Some meetings end with everyone supporting a decision nobody wanted.
One person thinks, “I don’t agree, but everyone else seems to.” Then nobody objects, silence becomes approval, and the group moves in a direction most people would have avoided.
The failure where you learn a tremendous amount and then you know you've earned a secret by going out there trying to solve a hard problem and not being able.
Ben Horowitz
6/ Peter Rahal’s RXBAR history, investor backing and attention from names such as Peter Attia and Andrew Huberman helped the brand get noticed. But the first explanation is simpler: David made the product easy to compare, then built the brand around it.
5/ The product promise was also supported by technology. David positioned EPG as one reason it could offer high protein with fewer calories, then acquired Epogee, its manufacturer, in May 2025 after a $75 million Series A.
4/ This positioning found a commercial response. David started selling directly to consumers on September 16, 2024, and reported $1 million in sales during its first week.
3/ The comparison became even clearer on the shelf. FoodNavigator listed RXBAR at 12 grams of protein, ALOHA at 14 and KIND at 12. David’s 28 grams did not require much interpretation.
2/ Most protein bars require reading the ingredient list before you understand the difference. David reduced its promise to three numbers: 28 grams of protein, 150 calories and 0 grams of sugar.
How did David grow so fast, and what made it different from other protein bar brands?
David’s first difference wasn’t its brand story. It was the 28-gram number on the back of the bar.
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