{
  "report_rows": [
    {
      "kpi": "Adjusted Diluted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.13 vs. cons $2.10",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$6.45B vs. cons $6.39B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "North America Automotive comparable sales growth (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~+2.2% vs. cons ~+2.0%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted Diluted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$7.50-$8.00 (mid ~$7.75) vs. cons ~$7.72 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 total sales growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~3%-5.5% (mid ~4.25%) vs. cons ~4.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Separation dis-synergy/stand-alone cost estimate & O'Reilly/NAPA strategic commentary",
      "prediction": "UNKNOWN",
      "answer": "guide ~$100-150M unchanged vs. cons ~$125M (through Q1 2027 completion)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.3,
  "day5_path": "FADE",
  "day5_rationale": "A likely modest EPS/revenue beat and reaffirmed FY26 guidance should produce a small positive day-1 pop, but absent concrete confirmation/denial of the O'Reilly/NAPA sale process (the true stock driver), algorithmic 'buy the rumor, sell the news' flows plus lingering Iran-related freight/fuel cost drag into Q3 and margin-challenged International Automotive results are likely to prompt analysts to trim out-period (H2/FY) estimates even after an in-line-to-slight-beat headline, causing the initial reaction to fade over the following days as the market refocuses on unresolved M&A/regulatory overhang rather than the operating print.",
  "day5_confidence": "MEDIUM"
}