NASDAQ$KRUS

Kura Sushi USA Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Kura Sushi experienced an exceptional quarter, marked by industry-leading traffic growth, successful unit expansion, and leveraged G&A investment.

Kura Sushi USA announced strong financial results for the fiscal second quarter ended February 28, 2023, with total sales increasing to $43.9 million compared to $31.3 million in the same quarter of the previous year. The company also saw a 17.4% increase in comparable restaurant sales and an improvement in operating loss, which was reduced to $1.0 million from $1.9 million in the second quarter of 2022.

  • Total sales reached $43.9 million, a notable increase from $31.3 million in Q2 2022.
  • Comparable restaurant sales increased by 17.4% compared to the same quarter last year.
  • Operating loss improved to $1.0 million, compared to $1.9 million in Q2 2022.
  • Restaurant-level operating profit was $8.9 million, representing 20.3% of sales.

Headline financials

Total Revenue

$43.9M

Previous: $31.3M+40.4%
EPS (adj)

-$0.10

Previous: -$0.19+47.4%
Restaurant-level operating profit

$8.9M

Previous: $5.6M+58.9%
Restaurant-level operating profit margin

20.3%

No prior period
Capital Expenditures

-$14.3M

Previous: -$12.3M-16.3%
Free Cash Flow

-$15.3M

Previous: -$14.2M-8.0%
Net Income

-$1.02M

Previous: -$1.88M+46.0%
Operating Income

-$1.05M

Previous: -$1.88M+44.1%
Gross Profit

$6.16M

Previous: $3.66M+68.4%
Cash & Equivalents

$22.3M

Previous: $36.4M-38.7%
Total Assets

$213M

Previous: $184M+15.6%
Stock-Based Comp

$945K

Previous: $596K+58.6%

Revenue & EPS history

Kura Sushi · Revenue · Quarterly

$43.9M

Q2 2023+40.4%vs Q2 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

For the full fiscal year 2023, the Company reiterates and updates the following annual guidance:

Tailwinds

  • Total sales between $185 million and $188 million
  • General and administrative expenses as a percentage of sales to be between 15.5% and 16.0%
  • 9 to 11 new restaurants
  • Average net capital expenditures per unit of approximately $2.5 million
  • The Company’s guidance assumes no material changes in consumer behavior or broader macroeconomic trends.

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 Q2 2023

Historical avgQ2 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

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