{
  "report_rows": [
    {
      "kpi": "Adj. Gross Profit (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1,105M vs. cons $1,082M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "NA Confectionery Organic Sales Growth (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~-1.0% vs. cons -1.9%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EPS Diluted (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.52 vs. cons $1.43",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adj. EPS (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$8.40-$8.72 midpoint $8.56 vs. cons $8.43",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net Sales Growth (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm 4%-5% vs. cons ~4.5%",
      "confidence": "HIGH"
    },
    {
      "kpi": "Gross Margin Trajectory H2 2026 (qualitative)",
      "prediction": "BETTER",
      "answer": "confirm >500bps H2 expansion on track, possibly raise language vs. prior commentary",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side revises H2 estimates up modestly on confirmed gross margin inflection; guidance raise provides new anchor; no implicit H2 cut in the math",
  "day5_confidence": "MEDIUM"
}