NRSInsights’ December 2025 Retail Same-Store Sales Report

Rhea-AI Summary

NRSInsights (NYSE: IDT) reported December 2025 retail same-store sales rose 4.5% year-over-year, with the three months ended Dec 31 up 4.2% year-over-year. Units sold grew 1.7% YoY and a dollar-weighted average price for the top 500 items rose 2.3% YoY. NRS’ POS network processed $2.2 billion in December sales, a 15% YoY increase, across 136 million transactions. Same-store comparisons use ~217 million December transactions from ~24,300 stores that scanned in both months.

Positive

• Processed $2.2 billion in December sales (+15% YoY)
• Same-store sales increased 4.5% year-over-year
• Units sold rose 1.7% year-over-year

Negative

• Baskets (transactions) per store declined 0.5% year-over-year
• Baskets decreased 3.0% month-over-month

News Market Reaction – IDT

-2.13%

1 alert

-2.13% News Effect

On the day this news was published, IDT declined 2.13%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Same-store sales growth: 4.5% YoY Average price change: 2.3% YoY Units sold growth: 1.7% YoY +5 more

8 metrics

Same-store sales growth 4.5% YoY December 2025 vs December 2024

Average price change 2.3% YoY Top 500 items, December 2025 vs December 2024

Units sold growth 1.7% YoY December 2025 vs December 2024

Basket change -0.5% YoY Baskets (transactions per store), December 2025

Three-month same-store growth 4.2% Three months ended December 31, 2025 vs year-ago period

NRS active terminals 38,700 Active POS terminals as of December 31, 2025

Sales processed $2.2 billion NRS POS sales in December 2025 (+15% YoY)

Transactions processed 136 million NRS POS transactions in December 2025

Market Reality Check

Price: $51.56 Vol: Volume 144,275 vs 20-day ...

low vol

$51.56 Last Close

Volume Volume 144,275 vs 20-day average 218,049 (relative volume 0.66) ahead of this release. low

Technical Shares at 52.05, trading below 200-day MA of 56.33 prior to the report.

Peers on Argus

While IDT was roughly flat at -0.02%, telecom peers like GOGO (+8.09%), IRDM (+3...

While IDT was roughly flat at -0.02%, telecom peers like GOGO (+8.09%), IRDM (+3%) and others in the group were positive, suggesting this NRS same-store sales update was more company-specific than sector-driven.

Historical Context

5 past events · Latest: Dec 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 09	Same-store sales report	Positive	+2.7%	November 2025 NRS same-store and pricing metrics showing solid YoY growth.
Dec 04	Earnings results	Positive	+0.5%	1Q26 results with higher revenue, gross profit, EBITDA and EPS versus prior year.
Dec 03	Legal resolution	Positive	+2.1%	Delaware Supreme Court affirmation dismissing all Straight Path-related claims against IDT.
Nov 17	Product launch	Positive	-1.1%	Launch of HIPAA-compatible AI agent for healthcare via net2phone platform.
Nov 14	Earnings date notice	Neutral	+0.5%	Announcement of schedule and access details for upcoming 1Q26 earnings release.

Pattern Detected

Recent IDT news, including NRS same-store reports, earnings, and legal updates, has generally coincided with modestly positive share reactions, with only one notable divergence on a product launch.

Recent Company History

Over the last few months, IDT has reported stronger fundamentals and positive operational updates. The Dec 4, 2025 1Q26 earnings showed revenue of $322.8M and higher gross profit, while the Dec 3, 2025 court ruling removed a legal overhang. NRSInsights’ November 2025 same-store report highlighted steady growth and supported a 2.67% price gain. Against this backdrop, the December 2025 NRS same-store data extends the narrative of consistent, data-backed progress in IDT’s retail analytics and POS ecosystem.

Market Pulse Summary

This announcement highlights continued strength in NRS’s independent retail network, with December s...

Analysis

This announcement highlights continued strength in NRS’s independent retail network, with December same-store sales up 4.5%, units sold up 1.7%, and three‑month same-store growth of 4.2%. Slightly lower baskets and moderating price increases suggest growth driven more by volume and mix than pure inflation. Compared with the November 2025 report and recent earnings, the data supports a narrative of steady expansion in IDT’s POS and data-analytics ecosystem, which investors may track through future monthly updates.

Key Terms

same-store sales, point-of-sale (POS), forward-looking statements

3 terms

same-store sales financial

"December same-store sales increased 4.5% year-over-year"

Same-store sales measure the revenue generated by stores that have been open for a certain period, typically a year, comparing their sales over different time frames. It helps assess whether a business is growing due to increased customer activity at existing locations rather than new stores. For investors, this figure indicates the health and performance of a company's core operations, independent of expansion efforts.

point-of-sale (POS) technical

"processed through the National Retail Solutions (NRS) point-of-sale (POS) platform"

The point-of-sale (POS) is the place and system where a customer completes a purchase — think of a store’s checkout counter, a restaurant’s payment tablet, or the online checkout page. It includes the hardware and software that accept payments, record sales and update inventory, so it’s where revenue is captured and customer behavior is tracked; investors watch POS performance because it directly affects a company’s sales, cash flow and growth signals.

forward-looking statements regulatory

"those in which we use the words “believe,” “anticipate,” “expect,” “plan,”"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

AI-generated analysis. Not financial advice.

December same-store sales increased 4.5% year-over-year 

The average price paid for the top 500 items in December increased 2.3% year-over-year

NEWARK, N.J., Jan. 09, 2026 (GLOBE NEWSWIRE) -- NRSInsights, a provider of sales data and analytics drawn from retail transactions processed through the National Retail Solutions (NRS) point-of-sale (POS) platform, today announced comparative retail same-store sales results for December 2025.

