00:00
Protein packed food now seems to be everywhere you turn.
00:08
From the biggest TV shows.
00:10
Dude, a protein shake, I said let's buffin you up.
00:12
To fitness influencers.
00:14
30g of protein.
00:15
This is the fastest way to get over 100g of protein in one meal.
00:19
And celebrities. This guy is my my favorite protein powder.
00:24
One thing is for certain, protein is at the center of the
00:27
cultural conversation.
00:29
A 2025 Bain survey found that 44% of U.S.
00:33
respondents said they want to increase their protein intake.
00:36
That's a ten percentage point increase from the same time in
00:39
2024. And now it seems like every big business and corporation is
00:43
trying to capitalize on the obsession.
00:44
Over the past couple of years, General Mills has rolled out high
00:47
protein versions of some of its most iconic brands,
00:51
like Cheerios and Wheaties or Annie's Mac and Cheese,
00:55
and there are smaller brands, too, like Magic Spoon cereal.
00:58
Between 2020 and 2024, General Mills had 78 protein
01:03
related patents that published.
01:05
Which is 50% more than five years prior,
01:07
according to data from PitchBook.
01:09
Pasta maker Barilla rolled out protein rich pasta back in 2005,
01:13
but the company says the mainstream adoption of high protein foods has
01:17
especially benefited the brand as of late.
01:20
What we've seen in the last three years is demand that,
01:24
like we haven't seen before in the double digits.
01:26
It has been unprecedented.
01:27
So why are there so many brands going all in on protein?
01:31
And is this trend here to stay?
01:38
One of the most interesting aspects of this trend, from the retail side
01:41
of things, is the wave of nontraditional players entering the
01:44
space. It's created opportunity for things like this:
01:48
protein packed ice cream.
01:50
We sell a pint every 3.5 seconds right now,
01:52
which is like really crazy cool.
01:54
I think, you know, last year we were sub $100,000 in
01:56
revenue, and now we're on our way to $20 million in revenue this
01:59
year.
02:00
Protein pints was founded in 2023 by best friends Paul Reiss and
02:05
Michael Meadows. In less than a year,
02:07
the brand went from being sold in just 14 stores to over 7000
02:11
nationally, including in Target and Kroger.
02:15
Ten, 15 years ago, it was hard to find something with
02:18
protein that actually tasted good.
02:20
But now, today, there's companies like us when we're bringing ice
02:24
cream to the table and people can actually enjoy it.
02:28
While Protein Pints is an up and coming brand.
02:30
Some of the biggest companies in the world are reformulating their
02:33
legacy products to enhance their protein content.
02:36
Food is marketing.
02:38
I, I teach this in all of my classes.
02:40
I teach this in my clients.
02:42
We eat emotionally.
02:43
Marketing attracts us and that's what makes it exciting.
02:46
When a company says, yeah, this is a product that we've
02:49
had for decades, maybe we will say,
02:52
and now we're high protein, or now we are full of protein,
02:57
and that brings it back off the shelf.
03:00
That's the decades long playbook of conglomerates like Kellogg's and
03:03
General Mills.
03:05
We have protein news in most of our categories.
03:07
We now have a $100 million business in cereal and protein,
03:10
things like Cheerios protein and Nature Valley protein.
03:14
We have the biggest protein bar in the bars category in Nature Valley
03:17
protein.
03:18
Kraft Heinz, on the other hand, has revamped the packaging of
03:21
things like Lunchables to showcase its protein content.
03:24
Even Starbucks is testing high protein cold foam on its coffees,
03:28
and West Coast coffee chain Dutch Bros.
03:30
Rolled out protein coffee about a year ago.
03:33
That is so good.
03:36
So this protein trend is moving well beyond just the grocery aisle.
03:39
We're not just talking about grocery stores. We're not just
03:41
talking about in restaurant, but we're actually talking about a
03:43
lot of the gyms. Lifetime fitness, one of the companies that I cover,
03:46
actually has its own supplement line that it's been really trying
03:49
to promote and push and prioritize.
03:52
And so what you're seeing now is the capitalization on that.
03:55
Whey is a key ingredient of many protein powders and also a
03:58
byproduct of cheesemaking.
03:59
It's become a moneymaker for the dairy industry.
04:02
In January 2004, about 27 million pounds of whey
04:05
protein concentrate was produced in the US.
04:08
20 years later, that number was nearly 43 million.
04:15
A trend report from food and agricultural company Cargill found
04:18
that 61% of consumers reported increasing their protein intake in
04:22
2024. That's up from 48% in 2019.
04:26
While there are many companies adding protein to nontraditional
04:30
products like chips and ice cream, Americans are also upping their
04:34
intake of chicken, which has soared in consumption
04:37
over the past decade.
04:39
In 2019, the US protein market was estimated to be valued at $89.9
04:44
billion. By 2028, that is projected to reach $126.3
04:49
billion. That figure doesn't include high protein consumer
04:53
products or meat from food service operators.
04:55
There's a number of reasons why Americans are prioritizing these
04:58
protein driven diets, right?
05:00
I mean, the first is GLP one weight loss drugs.
05:03
They're on the tip of everyone's tongue and currently part of the
05:05
cultural zeitgeist.
