{
  "report_rows": [
    {
      "kpi": "Comparable EPS (Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$0.95 vs. cons $0.93",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic revenue growth (Q2)",
      "prediction": "BEAT",
      "answer": "pred ~+4.5% vs. cons ~+3.5%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net revenue (Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~$13.2B vs. cons $13.2B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 organic revenue growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~4-5% vs. cons ~4.5% (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY26 comparable EPS growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~8-9% vs. cons ~8.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 comparable currency-neutral EPS ex-M&A",
      "prediction": "UNCHANGED",
      "answer": "guide ~6-7% vs. cons ~6.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fairlife ransomware H2 impact",
      "prediction": "UNKNOWN",
      "answer": "guide ~contained to H2/no FY cut vs. cons ~modest Q3/Q4 drag, recovery by H1 2027 (H2 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 free cash flow",
      "prediction": "UNCHANGED",
      "answer": "guide ~$12.2B vs. cons ~$12.2B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.3,
  "day5_path": "FADE",
  "day5_rationale": "Likely a modest EPS/organic beat with a reaffirmed (not raised) FY guide, but Fairlife's July ransomware disruption implies an out-period (Q3/Q4) drag that trims H2 estimates even after the beat. With the stock up ~22% YTD near highs and expectations demanding a 'reiteration-plus,' the initial pop fades as out-quarter numbers get shaved and valuation caps upside; low beta (~0.55) keeps moves small.",
  "day5_confidence": "MEDIUM"
}