NRSInsights’ January 2026 Retail Same-Store Sales Report

Rhea-AI Summary

NRSInsights (parent: IDT NYSE: IDT) reported January 2026 same-store sales rose 5.8% YoY with units sold up 2.9% YoY and average price for the top 500 items up 1.2% YoY. The NRS network processed $2.0 billion (+16% YoY) across 130 million transactions in January.

Data derive from ~207 million transactions across ~24,700 same-store locations year-over-year, and ~624 million transactions for the three-month comparison.

Positive

• Network sales processed $2.0B in January, +16% YoY
• Same-store sales growth of 5.8% year-over-year
• Frozen Novelties category increased double digits YoY

Negative

• None.

Key Figures

Same-store sales YoY: 5.8% Units sold YoY: 2.9% Baskets YoY: 0.3% +5 more

8 metrics

Same-store sales YoY 5.8% January 2026 vs January 2025

Units sold YoY 2.9% January 2026 vs January 2025

Baskets YoY 0.3% Transactions per store, January 2026 vs January 2025

Avg price change 1.2% Dollar-weighted average price for top 500 items, YoY

3-month same-store 4.3% Three months ended January 31, 2026 vs year-ago period

Sales processed $2.0 billion NRS POS terminals, January 2026

Sales growth 16% NRS POS January 2026 sales growth year-over-year

Transactions 130 million NRS POS transactions processed in January 2026

Market Reality Check

Price: $49.03 Vol: Volume 77,080 is below 20...

low vol

$49.03 Last Close

Volume Volume 77,080 is below 20-day average of 139,791 (relative volume 0.55x). low

Technical Shares trade below the 200-day MA, with MA(200) at $56.28 versus price $48.21.

Peers on Argus

IDT slipped 0.1% while key telecom peers like CCOI (+3.21%) and IRDM (+3.35%) ga...

IDT slipped 0.1% while key telecom peers like CCOI (+3.21%) and IRDM (+3.35%) gained, indicating stock-specific dynamics rather than a sector-wide move.

Historical Context

5 past events · Latest: Jan 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 09	Retail sales report	Positive	-2.1%	December 2025 same-store sales and pricing trends across NRS network.
Dec 09	Retail sales report	Positive	+2.7%	November 2025 same-store sales growth and network scale metrics.
Dec 04	Quarterly earnings	Positive	+0.5%	1Q26 revenue, margin expansion, EBITDA and EPS improvements across segments.
Dec 03	Legal resolution	Positive	+2.1%	Delaware Supreme Court affirmation dismissing Straight Path-related claims.
Nov 17	Product launch	Positive	-1.1%	Launch of HIPAA-compatible AI agent solution for healthcare customers.

Pattern Detected

Operational and legal positives often saw aligned price gains, but NRS monthly sales releases have produced mixed reactions with both gains and declines.

Recent Company History

Over the last few months, IDT has reported steady NRS same-store sales growth, with November and December 2025 reports showing year-over-year increases and strong processed sales volumes. The first quarter FY26 earnings on Dec 4, 2025 highlighted revenue of $322.8M and rising profitability. A favorable Delaware Supreme Court ruling on Dec 3, 2025 removed litigation overhang. Today’s January 2026 NRS report continues that pattern of consistent retail network expansion and sales growth.

Market Pulse Summary

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

Analysis

This announcement highlights continued strength in NRS’s independent retail network, with January same-store sales up 5.8% year-over-year and a three-month increase of 4.3%. Units, baskets, and moderated price inflation suggest balanced volume and pricing trends. In recent months, similar NRS updates and solid 1Q26 earnings have supported a narrative of steady operational progress. Investors may watch future same-store metrics, transaction volumes, and segment-level results to gauge sustainability.

Key Terms

forward-looking statements, designated market areas

2 terms

forward-looking statements regulatory

"All statements above that are not purely about historical facts...are forward-looking statements"

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.

designated market areas technical

"including 205 of the 210 designated market areas (DMAs) in the United States"

Designated market areas (DMAs) are geographic regions that group households by their primary television and media viewing patterns, used to measure audience size and reach. Investors use DMAs to gauge how widely a company’s advertising, product promotions, or media exposure will be seen in particular regions—like using postal delivery zones to estimate how many people a flyer will reach—helping assess regional market strength and revenue potential.

AI-generated analysis. Not financial advice.

January same-store sales increased 5.8% year-over-year
The average price paid for the top 500 items in January increased 1.2% year-over-year

NEWARK, N.J., Feb. 10, 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 January 2026.

