Publix Stock: 5 Great Ways To Invest In Grocery Stores

Supermarket Success: 5 Top-notch Strategies to Invest in Publix' Competitors

Investing directly in Publix stock is impossible as the company is privately held.

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However, although not publicly traded, Publix does have its own stock, which is accessible to select individuals, such as Publix employees and George W. Jenkins’s heirs.

Discover how to become a Publix shareholder and the benefits of investing in the company. We’ll explore alternative investment options since direct investing may not be available to everyone.

Publix Stock: 3 Great Ways To Invest
Publix Stock: 3 Great Ways To Invest

What is Publix

Publix Supermarkets, Inc., a prominent supermarket chain founded in 1930, has become the largest employee-owned company in the United States. Known for its commitment to customer service and quality products, it is now one of the ten largest-volume supermarket chains in the USA.

Publix Stock

You cannot buy stock in Publix directly because Publix is not a publicly listed company. Although Publix is not publicly traded, there is a Publix stock. The stock is available to Publix employees and board members, including George W. Jenkins’ heirs.

Publix Stock Price

The current price of Publix stock for its employee-owners is $14.75 per share. It’s important to note that Publix stock is not publicly traded and is only available for purchase by eligible employees and board members of Publix Supermarkets.

There are many Publix stockholders because Publix claims to be the largest employee-owned company in the United States. Employee-owned companies are rare in the United States, where most companies are privately held or publicly traded.

Publix associates become eligible to purchase Publix stock after one year of continuous employment. Therefore, if you are an associate who meets this criterion, you have the unique opportunity to invest in the company’s growth by purchasing its stock.

Publix Ticker Symbol

Publix does not have a ticker symbol and does not trade on any exchanges. Consequently, stock acquisitions are limited to employees and board members.

Publix Stock Dividend

In addition to the opportunity to purchase shares, Publix also pays dividends to its employee shareholders. In a recent announcement, the company declared a quarterly dividend of 9 cents per share.

Growth in Business

Over the past five years, Publix’s revenue has grown significantly. In 2012, the company reported revenue of $27.7 billion, which grew to $34.3 billion by 2016. As of 2022, their retail sales reached an impressive $54.5 billion. This represents a compound annual growth rate of 4.35% over the last decade.

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5 Top Publix Alternatives To Invest In

You cannot buy Publix stock, but you can purchase shares in the five largest grocers in the United States.

Publix’s main competitors are Walmart (WMT), Kroger (KR), Albertsons Companies, Inc.(ACI) and Ahold Delhaize NV ADR (OTCMKTS: ADRNY). These five companies dominate the grocery industry in the United States.

1. Kroger Stores Inc. (NYSE: KR)

Kroger Co., one of the world’s largest food retailers, has consistently grown its market share over the past five years. The company’s growth strategy has focused on investing in customers through competitive pricing, personalization, and a fresh product range.

Kroger: See the Live Chart

Kroger has consistently achieved remarkable and stable business growth, with sales of $148.3 billion reported in fiscal year 2022. This noteworthy progress exemplifies Kroger’s unwavering dedication to customer satisfaction and innovation.

Over the past five years, the company’s customer base has experienced significant growth. The merger with Albertsons has facilitated this expansion, granting Kroger ownership of all Albertsons stores. Additionally, Kroger’s physical presence has expanded considerably during this period. The merger with Albertsons has added numerous new locations to Kroger’s portfolio, considerably enhancing its market reach.

Financial Summary

Kroger has demonstrated financial resilience and profitability. In 2022, the company reported a full-year EPS of $0.62. However, in the second quarter of 2023, there was an operating loss of $479 million, offset by an operating profit of $1,470 million in the first quarter of the same year.

Kroger maintains unwavering confidence in its financial stability and growth prospects despite a temporary setback. The company has reaffirmed its guidance for the full year, signaling strong expectations for the future.

In conclusion, Kroger has consistently exhibited growth in market share, business expansion, customer base, and geographic reach over the past five years. Financially, it remains a robust entity with promising prospects.

2. Walmart (NYSE: WMT)

The discount store giant Walmart is the largest grocery retailer in the USA. Walmart sells groceries through its supercenters, combination discount stores and supermarkets, and Neighborhood Markets. The company owns Sam’s Club, a warehouse club store similar to Costco.

See the Live Chart

Walmart, a global leader in the retail industry, has seen substantial growth in its market share, business, customer base, and store locations over the past five years.

Growth

Despite fierce competition in the retail industry, particularly from Amazon, Walmart has managed to hold its ground. The company’s market share in the United States currently stands at 6.3%. This growth can be attributed to their strategic focus on e-commerce and competitive pricing.

Walmart has experienced impressive growth in net sales. In fiscal year 2023, they achieved a seven percent increase in net sales compared to the previous period. Additionally, Walmart has set forth a financial framework targeting 4% sales growth and 4%+ operating income growth over the next 3-5 years.

The company’s e-commerce sector has witnessed significant expansion, evidenced by a 24% increase in online sales in the US. This growth is largely attributed to the successful implementation of pickup and delivery services.

Walmart’s commitment to offering low prices and convenience has been instrumental in attracting and retaining a growing customer base. Notably, their e-commerce sales in the United States reached a staggering $38.7 billion, indicating a strong shift towards online shopping among their customers.

Financial Summary

In terms of financial performance, Walmart experienced a remarkable 3.6% growth in sales within the US, the highest annual growth rate this powerhouse has achieved in over a decade. Looking ahead to the full fiscal year 2024, the company anticipates a consolidated net sales increase of approximately 4% to 4.5%.

Over the past five years, Walmart has consistently demonstrated growth, excelling in its physical and online presence. With a strong track record of financial performance, the company’s future outlook appears promising.

3. Albertsons Companies Inc. (NYSE: ACI)

Over the past five years, Albertsons Companies has managed to maintain its market share in a highly competitive environment. As of 2022, the company’s market share was at a three-year high. Albertsons’ growth strategy focuses on customer loyalty and digital sales, which has helped the company stay competitive in the retail market.

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Albertsons Companies’ business growth has been steady over the past five years. The company reported a 5.1% year-on-year sales growth in the fourth quarter of FY22, reaching $18.27 billion. On a two-year stacked basis, identical sales growth was 16.8%.

The company’s digital sales have also seen significant growth. E-commerce sales grew by 40% yearly, contributing to the company’s overall business growth.

Over the past five years, Albertsons’ customer base has significantly expanded, driven by a strong focus on customer loyalty. The company has recorded impressive year-over-year growth, with identical store sales increasing by 7.5% and 19.3% over two years.

Albertsons Companies boasts an extensive network of “First-and-Main” food retail locations, positioning itself as a leading market player in valuable and growing markets. While specific data on location expansion over the past five years is unavailable, the company maintains a prominent position in the US grocery industry.

In terms of financial performance, Albertsons Companies has delivered strong results. In the fourth quarter of FY22, the company achieved net sales and other revenue growth of 27.8%, with a gross margin of 27.8%. Although identical sales decreased slightly by 0.1%, overall performance remains solid.

To sum up, Albertsons Companies has demonstrated consistent market share growth, successful business development, and an expanding customer base over the past five years.

4. Ahold Delhaize (OTCMKTS: ADRNY)

Ahold Delhaize or Koninklijke Ahold NV ADR (OTCMKTS: ADRNY) is a company that operates supermarkets in the United States, the Netherlands, Belgium, Central and Southeastern Europe, and Indonesia. Food Industry lists Ahold Delhaize as the fourth-largest grocer in the United States.

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Ahold Delhaize is a well-established name in the retail industry. The company operates more than 2,000 stores in 23 states in the United States and extends its presence globally, with approximately 7,659 local stores.

Ahold Delhaize operates under various brand names, each with a distinct identity. These include:

  • Food Lion
  • Hannaford
  • Stop & Shop
  • Giant
  • Martin’s
  • Albert Heijn
  • Tempo
  • Etos
  • Delhaize

Headquartered in the Netherlands, Ahold Delhaize has a significant global presence. It boasts over 400,000 associates worldwide. The company’s reach extends to the United States East Coast, where it operates more than 1,200 stores under the Food Lion and Hannaford brands.

