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- **Revenue Growth**: Q4 2025 sales $79.4M; 2026 guidance $330-334M
- **Profitability**: Adjusted EBITDA +30% to $7.4M; 2026 RLOPM 18%
- **Expansion**: 16 new stores in 2026 (50+ robotic dishwashers)
- **Cost Management**: G&A as % of sales down 300bps to 13.3%
- **Tariffs Impact**: COGS expected 30% in 2026 (up 140bps)
- **Labor Savings**: 50bps from dishwashers in 2027+

**CEO Summary Section**
- Fiscal 2025 total sales: $79.4M (Q4) / $330M+ annual guidance for 2026
- Comparable sales growth: 0.2% (Q4) driven by 0.5% traffic growth
- 15 new store openings in 2025 (record pace), 50+ robotic dishwashers to be installed in 2026
- Adjusted EBITDA up 30% YoY to $7.4M
- 2026 unit growth: 16 new stores (50%+ of openings in smaller DMAs)
- Labor cost improvement: 30bps (31.1% vs 31.4%)
- Tariff impact: 70bps on COGS in Q4
- 2026 RLOPM guidance: 18% (down from 20.9% in 2025)

**CFO Financial Commentary**
- Q4 2025: Net income $2.3M ($0.18 EPS) vs loss $5.2M ($0.46 EPS)
- Full year 2025: G&A as % of sales 13.3% (down 300bps)
- 2026 guidance: 
  - Total sales $330-334M
  - G&A 12-12.5% of sales
  - Capex $2.5M per unit
  - COGS ~30% (up from 28.4% in 2025)

**Q&A Highlights**
1. **Comp Guidance**: Q1 2026: -mid-single digits (vs +2% in Q1 2025)
   - Full year: flat to + slightly
2. **Robotic Dishwashers**: 
   - 50+ retrofits in 2026
   - 50bps labor savings expected in 2027
3. **Tariffs & Pricing**: 
   - 3.5% menu price increase in Q4
   - 2026 COGS ~30% (up 140bps)
4. **Unit Development**: 
   - 1 unit opening in Q1 2026
   - 5-6 openings in H1 2026
5. **Reservation System**: 
   - Marketing to non-rewards members starting Q2 2026
   - 2026 impact: minimal; 2027+ upside

Kura Sushi USA, Inc. (KRUS) Q4 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

KRUS

KRUS fundamentals

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