Mondelēz Global LLC Expands Voluntary Recall of 2 SKUs of CHIPS AHOY! Baked Bites Brookie in the US

Rhea-AI Summary

Mondelēz Global (NASDAQ:MDLZ) expanded a voluntary U.S. recall on Dec. 30, 2025 for CHIPS AHOY! Baked Bites Brookie to add one code date (10MAY2026) and two additional UPCs of pouches inside recalled cartons.

The company says an incorrect mixing process produced small corn starch clumps that could pose a choking hazard for special risk groups (young children, elderly). Affected Best When Used By dates include 09MAY2026, 10MAY2026, 11MAY2026, 12MAY2026 and 18MAY2026 across listed UPCs. No injuries or illnesses have been reported to date; consumers are advised not to eat the product and may call 1-855-535-5948 for information. The recall is being conducted with the knowledge of the U.S. Food and Drug Administration.

Positive

• Recall expanded to include 10MAY2026 code date and two additional UPCs
• Company reports no injuries or illnesses to date and notified FDA

Negative

• Affected products include multiple Best When Used By dates through 18MAY2026
• Product may constitute a choking hazard for young children and the elderly

Key Figures

2024 net revenues $36.4B Full year 2024 net revenues reported in RITZ campaign release

Net revenues growth 5.9% Q3 2025 net revenues vs prior period

Diluted EPS $0.57 Q3 2025, down 9.5%

Adjusted EPS $0.73 Q3 2025, down 24.2% constant currency

Adjusted gross margin 30.4% Q3 2025, down 1,010 bps constant currency

Free cash flow outlook $3B+ Updated 2025 free cash flow guidance

Dividend per share $0.50 Regular quarterly dividend payable Jan 14, 2026

Short-term borrowings $2,645M As of Q3 2025, up from $71M

Market Reality Check

$53.65 Last Close

Volume Volume 7,309,991 is below the 20-day average of 12,205,551 (relative volume 0.6). low

Technical Shares at $55.04 are trading below the 200-day MA of $63.13 and 22.64% under the 52-week high, but only 3.59% above the 52-week low.

Peers on Argus

MDLZ gained 0.73% while key peers were mixed: HSY (-1.95%), BUD (-0.19%), DEO (+0.48%), CL (0%), MO (-0.03%). No peers appeared in momentum scans, pointing to a company-specific move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 24	Product recall	Negative	+0.9%	Voluntary recall of CHIPS AHOY! Baked Bites Brookie over corn starch clumps.
Dec 11	Dividend declaration	Positive	-0.2%	Regular quarterly dividend of <b>$0.50</b> per share announced.
Nov 28	Product recall	Negative	-2.0%	Limited recall of RITZ Peanut Butter Sandwiches for mislabeling allergy risk.
Nov 19	Marketing campaign	Positive	+0.5%	RITZ confirmed 2026 Big Game ad and highlighted <b>$36.4B</b> 2024 net revenues.
Oct 28	Earnings results	Negative	-2.4%	Q3 2025 EPS and margins declined despite revenue growth and cost pressures.

Pattern Detected

Recent recalls and operational headlines have produced modest, mixed reactions: some safety recalls aligned with declines, while others and marketing news saw gains. Earnings negatives tended to align with share price weakness.

Recent Company History

Over the last few months, MDLZ has balanced brand marketing, recalls, and softer profitability. A prior CHIPS AHOY! recall on Dec 24, 2025 and a RITZ recall on Nov 28, 2025 highlighted quality-control risks but did not uniformly pressure the stock. Marketing efforts like the RITZ Big Game return on Feb 8, 2026 and a regular $0.50 dividend supported the brand and capital returns, while Q3 2025 results on Oct 28 showed margin pressure and EPS declines, which aligned with a negative price reaction.

Market Pulse Summary

This announcement extends the CHIPS AHOY! Baked Bites Brookie recall to additional UPCs and a new 10MAY2026 date because corn starch clumps could pose a choking hazard, particularly for vulnerable consumers. No injuries have been reported, and the recall is limited to specified codes and conducted with FDA knowledge. Investors may track whether repeated recalls, alongside earlier Q3 2025 margin pressure, signal broader operational or quality-control challenges.

Key Terms

upc technical

"includes one additional code date (10MAY2026) and two additional UPCs of product"

A UPC (Universal Product Code) is the small barcode and numeric code printed on retail packaging that uniquely identifies a specific product and its version, like a digital name tag for merchandise. Investors care because UPCs enable accurate sales tracking, inventory management and faster store distribution, so widespread use or changes to UPCs can signal how easily a product reaches customers and how reliably its sales can be measured — similar to how a library’s catalog numbers let you track which books are checked out.

gtin technical

"Product Description | Retail UPC | Case GTIN | Best When Used By Dates"

A GTIN (Global Trade Item Number) is a unique numeric code printed as a barcode that identifies a specific product version worldwide, like a product’s social security number used by stores and online platforms to recognize and scan items reliably. For investors it matters because GTINs let companies and retailers track sales, inventory and returns accurately across channels, improving revenue reporting, demand forecasting and supply‑chain visibility — all key to assessing a company’s operational performance.

best when used by technical

"products with Best When Used By Dates listed in the grid below"

A “best when used by” date is a manufacturer’s recommendation for when a perishable or time-sensitive product will retain its peak quality; think of it like the date on a milk carton indicating the flavor and texture are expected to be optimal until then. For investors, these dates matter because they affect inventory value, sales timing, waste and returns, regulatory compliance and brand trust—factors that influence revenue forecasts, margins and supply-chain risk.

u.s. food and drug administration regulatory

"This recall is being conducted with the knowledge of the U.S. Food and Drug Administration."

