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Edison released an updated report, not much changed really. This is a summary.

Yowie Group’s retail revenues doubled on a sequential basis in the September quarter to an estimated US$4.8m as the company expands its rollout from 1,500 to 4,300 Walmart stores in the US. With the Walmart rollout nearly complete, inventory-related working capital needs are declining, improving operating cash flow trends. Based on these early results, we believe there may be upside to our fiscal 2016 base case outlook. However, we are maintaining our estimates for now as the September quarter numbers reflect both retail and stock-building sales.

My take is they know the company is doing better then they initially thought but aren't upgrading targets until they get a better sense of sales (next quarterly I would say).