Expectations trend
FY2028 · fiscal year ending 2028-08-31 · fmp
Kura Sushi USA, Inc. (KRUS)
NASDAQConsumer DiscretionaryRestaurantsSnapshot 2026-11-04
$37.07-1.91%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryRestaurantsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.50 → 0.29 EPS · FY ending Aug 31, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for KRUS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Control G&A expenses at 12% of sales | A supporting condition in Kura Sushi USA, Inc.'s published investment case. The stated target is ~12% of sales. | Intact | G&A expenses rise above 15% of sales next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 4 of last 5 quarters. Management consistently targets G&A expenses near 12% of sales excluding litigation. Financial data does not provide exact G&A percentages, so progress is qualitatively aligned with stated cost control goals. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-08-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-and-execution story, not an established profitable compounder: the business is still loss-making and recent performance is weak. The long-term thesis is on watch, with management stable and the signal recently shifting from cautious to mixed.
KRUS is valued at a premium to peers, while the evidence describes that premium as durable but unjustified. The expectations gap is elevated, so the valuation leaves limited room for execution to disappoint, even though the overall fragility rating is low.
Near term, revenue growth is on track toward management’s annual goal, but restaurant-level operating income remained slightly negative in the latest comparison, leaving margin progress behind plan. A guidance cut is a key risk; recent earnings beats offer some support, while erratic surprises and smaller-company risk temper confidence.
Over the next several quarters, the thesis depends on revenue growth continuing while restaurant margins improve and costs stay controlled. Guidance changes and results from sector bellwethers such as MCD, SBUX, and YUM could also affect the backdrop, though evidence for the exact impact is limited.
The 1-3 year view is mixed: growth execution is encouraging, but profitability remains unproven and the peer premium raises the stakes for delivery. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain restaurant-level profit margins at 18%-18.5% | The company targets restaurant profit margins near 18%. | Under Pressure | Profit margin falls below 15% next year | Gross margin: 11.94% FY2026-Q3; GAAP. Published target: 18% - 18.5% profit margin. Annual target cannot be compared with a quarterly or TTM observation. Jul 7, 202611.944554 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 5 of last 5 quarters. Operating income improved from -$162,000 in 2025-Q3 to -$39,000 in 2026-Q3, consistent with management's target of maintaining restaurant-level operating margins near 18%-18.5%. The trajectory shows limited progress but aligns with stated margin goals. Delivery assessment Oct 5, 2026 |
Achieve $333M-$335M in annual revenue | A primary condition in Kura Sushi USA, Inc.'s published investment case. The stated target is >= $333M total revenue. | Improving | Annual revenue falls below $281M in FY26 | Revenue: $85.922M FY2026-Q3; GAAP. Published target: >= $333M total revenue. Annual target cannot be compared with a quarterly or TTM observation. Jul 7, 202685,922,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.51 → $0.29 · observed estimates
$0.46B → $0.47B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-09-01 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-02 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-03 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-04 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-05 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-06 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-07 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-08 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-09 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-10 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-11 | $0.51 | $462,237,353 | 1 / 3 |
| 2026-09-12 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-13 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-14 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-15 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-16 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-17 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-18 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-19 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-20 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-21 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-22 | $0.50 | $460,437,353 | 1 / 3 |
| 2026-09-23 | $0.50 | $464,778,015 | 1 / 3 |
| 2026-09-24 | $0.50 | $464,778,015 | 1 / 3 |
| 2026-09-25 | $0.50 | $469,704,020 | 1 / 4 |
| 2026-09-26 | $0.50 | $469,704,020 | 1 / 4 |
| 2026-09-27 | $0.50 | $469,704,020 | 1 / 4 |
| 2026-09-28 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-09-29 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-09-30 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-01 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-02 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-03 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-04 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-05 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-06 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-07 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-08 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-09 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-10 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-11 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-12 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-13 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-14 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-15 | $0.50 | $469,704,020 | 1 / 3 |
| 2026-10-16 | $0.50 | $471,334,565 | 1 / 3 |
| 2026-10-17 | $0.50 | $471,334,565 | 1 / 3 |
| 2026-10-18 | $0.50 | $471,334,565 | 1 / 3 |
| 2026-10-19 | $0.50 | $471,334,565 | 1 / 3 |
| 2026-10-20 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-21 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-22 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-23 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-24 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-25 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-26 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-27 | $0.50 | $471,309,565 | 1 / 3 |
| 2026-10-28 | $0.29 | $466,246,184 | 1 / 3 |
| 2026-10-29 | $0.29 | $466,246,184 | 1 / 3 |
| 2026-10-30 | $0.29 | $466,246,184 | 1 / 3 |
| 2026-10-31 | $0.29 | $466,246,184 | 1 / 3 |
| 2026-11-01 | $0.29 | $466,246,184 | 1 / 3 |
| 2026-11-02 | $0.29 | $466,246,184 | 1 / 3 |
| 2026-11-03 | $0.29 | $466,246,184 | 1 / 3 |
| 2026-11-04 | $0.29 | $466,246,184 | 1 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.