Think you are right and the shipping logs seem to show that they are indeed making things for upcoming seasonal sales only. Looks more and more like the Hellcats at least will not be coming anytime soon and are part of the "everything else."
Maybe the dealers are backing off pre-orders because they have a feeling things are not going to arrive in a reasonable timeframe anymore. Why anger more and more people and spend everyday processing cancellations. Not fun and certainly not good for future business relations.