⚠ Live Story Oct 2025: Chobani raised $650M in equity from an unnamed investor at a $20B valuation. Goldman Sachs and BofA retained as IPO bookrunners. The identity of the $650M investor has not been publicly disclosed.
Traced Database/Founder-Led / IPO-Pending

Chobani

Greek Yogurt,
"Nothing But Good"

Traced Assessment

The Chobani story is one of the most compelling in American food: a Turkish immigrant buys a defunct Kraft factory in upstate New York on an SBA loan, builds the #1 yogurt brand in the country in under a decade, and becomes a billionaire while publicly championing workers and refugees. The core product — plain Greek yogurt — is genuinely clean: pasteurized nonfat milk and live cultures. Two ingredients. The reputation is earned. What Traced surfaces is not a deception in the Tropicana or Jif sense. It is a transparency gap at an inflection point. In October 2025, Chobani raised $650 million in equity from an investor whose identity has not been publicly disclosed, at a $20 billion valuation. Founder Hamdi Ulukaya still holds majority control, but a meaningful equity stake in America's #1 yogurt brand — purchased at a valuation that implies significant future returns — now belongs to someone consumers cannot identify. Chobani has filed for IPO twice and withdrawn. Goldman Sachs and Bank of America are currently retained as bookrunners. The company is expanding aggressively beyond yogurt into coffee and frozen meals. The founder-led independent brand that consumers trust is actively in transition, and the ownership structure that will exist on the other side of that transition is not yet fully visible.

01Ownership StructureYellow

Chobani was founded in 2005 by Hamdi Ulukaya, a Turkish-Kurdish immigrant who arrived in New York in 1994 to study English. He bought a defunct Kraft yogurt plant in South Edmeston, New York in 2005 using a Small Business Administration loan for approximately $700,000. By 2012, Chobani had become the best-selling yogurt brand in the United States, a rise that has few parallels in modern American food history.

Ulukaya remains CEO and holds an estimated 78% majority stake. The company is privately held. The known investor table:

2005 – Present
Hamdi Ulukaya (Founder / CEO)
~78% majority stake. Personal net worth ~$13.5B at $20B valuation. Still operationally active as CEO. Publicly committed to employee ownership and social mission.
Strategic minority
HOOPP (Healthcare of Ontario Pension Plan)
~7.6% stake. Canadian institutional pension fund. Disclosed.
October 2025
Unnamed Investor — $650M equity raise
Identity not publicly disclosed as of February 2026. $650M at $20B valuation implies a meaningful equity stake. Goldman Sachs and BofA retained as IPO bookrunners in the same period.

The yellow score reflects the unnamed investor gap specifically. Chobani's core ownership story — founder-controlled, mission-driven, privately held — remains largely intact. But a $650M equity raise from an undisclosed party at a $20 billion valuation is not a minor transaction. Whoever holds that stake has a meaningful financial interest in the outcome of Chobani's IPO and its ongoing brand decisions. Consumers have no way to know who that is.

Why This Is Traced's Purpose
This is the exact gap Traced exists to surface. No consumer harm has occurred. The yogurt is still two ingredients. But the brand consumers trust because of its founder-independent identity has a meaningful new stakeholder whose values, incentives, and intentions are unknown. That is information consumers deserve to have — and currently don't.
02Marketing Incentive AlignmentGreen

Chobani's marketing is genuinely aligned with its product. The "Nothing But Good" positioning reflects an actual ingredient commitment — the plain yogurt line is as clean as a commercial dairy product gets. No paid influencer-equity arrangements. No celebrity investors promoting the product on health podcasts while holding equity. No subscription lock-in. The marketing is traditional CPG advertising with a founder-story emphasis, and the founder story is real.

Ulukaya's public commitments — employee ownership stakes, refugee hiring, the Tent Partnership for Refugees — are substantiated and documented, not brand-narrative additions. Chobani gave employees a 10% ownership stake in the company ahead of the anticipated 2021 IPO. This is an unusual and meaningful act in a category dominated by extraction-oriented ownership structures.

The green score is earned but has a future tense asterisk: as Chobani moves toward IPO and into the La Colombe coffee and Daily Harvest acquisitions, the alignment between the founder's values-driven narrative and the public-market incentive structure will be tested in ways it has not been while remaining private.

03Revenue ModelGreen

Single retail purchase, $1.50–$2.50 per cup. No subscription, no DTC auto-renewal. You buy it at the grocery store, you eat it, you decide next week whether to buy it again. The revenue model imposes no structural pressure toward continued purchase beyond product quality and price. This is as clean as a consumer food brand gets.

