NRSInsights’ June 2026 Retail Same-Store Sales Report

Rhea-AI Summary

IDT (NYSE:IDT) subsidiary NRSInsights reported June 2026 retail same-store sales rose 3.4% year-over-year, while units sold fell 1.5% and baskets dipped 0.4%.

Same-store sales for the three months ended June 30, 2026 increased 3.2%. A dollar-weighted average price index for the top 500 items rose 1.3% year-over-year, down from 2.3% in May. In June, NRS terminals processed $2.3 billion in sales across 151 million transactions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Positive

• June 2026 same-store sales increased 3.4% year-over-year
• Three-month period ended June 30, 2026 same-store sales up 3.2%
• Measured inflation on top 500 items at 1.3% YoY, down from 2.3%
• NRS POS terminals processed $2.3 billion in sales in June 2026
• June 2026 transaction volume reached 151 million across the NRS network

Negative

• June 2026 same-store sales decreased 0.6% versus May 2026
• Units sold declined 1.5% year-over-year in June 2026
• Units sold decreased 1.3% compared to May 2026
• Baskets (transactions per store) decreased 0.4% year-over-year in June 2026

What This Means

The key takeaway is that NRS’ network saw 3.4% June same-store sales growth with only 1.3% price inf...

Analysis

The key takeaway is that NRS’ network saw 3.4% June same-store sales growth with only 1.3% price inflation while units and baskets slipped. Investors may weigh this mixed volume picture against IDT’s broader growth initiatives and recent insider selling.

Key Figures

June same-store sales growth: 3.4% year-over-year Average price increase: 1.3% year-over-year May same-store sales growth: 4.0% year-over-year +5 more

8 metrics

June same-store sales growth 3.4% year-over-year June 2026 vs June 2025

Average price increase 1.3% year-over-year Top 500 items, June 2026 vs June 2025

May same-store sales growth 4.0% year-over-year May 2026 vs May 2025

Sequential same-store sales change -0.6% June 2026 vs May 2026

3-month same-store sales growth 3.2% Three months ended June 30, 2026 vs prior year period

Units sold change -1.5% year-over-year June 2026 vs June 2025

Basket change -0.4% year-over-year Transactions per store, June 2026 vs June 2025

Monthly sales processed $2.3 billion Sales processed across 151 million transactions in June 2026

Historical Context

5 past events · Latest: Jun 10 (Neutral)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jun 10	Investor conference appearance	Neutral	-1.1%	Management presentation and Q&A at investor conference covering recent results.
Jun 03	3Q26 earnings report	Positive	+2.9%	Revenue and EBITDA growth, higher guidance, cash build, and capital returns.
Jun 03	May 2026 sales report	Positive	-2.5%	NRSInsights data showing higher same-store sales and price levels in May.
May 27	Earnings date announcement	Neutral	+3.1%	Scheduling of third-quarter fiscal 2026 results and conference call.
May 12	Remittance volume update	Positive	+1.0%	Record BOSS Money digital remittances around Mother’s Day and strong app usage.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent IDT news has drawn modest but mixed reactions, with operating updates sometimes selling off despite generally favorable fundamentals.

Regulatory & Risk Context

Short Interest: 1.79%

Short Interest

1.79% of float

0% 15% 30%+

low as of 2026-06-15 Days to cover: 1.84

Reported short positioning was relatively low, indicating limited short-squeeze potential but also suggesting that downside or upside moves are less likely to be amplified by forced short-covering.

Key Terms

same-store sales, point-of-sale (pos), designated market areas (dmas), forward-looking statements

4 terms

same-store sales financial

"June same-store sales increased 3.4% 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.

designated market areas (dmas) technical

"including 206 of the 210 designated market areas (DMAs) in the United States"

Predefined geographic TV and media regions used to measure and report local audience size and viewing habits; they group counties or zip codes into consistent market “territories,” like neighborhoods for broadcast and cable reach. Investors use DMAs to gauge the scale and value of advertising, local revenue streams, and distribution reach—similar to checking how many customers are in a store’s trade area when estimating potential sales and marketing impact.

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. How Rhea-AI works. Not financial advice.

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June same-store sales increased 3.4% year-over-year 

The average price paid for the top 500 items in June increased 1.3% year-over-year

NEWARK, N.J., July 06, 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 June 2026.

As of June 30, 2026, the NRS retail network comprised approximately 40,000 active terminals nationwide, scanning purchases at approximately 34,500 independent retailers, including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers.

