NRSInsights’ April 2026 Retail Same-Store Sales Report
Rhea-AI Summary
NRSInsights (parent: IDT, NYSE: IDT) reported April 2026 same-store sales rose 3.9% YoY, with a dollar-weighted average price for the top 500 items up 2.2% YoY. NRS’ POS network processed $2.2 billion in April (+13% YoY) across 145 million transactions.
Same-store units sold rose 0.5% YoY; baskets (transactions) fell 0.3% YoY. April same-store comparisons use ~232 million transactions from ~25,300 stores.
AI-generated analysis. Not financial advice.
Positive
- Same-store sales +3.9% YoY
- Average price (top 500 items) +2.2% YoY
- NRS POS processed $2.2B in April (+13% YoY)
Negative
- Baskets (transactions) decreased 0.3% YoY
- Units sold only increased 0.5% YoY
- Regional declines in Los Angeles, Washington DC, Miami/Ft. Lauderdale
News Market Reaction – IDT
On the day this news was published, IDT declined 0.02%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
IDT was up 1.77% while key telecom peers were mixed: LILA -5.79%, LILAK -3.97%, CCOI -1.21%, IRDM -1.76%, and GOGO +2.41%. No peers appeared in the momentum scanner, suggesting the move was more company-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Apr 06 | Monthly sales report | Positive | +2.0% | March 2026 NRSInsights same-store sales up 2.9% YoY with mild inflation. |
| Mar 17 | Investor conference | Neutral | +0.4% | Announcement of IDT presentation at Sidoti Virtual Investor Conference. |
| Mar 12 | Monthly sales report | Positive | -1.4% | February 2026 NRSInsights same-store sales rose 4.0% YoY with higher prices. |
| Mar 10 | Earnings results | Positive | -3.5% | 2Q FY2026 results with revenue growth, higher EBITDA, guidance raise, dividend hike. |
| Feb 25 | Earnings date notice | Neutral | +3.2% | Scheduling of 2Q FY2026 earnings release and conference call details. |
Recent NRSInsights monthly reports and company events often saw modest positive or mixed price reactions, while strong earnings and guidance updates previously coincided with a short-term negative move.
Over the last several months, IDT’s news flow combined operating updates from NRSInsights with corporate events and earnings. February and March 2026 same-store sales reports showed year-over-year growth in sales and pricing across the NRS network. An investor conference appearance in March 2026 drew a small positive reaction. In 2Q FY2026, IDT reported revenue of $320.5M, raised Adjusted EBITDA guidance to $147–149M, and increased its dividend, yet the stock fell after that release. Today’s April sales report continues this monthly data series on NRS performance.
Market Pulse Summary
This announcement highlights strengthening trends across NRS’s independent retail network, with April same-store sales up 3.9% year-over-year and a 2.2% increase in average prices for the top 500 items. Units sold and baskets were nearly flat, implying higher spend per visit. Compared with prior monthly NRSInsights reports, the data extend a pattern of steady growth. Investors tracking IDT may watch how these network metrics connect to segment revenue and margins in future earnings releases.
Key Terms
same-store sales financial
point-of-sale (POS) technical
forward-looking statements regulatory
AI-generated analysis. Not financial advice.
April same-store sales increased
The average price paid for the top 500 items in April increased
NEWARK, N.J., May 08, 2026 (GLOBE NEWSWIRE) -- NRSInsights, a provider of sales data and analytics drawn from retail transactions processed through the National Retail Solutions (NRS) point-of-sale (POS) platform, today announced comparative retail same-store sales results for April 2026.
As of April 30, 2026, the NRS retail network comprised approximately 39,300 active terminals nationwide, scanning purchases at approximately 34,100 independent retailers, including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers.
April Highlights
(Same-store sales, unit sales, transactions, and average price data refer to April 2026 and are compared to April 2025 unless otherwise noted. All comparisons are provided on a “per calendar day” basis to remove from consideration variability in the number of days per month or three-month period.)
- SALES
- Same-store sales increased
3.9% year-over-year. In the previous month (March 2026), same-store sales increased2.9% year-over-year.
