Q4 2023 Earnings Results

Publix 2023 year-end results are in. Michael and I always look forward to sharing these updates with you all. Navigating the numbers with you is what we are here for, and if you are interested in discussing this information further, please be in touch with us.

As Publix makes the quarterly results known, we will continue to produce a video with those results and the competitive commentary.

Your feedback is appreciated and helpful, you can reach us here for any additional suggestions you may have for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q3 2023 Earnings Results

The holidays are upon us and it’s time for the last Publix stock update of 2023.  At this busy time of the year, we hope you have a few moments to listen to the message that we’ve prepared for you.  Navigating the numbers with you is what we are here for, and if you are interested in discussing this information further, please be in touch with us.

As Publix makes the quarterly results known, we will continue to produce a video with those results and the competitive commentary.

Publix is not affiliated with LPL Financial or Allen & Company.

Please feel free to contact us with your suggestions for future videos.

Q2 2023 Earnings Results

With the second quarter of 2023 wrapped up, Michael and I have recorded the most recent update to share with you. It is important to us that you find value in these messages.

It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you as well as any feedback you might offer.

Please feel free to contact us with your suggestions for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q1 2023 Earnings Results

First quarter of 2023 is on the books.  Each quarter we like to provide you with a quick overview of both recent results and a brief historical perspective.

Your feedback is appreciated and helpful, you can reach us here for any additional suggestions you may have for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q4 2022 Earnings Results

Spring Break is all around us here in Florida, and with that comes lots of visitors to the state.  With all the activity around us, we don’t want to miss the opportunity to share the previous 4th quarter results. We hope you enjoy the video.

Your feedback is appreciated and helpful, you can reach us here for any additional suggestions you may have for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q3 2022 Earnings Update

The holidays are upon us and it’s time for the last update of 2022.  At this busy time of the year, we hope you have a few moments to take a look at the message that we’ve prepared for you.  Navigating the numbers with you is what we are here for, and if you are interested in discussing this information further, please be in touch with us.

As Publix makes the quarterly results known, we will continue to produce a video with those results and the competitive commentary.

Your feedback is appreciated and helpful, you can reach us here for any additional suggestions you may have for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q2 2022 Earnings Update

Welcome to your timely Q2 2022 update.  Fred & Michael dive into the results for you and of course share the historical 10-year comparison from the second quarter of 2012.  Each quarter we like to share this information with you in an easy and convenient manner.  We do hear back from many of you and appreciate that you find value with this format.

As Publix makes the quarterly results known, we will continue to produce a video with those results and the competitive commentary. Your feedback is appreciated and helpful, thank you for continuing to communicate with us that this is serving a useful purpose.

You can reach us here for any additional suggestions you may have for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q1 2022 Earnings Update

The first quarter is in the books for Publix.  Michael and Fred enjoy sharing this recap with you, and have recorded the most recent details for your convenience. We have heard from many of you and appreciate that you find value with this format.

It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you and please continue to share your feedback.

You can reach us here for any additional suggestions you may have for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q4 2021 Earnings Update

The end of the year is in the books for Publix. Recently, Publix also announced its latest dividend increase and a stock split, also mentioned in this update.  Michael and Fred enjoy sharing this information with you, and have recorded the most recent details for your convenience. We have heard from many of you and appreciate that you find value this format.

It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you and please continue to share your feedback.

You can reach us here for any additional suggestions you may have for future videos.

Publix is not affiliated with LPL Financial or Allen & Company.

Q3 2021 Earnings Update

We are into the holiday season, and that means third quarter has been put to bed.  Michael and I enjoy sharing this information with you, and have recorded the most recent details for your convenience. We have heard from many of you and appreciate that you find value this format.

It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you and please continue to share your feedback.

You can reach us here for any additional suggestions you may have for future videos.

Q2 2021 Earnings Update

With the second quarter of 2021 wrapped up, Michael and I have recorded the most recent update to share with you. It is important to us that you find value in these messages.

It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you as well as any feedback you might offer.

Please feel free to contact us with your suggestions for future videos.

Q1 2021 Earnings Update

Publix first results are in. Michael and I have another update to share with you. Our hope is you find this short video informative and beneficial.

It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you as well as any feedback you might offer.

Please feel free to contact us with your suggestions for future videos.

Q4 2020 Earnings Update

Publix end of the year results are in. Michael and I have another update to share with you. Our hope is you find this five minute video informative and beneficial.

Please feel free to contact us with your suggestions for future updates.

Q3 Earnings Update

Fred Lopez invites you to join in watching the most recent update.  Third quarter is in the books, marking our video overview with Michael Wright as he shares the details of competitive set/peer group statistics in this video.

We appreciate you, and we’d love to hear your thoughts. With this page, it’s our goal to continue providing useful information to Publix associates in a convenient, easily accessible way.

Please feel free to contact us with your feedback and suggestions for future updates.

