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年第四季度業績會議呼叫實錄總結：
Financial Performance:
財務業績:
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.
報告第四季度總銷售額爲6600萬美元，高於前一年的5490萬美元，儘管可比餐廳銷售下降了3.1%。
實現了20.9%的餐廳級營業利潤率，儘管這低於上一年的24.4%，原因在於銷售槓桿效應。
注意到食品和飲料成本佔銷售的比例下降至28.5%，由於高效的供應鏈管理和定價舉措，這一比例低於29.5%。
勞動力成本佔銷售的比例上升至31.1%，高於28.8%，這是由於工資通貨膨脹和銷售槓桿效應導致的。
季度結束時具有強大的流動性，報告現金及現金等價物高達5100萬美元，無債務。
Business Progress:
業務進展:
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.
在紐約州Lake Grove開設了一個新單位，標誌着財年新增了14個單位，並在不同地點發帖新增了另外五個單位。
推出全面推廣的後勤流程優化，以改善勞動成本，初期效果令人鼓舞。
引入了一個預訂和自助入座系統，以提高運營效率，計劃在明年年初實施。
採取更爲有選擇性和戰略性的知識產權合作和多元化營銷努力，以增強品牌影響力和提高效率。
Opportunities:
機會：
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.
擴張計劃包括在2025財年開設14個新單位，表明持續積極增長，並專注於全國範圍的擴張。
着重進入和開發太平洋西北等未開發市場，這些市場表現強勁，超出預期。
計劃利用新的預訂和自助入座系統以及後勤運營創新，提高運營效率，降低勞動成本。
Risks:
風險：
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.
預計逐步復甦和銷售增長，保持謹慎的營收預測，以避免類似上一個財政年度的潛在高估。
承認在管理工資膨脹和銷售槓桿對盈利影響方面持續面臨挑戰。
Tips: 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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
