NRSInsights' January 2025 Retail Same-Store Sales Report

Core Insights - January same-store sales increased by 4.7% year-over-year, a significant rise compared to the previous month's increase of 1.7% [4] - However, same-store sales decreased by 7.5% compared to December 2024, which had a modest increase of 0.5% from November 2024 [5] - Over the three months ending January 31, 2025, same-store sales rose by 3.7% compared to the same period a year ago [5] Sales Performance - Units sold increased by 2.3% year-over-year, contrasting with a decrease of 0.5% in December 2024 [5] - Units sold decreased by 3.1% compared to December 2024, which also saw a decline of 1.1% from November 2024 [5] - Baskets per store increased by 1.1% year-over-year but decreased by 5.3% compared to December 2024 [5] Pricing Trends - The dollar-weighted average price for the top 500 items purchased rose by 2.9% year-over-year, surpassing the 2.4% increase recorded in December 2024 [5] Network Overview - As of January 31, 2025, the NRS retail network included approximately 34,800 active terminals across about 30,100 independent retailers [2] - The NRS POS terminals processed $1.8 billion in sales, reflecting a 20% year-over-year increase, across 119 million transactions, which is a 15% increase year-over-year [14] Market Commentary - January 2025 experienced robust sales growth despite adverse weather conditions, with notable increases in categories such as Tobacco Products, Alcohol, and Chocolate [8][9] - The Diet & Nutrition category outperformed expectations, driven by increased sales in health-related products [10] - Sales of Cold/Flu OTC products surged due to a rise in seasonal illnesses [11]