NRSInsights’ March 2026 Retail Same-Store Sales Report

Rhea-AI Summary

NRSInsights (parent: IDT, NYSE: IDT) reported March 2026 retail same-store sales rose 2.9% YoY, with a dollar-weighted average price for the top 500 items up 1.4% YoY. March reflected declines in units and transactions versus a year ago and continued category gains in prepared cocktails and packaged espresso.

Data derive from millions of transactions across the NRS POS network and show $2.2 billion in terminal-processed sales in March (+8% YoY).

AI-generated analysis. Not financial advice.

News Market Reaction – IDT

+2.02%

1 alert

+2.02% News Effect

On the day this news was published, IDT gained 2.02%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

March same-store sales: 2.9% YoY increase Average price change: 1.4% YoY increase 3‑month same-store sales: 3.8% increase +5 more

8 metrics

March same-store sales 2.9% YoY increase NRSInsights March 2026 vs March 2025, per calendar day basis

Average price change 1.4% YoY increase Dollar‑weighted average price for top 500 items, March 2026

3‑month same-store sales 3.8% increase Three months ended March 31, 2026 vs year‑ago period

Units sold 1.2% YoY decrease Same‑store units sold, March 2026 vs March 2025

Baskets per store 0.4% YoY decrease Same‑store transactions, March 2026 vs March 2025

March POS sales $2.2 billion (+8% YoY) Total sales processed by NRS POS terminals, March 2026

Active POS terminals ≈39,100 terminals NRS retail network as of March 31, 2026

Transactions processed 145 million Total transactions on NRS POS platform, March 2026

Market Reality Check

Price: $52.90 Vol: Volume 113,323 vs 20‑day ...

low vol

$52.90 Last Close

Volume Volume 113,323 vs 20‑day average 179,627 (relative volume 0.63x) suggests a relatively muted pre‑news session. low

Technical Shares at $48.47 are trading below the $54.56 200‑day MA and sit 31.85% under the 52‑week high, closer to the 52‑week low (+6.89%).

Peers on Argus

IDT fell 1.62% while telecom peers were positive: IRDM +13%, CCOI +5.32%, GOGO +...

IDT fell 1.62% while telecom peers were positive: IRDM +13%, CCOI +5.32%, GOGO +4.3%, LILA +0.72%, LILAK +0.12%. The divergence points to stock‑specific dynamics rather than a sector‑wide move.

Historical Context

5 past events · Latest: Mar 17 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 17	Investor conference	Neutral	+0.4%	Sidoti virtual conference appearance and investor outreach plans.
Mar 12	NRS data update	Positive	-1.4%	Reported February same‑store sales up 4.0% and price gains of 2.7%.
Mar 10	Earnings results	Positive	-3.5%	Q2 FY2026 revenue, profit, EBITDA and guidance all grew year‑over‑year.
Feb 25	Earnings date set	Neutral	+3.2%	Announced timing and access details for upcoming Q2 FY2026 results.
Feb 19	Product launch	Positive	+1.9%	net2phone introduced integrated cloud communications for hospitality sector.

Pattern Detected

Recent fundamentally positive news (earnings, NRS growth) often coincided with flat to negative next‑day moves, indicating occasional sell‑the‑news reactions.

Recent Company History

Over recent months, IDT has highlighted growth across businesses and data assets. The March 10 FY2026 Q2 results showed revenue of $320.5M, higher gross profit, and increased Adjusted EBITDA, yet the stock fell 3.5%. NRS monthly reports, including February’s 4.0% same‑store sales growth and March’s 2.9%, underline steady retail traction. Product expansion at net2phone and conference participation reinforce a growth narrative, while today’s NRSInsights update extends that data‑driven story.

Market Pulse Summary

This announcement highlights that NRSInsights’ March same‑store sales grew 2.9% year over year while...

Analysis

This announcement highlights that NRSInsights’ March same‑store sales grew 2.9% year over year while average prices on top items rose 1.4%, the slowest increase in nearly two years. Units and transaction counts declined modestly, pointing to softer traffic even as dollar sales held up. Compared with February’s stronger 4.0% growth, the update suggests a more cautious consumer backdrop, which investors can track alongside IDT’s broader earnings and segment trends.

Key Terms

same-store sales, point-of-sale (POS), designated market areas (DMAs), forward-looking statements, +1 more

5 terms

same-store sales financial

"March same-store sales increased 2.9% year-over-year"

Same-store sales measure the revenue generated by stores that have been open for a certain period, typically a year, comparing their sales over different time frames. It helps assess whether a business is growing due to increased customer activity at existing locations rather than new stores. For investors, this figure indicates the health and performance of a company's core operations, independent of expansion efforts.

point-of-sale (POS) technical

"processed through the National Retail Solutions (NRS) point-of-sale (POS) platform"

The point-of-sale (POS) is the place and system where a customer completes a purchase — think of a store’s checkout counter, a restaurant’s payment tablet, or the online checkout page. It includes the hardware and software that accept payments, record sales and update inventory, so it’s where revenue is captured and customer behavior is tracked; investors watch POS performance because it directly affects a company’s sales, cash flow and growth signals.

designated market areas (DMAs) technical

"including 206 of the 210 designated market areas (DMAs) in the United States"

Predefined geographic TV and media regions used to measure and report local audience size and viewing habits; they group counties or zip codes into consistent market “territories,” like neighborhoods for broadcast and cable reach. Investors use DMAs to gauge the scale and value of advertising, local revenue streams, and distribution reach—similar to checking how many customers are in a store’s trade area when estimating potential sales and marketing impact.

forward-looking statements regulatory

"are forward-looking statements within the meaning of the Private Securities Litigation"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

consumer packaged goods (CPG) technical

"Consumer packaged goods (CPG) suppliers, brokers, analytics firms, and advertisers"

Everyday retail products that people buy frequently and replace often—such as packaged foods, drinks, toiletries and household cleaners—sold in branded packaging and distributed through stores or online. Investors care because these goods generate steady, repeat sales driven by brand trust and distribution; that makes revenue more predictable but sensitive to changes in consumer budgets, price changes and shelf space, much like a steady subscription to daily life.

