Let's say BBDA manages to get into all of them over time as they expand through this new door they recently opened.
Let's use an easy number here; 75$ revenue per store per day on average.
= 93 million a year revenue off Walmart alone.
I'd take a RS with this news so long as the price isn't near value yet. A "well timed" RS if they made it big would work just the same as a buy back for long term profit percentage IMO
Of course I'd take the buy back option first :) but if you really think about it, that news is all its going to take...