If their past position of estimating for Wal-Mart had changed to getting hard numbers from Wal-Mart, they would've had a press release shouting it from the rooftops, as that would've given them close to 90% of the market in the U.S. However, there isn't such a press release, and Wal-Mart
still doesn't have a compelling reason (outside of NPD just laying down a bunch of cash) to jump into NPD's pool. What does an 800-lb gorilla do?