Danone Expands Infant Milk Recall to Six European Countries Following Detection of Cereulide
On February 5, 2026, Danone announced the expansion of its infant milk recalls in France, Poland, Austria, Germany, Hungary, Romania, and Switzerland. This decision affects several hundred batches of products in response to new recommendations from the European Food Safety Authority (EFSA) concerning cereulide toxin.
The recall covers several hundred batches, including more than 120 in Austria and Germany, and 119 in France. The affected brands include Gallia and Blédilait. The list can be viewed here on the Signal Conso website.
Reason for the Recall
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This recall follows the EFSA's update of its recommendations on the tolerated threshold of cereulide toxin in infant formulas. Cereulide is a toxin produced by certain bacteria, which can cause diarrhea and vomiting in infants.
Health Authorities' Recommendations
Health authorities advise parents not to use the affected products and to return them to the point of sale. They have also ruled out the risk of an infant milk shortage following these recalls.
SectorAgroalimentaire et boissons›Industrie alimentaire
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 13 936 millions d'euros
Quarterly revenue: 13 936 millions d'euros
Revenue growth: 1,4 %
Net income: 1 175 millions d'euros
Free cash flow: 852 millions d'euros
8 975 millions d'euros
Guidance from the release
Objectifs 2026 confirmés, en ligne avec l'ambition moyen-terme
Risks mentioned
Free cash-flow en baisse de -27,3 % à 852 M€ au S1 2026
Dette nette en hausse à 9,0 Md€ contre 8,4 Md€ fin décembre 2025
Effet de change négatif de -3,3 % sur le chiffre d'affaires publié
Opportunities identified
Objectifs 2026 confirmés : croissance comparable entre +3 % et +5 %
Finalisation attendue au S2 2026 des acquisitions MADE Group et Saputo Dairy Australia
Marge des Eaux en forte progression de +196 pb à 13,3 %
Outlook / guidance
Expected revenue: 28 374 millions d'euros
Management commentary: croissance du chiffre d'affaires en données comparables comprise entre +3% et +5%
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