The Ledger

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Prediction Open · timeframe Aug 2028

Peter Rahal projects David's worst-case outcome is a $1.5 billion valuation

“Yeah. So that would be like the underwriting for like worst case scenario, sort of like, if they don't really do what they're saying they're going to do, this would be a minimum 1,000,000,005, something like that.”

Peter Rahal Aug 8, 2025 ▶ 53:35 20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal

Prediction Held up

David will scale its multi-brand portfolio through internal creation, not M&A

“The difference is Mars has done it through M&A. We'll do it through creation.”

Peter Rahal Aug 8, 2025 ▶ 55:16 20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal

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