They're still the leaders in this business, but this will definitely give the competition a chance to catch up if they're not careful moving forward; once someone else gets that foothold it'd be a hard fight to win it back.
These recent setbacks are much fewer and further between than what we saw just a couple years ago, so there has been noticeable improvement. Just more people to notice trouble now. Not that long ago they swore off giving estimates to ship when delays hit, them even saying Q1 gives me hope that they're confident it will be fixed sooner, I just hope we don't see delays like the early days.
My lowly opinion is to keep shipping to the current customers, once you lose them they may not come back easily. Keep the current powder flowing somehow, or take the next few weeks to roll back to 1.5 and continue to sell as normal. The powder may not have been as tasty as the RTD, but it sounds like it's still a major seller for them, perhaps the biggest. I think bars need a lot of work to get them to go big.