NRSInsights’ May 2025 Retail Same-Store Sales Report

Rhea-AI Summary

NRSInsights, a subsidiary of IDT Corporation (NYSE: IDT), reported strong retail performance metrics for May 2025. Same-store sales increased 4.9% year-over-year, accelerating from April's 4.3% growth, marking the highest increase since November. The network, comprising 36,000 active terminals across 31,300 independent retailers, showed positive trends across key metrics: units sold rose 3.6% YoY, basket transactions increased 0.9% YoY, and average prices for top 500 items grew 2.9% YoY. Notable growth was seen in prepared cocktails and wine-based beverages, while chocolate and performance shakes maintained strong performance. The NRS platform processed $2.1 billion in sales (+18% YoY) across 143 million transactions in May 2025, serving independent retailers across all 50 states.

Positive

• Same-store sales growth accelerated to 4.9% YoY, the highest since November
• Total platform sales reached $2.1 billion, showing strong 18% YoY growth
• Network expansion to 36,000 active terminals demonstrates significant market penetration
• Positive growth across all key metrics: sales, units sold, and transactions

Negative

• Inflation rate increased to 2.9% from 2.3% in April, potentially pressuring consumer spending
• Basket transaction growth slowed to 0.9% YoY compared to 1.3% in April
• NRS network's three-month rolling average underperformed the US Commerce Department's data by 1.8% in April

Insights

Retail Analytics Expert

NRS shows strong 4.9% same-store sales growth in May with increasing transaction volume and accelerating pricing trends.

The May report from NRSInsights reveals accelerating growth for IDT's retail analytics subsidiary. Same-store sales increased 4.9% year-over-year, up from 4.3% in April - marking the highest growth rate since November. This acceleration is particularly encouraging as it's built on multiple strengthening fundamentals.

Breaking down the metrics, we see solid unit volume growth of 3.6% (improving from 2.5% in April) alongside a 0.9% increase in transaction count. The average price metric is especially noteworthy, rising 2.9% versus 2.3% last month, indicating retailers in the NRS network are successfully passing through inflation while maintaining volume growth.

The monthly sequential comparison is equally impressive with same-store sales up 3.8% over April, while both unit volume (+2.1%) and transactions (+3.1%) showed strong momentum. This suggests an expanding consumer presence in these predominantly urban independent retailers.

NRS continues scaling impressively with total processed sales reaching $2.1 billion in May, jumping 18% year-over-year across 143 million transactions. The terminal network has expanded to approximately 36,000 active units serving about 31,300 independent retailers nationwide. The platform's continued growth in both terminals and same-store metrics demonstrates the subsidiary's strengthening value proposition to both retailers and consumer packaged goods companies seeking urban retail analytics.

May same-store sales increased 4.9% year-over-year^*

NEWARK, N.J., June 09, 2025 (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 May 2025.

As of May 31, 2025, the NRS retail network comprised approximately 36,000 active terminals nationwide, scanning purchases at approximately 31,300 independent retailers including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers.

May Highlights^*

(^*Same-store sales, unit sales, transactions, and average price data refer to May 2025 and are compared to May 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 4.9% year-over-year. In the previous month (April 2025), same-store sales had increased 4.3% year-over-year.
    

• • Same-store sales increased 3.8% compared to the previous month (April 2025). Same-store sales in April 2025 had increased 0.6% compared to the previous month (March 2025).
  • For the three months ended May 31^st, 2025, same-store sales increased 3.3% compared to the corresponding three months a year ago.

• UNITS SOLD
  
  • Units sold increased 3.6% year-over-year. In the previous month (April 2025), units sold had increased 2.5% year-over-year.
    
  • Units sold increased 2.1% compared to the previous month (April 2025). Units sold in April 2025 had decreased 0.8% compared to the previous month (March 2025).

• BASKETS (TRANSACTIONS) PER STORE 
  • Baskets increased 0.9% year-over-year. In the previous month (April 2025), baskets had increased 1.3% year-over-year.
  • Baskets increased 3.1% compared to the previous month (April 2025). Baskets in April 2025 had increased 2.7% compared to the previous month (March 2025).
• AVERAGE PRICES
  • A dollar-weighted average of prices for the top 500 items purchased increased 2.9% year-over-year, a higher rate of increase than the 2.3% year-over-year increase recorded in April 2025.
    

Retail Trade Comparative Data

The table below provides historical comparative data with the U.S. Commerce Department’s Advance Monthly Retail Trade same-store sales data excluding food service:

Over the past twelve months, the NRS network’s three-month moving average same-store sales have outpaced the US Commerce Department’s Advance Monthly Retail Trade data, excluding food services, by 0.1% on average. In April, however, the Department’s three-month rolling average increase exceeded the NRS network’s by 1.8%.

The NRSInsights data in the chart above have not been adjusted to reflect inflation, demographic distributions, seasonal buying patterns, item substitution, days per month, or other factors that may facilitate comparisons to other periods, to other same-store retail sales data, or to the U.S. Commerce Department’s retail data.

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

“NRS same-store-sales accelerated in May, increasing 4.9% year-over-year compared to 4.3% last month, with robust year-over-year increases in baskets and units. It is the highest annual rate of increase we have recorded since November. Inflation, as gauged by prices on the largest selling items, also picked up a bit, climbing to 2.9% from 2.3% in April.

“Prepared cocktails ranked among the top categories for absolute dollar growth. Similarly, wine-based cocktails posted strong gains. The two trends within the alcoholic beverage market signal a consumer shift to convenient, flavorful cocktails.

“In the snacking aisle, chocolate defied some of the category headwinds to deliver year-over-year growth. Performance shakes continued their upward trend—driven in part by evolving consumer behaviors and product diversification beyond workout-focused formulations.”

NRSInsights Reports

The NRSInsights monthly Same-Store Retail 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 May 2025 with May 2024 are derived from approximately 223 million transactions processed through the approximately 22,200 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of May 2025 with April 2025 are derived from approximately 271 million transactions processed through approximately 30,200 stores.

Same-store data comparisons for the three months ended May 31, 2025 with the year-ago three months are derived from approximately 617 million scanned 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 as well as the District of Columbia, and in 205 of the 210 designated market areas (DMAs) in the United States. During May 2025, NRS’ POS terminals processed $2.1 billion in sales (+18% year-over-year) across 143 million transactions.

About National Retail Solutions (NRS):

National Retail Solutions operates the largest 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 was NRSInsights' same-store sales growth in May 2025?

NRSInsights reported a 4.9% year-over-year increase in same-store sales for May 2025, accelerating from 4.3% in April.

How many terminals does NRSInsights' network include as of May 2025?

As of May 31, 2025, NRSInsights' network comprised approximately 36,000 active terminals nationwide, serving about 31,300 independent retailers.

What was the total transaction value processed by IDT's NRS platform in May 2025?

The NRS platform processed $2.1 billion in sales across 143 million transactions in May 2025, representing an 18% increase year-over-year.

Which product categories showed strong growth for NRSInsights in May 2025?

Prepared cocktails, wine-based cocktails, chocolate, and performance shakes showed strong growth in May 2025.

What was the inflation rate for top 500 items in NRSInsights' May 2025 report?

The dollar-weighted average prices for the top 500 items increased by 2.9% year-over-year, up from 2.3% in April 2025.