IMO the share price reflects that the revenues are still too low to justify investors paying a higher price for shares. This is why this year needs multiple deals like the hotels. WNBD needs to be self sufficient or at least showing it is well on its way to achieving self suffieciency by the end of the year. To do that, WNBD needs the large recurring orders: GSA, hotels, Sam's Club, etc.
Duane Reade is an example of a consumer operation that is taking too long to develop for the company's revenue needs today. In the long run, accounts like Duane Reade will be great. But today we need accounts that can quickly supply funds to support the foundation of the company.
I still believe that 2012 is a very critcal make or break year for WNBD. I'm a long term investor but I do also recognize the crossroads that the company is at currently.