NRSInsights’ September 2025 Retail Same-Store Sales Report

Rhea-AI Summary

NRSInsights (NYSE: IDT) reported September 2025 retail same-store sales and transaction metrics from the National Retail Solutions POS network. Key topline results: same-store sales +5.8% year-over-year, units sold +2.5% YoY, baskets per store +1.9% YoY, and a dollar-weighted average price for the top 500 items +2.9% YoY.Sequentially, same-store sales fell 2.5% vs. August 2025. The NRS network processed $2.1 billion in sales in September (+17% YoY) across 143 million transactions. Same-store comparisons use ~224 million September-to-September transactions from ~23,400 stores. The three-month rolling same-store increase was 5.8%, the strongest since 2023.

Category drivers included prepared cocktails, sparkling water, coffee, and cold/flu remedies, reflecting broad convenience-store demand ahead of the holiday season.

Positive

• Same-store sales increased by 5.8% YoY
• NRS POS terminals processed $2.1B in September, up 17% YoY
• Three-month rolling same-store increase of 5.8%, highest since 2023

Negative

• Same-store sales declined 2.5% month-over-month versus August 2025
• Units sold growth moderated to +2.5% YoY from higher prior-month gains
• Average price increase slowed to +2.9% YoY from +3.0% in August 2025

September same-store sales increased 5.8% year-over-year 
The average price paid for the top 500 items in August increased 2.9% year-over-year

NEWARK, N.J., Oct. 06, 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 September 2025.

As of September 30, 2025, the NRS retail network comprised approximately 37,400 active terminals nationwide, scanning purchases at approximately 32,400 independent retailers, including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers.

September Highlights

(Same-store sales, unit sales, transactions, and average price data refer to September 2025 and are compared to September 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 5.8% year-over-year. In the previous month (August 2025), same-store sales increased 8.3% year-over-year.

• Same-store sales decreased 2.5% compared to the previous month (August 2025). Same-store sales in August 2025 increased 3.4% compared to the previous month (July 2025).
• For the three months ended September 30, 2025, same-store sales increased 5.8% compared to the corresponding three months a year ago.

• UNITS SOLD
  • Units sold increased 2.5% year-over-year. In the previous month (August 2025), units sold increased 4.3% year-over-year.
  • Units sold decreased 1.1% compared to the previous month (August 2025). Units sold in August 2025 increased 1.8% compared to the previous month (July 2025).
    
• BASKETS (TRANSACTIONS) PER STORE
  • Baskets increased 1.9% year-over-year. In the previous month (August 2025), baskets increased 2.6% year-over-year.
  • Baskets decreased 1.1% compared to the previous month (August 2025). Baskets in August 2025 increased 2.2% compared to the previous month (July 2025).
• AVERAGE PRICES
  • A dollar-weighted average of prices for the top 500 items purchased increased 2.9% year-over-year, a lower rate of increase than the 3.0% year-over-year increase recorded in August 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 through August 2025, the US Commerce Department’s Advance Monthly Retail Trade data, excluding food services, outpaced the NRS network’s three-month moving average same-store sales by 0.1% on average. In August, the NRS network’s three-month rolling average increase exceeded the US Commerce Department’s by 1.4%.

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 & Client Success at NRS)

"NRS retailers delivered another month of strong year-over-year sales increases across both beverage and center-store categories in September, while the sequential sales decrease was inline with expectations following the peak summer months. The three month rolling average increase, also 5.8%, is the most since 2023.

“Growth was led by prepared cocktails and sparkling water, which continue to capture consumer attention with premium positioning. Coffee also stood out as a beverage momentum driver.

“Retailers also experienced a lift from cold and flu remedies in September. The early strength in these seasonal offerings in combination with increases across indulgent categories reflect the diversity of the modern convenience store’s offerings, and the resilience of consumer spending as we approach the holiday season."

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 September 2025 with September 2024 are derived from approximately 224 million transactions processed through the approximately 23,400 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of September 2025 with August 2025 are derived from approximately 284 million transactions processed through approximately 31,400 stores.

Same-store data comparisons for the three months ended September 30, 2025 with the year-ago three months are derived from approximately 662 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 and the District of Colombia, including 205 of the 210 designated market areas (DMAs) in the United States, and in Canada. During September 2025, NRS’ POS terminals processed $2.1 billion in sales (+17% year-over-year) across 143 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 NRSInsights' same-store sales for September 2025 (IDT)?

Same-store sales for September 2025 rose 5.8% year-over-year on a per-calendar-day basis.

How much did NRS POS terminals process in September 2025 and what was the YoY change?

NRS POS terminals processed $2.1 billion in September 2025, a +17% year-over-year increase.

Did IDT's NRS network see monthly sales growth from August to September 2025?

No — same-store sales decreased 2.5% sequentially in September 2025 versus August 2025.

Which product categories drove NRS same-store sales growth in September 2025?

Reported category drivers were prepared cocktails, sparkling water, coffee, and cold/flu remedies.

How many transactions and stores underlie the September 2025 same-store comparison for IDT/NRS?

The September 2025 year-over-year same-store comparison used ~224 million transactions from ~23,400 stores.

How did average prices change for top items in NRS’ September 2025 data?

A dollar-weighted average price for the top 500 items increased 2.9% YoY, down from 3.0% in August 2025.