NRSInsights' May 2025 Retail Same-Store Sales Report

Core Insights - NRSInsights reported a 4.9% year-over-year increase in same-store sales for May 2025, marking an acceleration from the 4.3% increase in April 2025, indicating strong retail performance [6][12] - The NRS retail network consists of approximately 36,000 active terminals across 31,300 independent retailers, primarily serving urban consumers [2][17] - The dollar-weighted average price for the top 500 items purchased increased by 2.9% year-over-year, up from 2.3% in April 2025, reflecting rising inflation in consumer goods [7][12] Sales Performance - Same-store sales increased by 3.8% compared to April 2025 and 3.3% for the three months ending May 31, 2025, compared to the same period last year [6][15] - Units sold rose by 3.6% year-over-year, with a 2.1% increase compared to April 2025 [6][15] - The number of baskets (transactions) increased by 0.9% year-over-year and 3.1% compared to the previous month [6][15] Market Trends - Prepared cocktails and wine-based cocktails showed significant dollar growth, indicating a consumer shift towards convenient and flavorful alcoholic beverages [13] - The snacking category, particularly chocolate, demonstrated resilience and growth despite market challenges, while performance shakes continued to gain popularity due to changing consumer behaviors [13] Comparative Data - Over the past twelve months, the NRS network's three-month moving average same-store sales have outperformed the U.S. Commerce Department's data by an average of 0.1% [10] - In April 2025, the U.S. Commerce Department's three-month rolling average increase exceeded that of the NRS network by 1.8% [10] Transaction Data - In May 2025, NRS' POS terminals processed $2.1 billion in sales, representing an 18% year-over-year increase across 143 million transactions [17]