Core Insights - The average price for the top 500 items in December 2025 increased by 2.3% year-over-year, a slight decrease from the 3.1% increase in November 2025 [15] - Same-store sales rose by 4.5% year-over-year in December 2025, compared to a 3.8% increase in November 2025 [5][8] - Units sold increased by 1.7% year-over-year in December 2025, while transactions per store decreased by 0.5% year-over-year [6][8] Sales Performance - Same-store sales increased by 1.2% compared to November 2025, following a decrease of 0.7% from October 2025 [6] - For the three months ending December 31, 2025, same-store sales increased by 4.2% compared to the same period a year ago [6] - The NRS POS terminals processed $2.2 billion in sales during December 2025, reflecting a 15% year-over-year increase [12] Transaction Data - Approximately 217 million transactions were processed in December 2025 across about 24,300 stores, with 266 million transactions processed in November 2025 across approximately 32,200 stores [10] - Baskets (transactions) per store decreased by 0.5% year-over-year in December 2025, and by 3.0% compared to November 2025 [6][15] Market Trends - The increase in sales was driven by larger basket sizes and strong performance in specific categories such as cigarettes, prepared cocktails, and energy drinks [8][9] - The NRS retail network included approximately 38,700 active terminals serving around 33,200 independent retailers, primarily in urban areas [2]

Core Insights - The average price for the top 500 items in November 2025 increased by 3.1% year-over-year, slightly up from 3.0% in October 2025 [6][9] - Same-store sales rose by 3.8% year-over-year in November 2025, but decreased by 0.7% compared to October 2025 [5][6] - The NRS retail network processed $2.07 billion in sales during November 2025, marking a 14% increase year-over-year [12] Sales Performance - Same-store sales increased by 3.8% year-over-year in November 2025, compared to a 5.7% increase in October 2025 [5] - For the three months ending November 30, 2025, same-store sales rose by 4.6% compared to the same period a year ago [6] - Units sold increased by 0.9% year-over-year in November 2025, but decreased by 0.9% compared to October 2025 [6] Transaction Metrics - The number of baskets (transactions) per store decreased by 0.9% year-over-year in November 2025 and by 3.7% compared to October 2025 [6] - The NRS network comprised approximately 38,000 active terminals across about 32,900 independent retailers, primarily serving urban consumers [2] Market Commentary - The growth in sales was attributed to strong performance in key convenience categories such as cigarettes, ready-to-drink cocktails, smokeless tobacco, and energy beverages [8] - The measure of inflation in November reached 3.1%, the highest level for the year, indicating resilience in everyday convenience spending [9]

Core Insights - The average price for the top 500 items in October 2025 increased by 3.0% year-over-year, slightly up from a 2.9% increase in September 2025 [6][8] - Same-store sales rose by 5.7% year-over-year in October 2025, showing a slight decrease of 0.7% compared to September 2025 [5][6] - The NRS retail network included approximately 37,900 active terminals across about 32,900 independent retailers, primarily serving urban consumers [2][12] Sales Performance - Same-store sales increased by 5.7% year-over-year, compared to a 5.8% increase in September 2025 [5] - For the three months ending October 31, 2025, same-store sales rose by 5.8% compared to the same period a year ago [6] - Units sold increased by 1.3% year-over-year but decreased by 1.8% compared to September 2025 [6] Transaction Metrics - The number of baskets (transactions) per store increased by 0.1% year-over-year but decreased by 2.6% compared to September 2025 [6] - The NRS POS terminals processed $2.15 billion in sales during October 2025, representing a 17% year-over-year increase [12] Consumer Trends - Year-over-year growth was driven by categories such as cigarettes, prepared cocktails, smokeless tobacco, energy beverages, and wine-based cocktails [8] - The data indicates healthy consumer engagement as the holiday season approaches, with expected growth in high-velocity categories like beverages and tobacco alternatives [9]