NASDAQ$KRUS

Kura Sushi USA Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Kura Sushi's financial performance improved with increased sales and profitability.

Kura Sushi USA, Inc. reported a strong fiscal third quarter with a 30% increase in year-over-year revenue, driven by unit growth and comparable sales trends. The company's G&A leveraging efforts resulted in a 130 basis point improvement over the prior year, contributing to greater profitability.

  • Total sales increased to $49.2 million from $38.0 million in the third quarter of 2022.
  • Comparable restaurant sales rose by 10.3% compared to the same quarter last year.
  • Operating income grew to $1.3 million, up from $0.5 million in the third quarter of 2022.
  • Net income reached $1.7 million, or $0.16 per diluted share, compared to $0.5 million, or $0.05 per diluted share, in the prior year.

Headline financials

Total Revenue

$49.2M

Previous: $38M+29.7%
EPS (adj)

$0.16

Previous: $0.05+220.0%
Comparable restaurant sales

10.3%

Previous: 65.0%-84.2%
Restaurant-level operating profit margin

23.5%

Previous: 22.5%+4.4%
Capital Expenditures

-$27.2M

Previous: -$19.5M-39.9%
Free Cash Flow

-$25.5M

Previous: -$19M-34.5%
Net Income

$1.68M

Previous: $477K+252.2%
Operating Income

$1.31M

Previous: $473K+176.5%
Gross Profit

$8.41M

Previous: $6.46M+30.3%
Cash & Equivalents

$70.5M

Previous: $36M+95.9%
Total Assets

$286M

Previous: $196M+46.4%
Stock-Based Comp

$975K

Previous: $732K+33.2%

Revenue & EPS history

Kura Sushi · Revenue · Quarterly

$49.2M

Q3 2023+29.7%vs Q3 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 $187 million and $189 million
  • General and administrative expenses as a percentage of sales to be between 15.0% and 15.5%
  • 9 to 11 new restaurants
  • Average net capital expenditures per unit of approximately $2.5 million
  • 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 Q3 2023

Historical avgQ3 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