May 2025 → May 2026Same-store snapshot · stores active in both periods
May 2026 GMV
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May 2026 Orders
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Avg Basket Size
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Avg Items / Basket
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Stores Compared
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active in both periods
Same-Store YoY — Jan–May
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YoY Avg Basket Size
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YoY Avg Items / Basket
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Stores in YoY
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active Jan–May both years
01 — Network Growth
The network grew every quarter.
Total pre-tax GMV across all active Circle K stores, Jan 2025 to present.
Active store count on the right axis shows how network expansion tracks alongside revenue.
02 — Year-over-Year
Same stores, more revenue.
Jan–May 2025 vs Jan–May 2026 for stores active in both periods.
One percentage from two totals — not an average of per-store rates.
03 — Trajectory
Stores that stay, grow.
Each bar = current 3-month rolling GMV in dollars.
Color shows direction vs first-3-month baseline. Stores with fewer than 6 months of history excluded.
Improving (>10% above baseline)
Stable (±10%)
Declining (>10% below baseline)
04 — Franchise Groups
Franchise groups over time.
Median pre-tax GMV per store per month, by franchise operator.
Median is used — a single high-volume store can distort a group mean.
Dotted lines indicate groups with fewer than 5 stores.
05 — Store Spotlight
Any store, any month.
Monthly pre-tax GMV, 3-month rolling average, and first-3-month launch baseline for any store in the program.
06 — Operations
More orders, bigger baskets.
Monthly completed order count (bars, left axis) and average pre-tax basket size per order (line, right axis).
Appendix
What Circle K customers order.
Top 5 items by units sold and by revenue across all completed CK × Lula orders since Jan 2025.
Source: six 3-month query windows over public."OrderItems".