NEW YORK, July 23, 2026, 07:05 EDT
- Midwest Poultry pulled back 1,589,577 dozen eggs, totaling 19.1 million eggs. No illnesses related to the recall have been reported.
- An initial retail estimate places the value of the recalled products at approximately $3.4 million.
- Kroger stock ended Wednesday at $57.54, slipping 0.4%. Regular trading on the NYSE resumes at 09:30 EDT.
Midwest Poultry Services has pulled white-shell and brown cage-free eggs made at a pair of Texas facilities after environmental tests suggested a potential risk of Salmonella Enteritidis. As of Wednesday, there were no reports of illness connected to the eggs.
The products were distributed to Kroger, Brookshire Grocery, foodservice purchasers, and various smaller retail outlets. Eggs under the Kroger brand appeared on shelves in Texas and Louisiana.
The immediate impact on investors is limited. The volume affected by the recall represents approximately 0.25% of U.S. table-egg production for June.
This amounts to about 1.8 hours of national output at June’s typical rate. Unless the recall expands, a widespread impact on egg prices appears unlikely.
In June, the average price for a dozen Large Grade A eggs stood at $2.141, marking a 43.3% decrease compared to June 2025.
An initial calculation estimates the recalled products’ retail worth at approximately $3.4 million. This figure uses the national average per dozen for assessment purposes only, serving as a scale indicator rather than a projection of costs.
| Comparison | Result | Investor read-through |
|---|---|---|
| Recalled volume | 1.5896 million dozen | 19.1 million eggs |
| Share of June U.S. table-egg output | 0.25% | Minimal impact on overall supply |
| Preliminary retail benchmark | $3.4 million | Final mix expected to vary |
| Benchmark versus Kroger first-quarter sales | 0.007% | Represents less than a basis point of sales |
Estimates are based on FDA volume data, USDA production figures, BLS price information, and Kroger’s most recent financials.
Kroger posted first-quarter sales of $46.1 billion. The entire benchmark represents only 0.007% of this figure. Certain affected eggs were also distributed to additional retailers.
The company posted a gross margin of 22.7%, compared with 23.0% previously. Executives cited egg deflation as one of multiple challenges.
This alters the market interpretation. The primary risk lies in supplier oversight and maintaining customer confidence.
The recall covers cartons sold under Kroger and Simple Truth brands. Additional affected brands are Brookshire’s, Country Morning, and Sunups.
Kroger CEO Greg Foran stated last month, “Our focus is clear: to become America’s best grocer.” The current recall poses a modest, yet notable, challenge to that ambition. krogerco
Brookshire stores served Texas, Oklahoma, Arkansas, Louisiana, New Mexico and Mississippi. Impacted cartons are marked with codes P-1950 or 0840962. The Julian date range is from 157 to 184.
The eggs were laid from June 6 to July 3, with sell-by or best-by dates listed through August 17. Midwest has halted distribution of fresh eggs from both Texas locations and is providing refunds.
Kroger shares ended Wednesday at $57.54, a decrease of 0.4%. The stock rose 1.7% between the July 15 close and Wednesday.
At 07:05 EDT, core trading on the NYSE was still shut. Thursday marks the first complete trading day following Reuters’ overnight report.
The emphasis moves to containment next week. Additional illness reports or an expanded product list could alter the evaluation. Any Kroger cost disclosure would clarify the impact on earnings.
Risks: The $3.4 million estimate does not cover costs for disposal, transportation, legal claims or lost sales. It is calculated using a single retail price across different products. The FDA could adjust the extent of the recall.
