Komori
Kura Sushi (2695) · InitiativeAdvanced

U.S. Product Price Revisions Linked to Rising Labor Costs

First written in FY2022-Q3. 2 of 3 entries say "Advanced", first in FY2022. Latest entry: FY2026-H1.

3entries
5years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022 – FY2026-H12022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Profit pressure from higher labor and transportation costs in the North American businessA theme 13 companies write about · 13 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2023: 8 of 11 companies on the "Worse" side.

0 other companies' latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「In particular, the collaboration with Kirby was widely discussed on social media and elsewhere, as the Freshness-kun antimicrobial sushi cover was designed with Kirby's face, attracting many customers. In addition, partly due to revisions to some product prices, same-store sales at KSU in the current second quarter (December 2025 to February 2026) were strong at 108.6% year on year.」

    In North America, the Company conducted a collaboration using character-themed antimicrobial sushi covers and revised some product prices, resulting in KSU same-store sales of 108.6% year on year.
  2. FY2022AdvancedAnnual report

    「In the second half of the current consolidated fiscal year, KSU returned to operating profitability for the half-year for the first time since the spread of COVID-19 began, following efforts to reduce costs through the benefits of actively opening stores, primarily at prime locations, and revising product prices in response to the sharp rise in labor costs, as well as by using robots to deliver drinks to customers' seats.」

    In the U.S. business, the Company revised prices in response to rising labor costs and reduced costs using drink-delivery robots, achieving operating profitability for the second half for the first time since the spread of the infectious disease began.
  3. FY2022-Q3First statedAnnual report

    「The Company revised product prices in line with the sharp rise in labor costs, in addition to the benefits of actively opening stores in new areas through the previous fiscal year despite operating restrictions caused by COVID-19. As a result, it achieved quarterly profitability and recovered rapidly for the first time since the spread of COVID-19 began.」

    The Company disclosed for the first time a measure in its U.S. business to revise product prices in response to the sharp rise in labor costs. It states that, including the effects of price revisions and other measures, it achieved quarterly profitability for the first time since the spread of the infectious disease began.
Moved together

"Expansion of the Domestic Store Network" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222222★123456
  1. ★This thread
  2. 1Expansion of the Domestic Store Network2×
  3. 2Expansion of the U.S. Store Network and Rollout Beyond California2×
  4. 3Store Expansion in Taiwan Using a Japanese-Style System2×
  5. 4New Product Development and Menu Expansion to Meet Customer Needs2×
  6. 5Steady performance in same-store sales2×
  7. 6Overseas Rollout of Japanese-Style Formats and Expansion of Japanese Food Culture2×

★ 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.
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