05:07
Then you have the fitness influencers on social media that
05:09
are pushing these high protein diets and high protein products.
05:13
And then you have this administration that is currently
05:15
prioritizing Make America Healthy again,
05:18
right. Maybe driving companies to prioritize those types of products
05:22
in their portfolios.
05:23
Vanity fair blames the trend on MAGA influencers.
05:27
Meat is the most nutrient dense food you can eat.
05:29
But social media is being flooded with protein content from all
05:33
sides, especially from celebrities and fitness influencer accounts.
05:37
What is the idea of putting a protein on a popcorn?
05:39
Well, I am more of a snacker grazer throughout my day.
05:43
You want to be Jack? You need to make these high protein burritos.
05:45
Ready to drink. Protein shakes have also seen a surge in popularity,
05:49
with brands like Coca-Cola, PepsiCo,
05:51
and Celsius all vying for market share.
05:54
In fiscal 2024, Premier protein shakes accounted for over 80% of
05:59
BellRing Brand's net sales.
06:01
Its stock price is up more than 200% over a five year period.
06:06
Studies have found that protein can help build muscle,
06:08
boost your metabolism and help you feel full for longer.
06:12
And as NPR's All Things Considered podcast points out,
06:16
protein has not been villainized by diet culture.
06:19
You go back to the low fat diets of the 90s or the Atkins low carb
06:24
craze of the 2000.
06:26
But protein, it's never really had a quote unquote bad reputation.
06:30
The pasta taste you love.
06:31
With the energy you want.
06:33
In the protein pasta market.
06:36
We have seen growth of 20% over the last three years,
06:41
year over year, of which nearly 80% is coming from Barilla Protein
06:45
Plus.
06:45
What we're seeing is that we're seeing increased appetite for
06:49
protein. I don't know if it's because of GLP or just,
06:52
you know, the consumer is evolving in their nutritional preferences.
06:55
So I think protein will continue to grow.
06:57
We'll have offerings. We'll have big launches coming up in Q4 and
07:01
next year.
07:02
I was using AI to build a diet plan that tracked not just my protein,
07:07
but also my fats and my carbs.
07:09
And then I used ChatGPT to put together a shopping list.
07:12
And what was super interesting was that when I actually clicked on
07:14
some of the items that it told me to buy.
07:16
They were some of these high protein items,
07:18
and I really think that it goes to speak to the volumes that these
07:21
companies have put into marketing these products.
07:28
Many consumers worry that things taste differently when protein is
07:31
added. That could be a threat for companies jumping in on the trend.
07:35
When you add something or when you change the composition to try to
07:38
make something quote unquote healthier,
07:41
you have to realize people are still going to benchmark the taste.
07:45
They're still going to benchmark the texture in their mouth.
07:47
They're still going to want to see if it's going to cost anymore,
07:50
if it's going to affect their pocketbook. So once you start
07:53
adding in claims on a food item that we're now higher protein,
07:58
it becomes a little bit of a different evaluation set for the
08:02
customer.
08:03
This is especially important to legacy brands like Cheerios,
08:07
where pretty much everyone knows what the original tastes like.
08:10
When I was out filming for the story, I saw quest peanut butter
08:13
cups. They're high in protein, low in sugar.
08:16
I feel like it's a little bit stickier than a Reese's Cup,
08:20
but it's not chalky.
08:21
And for having less than a gram of sugar,
08:23
it's pretty good. Protein Pints says this gives them a unique
08:26
position compared to established industry players.
08:30
We get to build the brand from from nothing in the sense that we build
08:34
that trust with the consumer, that this is the product. We are
08:37
protein versus somebody else has to rebrand their product.
08:40
That is not known for functional benefits for that.
08:43
So I think there's a bit of a disconnect to the consumer there
08:45
sometimes too, that gives smaller brands like protein bites the
08:48
advantage in the space.
08:50
Another consideration is that many people may already be getting an
08:53
adequate amount of protein simply from a balanced diet.
08:56
A product with 20% or more of your daily recommended value is
09:00
considered high, according to the FDA,
09:03
meaning the original version of Chobani Greek Yogurt,
09:05
for example, is already a high protein product.
09:09
Nonetheless, companies are finding that more protein is what the
09:12
consumer wants. Chobani, for example,
09:14
says it found 85% of Americans want to increase their protein intake in
09:19
2025, and a study, paid for by beef stick company
09:22
Chomps, found that protein snacks are growing at three times the rate
09:26
of the overall snacking industry, accounting for $24 billion in 2024.
09:31
Barilla has continued to roll out new protein pasta shapes and says
09:36
more and more grocery stores are stocking its Protein Plus line on
09:39
shelves.
09:40
It has been in existence in our portfolio for over 20 years with
09:43
solid growth. We're seeing explosive growth in recent years,
09:48
but it is a hallmark to health in general for consumers.
09:53
It's just getting its moment in the sun right now,
09:55
but it's not going to go away because people will always need
09:58
protein and they will always want protein that tastes good.
10:01
These companies wouldn't make this decision to double down on their
10:03
investment in protein, and have to defend that to
10:06
shareholders and investors. If they didn't believe that this was a
10:08
trend that was here to stay.