I think there is a lot to like:
1. Sales lag new listings by about 3-4 months, so the potential looks quite good for continued growth for EOY. Safeway was announced only last May so I'm very looking forward to those numbers being included. (I did some extrapolation of listings to sales, but forget the numbers offhand but their aggressive goals looked attainable).
2. They cancelled their need for financing and look to soon be cash-flow positive.
3. I like the niche and marketing ... my wife loves Stevia, which they use in part as a sweetner. Stores are filled with teas and sports drinks but I dont't see any low-calorie lemonade.
4. A lot is just marketing, and Cabana I think is a brilliant name ... evokes being on vacation.
5. They've acheived critical mass and per-unit costs have being dropping and margins should continue to improve.
6. Pulse has just been lauched ... has a higher margin and only non-dairy drink to include fat-soluable vitamins.