I think Disney just seriously underestimated the demand for the Cameron films. They are decades old and have never been available on HD physical media. These aren't films where people might just decide to hang on to their old Blu-Rays.
Also they are from a director who has 3 films in the top...
I went to every store that sells movies locally today and found no James Cameron discs anywhere. Still a very big week for me, I got Aquaman 2, Poor Things, Anyone But You, and a release I didn't see an announcement for. A 4K steel book for the 2022 All Quiet on the Western Front.