- Same-store sales increased
1.7% compared to the previous month (March 2026). Same-store sales in March 2026 increased4.3% compared to the previous month (February 2026). - For the three months ended April 30, 2026, same-store sales increased
3.2% compared to the corresponding three months a year ago.
- Same-store sales increased
- UNITS SOLD
- Units sold increased
0.5% year-over-year. In the previous month (March 2026), units sold decreased1.2% year-over-year. - Units sold increased
1.3% compared to the previous month (March 2026). Units sold in March 2026 increased4.0% compared to the previous month (February 2026).
- Units sold increased
- BASKETS (TRANSACTIONS) PER STORE
- Baskets decreased
0.3% year-over-year. In the previous month (March 2026), baskets decreased0.4% year-over-year. - Baskets increased
2.9% compared to the previous month (March 2026). Baskets in March 2026 increased6.5% compared to the previous month (February 2026).
- Baskets decreased
- AVERAGE PRICES
- A dollar-weighted average of prices for the top 500 items purchased in April 2026 increased
2.2% year-over-year, more than the1.4% year-over-year increase in March 2026.
- A dollar-weighted average of prices for the top 500 items purchased in April 2026 increased
Commentary from Brandon Thurber (VP, Data Sales & Client Success at NRS)
“Same-store sales accelerated in April, increasing
“Turning to category performance, prepared cocktails and espresso experienced the strongest growth, and coconut water, sparkling water, and smokeless tobacco each posted strong double-digit gains. Rolling papers, frozen novelty, and wine-based cocktails also continued their steady climbs.
“Regionally, Raleigh Durham led the pack with a double-digit year-over-year sales increase while Los Angeles, Washington DC and Miami / Ft. Lauderdale all registered slight decreases.
“Our measure of inflation, reflecting the relative prices of the 500 top-selling products within our network, remained subdued at
NRSInsights Reports
The NRSInsights monthly Retail Same-Store Sales Reports are intended to provide timely topline data reflective of sales at NRS’ network of independent, predominantly urban, retail stores.
Same-store data comparisons of April 2026 with April 2025 are derived from approximately 232 million transactions processed through the approximately 25,300 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of April 2026 with March 2026 are derived from approximately 283 million transactions processed through approximately 33,000 stores.
Same-store data comparisons for the three months ended April 2026 with the year-ago three months are derived from approximately 643 million transactions processed through stores that scanned transactions in both three-month periods.
NRS POS Platform
The NRS platform predominantly serves small-format, independent, retail stores nationwide including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers. These independent retailers operate in all 50 states and the District of Colombia, including 206 of the 210 designated market areas (DMAs) in the United States, and in Canada. During April 2026, NRS’ POS terminals processed
About National Retail Solutions (NRS):
National Retail Solutions operates a leading point-of-sale (POS) terminal-based platform and digital payment processing service for independent retailers nationwide. Retailers utilize NRS offerings to process transactions, effectively manage their businesses, and integrate with leading online order and delivery platforms. Consumer packaged goods (CPG) suppliers, brokers, analytics firms, and advertisers access the terminal’s digital display network to reach these retailers’ predominantly urban, multi-cultural shopper base, and to harness transaction data-based learnings to identify growth opportunities and measure both execution and returns on marketing investment. NRS is a subsidiary of IDT Corporation (NYSE: IDT).
All statements above that are not purely about historical facts, including, but not limited to, those in which we use the words “believe,” “anticipate,” “expect,” “plan,” “intend,” “estimate,” “target” and similar expressions, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent our current judgment of what may happen in the future, actual results may differ materially from the results expressed or implied by these statements due to numerous important factors. Our filings with the SEC provide detailed information on such statements and risks, and should be consulted along with this release. To the extent permitted under applicable law, IDT assumes no obligation to update any forward-looking statements.
NRSInsights Contact:
Brandon Thurber
VP, Data Sales & Client Success at NRS
National Retail Solutions
Brandon.Thurber@nrsplus.com
IDT Corporation Contact:
Bill Ulrey
william.ulrey@idt.net
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