Kura Sushi (KRUS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.

Tuesday, April 7, 2026 astatine 5 p.m. ET

• President and Chief Executive Officer — Hajime Jimmy Uba

• Chief Financial Officer — Jeff Uttz

• Senior Vice President, Investor Relations and System Development — Benjamin Porten

Operator: Good afternoon, ladies and gentlemen, and convey you for lasting by. Welcome to the Kura Sushi USA, Inc. Fiscal Second Quarter 2026 Earnings Conference Call. [Operator Instructions]. Please enactment that this telephone is being recorded. On the telephone today, we person Hajime Jimmy Uba, President and Chief Executive Officer; Jeff Uttz, Chief Financial Officer; and Benjamin Porten, Senior Vice President, Investor Relations and System Development. And present I would similar to crook the telephone implicit to Mr. Porten. Please spell ahead.

Benjamin Porten: Thank you, operator. Good afternoon, everyone, and convey you each for joining. By now, everyone should person entree to our fiscal 2nd 4th 2026 net release. It tin beryllium recovered astatine www.kurasushi.com successful the Investor Relations section. A transcript of the net merchandise has besides been included successful the 8-K we submitted to the SEC. Before we statesman our ceremonial remarks, I request to punctual everyone that portion of our treatment contiguous volition see forward-looking statements arsenic defined nether the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not guarantees of aboriginal performance, and therefore, you should not enactment undue reliance connected them.

These statements are besides taxable to galore risks and uncertainties that could origin existent results to disagree materially from what we expect. We notation each of you to our SEC filings for a much elaborate treatment of the risks that could interaction our aboriginal operating results and fiscal condition. Also during today's call, we volition sermon definite non-GAAP fiscal measures, which we judge tin beryllium utile successful evaluating our performance. The presumption of this further accusation should not beryllium considered successful isolation nor arsenic a substitute for results prepared successful accordance with GAAP, and the reconciliations to comparable GAAP measures are disposable successful our net release.

With that retired of the way, I'd similar to crook the telephone implicit to Jimmy.

Hajime Uba: Thanks, Ben, and convey you to everyone for joining america connected our telephone today. Entering this fiscal year, we knew that the 2nd fiscal 4th volition beryllium captious regarding our quality to execute our stated goals, expectations and afloat twelvemonth guidance. As immoderate of you whitethorn person seen successful this afternoon's release, our fiscal 2nd 4th was rather strong. We person a batch of bully quality to stock today, including better-than-expected comparable income and record-breaking labour leverage. So let's leap close in. Total income for the fiscal 2nd 4th were $80 million, representing comparable income maturation of 8.6% with 4.3% affirmative postulation and 4.3% of terms connected the mix.