{
  "report_rows": [
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$6.50B vs. cons $6.43B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Comparable Sales Growth Total (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~+3.3% vs. cons +2.9%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. Diluted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.10 vs. cons $2.07",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adj. EPS (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$7.50-$8.00 reaffirmed vs. cons $7.73",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 Total Sales Growth (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~3%-5.5% reaffirmed vs. cons ~4.8%",
      "confidence": "HIGH"
    },
    {
      "kpi": "Iran Conflict / Q3 EBITDA Risk (qualitative)",
      "prediction": "BETTER",
      "answer": "actual Q2 impact at low end of $10-20M; Q3 risk reduced",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "O'Reilly Bid / Separation Update (qualitative)",
      "prediction": "UNKNOWN",
      "answer": "management will not confirm bid; investor day timing update only",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 archetype C pattern: beat absorbed day-1, implicit H2 cut pulls estimates lower over 5 days as sell-side models reaffirmed FY guide against Q2 beat",
  "day5_confidence": "MEDIUM"
}