The Ledger
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RXBAR generates $200M in revenue but wasn't an extraordinary acquisition
“I think probably like 200, but profitable right now for, and especially in Mars portfolio, like they need stuff to get to a billion in revenue. And I think that its position is hard to innovate. You can't go down on price because you're using a whole real food…”
Personal health products have become the primary luxury status symbol
“You know, if you see, if you're eating a David bar, you're signaling to people that, you know, it's premium. I'm having a little bit of a luxury. I can afford it. I care about my health. I'm smart because I care about my health. Health is the next status thing…”