As of January 31, 2026, the NRS retail network comprised approximately 38,900 active terminals nationwide, scanning purchases at approximately 33,500 independent retailers, including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers.

January Highlights

(Same-store sales, unit sales, transactions, and average price data refer to January 2026 and are compared to January 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 5.8% year-over-year. In the previous month (December 2025), same-store sales increased 4.5% year-over-year.

• • Same-store sales decreased 6.6% compared to the previous month (December 2025). Same-store sales in December 2025 increased 1.2% compared to the previous month (November 2025).
  • For the three months ended January 31, 2026, same-store sales increased 4.3% compared to the corresponding three months a year ago.

• UNITS SOLD
  • Units sold increased 2.9% year-over-year. In the previous month (December 2025), units sold increased 1.7% year-over-year.
  • Units sold decreased 2.2% compared to the previous month (December 2025). Units sold in December 2025 decreased 0.4% compared to the previous month (November 2025).
• BASKETS (TRANSACTIONS) PER STORE
  • Baskets increased 0.3% year-over-year. In the previous month (December 2025), baskets decreased 0.5% year-over-year.
  • Baskets decreased 4.6% compared to the previous month (December 2025). Baskets in December 2025 decreased 3.0% compared to the previous month (November 2025).
• AVERAGE PRICES
  • A dollar-weighted average of prices for the top 500 items purchased in January 2026 increased 1.2% year-over-year, less than the 2.3% year-over-year increase in December 2025.
    
    

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

“January same-store results again showed solid year-over-year growth in both dollar sales and transactions. The three-month rolling average of same-store sales has increased by over 4% for eight consecutive months. Sequentially, sales decreased in-line with expected seasonal patterns after the holidays.

“Dry January had a more muted impact this year than we anticipated. Sales across Spirits remained resilient, with Ready-to Drink (RTD) Spirits performing particularly well. Also in January, Nicotine Alternatives sustained their upward momentum. Counterintuitively, Frozen Novelties - ready-to-eat frozen treats – increased double digits year-over-year despite frigid weather across many regions.

“Raleigh–Durham stood out as a top-performing DMA, posting strong gains in both dollars and transactions, while New York was among the weakest. Significant regional disparities reinforce the value of localized and store-level data in understanding drivers of category performance. The ability to track real product movement and category performance at the local level is becoming increasingly valuable for suppliers and distributors looking to make smarter, faster decisions.

“Our measure of inflation - the average rate of year-over-year price increase for the best-selling items on our network - continued to moderate, dropping to 1.2% in January from 2.3% in December 2025 and 3.1% in November 2025.”

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 January 2026 with January 2025 are derived from approximately 207 million transactions processed through the approximately 24,700 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of January 2026 with December 2025 are derived from approximately 260 million transactions processed through approximately 32,500 stores.

Same-store data comparisons for the three months ended January 31, 2026 with the year-ago three months are derived from approximately 624 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 January 2026, NRS’ POS terminals processed $2.0 billion in sales (+16% year-over-year) across 130 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 did NRSInsights report for January 2026 same-store sales for IDT (NYSE: IDT)?

Same-store sales increased 5.8% year-over-year. According to NRSInsights, this compares January 2026 to January 2025 on a per-calendar-day basis and reflects transactions from stores active in both months.

How much sales volume did the NRS POS network process in January 2026 for IDT (NYSE: IDT)?

The NRS POS network processed $2.0 billion in January 2026, a 16% YoY increase. According to NRSInsights, those sales came from about 130 million transactions across their terminals.

Did NRSInsights report any change in average prices in January 2026 for IDT (NYSE: IDT)?

The dollar-weighted average price for the top 500 items rose 1.2% YoY in January 2026. According to NRSInsights, this measure of inflation moderated from 2.3% in December 2025.

How many terminals and retailers did NRS report in its January 2026 data for IDT (NYSE: IDT)?

NRS reported approximately 38,900 active terminals scanning purchases at about 33,500 independent retailers. According to NRSInsights, the network covers most U.S. DMAs and also includes locations in Canada.

Which product categories stood out in NRSInsights' January 2026 report relevant to IDT (NYSE: IDT)?

Ready-to-Drink (RTD) Spirits and Nicotine Alternatives showed resilience, while Frozen Novelties rose double digits YoY. According to NRSInsights, these category moves influenced dollar sales and transaction trends in January.

How are the NRS same-store comparisons calculated in the January 2026 report for IDT (NYSE: IDT)?

Comparisons are on a per-calendar-day basis using stores that scanned in both periods. According to NRSInsights, January 2026 vs January 2025 uses ~207 million transactions from ~24,700 stores for same-store analysis.