Interesting! I missed the initial big shift this week (buried in a project), but had a business owner in CA referred to us today because of a devasting drop. She's a storefront with service area (delivery) and claims to have lost 75% of her sales after being punted from the Local Pack. In this case, the businesses listed are technically in another city and she's at the center. It was a quick conversation at the end of the day, but a quick look shows she has more reviews and citations, GMB appears to be in order.
It's surprising to see her pushed out by not-quite-local competitors. Need more digging.