Instacart is adding AI-powered tools for grocers, including an assistant that can make product recommendations https://t.co/pXsBxOfoxm ...

Partnerships - Kroger 与 Uber 合作，为在线杂货购物者提供餐厅配送服务 [1] - 平台之间相互合作，旨在利用彼此的客户群 [1]

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]