Q2 Earnings Update

Previously,  Michael and I have focused our communications around peer group and stock market performance.

This video message marks the first earnings announcement in our series of video communications around Publix quarterly results.

We appreciate you and the feedback we have received thus far.  As always, please feel free to contact us with questions or financial planning needs.

Second Quarter: Peer Group Details

Welcome — this video is the first in our series centering around Publix quarterly data. With the second quarter in the books, Michael shares the details of competitive set/peer group statistics in this video.

We appreciate you, and we’d love to hear your thoughts. With this page, it’s our goal to continue providing useful information to Publix associates in a convenient, easily accessible way.

Please feel free to contact us with your feedback and suggestions for future updates.

This Publix employee quarterly update is introduced by Fred Lopez, CFP®️ and presented by.Michael Wright, CFP®️.

Quarterly Update for Publix Associates: Watch This Space!

We are excited to announce these new video updates — make sure to bookmark this page!

Each quarter it has been the practice of the Lopez ∙ Marotz ∙ Wright team to share their thoughts on Publix quarterly results; you may be familiar with these updates already from our email newsletters.

Our team has stepped things up a notch and is moving forward with a brand new, quarterly video format designed especially for you. In these videos, you’ll receive updates on where the market is, what’s been happening, and what the future may hold —- as well as Publix-specific topics such as discussions on earnings reports throughout the year.

We appreciate you, and we’d love to hear your thoughts as we work to provide as much useful information in these updates as we can. Please feel free to contact us with your feedback and suggestions.

You can also follow the Lopez – Marotz – Wright team on Facebook.

This Publix employee quarterly update is introduced by Fred Lopez, CFP®️ and presented by Michael Wright, CFP®️.

I’m retired or thinking of retiring soon

You’re in the final stretch and the finish line is in sight or you just crossed the finish line. Now is a crucial time to coordinate on your retirement plan. There is no shortage of questions that need answers, and we will work together to arrive at the strategies that suit your goals.  Here are some examples of those questions:

• Have you determined the proper exit strategies to keep your Publix stock (if that is your desire)?
• Have you established your income strategy?
• What is your income goal in retirement?
• Have you done a Social Security assessment?
• Is your estate plan up-to-date?

Let us know what your road to success looks like.  

I’m within 3 to 7 years of retirement from Publix

Retirement is within sight, but still a few years to go.  There are things to consider as you prepare for that happy day.

We think it is very important in this stage to establish a routine for annual checkups as you consider transitioning to the “Just Retired” category.

• How do your current living expenses such as your mortgage, car payments, utilities and miscellaneous items figure into the retirement picture?
• What do your current debts and liabilities look like, and how will this impact your future?
• Are you building cash, buying stock and contributing to your 401k?
• Are you sufficiently insured – think of life insurance, health insurance, homeowners and auto insurance with an umbrella policy perhaps?
• Is your estate plan up to date?  We can direct you to competent professionals.

Our advisors will help you work towards the finish line.

I am more than 7 years until retirement

Before you know it, you’ll be riding off into the sunset and enjoying the retired life. But there’s still plenty of time left before you can do that… and many important factors to consider as you approach the final stretch. You can work with your financial advisor on these important considerations:

• Are you aware and taking advantage of your SMART plan 401K?
• Are you buying stock?
• What do your current debts and liabilities look like, and how will this impact your future?
• Do you know your current living expenses such as your mortgage, car payments, utilities and miscellaneous items?  It all adds up!
• Are you sufficiently insured – think of life insurance, health insurance, homeowners and auto insurance with an umbrella policy perhaps?
• Is your estate plan up to date?  We can direct you to competent professionals.

Find an advisor to work with while building your savings and benefits.

Retirement Tip:

Review the money you’re spending on monthly subscriptions such as streaming video, magazines, music, and so on. Get rid of any extras you’re not using, and use that money to contribute to your Publix retirement plan instead!

I need to focus more on my retirement planning with Publix — or get things started.

Maybe you’re just starting out, eager to get saving for the future, and unsure what your options are or how to get rolling. Or, you’ve reached a point in your career at Publix and in your life where it’s time to focus more deeply on your retirement planning. No matter the situation, a dedicated Allen & Company financial advisor is here to help. Here’s some topics they’ll review with you:

• Do you have a savings plan?
• Are you aware and taking advantage of your SMART plan 401K?
• Are you buying stock?
• What do your current debts and liabilities look like, and how will this impact your future?
• Are you sufficiently insured – think of life insurance, health insurance, homeowners and auto insurance with an umbrella policy perhaps?
• Is your estate plan up to date?  We can direct you to competent professionals.

Getting started with an advisor now is a step in the right direction.

I’m interested in scheduling an appointment with a financial advisor

We can’t wait to work together helping you on the road towards your financial success.

To get started, the first step is to contact us — one of our associates will personally review the next steps with you.

Publix is not affiliated with LPL Financial or Allen & Company.