{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.10 vs. cons $2.07",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic net-revenue growth",
      "prediction": "BEAT",
      "answer": "pred ~5.4% vs. cons 5.0%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "HTU shipment volume",
      "prediction": "IN-LINE",
      "answer": "pred ~41.0 billion units vs. cons 41.0 billion units",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 reported adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$8.44-$8.59 vs. cons $8.52 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 organic net-revenue growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~5%-7% vs. cons 6.0% (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "U.S. ZYN offtake / second-half acceleration commentary",
      "prediction": "LOWER",
      "answer": "guide ~6% U.S. ZYN offtake growth vs. cons 8% (2H26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$2.10 EPS beat versus $2.07 consensus is likely offset by unchanged ~$8.44-$8.59 FY26 EPS guidance versus $8.52 consensus and softer ~6% ZYN growth versus 8% expected, prompting modest out-period estimate cuts and a continued negative revision cycle.",
  "day5_confidence": "MEDIUM"
}