Kura Sushi

Restaurants & food service · 2695

The Japan read

From the company's own filing for 9M FY2026 (Nov 2025–Jul 2026) · reported 2026-09-11 · the filing

JapanJapan sales slipped 1.2% to ¥130.9bn and recurring profit fell 40.8% to ¥3.39bn; it says inbound demand is growing in city centres while falling real wages weigh on shoppers, and rice prices, though past their peak, stay high.
StoresIn May it opened its biggest restaurant yet, Namba Sennichimae in Osaka, carrying over its Expo 2025 concept with dishes from 70 countries; in July it opened its largest Muzenzo premium store, in Shinjuku.
StoresIt runs 712 restaurants, all company-owned, including 91 in the US and 63 in Asia, and set up a Thai subsidiary in July.

Other callouts in the filing

SegmentUS sales rose 22.2% to ¥37.2bn but the US arm still made a ¥0.65bn recurring loss; it opened 12 US restaurants in nine months and aims for 16 this year.
OutlookFull-year guidance is unchanged: revenue of ¥257.0bn (+4.9%), operating profit of ¥5.0bn (−8.4%) and net income of ¥3.0bn (−16.8%).

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.

Show figures in

9M FY2026 (Nov 2025–Jul 2026) · Year-to-Date

Reported 2026-09-11

Net sales¥189.7bn+4.4%

Operating profit¥2.8bn−45.2%

Net income¥2.0bn−41.3%

Kura Sushi runs conveyor-belt sushi restaurants — 712 of them, all company-owned, including 91 in the US and 63 in Asia. In November 2025–July 2026 revenue rose 4.4% to ¥189.7bn, but operating profit fell 45.2% to ¥2.8bn and net income 41.3% to ¥2.0bn.