June Highlights

(Same-store sales, unit sales, transactions, and average price data refer to June 2026 and are compared to June 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 3.4% year-over-year. In the previous month (May 2026), same-store sales increased 4.0% year-over-year.

 

• • Same-store sales decreased 0.6% compared to the previous month (May 2026). Same-store sales in May 2026 increased 3.9% compared to the previous month (April 2026).
  • For the three months ended June 30, 2026, same-store sales increased 3.2% compared to the corresponding three months a year ago.

• UNITS SOLD
  • Units sold decreased 1.5% year-over-year. In the previous month (May 2026), units sold increased 0.5% year over year.
  • Units sold decreased 1.3% compared to the previous month (May 2026). Units sold in May 2026 increased 1.8% compared to the previous month (April 2026).
• BASKETS (TRANSACTIONS) PER STORE
  • Baskets decreased 0.4% year-over-year. In the previous month (May 2026), baskets decreased 0.5% year-over-year.
  • Baskets increased 0.8% compared to the previous month (May 2026). Baskets in May 2026 increased 2.7% compared to the previous month (April 2026).
• AVERAGE PRICES
  • A dollar-weighted average of prices for the top 500 items purchased in June 2026 increased 1.3% year-over-year, compared to the 2.3% year-over-year increase in May 2026.

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

“Same-store sales in June 2026 increased 3.4% compared to June 2025, a lower rate of increase than the average in recent months, as units sold and baskets both decreased year over year. However, our measure of inflation dropped sharply -- to just 1.3% year over year compared to 2.3% last month.

“The hydration and refreshment categories posted out-sized gains, with expansion of the coconut water, sparkling water and non-alcoholic beer categories outpacing soft drinks. Prepared cocktails, and nicotine pouches were also among the leading growth categories, reflecting the continued growth of the adult-use and convenience categories.

Regionally, cities in the Northeast and Upper Midwest continued to outperform relative to the South and Southeast, with the notable exception of the fast-growing Raleigh-Durham metro area, where sales again increased strongly.”

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 June 2026 with June 2025 are derived from approximately 244 million transactions processed through the approximately 25,900 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of June 2026 with May 2026 are derived from approximately 300 million transactions processed through approximately 33,400 stores.

Same-store data comparisons for the three months ended June 30, 2026 with the year-ago three months are derived from approximately 706 million transactions processed through 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 206 of the 210 designated market areas (DMAs) in the United States, and in several Canadian markets. During June 2026, NRS’ POS terminals processed $2.3 billion in sales across 151 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, effectively manage their businesses, and integrate with leading online order and delivery platforms. 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

# # #

FAQ

What did NRSInsights report about June 2026 same-store sales for IDT (NYSE:IDT)?

NRSInsights reported June 2026 same-store sales increased 3.4% year-over-year. According to NRS, same-store sales for the three months ended June 30, 2026 also rose 3.2% compared with the same period a year earlier, on a per calendar day basis.

How did inflation in NRSInsights’ June 2026 top 500 items index change for IDT?

Measured inflation eased, with average prices for the top 500 items up 1.3% year-over-year in June 2026. According to NRS, this compares with a 2.3% year-over-year increase in May 2026, indicating slower price growth in its tracked independent retail network.

What were the June 2026 unit and basket trends in NRSInsights data for IDT?

June 2026 units sold decreased 1.5% year-over-year, and baskets fell 0.4% year-over-year. According to NRS, units sold also declined 1.3% versus May 2026, while baskets increased 0.8% month-over-month, all measured on a per calendar day basis.

How much sales volume did the NRS POS platform process in June 2026 for IDT?

The NRS POS platform processed $2.3 billion in sales across 151 million transactions during June 2026. According to NRS, these transactions occurred at approximately 40,000 active terminals serving around 34,500 independent convenience, grocery, liquor, and tobacco retailers nationwide.

How extensive was the transaction base behind NRSInsights’ June 2026 same-store comparisons?

NRSInsights’ June 2026 versus June 2025 same-store data used about 244 million transactions from roughly 25,900 stores. According to NRS, June versus May 2026 comparisons relied on about 300 million transactions from around 33,400 stores in its independent retail network.

What categories and regions did NRSInsights highlight in its June 2026 report for IDT?

Hydration and refreshment categories, including coconut water, sparkling water, and non-alcoholic beer, showed strong growth. According to NRS, Northeast and Upper Midwest cities outperformed the South and Southeast, with the Raleigh-Durham metro area again recording robust sales increases.