NRSInsights’ February 2026 Retail Same-Store Sales Report

Rhea-AI Summary

NRSInsights (NYSE:IDT) reported February 2026 retail same-store sales and transaction trends through the NRS point-of-sale network. Same-store sales rose 4.0% year-over-year and a dollar-weighted average price for the top 500 items increased 2.7% year-over-year.

The NRS network comprised about 38,700 active terminals across 33,600 stores as of February 28, 2026. During February, NRS POS terminals processed $1.9 billion in sales (+14% YoY) across 122 million transactions. Same-store comparisons used roughly 196 million transactions from stores active in both February 2025 and February 2026.

Positive

• $1.9B processed in February sales (+14% YoY)
• Network scale: ~38,700 active terminals across 33,600 stores

Negative

• None.

Key Figures

Same-store sales growth: 4.0% YoY 3-month same-store growth: 4.3% Units sold change: -0.2% YoY +5 more

8 metrics

Same-store sales growth 4.0% YoY February 2026 vs February 2025

3-month same-store growth 4.3% Three months ended February 28, 2026 vs year-ago period

Units sold change -0.2% YoY February 2026 vs February 2025

Baskets change -0.8% YoY Transactions per store, February 2026 vs February 2025

Average price inflation 2.7% YoY Top 500 items, February 2026 vs February 2025

NRS network terminals 38,700 terminals Active as of February 28, 2026

February sales processed $1.9 billion Sales via NRS POS in February 2026, +14% YoY

February transactions 122 million Transactions processed on NRS POS in February 2026

Market Reality Check

Price: $49.16 Vol: Volume 281,103 is about 1...

high vol

$49.16 Last Close

Volume Volume 281,103 is about 1.69x the 20-day average of 166,578, indicating elevated trading activity before this report. high

Technical Shares at $49.84 are trading below the 200-day MA of $55.75 and about 29.92% under the 52-week high of $71.12.

Peers on Argus

IDT was down 3.5% with above-average volume. Several telecom peers also traded l...

IDT was down 3.5% with above-average volume. Several telecom peers also traded lower (e.g., LILA -3.81%, LILAK -3.12%, CCOI -4.05%), while IRDM rose 1.22%, suggesting mixed sector action rather than a clean sector-wide move.

Historical Context

5 past events · Latest: Feb 25 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 25	Earnings date notice	Neutral	+3.2%	Scheduled release of Q2 FY2026 results and conference call details.
Feb 19	Product launch	Positive	+1.9%	net2phone introduced integrated communications solution for hospitality providers.
Feb 12	Product promotion	Positive	-1.2%	BOSS Money app positioned to avoid new 1% remittance tax on cash-funded transfers.
Feb 10	Retail data update	Positive	+1.7%	January 2026 NRSInsights same-store sales and transaction growth report.
Jan 09	Retail data update	Positive	-2.1%	December 2025 NRSInsights same-store sales and pricing trends release.

Pattern Detected

Recent IDT news has produced mixed reactions: most NRS and product updates aligned positively with modest gains, but some NRSInsights reports have coincided with short-term pullbacks.

Recent Company History

Over the past few months, IDT has combined steady NRSInsights retail data with product and corporate developments. December and January same-store sales reports showed mid-single-digit year-over-year growth and higher transaction volumes, while the January report coincided with a 1.7% gain and December with a 2.13% decline. Product launches at net2phone and BOSS Money generated generally positive but modest moves. An earnings date announcement on Feb 25 preceded a 3.19% rise. Today’s February NRSInsights release slots into this ongoing stream of retail data points.

Market Pulse Summary

This announcement underscores steady retail momentum on the NRS platform, with same-store sales up 4...

Analysis

This announcement underscores steady retail momentum on the NRS platform, with same-store sales up 4.0% year-over-year and $1.9 billion in February sales, a 14% increase. At the same time, units and baskets dipped slightly, and measured inflation on top items rose to 2.7%. When interpreting these metrics, investors may contextualize them alongside IDT’s recent record quarterly results, ongoing insider selling activity, and the stock’s position below its 200-day moving average.

Key Terms

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

3 terms

same-store sales financial

"February same-store sales increased 4% 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

"transactions 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

"are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995"

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.

February same-store sales increased 4% year-over-year
The average price paid for the top 500 items in February increased 2.7% year-over-year

NEWARK, N.J., March 12, 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 February 2026.

