NASDAQ: KRUS

KURA SUSHI USA, INC.

CIK 0001772177 · SIC 5812 · Eating Places

Small Revenue $283M Assets $472M as of Aug 23, 2026

Kura Sushi USA, Inc. (“Kura Sushi”) is a technology-enabled Japanese restaurant concept that provides guests with a distinctive dining experience by serving authentic Japanese cuisine through an engaging revolving sushi service model, which we refer to as the “Kura Experience.” We encourage healthy… About this business →

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10-Q Filed Jul 7, 2026 · Period ending May 31, 2026

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8-K Filed Jul 7, 2026 · Period ending Jul 7, 2026

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10-Q Filed Apr 7, 2026 · Period ending Feb 28, 2026

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8-K Filed Apr 7, 2026 · Period ending Apr 2, 2026

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8-K Filed Jan 22, 2026 · Period ending Jan 21, 2026

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10-K Filed Nov 6, 2025 · Period ending Aug 31, 2025

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424B5 Filed Nov 12, 2024

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424B5 Filed Nov 12, 2024

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10-K Filed Nov 8, 2024 · Period ending Aug 31, 2024

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Latest financial statements

From 10-Q filed Jul 7, 2026 (period ending May 31, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Condensed Statements of Operations and Comprehensive Income (Loss) (Unaudited)

(amounts in thousands, except for per share data)

Description Three months ended May 31, 2026 Three months ended May 31, 2025 Nine months ended May 31, 2026 Nine months ended May 31, 2025
Sales 85,922 73,965 239,395 203,315
Restaurant operating costs:
Food and beverage costs 25,911 20,928 72,162 58,225
Labor and related costs 26,280 24,478 74,756 68,306
Occupancy and related expenses 6,676 5,538 19,032 15,391
Depreciation and amortization expenses 4,236 3,450 12,358 9,827
Other costs 12,556 10,883 35,950 29,004
Total restaurant operating costs 75,659 65,277 214,258 180,753
General and administrative expenses 10,193 8,741 30,711 28,459
Depreciation and amortization expenses 109 109 373 328
Total operating expenses 85,961 74,127 245,342 209,540
Operating loss (39) (162) (5,947) (6,225)
Other expense (income):
Interest expense 17 30 50 56
Interest income (528) (812) (1,784) (2,236)
Income (loss) before income taxes 472 620 (4,213) (4,045)
Income tax expense 49 55 136 132
Net income (loss) 423 565 (4,349) (4,177)
Net income (loss) per Class A and Class B shares
Basic 0.03 0.05 (0.36) (0.35)
Diluted 0.03 0.05 (0.36) (0.35)
Weighted average Class A and Class B shares outstanding
Basic 12,146 12,086 12,126 11,855
Diluted 12,359 12,311 12,126 11,855
Other comprehensive income (loss):
Unrealized loss on investments (60) (8) (14) (8)
Comprehensive income (loss) 363 557 (4,363) (4,185)

Condensed Balance Sheets (Unaudited)

(amounts in thousands, except for par value)

Description May 31, 2026 August 31, 2025
Assets
Current assets:
Cash and cash equivalents 24,372 47,498
Short-term investments 19,943 14,964
Accounts and other receivables 7,063 6,410
Inventories 2,560 2,141
Due from affiliate 16 126
Prepaid expenses and other current assets 4,936 4,308
Total current assets 58,890 75,447
Non-current assets:
Property and equipment net 203,765 171,190
Operating lease right-of-use assets 179,039 146,416
Long-term investments 21,771 29,542
Deposits and other assets 8,113 8,347
Total assets 471,578 430,942
Liabilities and stockholders' equity
Current liabilities:
Accounts payable 12,107 11,533
Accrued expenses and other current liabilities 4,880 4,116
Salaries and wages payable 11,256 10,310
Operating lease liabilities current 15,687 14,083
Due to affiliate 462 525
Sales tax payable 2,490 2,213
Total current liabilities 46,882 42,780
Non-current liabilities:
Operating lease liabilities non-current 192,262 155,932
Other liabilities 1,588 1,160
Total liabilities 240,732 199,872
Commitments and contingencies (Note 8)
Stockholders' equity:
Preferred stock, $0.001 par value; 1,000 shares authorized, no shares issued or outstanding
Class A common stock, $0.001 par value; 50,000 shares authorized, 11,150 and 11,111 shares issued and outstanding as of May 31, 2026 and August 31, 2025, respectively 11 11
Class B common stock, $0.001 par value; 10,000 shares authorized, 1,000 shares issued and outstanding as of May 31, 2026 and August 31, 2025 1 1
Additional paid-in capital 270,112 265,973
Accumulated deficit (39,241) (34,892)
Accumulated other comprehensive loss (37) (23)
Total stockholders' equity 230,846 231,070
Total liabilities and stockholders' equity 471,578 430,942

