The David Protein Bar Controversy Explained
The David protein bar, launched by RXBar founder Peter Rahal, quickly gained a reputation for its impressive macronutrient profile: 28g of protein, 150 calories, and 0g sugar. However, the brand's rapid success was soon eclipsed by a series of high-profile issues that led to the full-blown David protein bar controversy, involving a contentious acquisition, an antitrust lawsuit, and claims of misleading product labeling.
The Antitrust Lawsuit and the Epogee Acquisition
At the center of the legal dispute is EPG (esterified propoxylated glycerol), a patented, modified plant fat produced exclusively by Epogee, which provides the texture of fat with significantly fewer calories. The core events unfolded in mid-2025:
- May 2025: David Protein announced a successful $75 million Series A funding round, confirming its acquisition of Epogee. This gave David complete control over the EPG ingredient supply.
- June 2025: Three competing CPG firms—OWN Your Hunger, Lighten Up Foods, and Defiant Foods—filed a federal antitrust lawsuit against David, alleging the company illegally monopolized the market for EPG. The plaintiffs claimed David used its newfound control to cut off their access to the ingredient, halting their product development and causing significant financial harm.
The 'Bait-and-Switch' Allegation
Plaintiffs argued that David and Epogee engaged in a "bait-and-switch" scheme. According to the lawsuit, Epogee encouraged manufacturers to build product lines around EPG, providing assurances of stable supply. However, following the secretive acquisition, Epogee abruptly ceased all sales to its former customers, causing widespread disruption across the food tech industry. Emails notified customers that new orders were no longer being accepted and that existing accounts were being wound down due to the acquisition.
David's Legal Defense
David Protein denied wrongdoing, stating in court filings that it was under no obligation to supply EPG to competitors who had not secured long-term contracts. The company argued that its move was for supply chain stability rather than market manipulation. An early court ruling denied the plaintiffs' request for a temporary restraining order, a setback that underscored the complexities of antitrust law concerning patented, proprietary ingredients. David also contended that EPG was not essential and that competitors had alternative options, though plaintiffs disputed this, citing failed attempts to find functional substitutes.
The Nutritional Transparency Controversy
Another significant issue fueling the controversy involved questions about the bar's nutritional accuracy, which emerged following independent testing by ConsumerLab.
ConsumerLab's Findings
In August 2025, ConsumerLab reported a major discrepancy in the nutrition facts of David protein bars. For one flavor, testing revealed:
- Calories: 229, instead of the 150 stated on the label (152% of the claim).
- Fat: 9.7g, instead of the 2g stated (nearly 500% of the claim).
- Protein: 23.6g, instead of the 28g stated.
EPG and the Labeling Discrepancy
The root of this disparity lies in the treatment of EPG. While David Protein labels EPG based on its metabolized caloric value (0.7 calories per gram), standard lab tests identify EPG as fat. This causes a massive inflation of the fat content in test results, consequently raising the total calorie count. David responded by claiming the testing methods were flawed and did not align with their calorie calculations for EPG. However, this raises critical questions for consumers about nutritional transparency, especially given EPG is an ultra-processed ingredient.
Product Quality and Consumer Complaints
Beyond the legal battles and lab results, consumer experience added to the negative press. Early in the controversy, Reddit threads surfaced with customer complaints regarding the product's quality.
- Oily/Fatty Substance: Some bars were reported to be coated in an oily residue.
- Chunky Texture: Customers found chunks of the white, fatty substance (presumably EPG) in the wrappers, which they found unappetizing despite company assurances that it was safe.
- Disgusting Taste: Some users, even those with low standards for diet products, described the texture and taste as disgusting.
Comparison of Claims and Findings
| Feature | David Protein's Label | ConsumerLab Test Findings | Context/Issue |
|---|---|---|---|
| Calories | 150 calories | 229 calories | Discrepancy due to EPG's caloric calculation vs. standard testing. |
| Fat | 2 grams | 9.7 grams | Massive difference stemming from EPG's classification as fat in lab testing. |
| Protein | 28 grams | 23.6 grams | Independent testing found lower protein content than claimed. |
| EPG Source | Modified plant fat | Acquired and controlled by David | The proprietary ingredient is now a monopoly, impacting competitors. |
Ethical and Market Impact
The controversy has sparked broader debates within the health food industry. The acquisition of a core ingredient supplier raises questions about competitive practices and potential market consolidation. Furthermore, the reliance on a highly processed, proprietary fat substitute like EPG, along with artificial sweeteners, clashes with the growing consumer demand for clean-label, whole-food products. For smaller brands that were dependent on EPG, the sudden cut-off of supply forced layoffs, product reformulations, and in some cases, business closure. As the lawsuit continues, the outcome could set a new precedent for how antitrust laws apply to ingredients in the rapidly evolving functional food market.
Conclusion
The David protein bar controversy is a multi-faceted issue that has severely damaged the brand's reputation, despite its impressive initial growth. The antitrust lawsuit over the Epogee acquisition, combined with the consumer distrust created by misleading nutritional labels and product quality issues, has left many consumers and industry observers questioning the brand's practices. While David defends its actions as securing a key component for its supply chain, the ethical implications of allegedly cutting off competitors and the lack of transparency regarding nutritional values have proven to be significant liabilities. The long-term resolution of the legal battles and the brand's ability to restore consumer trust will ultimately determine the future of David Protein. A detailed account of the legal proceedings can be found in the New York Times article, "The Protein Bar Arms Race".