04Ingredient IntegrityGreen

Plain Chobani Greek Yogurt ingredients: Pasteurized Nonfat Milk, Live and Active Cultures (S. Thermophilus, L. Bulgaricus, L. Acidophilus, Bifidus, L. Casei). Two effective ingredients. This is what yogurt is. There is no sugar, no thickener, no modified starch, no flavor system. The straining process that removes whey to create Greek yogurt's thickness is mechanical, not chemical.

This green score applies specifically and narrowly to the plain yogurt line — the product that built Chobani's reputation. The flavored lines are a different matter:

Product
Added Sugar
Ingredient Note
Plain Nonfat GreekCore product
0g added sugar
Pasteurized nonfat milk + cultures. Genuinely clean.
Vanilla BlendedBest-seller
9g added sugar
Cane sugar + natural flavors. Carries same health halo as plain.
Strawberry Fruit on Bottom
11g added sugar
Strawberries + sugar + pectin. High added sugar relative to protein benefit.
Flip Almond Coco Loco
17g added sugar
Dessert-caliber sugar load marketed under the same Greek yogurt health brand.

The green score for ingredient integrity reflects the core product, not the full portfolio. Chobani has expanded aggressively into flavored, sweetened, and novelty lines that carry the plain yogurt's health associations without its ingredient standards. This is a yellow flag on the portfolio level, even though the flagship is clean.

05Scientific BackingYellow

Chobani markets its yogurt with "live and active cultures" claims and implies digestive and immune health benefits. "Live and active cultures" is a factual statement — the National Yogurt Association certifies this claim, and it requires a minimum threshold of live bacteria per gram at the time of manufacture.

The yellow score reflects the gap between what "live and active cultures" means scientifically and what most consumers understand it to mean. The clinical evidence for probiotic benefits from yogurt specifically — as distinct from concentrated probiotic supplements — is mixed. Study quality is variable, and the survivability of cultures through digestion varies significantly by strain and by individual gut environment. The FDA does not permit yogurt to make specific disease prevention claims based on probiotic content. Chobani's marketing stays carefully within structure-function claim territory while allowing consumers to draw conclusions the evidence doesn't fully support.

06Label Claim AccuracyYellow

No FDA enforcement actions. No FTC complaints. No major class action litigation against Chobani's labeling specifically. The yellow score is prospective and portfolio-level rather than a current regulatory finding.

The concern is the uniform "Nothing But Good" brand positioning applied across a portfolio that ranges from genuinely clean (plain Greek) to dessert-adjacent (Flip line at 17g added sugar). A consumer who trusts Chobani because they've read the plain yogurt label and found it clean may purchase a Flip cup with a different assumption than the label supports. The brand halo from the plain line extends across the entire portfolio — which is valuable marketing and potentially misleading nutrition communication simultaneously.

Chobani's "natural" claims on flavored products have been challenged in litigation. A 2013 class action alleged that Chobani's use of "natural" to describe products containing non-organic milk was misleading. The suit settled. Chobani's "natural" labeling has since been more carefully managed, but the underlying tension between the brand's clean-food identity and its portfolio's actual ingredient range remains.

07Safety TransparencyGreen

Chobani's safety record is strong. A 2013 mold contamination recall affected approximately 35 varieties and resulted in consumer complaints of bloating and illness. Chobani identified the mold strain (Mucor circinelloides), issued a voluntary recall, and implemented manufacturing process changes. The response was considered timely and transparent by industry and regulatory standards. No subsequent major safety incidents have occurred.

Chobani publishes a formal food safety and quality program, operates under continuous FDA oversight as a dairy manufacturer, and has not had recurrence of the 2013 issue. The green score reflects a genuine safety record — this is not a charity score. The company has earned it.

Sources & Documentation
Chobani S-1 / IPO Filing, 2021Filed October 2021. Disclosed HOOPP stake (~7.6%). Withdrawn September 2022. Available via SEC EDGAR.
WSJ / Bloomberg reporting, October 2025$650M equity raise at $20B valuation confirmed. Investor identity not disclosed in reports reviewed.
La Colombe acquisition announcement, 2023Chobani acquires La Colombe for ~$900M. Press release and subsequent press coverage.
Daily Harvest acquisition, 2025Acquisition terms undisclosed. Reported via trade press (Food Dive, Grocery Dive).
FDA Recall Database, 2013Chobani voluntary recall — Mucor circinelloides mold contamination. ~35 varieties recalled.
National Yogurt AssociationLive and Active Cultures seal requirements: minimum 100 million cultures per gram at time of manufacture.
USDA FoodData CentralChobani plain nonfat Greek yogurt: full ingredient list and nutrition facts. Flavored line sugar content data.
Tent Partnership for RefugeesChobani's documented refugee hiring commitments and employee ownership program details.