Nestle says infant formula product availability ‘now back to normal’

The company said, “In January 2026, Nestle (NSRGY) launched a global precautionary recall of batches of infant formula after detecting the presence of cereulide, caused by an ingredient sourced from a global industry supplier. The recall was executed during Q1, and our focus has been on replenishing shelves to ensure parents can access the products they need. Product availability is now back to normal.In Q1-26, the overall impact on OG was approximately -90 bps. Of this, approximately half was due to the direct effect of sales returns, temporary stock shortages and subsequent replenishment. The remainder was driven by the impact on consumer demand. We are already seeing early signs of improvement and expect to fully recover by the end of the year.”