Matt Johansen @mattjay.com · Jun 13 Market impact: UNFI stock was down 9% after 8-K filing mentioned ongoing disruptions. Critical infrastructure implications too - UNFI serves hospitals, schools, SNAP retailers. (It's now down over 20% the last 5 days)
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This fits a pattern: Major supply chain attacks hit Clorox (2023, $356M impact), Sysco (2024, data leak), JBS Foods (2021, $11M ransom). Targeting distributors maximizes downstream impact.