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    Matthew Curtis • William Blair & Company

    Matthew Curtis's questions to Kura Sushi USA Inc (KRUS) leadership

    Matthew Curtis's questions to Kura Sushi USA Inc (KRUS) leadership • Q3 2025

    Question

    Matthew Curtis asked for a breakdown of the average ticket in the quarter between price and mix, and also inquired about the per-plate consumption trends during the third quarter.

    Answer

    SVP Benjamin Porten stated that the price/mix component was a positive 0.8%, composed of 4.3% in effective price offset by a negative 3.5% mix. He expressed pleasure that mix has stabilized in the low-to-mid single-digit negative range and sees potential for it to turn positive with new initiatives. He clarified that per-plate consumption has remained steady at approximately six plates per person for the last several years, and the new 'light rice' option was implemented after Q3 ended.

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    Matthew Curtis's questions to Kura Sushi USA Inc (KRUS) leadership • Q2 2025

    Question

    Matthew Curtis asked about the embedded comparable sales expectations for the second half of the year within the full-year revenue guidance and requested details on the intellectual property (IP) collaborations planned for the upcoming months.

    Answer

    Hajime Uba, through interpreter Benjamin Porten, stated that the company does not provide explicit comp guidance but suggested it could be inferred from the revenue guidance when considering the outperformance of new units. CFO Jeff Uttz revealed the upcoming IP pipeline includes returning successful campaigns like Demon Slayer, One Piece, and Peanuts, as well as a new collaboration with Nintendo's Kirby in fiscal 2026, with 7-8 total collaborations planned for that year.

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    Matthew Curtis's questions to CAVA Group Inc (CAVA) leadership

    Matthew Curtis's questions to CAVA Group Inc (CAVA) leadership • Q3 2024

    Question

    Matthew Curtis asked for details on the new loyalty program's impact on customer frequency and overall sales during the quarter and its expected future contribution.

    Answer

    CFO Tricia Tolivar reported that since the launch, loyalty sales as a percentage of total revenue increased by 200 basis points in the quarter. She noted that while it is still early to measure frequency changes, they anticipate a benefit and are encouraged by the initial results from the program's test phase.

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