I’ll have a go.
I think they have been suprised by popularity of their recent offerings. Their JIT manufacturing has meant a lack of supply for their newer movements and having to rely on Rolex to fill in has led to longer delay?
They seemed to to have learned quickly from their big brother about supply and demand and now stories have started about removal of stickers before buyer can take watch. Only a matter of time before warranty cards are kept too?
There is not room for two Rolex in the market. Something has to give.