{
  "report_rows": [
    {
      "kpi": "Q2 2026 Comparable Store Sales",
      "prediction": "IN-LINE",
      "answer": "pred ~4.3% vs. cons ~4.5%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Total Revenue",
      "prediction": "MISS",
      "answer": "pred ~$4.80B vs. cons ~$4.85B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.87 vs. cons ~$0.85",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 EPS Guidance",
      "prediction": "LOWER",
      "answer": "guide ~$3.15-3.25 (midpoint ~$3.20) vs. cons ~$3.24 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Comparable Store Sales Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~3%-5% (midpoint ~4.0%) vs. cons ~4.5% embedded (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Operating Margin Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~19.3%-19.8% (midpoint ~19.55%) vs. cons ~19.6% (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "Comp/revenue likely undershoot slightly on tougher compare and fuel-price consumer pressure while EPS beats on cost discipline/buybacks, producing offsetting cross-currents; full-year guidance is reiterated rather than raised or cut, removing a clear catalyst for large estimate revisions either way. With no fresh NAPA/GPC deal confirmation expected (management likely declines comment), the dominant swing factor for the stock over the next week remains M&A headline flow rather than the print itself, so the initial modest negative reaction is likely to hold roughly in place rather than extend sharply or reverse.",
  "day5_confidence": "LOW"
}