As of February 28, 2026, the NRS retail network comprised approximately 38,700 active terminals across 33,600 stores, reflecting the expected normalization from seasonal retailers following the year-end cycle alongside continued year-over-year expansion of the core independent retail base.

February Highlights
(Same-store sales, unit sales, transactions, and average price data refer to February 2026 and are compared to February 2025 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 4.0% year-over-year. In the previous month (January 2026), same-store sales increased 5.8% year-over-year.

• • Same-store sales increased 4.4% compared to the previous month (January 2026). Same-store sales in January 2026 decreased 6.6% compared to the previous month (December 2025). For the three months ended February 28, 2026, same-store sales increased 4.3% compared to the corresponding three months a year ago.

• UNITS SOLD
  • Units sold decreased 0.2% year-over-year. In the previous month (January 2026), units sold increased 2.9% year-over-year.
  • Units sold increased 2.1% compared to the previous month (January 2025). Units sold in January 2025 decreased 2.2% compared to the previous month (December 2025).
• BASKETS (TRANSACTIONS) PER STORE
  • Baskets decreased 0.8% year-over-year. In the previous month (January 2026), baskets increased 0.3% year-over-year.
  • Baskets increased 3.7% compared to the previous month (January 2026). Baskets in January 2026 decreased 4.6% compared to the previous month (December 2025).
• AVERAGE PRICES
  • A dollar-weighted average of prices for the top 500 items purchased in February 2026 increased 2.7% year-over-year, more than the 1.2% year-over-year increase in January 2026.

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

“The trend of steadily increasing year-over-year same-store sales again proved durable in February, increasing 4.0%. The sequential increase - adjusted for the number of days - was comparable at 4.4%.

“Growth was driven by increased sales in key convenience categories, including cigarettes, prepared cocktails, smokeless tobacco, energy beverages, and rolling papers. Some New Years’ resolutions evidently went by the boards quickly this year.

“Gains were particularly large in Midwestern cities including Chicago and Detroit, while sales growth slowed along the East Coast, highlighting the key role that regional factors, including weather, can play in shaping results.

“Our measure of inflation - the average rate of year-over-year price increase for the best-selling items on our network – jumped to 2.7% from 1.2% in January, marking the first increase after four consecutive months of decreases.”

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 February 2026 with February 2025 are derived from approximately 196 million transactions processed through the approximately 24,800 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of February 2026 with January 2026 are derived from approximately 247 million transactions processed through approximately 32,500 stores.

Same-store data comparisons for the three months ended February 28, 2026 with the year-ago three months are derived from approximately 605 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 February 2026, NRS’ POS terminals processed $1.9 billion in sales (+14% year-over-year) across 122 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 both 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

# # #

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/af0f3ff1-8d5b-4b0d-96db-cf4402c02dff

FAQ

What did NRSInsights report for February 2026 same-store sales for IDT?

Same-store sales increased 4.0% year-over-year. According to NRSInsights, comparisons use per-calendar-day data from stores that scanned in both February 2025 and February 2026, reflecting roughly 196 million transactions.

How much sales did NRS POS terminals process in February 2026 reported by IDT?

NRS POS terminals processed $1.9 billion in sales in February 2026, a 14% year-over-year gain. According to NRSInsights, this total came from about 122 million transactions on the network that month.

What change in average prices did NRSInsights report for February 2026 (IDT)?

The dollar-weighted average price for the top 500 items rose 2.7% year-over-year. According to NRSInsights, this marked an increase from January's 1.2% year-over-year figure and follows four months of prior declines.

How large is the NRS retail network reported in the February 2026 release from IDT?

As of February 28, 2026, the NRS network had about 38,700 active terminals across 33,600 stores. According to NRSInsights, the footprint spans 50 states, DC, and Canada, covering most U.S. designated market areas.

Did units sold or transactions change in February 2026 according to NRSInsights (IDT)?

Units sold decreased 0.2% year-over-year, while baskets per store fell 0.8% year-over-year. According to NRSInsights, transactions and unit comparisons were calculated on a per-calendar-day basis to normalize month length.

Which categories drove sales growth in February 2026 per NRSInsights (IDT)?

Growth was driven by cigarettes, prepared cocktails, smokeless tobacco, energy beverages, and rolling papers. According to NRSInsights, those convenience categories showed the largest gains and strong regional performance in Midwest cities.