SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (25646)8/25/2025 1:48:38 PM
From: Elroy  Respond to of 26439
 
Well, in Japan it's "fast food" sushi, not elegant high end sushi.

Kura Sushi in the US is perhaps mid-range, but not tops in the quality segment. But....kids love it. Watch the robots deliver the drinks. Fun.

So don't think so much about high quality sushi, it's more like a Burger King version of sushi, with fun automated robots. Sales growth about 15%-20% per year, for many years to come, and history of success in Japan (so they know what they're doing).

The stock's issue is valuation - it's expensive. The business is going to grow and work.