AI-generated analysis. Not financial advice.

March same-store salesincreased 2.9% year-over-year 

The average price paid for the top 500 items in March increased 1.4% year-over-year

NEWARK, N.J., April 06, 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 March 2026.

As of March 31, 2026, the NRS retail network comprised approximately 39,100 active terminals nationwide, scanning purchases at approximately 33,800 independent retailers, including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers.

March Highlights

(Same-store sales, unit sales, transactions, and average price data refer to March 2026 and are compared to March 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 2.9% year-over-year. In the previous month (February 2026), same-store sales increased 4.0% year-over-year.

 

• • Same-store sales increased 4.3% compared to the previous month (February 2026). Same-store sales in February 2026 increased 4.4% compared to the previous month (January 2026).
  • For the three months ended March 31, 2026, same-store sales increased 3.8% compared to the corresponding three months a year ago.

• UNITS SOLD
  • Units sold decreased 1.2% year-over-year. In the previous month (February 2026), units sold decreased 0.2% year-over-year.
  • Units sold increased 4.0% compared to the previous month (February 2025). Units sold in February 2025 increased 2.1% compared to the previous month (January 2026).
• BASKETS (TRANSACTIONS) PER STORE
  • Baskets decreased 0.4% year-over-year. In the previous month (February 2026), baskets decreased 0.8% year-over-year.
  • Baskets increased 6.5% compared to the previous month (February 2026). Baskets in February 2026 increased 3.7% compared to the previous month (January 2026).
• AVERAGE PRICES
  • A dollar-weighted average of prices for the top 500 items purchased in March 2026 increased 1.4% year-over-year, less than the 2.7% year-over-year increase in February 2026.

Commentary from Brandon Thurber (VP, Data Sales & Client Success at NRS)

“March same-store sales increased 2.9% year-over-year, a decrease from the 4.0% growth rate recorded in February. Transactions and units both declined slightly compared to a year ago.

“Category performance painted a telling picture as the convenience store channel likely benefited from budget-conscious consumers who traded down from restaurant, bar and other on-premise food and beverage service.

“Prepared cocktails and packaged espresso each posted year-over-year gains north of 34% in March, while sparkling water, coconut water, and frozen novelty all grew more than 17%. Smokeless tobacco, energy beverages, and rolling papers also continued their steady climbs.

“Regionally, Raleigh-Durham stood out with 10% year-over-year dollar growth, and Boston and San Francisco each posted gains of 4.5% or more. New York - our largest market by store count - was essentially flat on dollars while transactions fell 3.3%. Miami and Houston both registered smaller decreases.

“Inflation eased, with the dollar-weighted average price for the top 500 items in March rising 1.4% year over year -- down from 2.7% in February and the lowest rate of increase we have seen in nearly two years.

“As we head into the second quarter, recent trends, including the consecutive year-over-year decreases in transactions counts, the strong gains in certain ‘down-trading’ categories, and moderating price increases suggest that macro-economic uncertainty may have begun to weigh on discretionary spending.”

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 March 2026 with March 2025 are derived from approximately 232 million transactions processed through the approximately 25,000 stores on the NRS network that scanned transactions in both months. Same-store data comparisons of March 2026 with February 2026 are derived from approximately 261 million transactions processed through approximately 32,700 stores.

Same-store data comparisons for the three months ended March 31, 2026 with the year-ago three months are derived from approximately 618 million transactions processed through those 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 March 2026, NRS’ POS terminals processed $2.2 billion in sales (+8% year-over-year) across 145 million transactions.

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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FAQ

What did NRSInsights report for March 2026 same-store sales for IDT (NYSE: IDT)?

Same-store sales for March 2026 increased 2.9% year-over-year. According to NRSInsights, that is down from February's 4.0% growth, with comparisons based on stores scanning in both months.

How did units sold and transactions change in March 2026 on the NRS network?

Units sold decreased 1.2% year-over-year and baskets (transactions) fell 0.4% year-over-year. According to NRSInsights, these figures reflect comparisons of March 2026 vs March 2025 on a per-calendar-day basis.

What happened to average prices for the top 500 items in March 2026 according to NRSInsights?

The dollar-weighted average price for the top 500 items rose 1.4% year-over-year in March. According to NRSInsights, this eased from February's 2.7% increase and is the lowest rate seen in nearly two years.

How large is the NRS dataset behind the March 2026 same-store sales report?

March same-store comparisons used approximately 232 million transactions across about 25,000 stores that scanned in both months. According to NRSInsights, three-month comparisons used roughly 618 million transactions.

What categories and regional markets stood out in NRSInsights March 2026 data?

Prepared cocktails and packaged espresso each grew over 34% year-over-year; sparkling water and frozen novelty rose over 17%. According to NRSInsights, Raleigh-Durham posted about 10% dollar growth year-over-year.

How much sales volume did NRS POS terminals process in March 2026 and what was the YoY change?

NRS POS terminals processed $2.2 billion in sales during March 2026, an 8% year-over-year increase. According to NRSInsights, that volume came from approximately 145 million transactions on the network in March.