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US Infant Formula Shortage Dynamics and Recovery Post 2022 Supply Disruption

Summary: New study analyzes the 2022 U.S. infant formula shortage and recovery using integrated measures of retail in-stock rates, sales data, and household survey responses.
Analysis of the 2022 US Infant Formula Shortage
Analysis of the 2022 US Infant Formula Shortage: Dynamics and Recovery
Why This Matters:
  • The 2022 U.S. infant formula shortage led to a major disruption to a critical food supply, affecting infant nutrition and household stability nationwide. Supply disruptions in regulated foods such as infant formula carry heightened public health implications due to strict safety, nutritional, and manufacturing requirements.
  • The shortage followed multiple stressors, including product recalls due to suspect Cronobacter sakazakii contamination, pandemic-related supply chain disruptions, and production limitations, exposing vulnerabilities in a highly concentrated manufacturing sector. 
  • Monitoring food supply resilience requires more than production metrics alone. Consumer access, purchasing behavior, and regional distribution patterns all contribute to real-world availability and risk.
  • Improved surveillance methods that integrate supply-side and consumer-side data can support earlier intervention during emerging shortages and strengthen regulatory preparedness.

Key Findings:
This study by Fenske et al. integrated retailer in-stock data, national sales trends, and consumer survey responses to characterize the 2022 shortage and recovery.1

  • Sharp decline in availability: National infant formula in-stock rates declined from approximately 78.6% in early 2022 to a low of ~27.6% in May 2022, marking the peak of the shortage. 
  • Regional variability persisted: Recovery was geographically uneven, with significant state-to-state variability lasting for nearly one year before stabilizing in mid-2023. 
  • Sales surges preceded shortages: Major sales spikes occurred approximately one week before major drops in in-stock rates, suggesting that demand surges (including panic buying) can act as early warning signals of supply stress. 
  • Shifts in product type demand: Following the recall of certain powdered products, liquid concentrate and ready-to-feed formulas experienced sustained increases in demand, deviating from historical patterns. 
  • Consumer experiences mirrored supply recovery: As in-stock rates improved and variability declined, households reported fewer difficulties obtaining formula, confirming alignment between supply metrics and lived consumer experiences. 
  • Integrated monitoring improved situational awareness: Combining in-stock rates, sales data, and household surveys provided a more complete picture of supply dynamics than any single data source alone. 

Bigger Picture: This study highlights the importance of supply-chain surveillance as a core component of food safety infrastructure, particularly for critical nutrition products such as infant formula. Unlike many foods, infant formula production is highly regulated and concentrated among relatively few manufacturers, making the system inherently vulnerable to disruption.

From a regulatory perspective, the study demonstrates the value of multi-source data integration, combining retail availability, national sales trends, and consumer experience surveys. Such integrated surveillance approaches could serve as models for monitoring other critical food systems, particularly those vulnerable to manufacturing interruptions or contamination-related recalls.

Overall, the 2022 shortage serves as a case study in food system resilience, emphasizing that maintaining supply continuity is not solely a manufacturing challenge but a systems-level public health responsibility involving production, regulation, distribution, and consumer behavior.

(Image Credit: iStock/Kwangmoozaa)

References:

1.    Fenske et al. 2026. Dynamics of the U.S. 2022 Infant Formula Shortage and Recovery as Measured by In-Stock Rates, Sales, and Household Experiences. Journal of Food Protection.