{
  "report_rows": [
    {
      "kpi": "Retail units sold",
      "prediction": "BEAT",
      "answer": "pred ~206k vs. cons ~198k",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$775M vs. cons ~$735M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP retail GPU",
      "prediction": "IN-LINE",
      "answer": "pred ~$3,330 vs. cons ~$3,340",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EBITDA framing (raise/reaffirm 'significant growth')",
      "prediction": "BETTER",
      "answer": "guide ~$3.0B+ vs. cons ~$2.9B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 sequential records (units & EBITDA)",
      "prediction": "BETTER",
      "answer": "guide units ~215k / EBITDA >$775M vs. cons ~210k / ~$760M (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Retail GPU YoY direction",
      "prediction": "LOWER",
      "answer": "guide ~$3,330 vs. cons/yr-ago ~$3,540 (Q2, down YoY on tariff/spread)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 6.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "Records on units/EBITDA plus a likely FY26 raise support an initial pop, but the guided YoY retail-GPU decline and rich multiple cap upside; out-period math is neutral-to-slightly-positive (units revised up, GPU/margin revised down), so the initial move largely holds rather than compounding or fully fading. High-beta (~2.0) name means idiosyncratic move dominates the reaction.",
  "day5_confidence": "LOW"
}