NRSInsights Reports 4.9% Year-Over-Year Increase in Same-Store Sales for May 2025

May same-store sales rose 4.9% year-over-year, with units sold increasing 3.6% and average prices up 2.9%.

Quiver AI Summary

NRSInsights reported a 4.9% year-over-year increase in same-store sales for May 2025, up from a 4.3% increase in April. The NRS network, which includes about 36,000 active terminals serving over 31,300 independent retailers, also saw a 3.6% rise in units sold compared to the previous year, with transactions (baskets) per store increasing by 0.9%. The average prices for top-selling items rose 2.9% year-over-year, exceeding last month's increase. Special mentions included growth in prepared cocktails and chocolate snacks, indicating shifting consumer preferences. Overall, the data suggests a positive retail trend in urban independent stores, with robust transaction performance reflected in $2.1 billion in sales processed during the month.

Potential Positives

May same-store sales increased by 4.9% year-over-year, indicating strong consumer demand and positive retail performance for the company.
The increase in units sold by 3.6% year-over-year reflects the company's ability to effectively drive volume growth in a competitive market.
Growth in transaction baskets by 0.9% year-over-year shows that customers are purchasing more items per transaction, enhancing overall sales productivity.
NRS processed $2.1 billion in sales during May 2025, representing an 18% year-over-year increase, highlighting the robustness and expansion of the NRS POS platform among independent retailers.

Potential Negatives

Same-store sales growth (4.9%) is modest compared to the broader retail market, where the U.S. Commerce Department's same-store sales data showed a stronger increase (5.7% in May 2025), indicating NRS may be underperforming relative to peers.
The need for inflation adjustments in sales data raises concerns about the accuracy and reliability of the growth figures presented, which may mislead stakeholders about the company's true performance.
The press release emphasizes year-over-year growth but fails to provide a more detailed breakdown of sales performance by category, which may obscure areas of weakness within the product offerings.

FAQ

What was the year-over-year increase in same-store sales for May 2025?

Same-store sales increased by 4.9% year-over-year in May 2025.

How did May 2025 same-store sales compare to April 2025?

In May 2025, same-store sales increased by 3.8% compared to April 2025.

What were the main drivers of growth in retail sales?

Prepared cocktails and chocolate snacks contributed significantly to the sales growth in May 2025.

How many active terminals are in the NRS retail network?

The NRS retail network comprised approximately 36,000 active terminals as of May 31, 2025.

How has the average price of top-selling items changed?

The dollar-weighted average price of the top 500 items increased by 2.9% year-over-year.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$IDT Insider Trading Activity

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DAVID WARTELL (CHIEF TECHNOLOGY OFFICER) has made 0 purchases and 2 sales selling 27,851 shares for an estimated $1,332,168.
NADINE SHEA (EVP of GLOBAL HUMAN RESOURCES) sold 1,000 shares for an estimated $53,738
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MILLENNIUM MANAGEMENT LLC added 130,569 shares (+392.6%) to their portfolio in Q1 2025, for an estimated $6,699,495
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ORCHARD CAPITAL MANAGEMENT, LLC added 59,395 shares (+303.8%) to their portfolio in Q1 2025, for an estimated $3,047,557
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Full Release

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
[email protected]

IDT Corporation Contact:
Bill Ulrey
[email protected]

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