The U.S. Food and Drug Administration is the federal agency that evaluates and enforces safety, effectiveness and labeling standards for medicines, medical devices, vaccines, food and related products before they reach consumers. For investors it matters because FDA approvals, warnings or recalls determine whether a product can be sold, how quickly it reaches the market and how costly compliance will be—changes that directly affect a company’s revenue, costs and stock value.

AI-generated analysis. Not financial advice.

EAST HANOVER, N.J., Dec. 30, 2025 (GLOBE NEWSWIRE) -- Mondelēz Global LLC announced today an expansion of its December 24, 2025 voluntary recall in the United States of CHIPS AHOY! Baked Bites Brookie. This expansion includes one additional code date (10MAY2026) and two additional UPCs of product pouches inside the recalled carton units of CHIPS AHOY! Baked Bites Brookie.

This voluntary recall is being conducted because of an incorrect mixing process that resulted in the formation of small corn starch clumps in the product. Due to the characteristics and size of the small starch clumps, the clump could constitute a choking hazard, particularly in special risk groups, such as young children and the elderly.

This recall is limited exclusively to the CHIPS AHOY! Baked Bites Brookie products with Best When Used By Dates listed in the grid below, available at a limited number of retail stores nationwide. No other CHIPS AHOY! or Mondelēz Global LLC products are included in, or affected by, this recall.

Product Description	Retail UPC	Case GTIN	Best When Used By Dates	Product Images
22.4Z CA! BAKED BITES BROOKIE 8ct Caddie	44000086688	10044000086678	09MAY2026  10MAY2026  11MAY2026  12MAY2026
2.8Z CA! BAKED BITES BROOKIE POUCH	44000086671	N/A	09MAY2026 10MAY2026 11MAY2026 12MAY2026
7.0Z CA! BAKED BITES BROOKIE 5CT 12	44000085650	10044000085657	10MAY2026 12MAY2026  18MAY2026
1.4 oz CA! BAKED BITES BROOKIE POUCH	44000085667	N/A	10MAY2026 12MAY2026  18MAY2026

There have been no reports of injury or illness reported to Mondelēz Global LLC to date related to this product, and we are issuing this recall out of an abundance of caution.

Consumers who have this product should not eat it. Consumers can contact the company at 1-855-535-5948 Monday–Friday, 9 am to 6 pm ET for more information.

This recall is being conducted with the knowledge of the U.S. Food and Drug Administration.

About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2024 net revenues of approximately $36.4 billion, MDLZ is leading the future of snacking with iconic global and local brands such as OREO, RITZ, LU, CLIF BAR and TATE’S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA and TOBLERONE chocolate. Mondelēz International is a proud member of the Standard and Poor’s 500, Nasdaq 100 and Dow Jones Sustainability Index. Visit www.mondelezinternational.com or follow the company on X at www.x.com/MDLZ.

Contacts: Sylvie Russo
847-943-5678
news@mdlz.com

Photos accompanying this announcement are available at:

https://www.globenewswire.com/NewsRoom/AttachmentNg/ad798b1e-a8c9-4215-ad81-d469755c9a22

https://www.globenewswire.com/NewsRoom/AttachmentNg/1cb06c7a-2674-43ac-806b-90dfe6cbd453

https://www.globenewswire.com/NewsRoom/AttachmentNg/460c2aac-68d8-483c-b5de-d74fa246a5b0

https://www.globenewswire.com/NewsRoom/AttachmentNg/bf8185c4-4f00-4be4-aba3-5b5425233ce1

FAQ

What did Mondelēz (MDLZ) announce on Dec. 30, 2025 about CHIPS AHOY! Baked Bites Brookie?

Mondelēz expanded a voluntary U.S. recall to add code date 10MAY2026 and two additional UPCs due to small corn starch clumps.

Which CHIPS AHOY! Baked Bites Brookie Best When Used By dates are included in the MDLZ recall?

Included dates are 09MAY2026, 10MAY2026, 11MAY2026, 12MAY2026 and 18MAY2026 depending on SKU.

Why did Mondelēz (MDLZ) recall CHIPS AHOY! Baked Bites Brookie?

An incorrect mixing process produced small corn starch clumps that could pose a choking hazard for special risk groups.

Has Mondelēz (MDLZ) reported any injuries from the Baked Bites Brookie recall?

No injuries or illnesses have been reported to Mondelēz Global to date.

How can consumers affected by the MDLZ recall get more information?

Consumers can call 1-855-535-5948 Monday–Friday, 9 am to 6 pm ET for more information.

Is the CHIPS AHOY! recall being coordinated with regulators?

Yes, the recall is being conducted with the knowledge of the U.S. Food and Drug Administration.