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NRSInsights’ September 2025 Retail Same-Store Sales Report

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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.

NRSInsights (NYSE: IDT) ha riportato a settembre 2025 metriche di vendita al dettaglio same-store e transazioni dalla rete POS National Retail Solutions. Risultati chiave: fatturato same-store +5,8% su base annua, unità vendute +2,5% YoY, carrelli per negozio +1,9% YoY, e un prezzo medio ponderato per i primi 500 articoli +2,9% YoY. Sequenzialmente, le vendite same-store sono scese del 2,5% rispetto ad agosto 2025. La rete NRS ha elaborato 2,1 miliardi di dollari di vendite a settembre (+17% YoY) su 143 milioni di transazioni. I confronti same-store si basano su ~224 milioni di transazioni da settembre a settembre provenienti da ~23.400 negozi. L’incremento same-store su tre mesi è stato del 5,8%, il più forte dal 2023.

Tra i driver di categoria: cocktail pronti, acqua frizzante, caffè e rimedi per raffreddore/influenza, a riflettere la domanda diffusa nei convenience store in vista della stagione delle festività.

NRSInsights (NYSE: IDT) informó las métricas de ventas al detalle de tiendas iguales y transacciones de septiembre de 2025 desde la red POS de National Retail Solutions. Resultados clave: ventas de tiendas iguales +5,8% interanual, unidades vendidas +2,5% YoY, cestas por tienda +1,9% YoY, y un precio promedio ponderado para los 500 artículos principales +2,9% YoY. Secuencialmente, las ventas de tiendas iguales cayeron 2,5% frente a agosto de 2025. La red NRS procesó 2,1 mil millones de dólares en ventas en septiembre (+17% YoY) en 143 millones de transacciones. Las comparaciones de tiendas iguales se basan en ~224 millones de transacciones de septiembre a septiembre desde ~23.400 tiendas. El incremento de tres meses de tiendas iguales fue de 5,8%, el más fuerte desde 2023.

Los impulsores de categorías incluyeron cócteles preparados, agua con gas, café y remedios para resfriados/gripe, reflejando la demanda general de tiendas conveniencia en anticipación a la temporada de fiestas.

NRSInsights (NYSE: IDT)는 National Retail Solutions POS 네트워크에서 2025년 9월 소매 동종점 매출 및 거래 지표를 보고했습니다. 주요 topline 결과: 동종점 매출 전년동기 대비 +5.8%, 판매 단위 전년동기 대비 +2.5%, 매장당 바구니 +1.9%, 그리고 상위 500개 품목의 가중평균 가격 +2.9% 전년동기 대비 증가. 순차적으로, 8월 2025년 대비 동종점 매출은 2.5% 하락했습니다. NRS 네트워크는 9월에 143백만 건의 거래로 21억 달러의 매출(+전년동기 대비 17%)를 처리했습니다. 동종점 매출 비교는 ~23,400개 매장에서 9월 대 9월의 약 2억 2400만 거래를 사용합니다. 3개월 누적 동종점 매출 증가는 5.8%로 2023년 이후 가장 강했습니다.

주요 카테고리 드라이버로는 준비된 칵테일, 탄산수, 커피, 감기/독감 치료제가 포함되며, 휴가 시즌을 앞둔 편의점 수요를 반영합니다.

NRSInsights (NYSE: IDT) a publié les indicateurs de ventes au détail en magasins comparables et le nombre de transactions pour septembre 2025, issus du réseau POS National Retail Solutions. Résultats clés : ventes en magasin comparables +5,8% en glissement annuel, unités vendues +2,5% YoY, panier moyen par magasin +1,9% YoY, et un prix moyen pondéré pour les 500 articles principaux +2,9% YoY. Séquentiellement, les ventes en magasin comparable ont chuté de 2,5% par rapport à août 2025. Le réseau NRS a traité 2,1 milliards de dollars de ventes en septembre (+17% YoY) sur 143 millions de transactions. Les comparaisons des magasins comparables se basent sur environ 224 millions de transactions de septembre à septembre provenant d’environ 23 400 magasins. L’augmentation sur trois mois des magasins comparables est de 5,8%, la plus forte depuis 2023.

Les moteurs de catégories incluaient des cocktails prêts à boire, de l’eau pétillante, du café et des remèdes contre le rhume/la grippe, reflétant une demande générale dans les magasins de convenance avant la période des fêtes.

