Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2754.TWO
HOLDREMOVEKura Sushi Asia Co., Ltd. · Consumer Cyclical · Taiwan · $101M · Avg Vol: $229K/d
Kura Sushi Asia operates sushi restaurants in Taiwan. While it has a decent consumer concept, it lacks the global scale economics and owner-operator drive of its Japanese parent, and faces rising food inflation costs.
COMPANY DESCRIPTION
Kura Sushi Asia Co., Ltd. operates the popular conveyor belt sushi restaurant chain 'Kura Sushi' in Taiwan under license from its Japanese parent. The company's competitive advantage is driven by its highly automated dining systems, proprietary food safety technologies, and the engaging 'Bikkura Pon' toy-dispensing system. It is a leading player in Taiwan's casual dining sector, characterized by high table turnover and strong brand loyalty.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 121.6M | 158.9M | 170.3M | 180.4M | 14.1% |
| EPS | 0.02 | 0.16 | 0.14 | 0.07 | — | 67.7% |
| Shares | — | 46.3M | 46.7M | 46.9M | 46.9M | +1.2% |
| Debt | — | 68.4M | 84.0M | 84.8M | 77.5M | 4.3% |
| Equity | — | 47.3M | 51.8M | 53.2M | 55.3M | 5.4% |
| Op CF | — | 26.0M | 29.6M | 28.0M | 28.1M | 2.5% |
| Inv CF | — | -15.9M | -25.2M | -13.3M | -8.0M | — |
| Fin CF | — | -11.2M | -9.3M | -9.3M | -13.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 2754.TWO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2754.TWO | Kura Sushi Asia Co., Ltd.(you) | $101M | 42 | HOLD |
| 7705.TW | Mercuries F&B Co., Ltd. | $67M | 58 | HOLD |
| 2755.TWO | YoungQin International Co., Ltd. | $170M | 57 | HOLD |
| 2729.TWO | TTFB Company Limited | $221M | 29 | SELL |
| 2723.TW | Gourmet Master Co. Ltd. | $376M | 33 | SELL |
| 2752.TWO | Tofu Restaurant Co., Ltd. | $151M | 89 | STRONG BUY |
| 2753.TW | Bafang Yunji International Company Limited | $400M | 71 | BUY |
| 2727.TW | Wowprime Corp. | $645M | 90 | STRONG BUY |
| 2906.TW | Collins Co., Ltd. | $86M | 43 | HOLD |
| 8433.TWO | Bon Fame Co., Ltd. | $91M | 45 | HOLD |
Peer medians: ROE 7.3% · P/E 16.5x · Gross margin 22.9%