What David Bars Reveal About America’s Obsession With Protein
Have we taken the macronutrient mania too far?
David bars have been everywhere since their $1M launch week last year — and this past week, the brand made headlines again with a $75M Series A and the acquisition of Epogee, the food-tech company behind the plant-based fat substitute EPG.
While there’s been a lot of buzz around the business of David, there’s arguably been just as much chatter about their taste (according to many, it’s not good). So, I asked Nate Rosen, who writes Express Checkout, to do some digging into the David phenomenon. Here’s what he found.
The American relationship with protein has fundamentally shifted over the past decade. What began as a macronutrient primarily tracked by bodybuilders has evolved into a full-blown cultural obsession, with protein content now highlighted on everything from pasta to candy to popcorn.
This is bigger than any food trend. It’s a complete shift in how consumers think about nutrition, with macronutrient profiles often taking precedence over ingredient simplicity or even culinary tradition.
Few products embody this transformation more clearly than David protein bars, the latest creation from Peter Rahal, a man who clearly has a thing for the bar format. After disrupting the category with RXBar (and pocketing a cool $600 million from Kellogg's in the process), Rahal has returned with what might be the most impressive bar on the market. The bar boasts 28g of protein crammed into 150 calories with zero sugar. Today, we're examining what David's approach, recent reformulation controversy, and polarizing consumer response reveal about the broader protein market and where functional foods are heading next.
The Evolution of the Protein Market
Four key factors appear to be driving this protein-centric transformation:
First, our increasingly time-constrained lifestyles have created demand for convenient nutrition that can be consumed quickly between meetings or workouts. And the protein bar category has been a primary beneficiary of this trend, notably, snack and beverage products containing 15g or more of protein account for over $5 billion in sales, representing almost 70% of the sales volume attributed to the protein supplements category according to SPINS data.
Second, fitness culture has evolved from some niche thing to a permanent lifestyle orientation. As consumers seek to maintain rather than temporarily adopt healthy habits, protein has emerged as the macronutrient most clearly associated with maintaining muscle mass and supporting generally active lifestyles.
Third, protein's versatility as an ingredient has allowed manufacturers to incorporate it into virtually any food category. From protein-enhanced pasta to all the protein-fortified breakfast cereals, brands are responding to consumer demand by boosting protein content across their portfolios, often prominently displaying protein gram counts on packaging. Even Peter’s other brand, Hormbles Chormbles, has successfully incorporated protein into chocolate while maintaining taste and texture.
Fourth, the rise of GLP-1 medications like Ozempic and Wegovy have created an unexpected new market dynamic that's further accelerated this 'protein arms race.' These appetite-suppressing drugs, originally developed for diabetes but increasingly used for weight management, dramatically reduce appetite while creating new nutritional challenges for millions of Americans, and millions more to come. Users often struggle to consume adequate protein through traditional meals due to smaller portion sizes and reduced food intake, creating significant demand for highly concentrated protein sources.
This "protein arms race" has led established brands to reformulate existing products to meet evolving consumer expectations. Notably, Oikos recently launched a 30g protein yogurt variant. Not because the additional 7g represents a meaningful nutritional difference from their original 23g formulation, but because the market now expects these elevated numbers to remain competitive. Similarly, Chobani boosted its protein content to compete, while new entrants like Ratio offer yogurts with up to 25g of protein per serving.
The protein market's evolution has created a landscape where macronutrient profiles often supersede any other product attributes, setting the stage for scientifically optimized brands like David to find their niche.
David as a Case Study
David presents a fascinating case study in how the protein market is evolving toward increasingly specialized products. Founded by Peter Rahal, who previously disrupted the bar category with RXBar's whole-food approach before selling to Kellogg's for $600 million, David represents a dramatically different philosophy. One that embraces food science to achieve specific macronutrient targets.
The brand's backstory provides context for its market positioning. After the RXBar acquisition, Rahal could have comfortably stepped away from the industry. Instead, he identified what he perceived as an untapped opportunity: a protein bar optimized specifically for body composition and muscle growth rather than general nutrition or whole food ingredients.
This shift in focus is evident in the company's marketing language. David doesn't position its bars as snacks or treats, but as "tools" for body composition.
The brand's scientific advisory board—which includes prominent physicians like Dr. Peter Attia and influencers like the extremely popular Dr. Andrew Huberman—further reinforces this evidence-based positioning. David grounds its appeal in this scientific authority, a strategy increasingly prevalent across the functional food space more broadly.
What's particularly notable about David's approach is its transparency regarding formulation. When the company recently reformulated its bars to improve taste and shelf stability, it released an extremely detailed explanation of the changes. The reformulation included replacing stevia and monk fruit with artificial sweeteners sucralose and acesulfame potassium, and swapping allulose for maltitol as the primary binding ingredient.
But What About the Bars Themselves?
I first tried David bars when they launched, and honestly, I wasn't that impressed. The texture was off and dense, with an unpleasant artificial aftertaste that lingered long after finishing. The Chocolate Chip Cookie flavor was particularly disappointing, tasting more like a protein supplement masquerading as food than anything resembling an actual cookie. At $3-$4 per bar, it felt like paying premium prices for a compromise product.
But then came the February 2025 reformulation, and the difference was immediately noticeable. The new maltitol-based formula eliminated much of the chalky texture that plagued the original version. The switch from stevia and monk fruit to sucralose and acesulfame potassium dramatically improved the flavor profile. While these bars still don't taste like conventional snacks, or even Barebells, they're now genuinely edible rather than merely tolerable. Which I think will appeal to a broader consumer palette.
This improvement highlights a broader shift in the protein market. David's willingness to embrace artificial ingredients to achieve better taste demonstrates how brands in this space are prioritizing function over form. Traditional food product development has operated on the principle that taste drives repeat purchases, but David's approach suggests that for a growing segment of consumers, macronutrient profiles can outweigh sensory experience….as long as the product isn't actively unpleasant.
The brand's success despite initially poor taste reviews suggests that the protein market has matured beyond simple fortification. Where the first wave of protein products focused on adding protein to existing foods, and the second wave emphasized clean ingredients, David represents a third wave: scientifically optimized products that transparently position themselves as functional tools rather than conventional foods. Whether this represents progress or a concerning turn in our relationship with food remains debatable, but it's undeniably where a significant segment of the market is heading.
In Conclusion
The protein market's evolution over the past decade represents one of the most significant shifts in how Americans eat. David protein bars serve as both a fascinating case study in this transformation and a potential preview of where we're heading next.
As protein continues its march across every food (and drink) category and consumers become increasingly sophisticated about their personal nutrition, we're likely to see more brands following David's playbook: embracing food science over "natural" ingredients and positioning products as functional tools rather than treats.
Whether this represents progress or a concerning shift in our relationship with food probably depends on your perspective. But one thing seems certain: Peter Rahal's second act in the protein bar business suggests our collective obsession with optimizing everything we eat is just getting started.
 | A guest post by
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tried David bars last fall and really didn’t understand the hype. maybe the reformulation warrants a second go