I know this sounds far fetched but maybe, just maybe they had a problem with delivery, it's not totaly unheard of...........
.........although that can't be possible, things like that never happen.
i work in the retail sector and if i order any thing i am given a deliver time, if its late im given another delivery time, if its late again i source else where, needless to say it never gets to the third option and even if its late I TELL MY CUSTOMERS!!