Take this with a grain of salt. It's speculation based on my own opinion.

We (retailer is considered big box) are getting fairly concerning delivery slides for holiday. Like product arriving after xmas. That was intended for before xmas.

It's the stuff youve been hearing. Ports etc.

I assume every retailer will be the same. There is not going to be the usual quantity of goods at the correct time, so if you like holiday shopping, maybe start now.

Last minute may be difficult. I've been doing this a long time and have never seen anything even close to this kind of timing miss.

The caveat is retailers who decided to air goods. But most try for boat.