I have never been so relaxed, page-8

The product is all going directly off shore for the higher margins during this busy time. Also they have a limit on how much English label they can manufacture given the Chinese won't tell them what channels they can sell English label next year. Unfortunately, it's the Chinese authorities that have * up their supply chain as they provide no timely information to manufacturers who have 3 to 4 month lead times for product manufacture.

They are probably balancing best they can and managing risk. The other IF manufacturers have excess stock for months eg BAL and others do not have the flexible sales channels so they will provide all the English label you need for now, but will be stuffed if the reg changes go against them. You will then have plenty of extra discounted supply from them. It's all about risk management.