I think Kyle could be waiting on the numbers to prove up the success. A prediction or business plan, does not trump actual evidence of success. We did receive some indication of how things are working out, very early into the transition. The actual sales figures regarding sales of the new high margin product from November through January have been provided, although focusing on that positive development led some like myself to believe the overall quarterly numbers would be better.
A new PR might provide an update on those numbers, and perhaps include the notation that the new product line now accounts for x% of sales in the current period as opposed to x% of sales in the earlier period.
This could be a positive or a negative depending on how "overall sales are going.