{
  "report_rows": [
    {
      "kpi": "Adjusted Diluted EPS (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.56 vs. cons $3.54",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Consolidated Net Sales (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$6.62B vs. cons $6.60B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Paint Stores Group (PSG) same-store sales growth (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~+1.0% vs. cons +2.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted Diluted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$11.50-$11.90 ($11.70 midpoint) vs. cons $11.72 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Consolidated Net Sales growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~+4.5% (low-to-mid single digit) vs. cons +4.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Raw material cost inflation outlook",
      "prediction": "LOWER",
      "answer": "guide ~+6% (mid-to-high single digit) vs. prior guide/cons ~+4% low-to-mid single digit (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "PSG volume/demand trajectory (2H26 commentary)",
      "prediction": "LOWER",
      "answer": "guide ~+1% low-single-digit vs. cons ~+2% (2H2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Management's own timeline (propylene-driven raw material inflation hitting 'more materially' in Q2/2H) implies analysts must push H2 cost assumptions higher even if Q2 prints roughly in-line; a raised raw-material inflation outlook combined with softening PSG same-store trends (weak existing-home sales, 6.5% mortgage rates) forces sell-side to trim H2/FY26 EPS estimates over the following days, extending an initial negative reaction rather than reversing it.",
  "day5_confidence": "MEDIUM"
}