{
  "report_rows": [
    {
      "kpi": "Comparable store sales (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~7.0% vs. cons ~5.7%",
      "confidence": "HIGH"
    },
    {
      "kpi": "Diluted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.90 vs. cons ~$0.87",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating margin (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~20.3% vs. cons ~20.4%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 comparable store sales guidance",
      "prediction": "BETTER",
      "answer": "guide ~4-6% vs. cons ~5.2% (FY2026 raise from 3-5%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 diluted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$3.05-3.15 vs. cons ~$3.05 (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY2026 operating margin guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~19.4-19.9% vs. cons ~19.7% (FY2026; SG&A/insurance pressure H1)",
      "confidence": "LOW"
    },
    {
      "kpi": "NAPA (GPC auto unit) ~$10B bid commentary",
      "prediction": "UNKNOWN",
      "answer": "guide n/a ~$10B bid vs. cons no formal disclosure (Q2 call Q&A) \u2014 likely declines to comment",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.0,
  "day5_path": "FADE",
  "day5_rationale": "Clean beat-and-modest-raise drives a positive day-1 pop (stock already rebounded from ~$83 to ~$91 into the print, so some good news priced). But out-period math bites: after +8.1% Q1 and a strong Q2, holding FY comps at only ~4-6% bakes in implied H2 deceleration (H2 needs ~3-4%) as same-SKU inflation laps out in Q3/Q4, so consensus H2 estimates get trimmed even after the beat. Add the unresolved NAPA/capital-allocation overhang capping multiple expansion, and the initial move partially gives back over the week.",
  "day5_confidence": "LOW"
}