Q1 2024+19.1%+30.5%+32.7%
Q4 2023-10.6%-16.3%-3.8%
Q3 2023+14.3%+19.5%+5.7%
Q2 2023-14.9%-16.5%-0.8%
Q1 2023-20.6%+2.0%+23.1%
Q4 2022+3.0%+1.1%-2.1%
Q3 2022+43.4%+45.6%+68.4%
Q2 2022-5.6%-6.2%-23.9%
Q1 2022-22.4%-18.3%-36.7%
Q4 2021+36.2%+45.3%+29.5%
Q3 2021+24.4%+32.9%+18.8%
Q2 2021+3.6%+3.0%+10.1%
Q1 2021+10.7%+19.5%+34.0%
Q4 2018+5.9%+10.5%+16.5%
Q4 2020-8.3%-5.6%+7.1%
Q3 2020+4.8%+1.4%+0.5%
Q2 2019-0.7%-12.2%+11.2%
Q2 2020-0.7%-12.2%+11.2%
Q1 2019-3.9%-2.7%-9.2%
Q1 2020-8.0%-12.9%-17.9%
Q3 2019+3.2%+12.1%+31.6%
Q4 2019+3.2%+12.1%+31.6%
Q3 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro