# EDGAR Filing Document

**Accession Number:** 0000081061
**File Stem:** 0000081061-25-000030
**Filing Date:** 2025-8
**Character Count:** 11657
**Document Hash:** 88f9833f95f3fc4f2f8f12e371744642
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000081061-25-000030.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0000081061-25-000030

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 15

**CONFORMED PERIOD OF REPORT**: 20250801

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PUBLIX SUPER MARKETS INC
- **CENTRAL INDEX KEY:** 0000081061
- **STANDARD INDUSTRIAL CLASSIFICATION:** RETAIL-GROCERY STORES [5411]
- **ORGANIZATION NAME:** 07 Trade & Services
- **EIN:** 590324412
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1227

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 000-00981
- **FILM NUMBER:** 251175498

**BUSINESS ADDRESS:**
- **STREET 1:** 3300 PUBLIX CORPORATE PARKWAY
- **CITY:** LAKELAND
- **STATE:** FL
- **ZIP:** 33811
- **BUSINESS PHONE:** 863-688-1188

**MAIL ADDRESS:**
- **STREET 1:** 3300 PUBLIX CORPORATE PARKWAY
- **CITY:** LAKELAND
- **STATE:** FL
- **ZIP:** 33811

?xml version='1.0' encoding='ASCII'? ck0000081061-20250801

   

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**<u>____________________________________________</u>**

**FORM 8-K**

**<u>____________________________________________</u>**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the**

**Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported) August 1, 2025** 

**<u>____________________________________________</u>**

**PUBLIX SUPER MARKETS, INC.** 

**(Exact name of Registrant as specified in its charter)** 

**<u>____________________________________________</u>**

---

| | | |
|:---|:---|:---|
| **Florida** | **000-00981** | **59-0324412** |
| **(State of incorporation)** | **(Commission File Number)** | **(I.R.S. Employer Identification No.)** |
| &nbsp;&nbsp;**3300 Publix Corporate Parkway** | | |
| **Lakeland, Florida** |  | **33811** |
| **(Address of principal executive offices)** |  | **(Zip Code)** |
|  | **(863) 688-1188** |  |
|  | **(Registrant's telephone number, including area code)** |  |

---

**<u>____________________________________________</u>**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

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| | |
|:---|:---|
| ◻ | Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
| ◻ | Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
| ◻ | Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
| ◻ | Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
| Securities registered pursuant to Section 12(b) of the Act: **None** | Securities registered pursuant to Section 12(b) of the Act: **None** |
| Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. Emerging growth company ◻ | Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. Emerging growth company ◻ |
| If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻ | If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻ |

---

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**Item 2.02. &nbsp;&nbsp;&nbsp;&nbsp;Results of Operations and Financial Condition**

On August 1, 2025, Publix Super Markets, Inc. (Company) issued a press release to report its second quarter results for 2025 and stock price effective August 1, 2025. A copy of the press release is attached hereto as Exhibit 99.1.

The foregoing information, including Exhibit 99.1, is being furnished under Item 2.02 and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 and is not incorporated by reference into any filing of the Company, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

**Item 9.01. &nbsp;&nbsp;&nbsp;&nbsp;Financial Statements and Exhibits**

**(d).** &nbsp;&nbsp;&nbsp;&nbsp;**Exhibits**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;99.1. &nbsp;&nbsp;&nbsp;&nbsp;<u>[Press Release dated August 1, 2025](exhibit9912q2025earningsre.htm)</u>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 104. &nbsp;&nbsp;&nbsp;&nbsp;Cover Page Interactive Data File (embedded within the Inline XBRL document)

Page 2 of 3 pages

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**SIGNATURE**

&nbsp;&nbsp;&nbsp;&nbsp;Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.

&nbsp;&nbsp;&nbsp;&nbsp;

---

| | | |
|:---|:---|:---|
| | | PUBLIX SUPER MARKETS, INC. |
| Dated: August 1, 2025 | By: | /s/ David P. Phillips |
|  |  | David P. Phillips, Executive Vice President, Chief Financial Officer |
|  |  | and Treasurer (Principal Financial and Accounting Officer) |

---

Page 3 of 3 pages

## Exhibit 99.1

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| | |
|:---|:---|
| ![publixlogoblacka07.jpg](publixlogoblacka07.jpg) | Exhibit 99.1<br>Contact: Maria Brous<br>(863) 680-5339 |

---

**Publix Reports Second Quarter 2025 Results and Stock Price**

LAKELAND, Fla., Aug. 1, 2025 Publix's sales for the three months ended June 28, 2025 were $15.6 billion, a 7.3% increase from $14.5 billion in 2024. Comparable store sales for the three months ended June 28, 2025 increased 6%. The company estimates the increase in sales for the three months ended June 28, 2025 compared to the three months ended June 29, 2024 was 1% higher due to the effect of the Easter holiday being in the second quarter in 2025 and in the first quarter in 2024.

Net earnings for the three months ended June 28, 2025 were $1.4 billion, compared to $972 million in 2024, an increase of 41.5%. Earnings per share for the three months ended June 28, 2025 increased to $0.42 per share, up from $0.29 per share in 2024. Excluding the impact of net unrealized gains on equity securities in 2025 and 2024, net earnings for the three months ended June 28, 2025 would have been $1 billion, compared to $940 million in 2024, an increase of 11%. Earnings per share for the three months ended June 28, 2025 would have been $0.32 per share, compared to $0.29 per share in 2024.

Publix's sales for the six months ended June 28, 2025 were $31.4 billion, a 6.2% increase from $29.6 billion in 2024. Comparable store sales for the six months ended June 28, 2025 increased 5%.

Net earnings for the six months ended June 28, 2025 were $2.4 billion, compared to $2.3 billion in 2024, an increase of 2.1%. Earnings per share for the six months ended June 28, 2025 increased to $0.73 per share, up from $0.71 per share in 2024. Excluding the impact of net unrealized gains on equity securities in 2025 and 2024, net earnings for the six months ended June 28, 2025 would have been $2.2 billion, compared to $2 billion in 2024, an increase of 10.1%. Earnings per share for the six months ended June 28, 2025 would have been $0.68 per share, compared to $0.61 per share in 2024.

These amounts are based on unaudited financial statements that will be filed today with the U.S. Securities and Exchange Commission and made available on the company's website at <u>corporate.publix.com/stock</u>.

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Effective Aug. 1, 2025, Publix's stock price increased from $20.20 per share to $21.15 per share. Publix stock is not publicly traded and is made available for sale only to current Publix associates and members of its board of directors.

"Next month, we will celebrate Publix's 95<sup>th</sup> anniversary," said Publix CEO Kevin Murphy. "I'm proud our associates continue to deliver on the vision our founder had when he started this special company."

**<u>Non-GAAP Financial Measures</u>**

In addition to reporting financial results for the three and six months ended June 28, 2025 and June 29, 2024 in accordance with U.S. generally accepted accounting principles (GAAP), the company presents net earnings and earnings per share excluding the impact of equity securities being measured at fair value with net unrealized gains and losses from changes in the fair value recognized in earnings (fair value adjustment). These measures are not in accordance with, or an alternative to, GAAP. The company excludes the impact of the fair value adjustment since it is primarily due to temporary equity market fluctuations that do not reflect the company's operations. The company believes this information is useful in providing period-to-period comparisons of the results of operations.

Following is a reconciliation of net earnings to net earnings excluding the impact of the fair value adjustment for the three months ended June 28, 2025 and June 29, 2024:

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| | | |
|:---|:---|:---|
| | Three Months Ended | Three Months Ended |
| | <u>June 28, 2025</u> | <u>June 29, 2024</u> |
| | (Amounts are in millions, except per share amounts) | (Amounts are in millions, except per share amounts) |
| Net earnings | $1375 | 972 |
| Fair value adjustment, due to net unrealized gain, on equity securities held at end of period | (446) | (43) |
| Income tax expense <sup>(1)</sup> | 114 | 11 |
| Net earnings excluding impact of fair value adjustment | $1043 | 940 |
| Weighted average shares outstanding | 3258 | 3296 |
| Earnings per share excluding impact of fair value adjustment | $0.32 | 0.29 |

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Following is a reconciliation of net earnings to net earnings excluding the impact of the fair value adjustment for the six months ended June 28, 2025 and June 29, 2024:

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| | | |
|:---|:---|:---|
| | Six Months Ended | Six Months Ended |
| | <u>June 28, 2025</u> | <u>June 29, 2024</u> |
| | (Amounts are in millions, except per share amounts) | (Amounts are in millions, except per share amounts) |
| Net earnings | $2386 | 2338 |
| Fair value adjustment, due to net unrealized gain, on equity securities held at end of period | (223) | (430) |
| Income tax expense <sup>(1)</sup> | 57 | 109 |
| Net earnings excluding impact of fair value adjustment | $2220 | 2017 |
| Weighted average shares outstanding | 3258 | 3296 |
| Earnings per share excluding impact of fair value adjustment | $0.68 | 0.61 |

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<sup>(1)&nbsp;&nbsp;&nbsp;&nbsp;</sup>Income tax expense is based on the company's combined federal and state statutory income tax rates.

Publix, the largest employee-owned company in the U.S. with more than 260,000 associates, currently operates 1,413 stores in Florida, Georgia, Alabama, Tennessee, South Carolina, North Carolina, Virginia and Kentucky. For 28 consecutive years, the company has been recognized by *Fortune* as a great place to work. In addition, Publix's dedication to superior quality and customer service is recognized among the top in the grocery business. For more information, visit the company's newsroom at <u>corporate.publix.com/newsroom</u>. ###

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