It's pretty clear at this point that there are no 38mm SGs shipping, pretty much anywhere in the world. If yield was good enough for there to be pre-stock in the U.S., we would have had a tidal wave of Europe and Australia shipments as well, just like with the white sports and some SG 42s.
If they had arrived with the SG 42s in PANC today, they would have been entered into the system at the same time and triggered charges and notifications for US and CDN buyers, just like with the other models.
In another thread, someone had a call with Apple executive relations and noted specific issues with the SG 38 model.
It's unlikely we'll get watches tomorrow. Enjoy the weekend and hope that it gets sorted by next week.