Kura Sushi USA, Inc. (KRUS) Q4 2024 Earnings Call Transcript Summary
Kura Sushi USA, Inc. (KRUS) Q4 2024 Earnings Call Transcript Summary
Noted improvements in food and beverage costs as a percentage of sales to 28.5%, down from 29.5% due to efficient supply-chain management and pricing initiatives.The following is a summary of the Kura Sushi USA, Inc. (KRUS) Q4 2024 Earnings Call Transcript:
以下是Kura Sushi USA，Inc.（KRUS）2024年第四季度业绩会议呼叫实录总结：
Financial Performance:
财务业绩:
Reported Q4 total sales of $66 million, up from $54.9 million in the prior year, despite a comparable restaurant sales decline of 3.1%.
Achieved a restaurant-level operating profit margin of 20.9%, although this was lower than the previous year's 24.4% due to sales deleverage.
Noted improvements in food and beverage costs as a percentage of sales to 28.5%, down from 29.5% due to efficient supply-chain management and pricing initiatives.
Labor costs rose to 31.1% of sales, up from 28.8% due to wage inflation and sales deleverage.
Ended the quarter with strong liquidity, reporting $51 million in cash and cash equivalents with no debt.
报告第四季度总销售额为6600万美元，高于前一年的5490万美元，尽管可比餐厅销售下降了3.1%。
实现了20.9%的餐厅级营业利润率，尽管这低于上一年的24.4%，原因在于销售杠杆效应。
注意到食品和饮料成本占销售的比例下降至28.5%，由于高效的供应链管理和定价举措，这一比例低于29.5%。
劳动力成本占销售的比例上升至31.1%，高于28.8%，这是由于工资通货膨胀和销售杠杆效应导致的。
季度结束时具有强大的流动性，报告现金及现金等价物高达5100万美元，无债务。
Business Progress:
业务进展:
Opened one new unit in Lake Grove, New York, marking 14 new units for the fiscal year and an additional five units post-quarter in various locations.
Launched full rollout of back-of-house streamlining efforts to improve labor costs with promising early results.
Introduced a reservation and self-seating system to enhance operational efficiency slated for early implementation next fiscal year.
Adopted a more selective and strategic approach to IP collaborations and diversified marketing efforts to enhance the brand and drive efficiency.
在纽约州Lake Grove开设了一个新单位，标志着财年新增了14个单位，并在不同地点发帖新增了另外五个单位。
推出全面推广的后勤流程优化，以改善劳动成本，初期效果令人鼓舞。
引入了一个预订和自助入座系统，以提高运营效率，计划在明年年初实施。
采取更为有选择性和战略性的知识产权合作和多元化营销努力，以增强品牌影响力和提高效率。
Opportunities:
机会：
Expansion plans include opening 14 new units in fiscal year 2025, signaling ongoing aggressive growth with a focus on national footprint expansion.
Emphasis on entering and developing untapped markets such as the Pacific Northwest, which have shown strong performance and exceeded expectations.
Plans to leverage the new reservation and self-seating system and innovations in back-of-house operations to improve operational efficiencies and reduce labor costs.
扩张计划包括在2025财年开设14个新单位，表明持续积极增长，并专注于全国范围的扩张。
着重进入和开发太平洋西北等未开发市场，这些市场表现强劲，超出预期。
计划利用新的预订和自助入座系统以及后勤运营创新，提高运营效率，降低劳动成本。
Risks:
风险：
Expects gradual recovery and sales growth, remaining cautious with revenue forecasts to avoid potential overestimations similar to the previous fiscal year.
Acknowledges the ongoing challenges in managing wage inflation and sales deleverage impacting profitability.
预计逐步复苏和销售增长，保持谨慎的营收预测，以避免类似上一个财政年度的潜在高估。
承认在管理工资膨胀和销售杠杆对盈利影响方面持续面临挑战。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
