NRSInsights' January 2025 Retail Same-Store Sales Report

Core Insights - January 2025 same-store sales increased by 4.7% year-over-year, despite a sequential decrease of 7.5% compared to December 2024 [1][5][6] - The NRS retail network had approximately 34,800 active terminals, processing transactions at around 30,100 independent retailers [2][15] - The dollar-weighted average price for the top 500 items purchased rose by 2.9% year-over-year, surpassing the previous month's increase of 2.4% [6] Sales Performance - Same-store sales for the three months ending January 31, 2025, increased by 3.7% compared to the same period a year ago [6][14] - Units sold increased by 2.3% year-over-year but decreased by 3.1% compared to December 2024 [6][11] - Baskets per store increased by 1.1% year-over-year but decreased by 5.3% compared to the previous month [6][10] Market Trends - Notable growth was observed in the Tobacco Products & Accessories, Alcohol, and Diet & Nutrition categories, with the latter driven by health trends and meal replacement products [10][11] - Sales of Cold/Flu OTC products surged due to increased incidences of flu and other contagions [12] - The NRS network's three-month moving average same-store sales outpaced the U.S. Commerce Department's data by an average of 1.1 percentage points over the past twelve months [7] Transaction Data - In January 2025, NRS processed $1.8 billion in sales, reflecting a 20% year-over-year increase across 119 million transactions, which is a 15% increase year-over-year [15][16] - Same-store data comparisons for January 2025 were derived from approximately 183 million transactions across about 20,800 stores [13]