• In December 2025, NRSInsights reported that same-store sales on the National Retail Solutions point-of-sale platform increased 4.5% year over year, while the average price paid for the top 500 items rose 2.3%.
• This combination of higher volumes and prices points to resilient demand at independent retailers using IDT’s NRS platform, underlining the importance of its data-driven retail ecosystem.
• Next, we’ll examine how this December same-store sales growth could influence IDT’s existing investment narrative built around NRS expansion.

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IDT Investment Narrative Recap

To own IDT, you need to believe that its NRS point of sale and data platform can keep deepening its footprint with independent retailers while the company balances cash hungry businesses like BOSS Money. The latest 4.5% December same store sales growth on NRS, alongside higher average prices, supports the near term NRS expansion catalyst, but does little to reduce key risks around working capital intensity and capital allocation.

The most relevant recent update here is IDT’s Q1 2026 result, which showed higher sales and EPS compared with the prior year. That backdrop of growing earnings provides useful context for the NRSInsights data, since it frames how incremental transaction volume and pricing power at NRS could matter for consolidated performance and the sustainability of IDT’s dividend and ongoing shareholder returns.

Yet while NRS looks resilient, the working capital requirements of BOSS Money remain a risk investors should be aware of if...

IDT's narrative projects $1.3 billion revenue and $104.9 million earnings by 2028. This requires a 0.7% yearly revenue decline and about an $8.9 million earnings increase from $96.0 million today.

Uncover how IDT's forecasts yield a $80.00 fair value, a 57% upside to its current price.

Exploring Other Perspectives

Seven fair value estimates from the Simply Wall St Community span from US$36.30 to US$56,221.18, underscoring just how far apart individual views can be. Against that backdrop, the recent NRS same store sales data and the reliance on cash intensive BOSS Money give you very different angles to weigh when thinking about IDT’s future performance, so it is worth comparing several of these perspectives before drawing your own conclusions.

Explore 7 other fair value estimates on IDT - why the stock might be worth 29% less than the current price!

Build Your Own IDT Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your IDT research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free IDT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IDT's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.