Ok let's analyze what has been stated... 10x more than expected.... I interpret that to mean.. I have 1000 units and received 10,000 orders... ?
Nah, I don't think you should infer that.
The problem is more to do with the rate at which the place was contracted to fill orders. You have to do guesswork with that, try to figure out ahead of time how many orders will get placed on day 1, then you tell the place and they assign N workers to the task. I think those workers got overwhelmed by the actual volume vs. the projected volume and they need to catch up. It seemed to speed up at some point, so I'm guessing they added workers.
Also, OBs said at one point that the first batch's size was at least 5 digits, meaning at least 10,000 units. He also mentioned at one point that it was well *over* 10,000. They should have plenty of units for everyone. I think it's just the bottleneck of getting everything physically shipped that's the issue here.