I don't think we're going to see any concessions; anyone who challenges Apple on this is going to be pointed at their delivery estimates (which have all given Apple a lot of wiggle room), and will frequently be pointed to the reality that many customers got their product earlier than anticipated.
It is, however, growing progressively more frustrating, because Apple is continuing to be silent. They've made a lot of noise about shipping orders in the order they were received, except we're seeing people who ordered days after the preorder who are getting their Watches while others who ordered MINUTES after preorders started are still stuck in processing.
I've seen very little movement on the 38mm SGS w/ BSB. 😟