I think you might be over-thinking it. My take was that YOW was releasing its annual report so took the opportunity to give a bit of an update on the Walmart roll-out and framed it separately to clearly bring attention to the most salient information.
Progress on the Walmart roll-out may have been slower than many thought, I must admit I never really considered the extent of the undertaking to get distribution into place until Mordja started discussing it.
As to share price movement, I think news like a Walgreen, 7/11 or possibly more detail on expanded Middle East trials/distribution or other regions will see a significant rise - any of which could come in the short term.
Personally, I'm hoping another month or so getting things in place for Walmart then Walgreen announced in October, which is when a decision is reportedly due. Then a good quarterly at the end of October. Could you really see the share price still hovering around $1.20 if this entirely possible scenario comes to pass?
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