Not deeply surprised at Fuji's move. Kodak has spun one or two new generations of each of the Portra films in the last few years. All Fuji did in the same period was rename and repackage them. Not enough sales to sustain capital investments. So with all the improvements, Kodak must have gained market share.
I'll miss 800Z, it had a pleasant bit of punch for a fast film.
One surprise is that there isn't more carnage on the E-6 side. Maybe Fuji's market share is stronger there? There's nothing like Velvia 50 in Kodak's E-6 portfolio.