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wizkid1

11/01/10 3:48 PM

#149900 RE: ActivClient #149899

I can accept that. But all the more reason to recognize that Walmart should not have an impact on the 3rd quarter financials since this old news from the 2nd quarter. The start of the slide in PPS can just about be pointed to the time period when the Walmart info was starting to leak out.

lbdave

11/01/10 3:51 PM

#149901 RE: ActivClient #149899

I also believe the market has veiwed it as a lost account at this point. The bad news is we no longer have the ability to sell product to the first time buying foot traffic that wanders the isles there, and just the assumed stature of being on the shelf there. The good news is, there are plenty of other retailers in Canada where repeate users of the product will still be able to purchase the product. Im sure the quarterly re-orders from Walmart were a nice addition to the winning brands financials, but we should be getting close to the time where the lingering effects should be washed out, and re-orders from other retailers should/could pick up from additional ex-walmart shoppers buying product from them.