I would not characterize it as FC getting his lunch eaten when FC sells out of everything he ever offers. Even with populist suggestions that his products are overpriced. Such remarks lead me to believe that people think FC is losing potential profits on products he has not yet produced, which could be said for pretty much anyone else in the marketplace.
Continuously selling out of everything you produce is a sign of success, not weakness.
Avalon sold out of everything they produced.
BFL sold out almost an entire year of product before shipping.
And the rest of the companies with no product that have collected millions of dollars?
These products would sell out if you encased them in a pile of dog shit. So for this industry, selling out has no weight.