The second one seems most likely as there are indications that the boxes are only just arriving. Also there is an old meme about sending away for items delivered from Acme, like the coyote in Road Runner cartoons.
I’m wanting to do that, and steam has made it possible, but I have just a couple of games holding me back still. Not the games’ fault, it’s just that I’d have to buy them again on steam and I’m po’.