Komori
Kura Sushi (2695) · FactRevenue growth and wider lossesLatest Earnings (2026-09-11): "Worsened"

North American Store-Level Profitability Hits Record High

First written in FY2023-Q1. 3 of 11 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-09-11.

11entries
4years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – FY2023OtherFY2024-Q1 – FY2026-H12023: 320232024: 320242025: 220252026: 32026
Same theme, other companies
North America Segment Growth and Continued LossesA theme 16 companies write about · 9 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2017: 2 of 9 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-11WorsenedEarnings

    「As a result, sales were ¥37,204 million, up 22.2% year on year, while ordinary loss was ¥645 million, compared with an ordinary loss of ¥596 million in the same period of the previous fiscal year.」

    North America achieved higher sales, but its ordinary loss widened from the year-earlier period.
  2. FY2026-H1Revenue growth and wider lossesAnnual report

    「As a result, sales were ¥2,359.1 million, up 20.3% year on year, and the ordinary loss was ¥71.5 million, compared with an ordinary loss of ¥70.2 million in the same period of the previous year.」

    In North America, sales increased 20.3% year on year, while the ordinary loss widened from the same period of the previous year to ¥71.5 million.
  3. 2026-06-12OtherEarnings

    「We are actively expanding our restaurant network with the aim of opening 16 restaurants annually.」

    The policy of expanding restaurant openings in North America continues, while the North American segment is reporting an ordinary loss.
  4. FY2025-H1North American ordinary loss widens despite higher salesAnnual report

    「As a result, sales were ¥1,960.5 million, up 21.9% year on year, and the ordinary loss was ¥70.2 million, compared with an ordinary loss of ¥43.7 million in the same period of the previous year.」

    In North America, sales increased due to new store openings and collaborative promotions, while the ordinary loss widened from the same period of the previous year, also reflecting the effects of wildfires and cold waves.
  5. FY2024North America shifts to an ordinary loss despite higher salesAnnual report

    「Kura Sushi USA, Inc. (KSU), the U.S. subsidiary, expanded sales through collaborative promotions while many U.S. restaurant companies were affected by a slowing U.S. economy, and sales were trending toward recovery. However, both sales and earnings remained weak. As a result, sales were ¥3,586.6 million, up 38.1% year on year, and the ordinary loss was ¥104.1 million, compared with ordinary profit of ¥24.7 million in the same period of the previous year.」

    In North America, sales increased 38.1% year on year, while the business shifted from ordinary profit of ¥24.7 million in the previous year to an ordinary loss of ¥104.1 million due to the slowing U.S. economy and continued store openings.
  6. FY2024-Q2Losses continue amid accelerated store openings and higher labor costsAnnual report

    「Kura Sushi USA, Inc. (KSU), the U.S. subsidiary, recorded strong sales against a backdrop of aggressive new store openings and a solid U.S. economy. On the other hand, costs increased due to upfront investment associated with bringing forward new store openings and higher labor costs. A total of 9 stores were opened, including locations in Kansas City, Missouri, and Webster, Texas. As a result, sales were ¥1,608.8 million, up 39.5% year on year, and the ordinary loss was ¥43.7 million, compared with an ordinary loss of ¥41.9 million in the same period of the previous year.」

    In North America, sales increased 39.5% year on year due to new store openings, while the ordinary loss continued because of upfront investment associated with bringing forward store openings and higher labor costs, widening the loss from the same period of the previous year.
  7. FY2024-Q1North American ordinary losses continue amid new store openings and inflationAnnual report

    「Kura Sushi USA, Inc. (KSU), the U.S. subsidiary, recorded strong sales against a backdrop of continued new store openings and a solid U.S. economy. However, earnings were pressured by upfront investment associated with continued new store openings and rising prices and wages. During the first three months of the current fiscal year, 4 new stores were opened, including the Tangram location in New York, and the store rollout is progressing smoothly. As a result, sales were ¥767.4 million, up 35.3% year on year, and the ordinary loss was ¥27.6 million, compared with an ordinary loss of ¥29.9 million in the same period of the previous year.」

    In North America, sales increased 35.3% year on year and new store openings continued, while the ordinary loss persisted due to upfront investment in store openings and rising prices and wages.
  8. FY2023AdvancedAnnual report

    「We achieved a full-year return to ordinary profitability for the first time since our NASDAQ listing in August 2019.」

    The North American business achieved full-year ordinary profitability for the first time since its NASDAQ listing, with sales of ¥2,597.5 million and ordinary profit of ¥24.7 million.
  9. FY2023-Q3AdvancedAnnual report

    「In addition to the solid performance of the U.S. economy, the continued opening of new stores since the beginning of the fiscal year proved effective, and both sales and earnings performed strongly during the third quarter. As part of the store rollout since the beginning of the fiscal year, stores were opened at the Mall of America, one of the largest shopping malls in the United States, in November 2022, as well as in Jersey City, Philadelphia, Edison, Oakbrook Terrace and Buford. As a result, ordinary profit for the third quarter was positive.」

    In North America, store-level earnings reached a record high in the third quarter, while ordinary profit for the period was also positive.
  10. FY2023-Q2AdvancedAnnual report

    「Against a backdrop of strong sales, store-level earnings for the first six months of the current fiscal year reached a record high.」

    The report states that store-level earnings in North America reached a record high in the first six months of the current fiscal year.
  11. FY2023-Q1First statedAnnual report

    「Against a backdrop of strong sales, store-level earnings for the period reached a record high.」

    The report states that, while the U.S. business posted an ordinary loss due to inflation, store-level earnings for the period reached a record high.
Moved together

"Expansion of the Domestic Store Network" moved the same way as this thread, in the same document, in 3 of its 11 moves.

333322★123456
  1. ★This thread
  2. 1Expansion of the Domestic Store Network3×
  3. 2Expansion of the U.S. Store Network and Rollout Beyond California3×
  4. 3Store Expansion in Taiwan Using a Japanese-Style System3×
  5. 4Overseas Rollout of Japanese-Style Formats and Expansion of Japanese Food Culture3×
  6. 5Steady performance in same-store sales2×
  7. 6Building the Brand Through a Global Flagship Store and Domestic and Overseas Locations2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Kura Sushi yet. It last moved in the Earnings of 2026-09-11: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
North American Store-Level Profitability Hits Record High | Kura Sushi,Inc. (2695) | Komori