Kura Sushi Stock Plunges — Nikkei 225 Removal Suspected Trigger, Chiikawa Collab Backlash Also a Factor

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The story

On September 7, 2026, Kura Sushi’s stock price fell, sparking discussion on 5ch’s Nandemo Jikkyo G board (a general live-discussion board). The thread initially buzzed with criticism over a customer-service dispute in which a staff member allegedly hid a Chiikawa collaboration figure, but posters soon pointed out that the real cause was Kura Sushi’s removal from the Nikkei 225 stock index. Rival chain Sushiro also saw its shares drop after failing to win the Nikkei 225 inclusion it had been expected to get, prompting many posts comparing the two companies’ stock moves. Opinions were also split over the merits of the company’s 10%-discount apology campaign.

What people said

2AnonymousSep 7, 2026 16:42
Just because a staff member hid a figure doesn't explain a drop like this.
3AnonymousSep 7, 2026 16:42
Farewell, Muten-Maru-kun (Kura Sushi's mascot)

44AnonymousSep 7, 2026 16:59
Re: #3
The timing on this is hilarious (lol)
5AnonymousSep 7, 2026 16:43
What's actually 'over' about this?
Explain it to me.
6AnonymousSep 7, 2026 16:43
Meanwhile, Sushiro…
9AnonymousSep 7, 2026 16:44
Re: #6
24AnonymousSep 7, 2026 16:48
Re: #9
Well, this is pretty normal for Sushiro.
14AnonymousSep 7, 2026 16:45
Honestly the company's response was just terrible
Feels like the whole company is run by idiots.
15AnonymousSep 7, 2026 16:45
Sell on scandal, buy on accident —

but would a scandal like this really tank the stock this much?
20AnonymousSep 7, 2026 16:46
Re: #15
No, this has nothing to do with the scandal.
16AnonymousSep 7, 2026 16:45
Save the 'it's over' talk for when it actually hits limit-down (stop-an, the daily maximum allowed drop).
18AnonymousSep 7, 2026 16:45
'Additive-Free' Kura Sushi (well, they never actually said 'free of additives')
22AnonymousSep 7, 2026 16:46
Some old geezer customer was going
'If you've got extras, gimme one, Chinkawa?' (mangling 'Chiikawa') — lol
26AnonymousSep 7, 2026 16:49
This barely even dropped.
31AnonymousSep 7, 2026 16:51
Re: #26
💀 Yeah, I think so too
But what's going on with Sushiro though?
34AnonymousSep 7, 2026 16:53
Re: #31
It's probably the Nikkei removal hitting it
But it swings this much normally anyway, it's not that big a drop.
28AnonymousSep 7, 2026 16:50
Once they let the 'sushi-lick' scandal (Sushiro's infamous soy-sauce-bottle-licking incident) slide, you could see this coming.
30AnonymousSep 7, 2026 16:50
Just redo the amenity designs, change the Kura Sushi branding, team up with some other sushi chain, and run the fair again.
33AnonymousSep 7, 2026 16:52
KOZO Sushi is the future
Better stock up now.
35AnonymousSep 7, 2026 16:53
This isn't the bottom yet
I'll go all-in once it drops a bit more.
36AnonymousSep 7, 2026 16:54


Oh, so it got removed from the index?
Yeah, that'll do it.
48AnonymousSep 7, 2026 17:02
Ohtani's really going under
55AnonymousSep 7, 2026 17:09
Is Daiki Suisan any good?
57AnonymousSep 7, 2026 17:10
Re: #55
A friend from Kansai told me it's good.
58AnonymousSep 7, 2026 17:10
That 10%-off thing — apparently if you don't ask for it yourself, they just charge full price. Is that true?
60AnonymousSep 7, 2026 17:13
Re: #58
Seriously?
That's hilarious (lol).
61AnonymousSep 7, 2026 17:16
Who's the 10% discount even an apology to in the first place?
Do they really think people who came for the Chiikawa merch — and didn't even get any — are gonna keep coming back to eat there?
64AnonymousSep 7, 2026 17:19
Re: #61
Not just this case, but I never get it when a company apologizes and you're left thinking 'wait, what exactly are you sorry for?'
66AnonymousSep 7, 2026 17:20
They're just putting on a show of apologizing — really they just want to use up the extra ingredients they stocked for the collab.
68AnonymousSep 7, 2026 17:21
Re: #66
It's only 10% off, they're probably still turning a normal profit.
75AnonymousSep 7, 2026 17:27
If you think this is just a scratch, go buy
It's a buying opportunity, right? It'll go back up.
77AnonymousSep 7, 2026 17:29
Re: #75
Isn't the scary part from here on?
No idea how much 'cleanup' they're planning, but it could drop either from being too soft about it or from overdoing it.
79AnonymousSep 7, 2026 17:32
Seems like a great buying opportunity honestly
It'll bounce back eventually anyway.
84AnonymousSep 7, 2026 17:33
Re: #79
No way
There's no way they're doing another Chiikawa collab after this.
95AnonymousSep 7, 2026 17:47
Re: #79
I think it'll get back to 1,700 yen
There's a big wall of sell orders at 1,710, so it doesn't look like it'll climb past that.
80AnonymousSep 7, 2026 17:32
Lol Sushiro's actually down more.
83AnonymousSep 7, 2026 17:33
Re: #80
Lol people are selling on a pure misunderstanding.
100AnonymousSep 7, 2026 17:52
Lmao Sushiro's dropping even more
Wait, is this seriously just a mix-up?
102AnonymousSep 7, 2026 17:54
Re: #100
Sushiro had been rising on hopes of Nikkei 225 inclusion, but since it wasn't added, it's falling now.

Background and Key Points of Debate

The main point of contention in the thread was what actually caused the stock’s drop. The discussion started out as criticism of a customer-service incident tied to the Chiikawa collaboration, but several posters stepped in to correct the record, noting that “the incident has nothing to do with the stock drop” and that “removal from the Nikkei 225 is what’s really driving it” — pushing back against conflating emotional online backlash with the actual market factors. It’s also worth noting, as background not obvious from the thread text alone, that Sushiro’s stock fell at the same time after failing to win the Nikkei 225 inclusion it had been expected to get, which is why so many posts compared the two companies. Questions were also raised about the 10% discount apology campaign, with some asking exactly who it was meant to apologize to — the murkiness of the company’s crisis response became one of the central threads of debate.

※This article is excerpted and summarized from the 5ch (Nandemo Jikkyo G) thread “[Sad News] Kura Sushi’s Stock Price, Done For“.

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