Core Insights - January same-store sales increased by 5.8% year-over-year, showing solid growth compared to December 2025, which had a 4.5% increase [5][7] - The average price for the top 500 items increased by 1.2% year-over-year, a decrease from the 2.3% increase seen in December 2025 [6][10] Sales Performance - Same-store sales decreased by 6.6% compared to December 2025, which had a 1.2% increase from November 2025 [6] - For the three months ending January 31, 2026, same-store sales increased by 4.3% compared to the same period last year [6] - Units sold increased by 2.9% year-over-year but decreased by 2.2% compared to December 2025 [6] - Baskets per store increased by 0.3% year-over-year but decreased by 4.6% compared to December 2025 [6] Market Dynamics - The NRS retail network included approximately 38,900 active terminals across 33,500 independent retailers, primarily serving urban consumers [2] - Sales across Spirits remained resilient, with Ready-to-Drink (RTD) Spirits performing particularly well, and Frozen Novelties saw double-digit growth year-over-year despite adverse weather conditions [8] - Raleigh-Durham emerged as a top-performing market area, while New York showed weaker performance, highlighting regional disparities in sales [9] Transaction Data - NRS processed $2.0 billion in sales during January 2026, representing a 16% year-over-year increase across 130 million transactions [13] - Same-store data comparisons for January 2026 were based on approximately 207 million transactions from about 24,700 stores [11]

Core Insights - NRSInsights reported a 5.8% year-over-year increase in same-store sales for September 2025, following an 8.3% increase in August 2025 [5][6][10] - The NRS retail network includes approximately 37,400 active terminals across 32,400 independent retailers, primarily serving urban consumers [2][16] - The total sales processed through NRS terminals in September 2025 reached $2.1 billion, representing a 17% year-over-year increase [16] Sales Performance - Same-store sales decreased by 2.5% compared to August 2025, while units sold increased by 2.5% year-over-year [6][10] - The average price of the top 500 items purchased rose by 2.9% year-over-year, slightly lower than the 3.0% increase recorded in August 2025 [6] - Baskets per store increased by 1.9% year-over-year but decreased by 1.1% compared to the previous month [6] Market Trends - Growth was driven by prepared cocktails, sparkling water, and coffee, indicating a shift in consumer preferences [11] - There was also a notable increase in sales of cold and flu remedies, reflecting seasonal demand [11] - The three-month rolling average increase of 5.8% is the highest since 2023, suggesting a positive trend in retail performance [10] Transaction Data - Same-store data comparisons for September 2025 were based on approximately 224 million transactions across 23,400 stores [13] - The three-month data comparisons were derived from around 662 million transactions processed through stores that scanned transactions in both periods [14] Company Overview - National Retail Solutions operates a leading POS terminal-based platform for independent retailers, facilitating transaction processing and business management [17] - The company serves a diverse, predominantly urban, multi-cultural shopper base, providing valuable transaction data for consumer packaged goods suppliers and advertisers [17]

Core Insights - NRSInsights reported a year-over-year increase in same-store sales of 2.3% for March 2025, down from a 3.5% increase in February 2025 [6][12] - The NRS retail network includes approximately 35,200 active terminals across 30,700 independent retailers, primarily serving urban consumers [2][18] Sales Performance - Same-store sales increased by 5.3% compared to February 2025, which had a 6.1% increase from January 2025 [7] - For the three months ending March 31, 2025, same-store sales rose by 2.9% compared to the same period last year [7] - Units sold increased by 2.4% year-over-year, with a 4.9% increase compared to February 2025 [7] - Average prices for the top 500 items purchased rose by 2.1% year-over-year, slightly lower than the 2.3% increase in February 2025 [7] Transaction Metrics - Baskets (transactions) per store increased by 0.2% year-over-year and by 6.2% compared to February 2025 [7] - The NRS network processed $2.0 billion in sales during March 2025, representing a 16% year-over-year increase [18] Category Performance - Strong sales were noted in categories such as Energy Beverages, Soft Drinks, and Modern Oral Smokeless Tobacco, while Chocolates and Gum also showed positive growth [12][13] - Categories with decreased sales included Beer, Whiskey, and Salty Snacks, with notable declines in Tortilla Chips and Potato Chips [14] Comparative Analysis - Over the past twelve months, the NRS network's three-month moving average same-store sales outperformed the U.S. Commerce Department's data by an average of 0.8% [10] - In March, the U.S. Commerce Department's three-month rolling average increase exceeded that of the NRS network by 0.8% [10]

Core Insights - NRSInsights reported a year-over-year increase in same-store sales of 2.3% for March 2025, a decrease from the 3.5% increase in February 2025 [6][11] - The NRS retail network includes approximately 35,200 active terminals across 30,700 independent retailers, primarily serving urban consumers [2][17] - The data indicates a general cooling of inflationary pressures, with dollar sales increases being geographically widespread [11] Sales Performance - Same-store sales increased 5.3% compared to February 2025, while units sold increased 2.4% year-over-year [6][7] - For the three months ending March 31, 2025, same-store sales rose 2.9% compared to the same period last year [7][16] - Average prices for the top 500 items purchased increased by 2.1% year-over-year, slightly lower than the 2.3% increase in February 2025 [6][12] Transaction Metrics - Units sold increased by 4.9% compared to February 2025, while baskets (transactions) per store increased by 0.2% year-over-year [7][12] - Baskets per store saw a significant increase of 6.2% compared to the previous month [7][12] Category Performance - Strong sales were noted in categories such as Energy Beverages, Soft Drinks, and Modern Oral Smokeless Tobacco, while Chocolates also performed well [11][12] - Categories experiencing decreased sales included Beer, Whiskey, and various snacks, with notable exceptions like Tequila showing gains [12][13] Comparative Data - Over the past twelve months, the NRS network's three-month moving average same-store sales outpaced the U.S. Commerce Department's data by an average of 0.8% [9] - In March, the U.S. Commerce Department's three-month rolling average increase exceeded that of the NRS network by 0.8% [9] Transaction Volume - In March 2025, NRS' POS terminals processed $2.0 billion in sales, representing a 16% year-over-year increase across 134 million transactions [17]