A Leader in Sustainable Retailing

Ahold Delhaize is a leader in supermarkets and e-commerce and is at the forefront of sustainable retailing. The company is committed to reducing its environmental impact and promoting healthy and affordable eating.

Financially, Ahold Delhaize has performed well. The company met forecasts with a 3% rise in fourth-quarter core earnings. Over half a decade, the company managed to grow its earnings per share at 17% a year, higher than the 7% average annual increase in the share price.

In conclusion, Ahold Delhaize has grown in market share, business, customers, and locations over the past five years. The company’s financial performance indicates a solid foundation for future growth.

5. Amazon (NASDAQ: AMZN)

Amazon (NASDAQ: AMZN) is an unpredictable element in the US grocery market. In the last five years, the company has witnessed remarkable growth in its market share, especially within the grocery sector, boosting its grocery sales by an impressive 40% annually. Furthermore, Amazon’s supremacy in e-commerce is undeniable, as it claims a significant 36.9% share of all US online sales.

 See the Live Chart

Amazon’s dominion in the retail industry is evident in its ownership of over 90% of the market share in specific product categories. Despite facing fierce competition from Walmart, Amazon continues to exhibit robust growth, boasting an impressive 18% year-over-year increase.

Business Growth

Amazon’s remarkable business growth is reflected in its astounding net sales revenue, which skyrocketed to nearly $514 billion worldwide in 2022. The online giant has experienced robust growth, with groceries emerging as a substantial component of its operations.

Expanding into the Grocery Sector

Amazon’s foray into the grocery sector has been truly remarkable, showcasing the company’s relentless determination. Thanks to its aggressive strategy, Amazon has significantly increased its market share in this domain. Notably, Amazon’s second-quarter grocery sales for 2022 have been estimated at a whopping $650 million, representing a remarkable 40% year-over-year growth.

The retail behemoth continues solidifying its position as a dominant force in the industry, capitalizing on new opportunities and consistently delivering exceptional results.

Financial Summary

Amazon.com Inc. has exhibited exceptional financial performance over the last five years. With net sales revenue reaching nearly $514 billion worldwide in 2022, the company’s success highlights its robust growth strategy and ability to enter new markets, including groceries.

In summary, Amazon.com Inc. has demonstrated remarkable market share expansion, particularly within the grocery sector, during the past five years. This solid financial performance lays a strong foundation for future growth.

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Publix Customer Base and Locations

Pub Supermarkets thrive in a diverse and inclusive environment, meticulously attending to customers with diverse cultural backgrounds and subcultures. As their business continues to flourish, so does their customer base, expanding in stride.

The company has been steadily increasing its physical presence. According to the latest data, Publix currently owns and manages 1,271 retail locations throughout the Southeastern US. Additionally, they recently commenced the construction of their inaugural store in Kentucky, solidifying their dedication to expanding their reach.

Publix Financial Summary

Publix Supermarkets’ financial health appears robust, with consistent revenue growth. Its stock price has also increased, rising from $14.55 per share to $14.97 in Q1 2023.

Publix Supermarkets has demonstrated a strong growth trajectory over the past five years in terms of revenue, customer base, and retail locations. This performance suggests a promising future for the company.

Publix Reputation

Publix has a reputation for high-quality products and excellent customer service. Many Florida residents love the sandwiches and other fresh foods from Publix’s delis and bakeries.

A political scandal damaged Publix’s reputation in early 2021. Some customers began boycotting Publix after The Wall Street Journal reported that Julie Jenkins Fancelli, an heir to Publix founder George W. Jenkins, donated $300,000 to the group staging the January 6, 2021 “Stop the Steal” rally for former President Donald J. Trump (R-Florida). The rally preceded the January 6 Riot in which radical Trump supporters overran the US Capitol.

Reuters reports that the Publix management denies any connection with Trump and the rally. They even issued this press release: “Mrs. Fancelli is not an employee of Publix Supermarkets, and is neither involved in our business operations nor does she represent the company in any way. We cannot comment on Mrs. Fancelli’s actions.”

 

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