You've just gone up a level to draw the boundary at the wrong place. That money isn't "gone", because as you've said, the customer simply buys from a competitor.

This is going to be bad for some individual businesses (imagine a small business buying a whole container of perishable goods), but systemically it's a blip. Delays are not destruction. Failure to make something is not the same as spending resources to make it only to have it destroyed.

Money shifted around to different winners, but very little damage occurred.