Condensed Statements of Cash Flows (Unaudited)

(amounts in thousands)

Description Nine months ended May 31, 2026 Nine months ended May 31, 2025
Cash flows from operating activities
Net loss (4,349) (4,177)
Adjustments to reconcile net loss to net cash provided by operating activities
Depreciation and amortization 12,731 10,155
Stock-based compensation, net of amounts capitalized 3,541 3,501
Loss on disposal of property and equipment 19
Bond premium amortization 146 284
Changes in operating assets and liabilities:
Accounts and other receivables (360) (473)
Inventories (419) (74)
Due from affiliate 110 153
Prepaid expenses and other current assets (198) (298)
Deposits and other assets 221 (261)
Accounts payable 671 343
Accrued expenses and other current liabilities (118) (448)
Salaries and wages payable 946 1,615
Operating lease liabilities and assets 5,324 4,851
Due to affiliate (73) 6
Sales tax payable 235 161
Net cash provided by operating activities 18,427 15,338
Cash flows from investing activities
Payments for property and equipment (43,272) (36,698)
Payments for initial direct costs (305) (277)
Purchases of liquor licenses (1,012) (1,011)
Purchases of investments (35,302) (70,197)
Maturities and redemptions of investments 37,900 24,000
Net cash used in investing activities (41,991) (84,183)
Cash flows from financing activities
Repayment of principal on finance leases (66) (49)
Taxes paid on vested restricted stock awards (361) (256)
Proceeds from exercise of stock options 865 942
Proceeds from the follow-on public offering, net of discounts and commissions 64,626
Payments of costs related to the follow-on offering (272)
Net cash provided by financing activities 438 64,991
Decrease in cash and cash equivalents (23,126) (3,854)
Cash and cash equivalents, beginning of period 47,498 50,986
Cash and cash equivalents, end of period 24,372 47,132
Supplemental disclosures of cash flow information
Cash paid for income taxes 207 231
Noncash investing activities
Acquisition of finance leases 66 114
Amounts unpaid for purchases of property and equipment 4,059 2,574
Stock-based compensation capitalized to property and equipment, net 94 110

Amounts as printed on the EDGAR/iXBRL face — (amounts in thousands, except for per share data); (amounts in thousands, except for par value); (amounts in thousands). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗

About KURA SUSHI USA, INC.

Source: Item 1 (Business) from the 10-K filed November 6, 2025. Description as filed by the company with the SEC.

Item 1. Business

Company Overview

Kura Sushi USA, Inc. (“Kura Sushi”) is a technology-enabled Japanese restaurant concept that provides guests with a distinctive dining experience by serving authentic Japanese cuisine through an engaging revolving sushi service model, which we refer to as the “Kura Experience.” We encourage healthy lifestyles by serving freshly prepared Japanese cuisine using high-quality ingredients that are free from artificial seasonings, sweeteners, colorings, and preservatives. We aim to make quality Japanese cuisine accessible to our guests across the United States through affordable prices and an inviting atmosphere.

Kura Sushi is headquartered in Irvine, California and was established in 2008 as a subsidiary of Kura Sushi, Inc. (“Kura Japan”), a Japan-based revolving sushi chain with over 650 restaurants internationally and 45 years of brand history. Kura Sushi opened its first restaurant in Irvine, California in 2009, and currently operates 82 restaurants across 22 U.S. states and Washington, DC.

Kura Japan owns 4,126,500 shares of our Class A common stock and all of our 1,000,050 Class B common stock. Kura Japan’s combined ownership of Class A common stock and Class B common stock represents 67% of the combined voting power of our equity interests. As a result, we are a “controlled company” within the meaning of the corporate governance rules of the Nasdaq Stock Market, and Kura Japan can exert significant voting influence over fundamental an

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d significant corporate matters and transactions and may have interests that differ from yours. See “