{
  "report_rows": [
    {
      "kpi": "ZYN U.S. Can Volume (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~200M vs. cons 221M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "HTU Shipment Volume (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~41.5B vs. cons 41.3B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adj. Diluted EPS (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.04 vs. cons $2.04",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adj. EPS Q3 2026 (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide ~$2.35 vs. cons ~$2.41",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide $8.31-$8.46 reaffirmed vs. cons $8.38",
      "confidence": "HIGH"
    },
    {
      "kpi": "ZYN H2 Qualitative (H2 2026)",
      "prediction": "UNCHANGED",
      "answer": "H2 improvement signaled, ZYN Ultra on track",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH - ZYN miss pulls Q3 volume estimates lower; sell-side trims ZYN FY targets; no near-term catalyst to reverse",
  "day5_confidence": "MEDIUM"
}