Often times, "delayed" Walmart orders are a euphemism for "canceled". Most of us had our pre-orders for the Vintage Collection Din Djarin (The Mandalorian) figures move from "processing" to "delayed" last month. It basically meant we'd be sitting on a tack waiting to see if they'd be fulfilled or canceled.
I personally placed two orders of two figure as a hedge to get one decently carded figure (4 total). Just now I received two cancelation emails. Walmart is canceling one figure form each order, meaning I now have two orders for a single figure (2 total). Is this a way for Walmart to retroactively apply a "two per customer" limit? So far my order for two Incinerator Troopers is intact.
Update: We are receiving reports that some collectors are having all their orders canceled.