NRSInsights (NYSE: IDT) berichtete für September 2025 Einzelhandels-Verkaufszahlen und Transaktionsmetriken aus dem National Retail Solutions POS-Netzwerk. Zentrale Ergebnisse: Same-Store-Verkäufe +5,8% gegenüber Vorjahr, verkaufte Einheiten +2,5% YoY, Warenkörbe pro Geschäft +1,9% YoY, und ein gewichteter Durchschnittspreis für die Top-500-Artikel +2,9% YoY. Serienmäßig fielen die Same-Store-Verkäufe um 2,5% gegenüber August 2025. Das NRS-Netzwerk verarbeitete im September 2,1 Milliarden USD Umsatz (+17% YoY) über 143 Millionen Transaktionen. Same-Store-Vergleiche basieren auf ca. 224 Millionen September-zu-September-Transaktionen aus ca. 23.400 Geschäften. Der dreimonatige rollende Same-Store-Anstieg betrug 5,8%, der stärkste Wert seit 2023.

Kategorien-Treiber umfassten Fertig-Cocktails, Sprudelwasser, Kaffee und Erkältungs-/Grippepräparate, was eine breite Convenience-Store-Nachfrage vor der Feiertagssaison widerspiegelt.

NRSInsights (NYSE: IDT) أبلغت عن مبيعات التجزئة المتجانسة والمتغيرات المعاملات لشهر سبتمبر 2025 من شبكة نقاط البيع National Retail Solutions. النتائج الرئيسية: المبيعات المتجانسة +5.8% على أساس سنوي, الوحدات المباعة +2.5% سنوياً, سلات الشراء لكل متجر +1.9% سنوياً, و سعر متوسط موزون لأفضل 500 سلعة +2.9% سنوياً. على التوالي، انخفضت المبيعات المتجانسة بنسبة 2.5% مقارنة بأغسطس 2025. عالجت شبكة NRS 2.1 مليار دولار من المبيعات في سبتمبر (+17% سنوياً) عبر 143 مليون معاملة. تعتمد مقارنات المتاجر المتجانسة على نحو ~224 مليون معاملة من سبتمبر إلى سبتمبر من ~23,400 متجر. كان الزيادة الثلاثية الأشهر للمتاجر المتجانسة 5.8%، وهي الأقوى منذ 2023.

وقد شملت محركات الفئة كوكتيلات جاهزة، مياه فوارة، قهوة، وعلاجات للبرد/الإنفلونزا، مما يعكس الطلب العام من متاجر الراحة قبل موسم العطلات.

NRSInsights (NYSE: IDT) 报告了 2025 年 9 月来自 National Retail Solutions POS 网络的零售同店销售和交易指标。要点结果:同店销售同比增长 5.8%单位销售同比增长 2.5%每店购物篮同比增长 1.9%,以及前 500 项目加权平均价格同比上涨 2.9%。按环比,同店销售较 2025 年 8 月下降 2.5%。NRS 网络在 9 月处理的销售额为 21 亿美元(同比+17%)/ 1.43 亿笔交易。同店比较基于约 2.24 亿笔 September-to-September 的交易,来自约 23,400 家门店。三个月滚动的同店增长为 5.8%,为 2023 年以来最低估的最高水平。

类别驱动因素包括预调鸡尾酒、起泡水、咖啡以及感冒/流感药物,反映了假日季来临前便利店广泛的需求。

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

Insights

NRS same-store sales growth of 5.8% and terminal-processed sales of $2.1 billion signal stronger consumer activity in NRS’s urban retail footprint.

NRS drives value by capturing transaction-level activity from its POS network and selling analytics and ad access to CPGs and others; the report shows year-over-year same-store sales up 5.8%, units sold up 2.5%, and a top-500 item price increase of 2.9%, while terminals processed $2.1 billion in September (+17% YoY). These metrics point to higher nominal spend per store and steady transaction volumes within the reported sample of stores.

Key dependencies and risks include the sample composition and seasonal shifts: the dataset is concentrated in approximately 23,400–31,400 stores for various comparisons and focuses on predominantly urban, independent small-format retailers, so aggregate figures may not generalize beyond that footprint. The month-to-month decline versus August indicates sequential normalization after summer; inflationary effects also contributed, as shown by the 2.9% average price rise. Watch for changes in item mix (prepared cocktails, sparkling water, cold/flu remedies) that drove growth, since category concentration can amplify swings.

Near-term monitoring should focus on the three-month rolling average reported at 5.8%, month-over-month direction in October and November (holiday lead indicators), and whether units and baskets keep pace with price increases; review these metrics over the next three months to gauge persistence. The report supports a cautiously positive view for NRS’s transaction monetization and dataset relevance, conditional on continued breadth of retailer participation and stable category performance.

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.
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