Kura Sushi USA

Q3 FY2026 EarningsQ3 FY26 results were mixed relative to consensus, with a slight revenue miss but a significant EPS beat. Total sales of $85.9M missed the $86.5M consensus, primarily due to a 0.4% decline in comparable restaurant sales (driven by -5.1% traffic). However, diluted EPS of $0.03 exceeded the expected -$0.017 loss, supported by disciplined labor cost management which more than offset a 200 bps tariff-driven increase in COGS. FY26 revenue guidance was narrowed and slightly lowered to $330.5M-$331.5M, while restaurant-level margin guidance remains at 18.5%.