As of December 31, 2025, the NRS retail network comprised approximately 38,700 active terminals nationwide, scanning purchases at approximately 33,200 independent retailers, including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers.

December Highlights

(Same-store sales, unit sales, transactions, and average price data refer to December 2025 and are compared to December 2024 unless otherwise noted. All comparisons are provided on a “per calendar day” basis to remove from consideration variability in the number of days per month or three-month period.)

• SALES
  • Same-store sales increased 4.5% year-over-year. In the previous month (November 2025), same-store sales increased 3.8% year-over-year.
    
    

• • Same-store sales increased 1.2% compared to the previous month (November 2025). Same-store sales in November 2025 decreased 0.7% compared to the previous month (October 2025).
  • For the three months ended December 31, 2025, same-store sales increased 4.2% compared to the corresponding three months a year ago.

• UNITS SOLD
  • Units sold increased 1.7% year-over-year. In the previous month (November 2025), units sold increased 0.9% year-over-year.
  • Units sold decreased 0.4% compared to the previous month (November 2025). Units sold in November 2025 decreased 0.9% compared to the previous month (October 2025).
• BASKETS (TRANSACTIONS) PER STORE
  • Baskets decreased 0.5% year-over-year. In the previous month (November 2025), baskets decreased 0.9% year-over-year.
  • Baskets decreased 3.0% compared to the previous month (November 2025). Baskets in November 2025 decreased 3.7% compared to the previous month (October 2025).
• AVERAGE PRICES
  • A dollar-weighted average of prices for the top 500 items purchased in December increased 2.3% year-over-year, a slight increase from the 3.1% year-over-year increase in November 2025.
    
    

Retail Trade Comparative Data

As a result of the recent government shutdown, U.S. Commerce Department’s Advance Monthly Retail Trade comparative same-store sales data excluding food service has not been released.

Commentary from Brandon Thurber (VP, Data Sales & Client Success at NRS)

“December capped off the year with solid same-store dollar growth. Sales increased 4.5% year over year, supported by a 1.7% rise in units sold, while inflationary pressure eased.

“Larger basket sizes and strong category performance helped drive the sales increase overcoming a slight dip in transactions.

“Cigarettes, prepared cocktails, smokeless tobacco, energy drinks, and rolling papers led the month’s increase, reflecting continued demand for convenience and adult-use categories.”

NRSInsights Reports

The NRSInsights monthly Retail Same-Store Sales Reports are intended to provide timely topline data reflective of sales at NRS’ network of independent, predominantly urban, retail stores.

Same-store data comparisons of December 2025 with December 2024 are derived from approximately 217 million transactions processed through the approximately 24,300 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of December 2025 with November 2025 are derived from approximately 266 million transactions processed through approximately 32,200 stores.

Same-store data comparisons for the three months ended December 31, 2025 with the year-ago three months are derived from approximately 644 million transactions processed through those stores that scanned transactions in both three-month periods.

NRS POS Platform

The NRS platform predominantly serves small-format, independent, retail stores nationwide including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers. These independent retailers operate in all 50 states and the District of Colombia, including 205 of the 210 designated market areas (DMAs) in the United States, and in Canada. During December 2025, NRS’ POS terminals processed $2.2 billion in sales (+15% year-over-year) across 136 million transactions.

About National Retail Solutions (NRS):

National Retail Solutions operates a leading point-of-sale (POS) terminal-based platform and digital payment processing service for independent retailers nationwide. Retailers utilize NRS offerings to process transactions and effectively manage their businesses. Consumer packaged goods (CPG) suppliers, brokers, analytics firms, and advertisers access the terminal’s digital display network to reach these retailers’ predominantly urban, multi-cultural shopper base, and to harness transaction data-based learnings to identify growth opportunities and measure execution and returns on marketing investment. NRS is a subsidiary of IDT Corporation (NYSE: IDT).

All statements above that are not purely about historical facts, including, but not limited to, those in which we use the words “believe,” “anticipate,” “expect,” “plan,” “intend,” “estimate,” “target” and similar expressions, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent our current judgment of what may happen in the future, actual results may differ materially from the results expressed or implied by these statements due to numerous important factors. Our filings with the SEC provide detailed information on such statements and risks, and should be consulted along with this release. To the extent permitted under applicable law, IDT assumes no obligation to update any forward-looking statements.

NRSInsights Contact:
Brandon Thurber
VP, Data Sales & Client Success at NRS
National Retail Solutions
Brandon.Thurber@nrsplus.com

IDT Corporation Contact:
Bill Ulrey
william.ulrey@idt.net

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FAQ

What were NRS/IDT December 2025 same-store sales and year-over-year change?

December 2025 same-store sales increased 4.5% year-over-year.

How much in sales did the NRS POS network process in December 2025 (IDT)?

NRS POS terminals processed $2.2 billion in December 2025 sales, a 15% YoY increase.

What drove the December 2025 sales increase for stores on the NRS network?

Sales growth was supported by a 1.7% rise in units sold, larger basket sizes, and category strength in cigarettes, prepared cocktails, smokeless tobacco, energy drinks, and rolling papers.

Did consumer prices on the NRS network change in December 2025?

A dollar-weighted average price for the top 500 items increased 2.3% year-over-year in December 2025.

Were transactions or baskets per store increasing in December 2025 for NRS/IDT?

No; baskets per store declined 0.5% year-over-year and decreased 3.0% month-over-month versus November 2025.

How many stores and transactions underpin NRSInsights' December 2025 same-store comparisons?

December same-store comparisons use approximately 217 million transactions from about 24,300 stores that scanned in both Dec 2025 and Dec 2024.