Kura Sushi USA: Top beneficiary of the trade deal between the USA and Japan
Expansion pace of over 20 % remains intact with 15 new openings this year
The app reservation system could also spur loyalty program sign-ups
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Kura Sushi USA (KRUS) is a rapidly growing sushi restaurant chain that emphasizes an entertaining and automated guest experience. I find the concept very convincing and see two direct drivers that could lead the stock to an all-time high: a new reservation system and the trade agreement between Japan and the USA. Conveyor belts deliver 140 dishes that are always fresh thanks to RFID chips. The Kurabot delivers drinks, and used plates can easily be discarded at the table. "Bikkura Pon" offers surprises as a reward system starting from 15 plates...
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