Supply chains are not disrupted for the most part. Demand forecasting/capital is at fault for the current situation.
When the shit hit the fan, bike companies were not in a position to anticipate the demand. It is also more likely that they went hard to the other guardrail, trying to preserve capital to keep the business above water. The business is very inventory-intensive. The weird part is that the dynamic shifted rapidly. DSO (days sales outstanding) has probably dropped dramatically, people will buy, quickly, whatever you can build, and shops are willing to pay quickly to keep getting inventory, but nobody was able to adequately forecast the April - June numbers and everything is a catch up from there. I've seen no indication that supply chains are being impacted at a macro level, in most cases it is the ability to react to market changes that is creating issues across multiple businesses.