KRUS: "Thriving in an Inflationary Environment"

Kura Sushi US Q3 2022 (NASDAQ:KRUS)

By this point, I have documented my thoughts on each of the last five Kura Sushi KRUS 0.00%↑ quarters, covering the trough of their pandemic performance, recovery, and the re-acceleration phase. For the sake of brevity, I will stick to only the essential takeaways from Kura’s Q3 earnings, released on July 7th, with more to say when the company closes its fiscal year next quarter. Readers who are looking for more context can find the older memos, ordered by recency, here → (“KRUS: Kura's Roll Keeps Rolling”, “KRUS: Kura’s Pricing Power”, KRUS: A 2022 Story, with a Price Tag”, “A Turnaround Story for Rotating Sushi”, “Kaitensushi (回転寿司)”.