{
  "report_rows": [
    {
      "kpi": "Marketplace GOV",
      "prediction": "BEAT",
      "answer": "pred ~$33.6B vs. cons $33.1B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.40B vs. cons $4.33B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "IN-LINE",
      "answer": "pred ~$836M vs. cons $830M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Marketplace GOV",
      "prediction": "BETTER",
      "answer": "guide ~$34.5B vs. cons $34.2B (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "LOWER",
      "answer": "guide ~$900M vs. cons $930M (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Deliveroo adjusted EBITDA contribution",
      "prediction": "UNCHANGED",
      "answer": "guide ~$200M vs. cons $200M (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Q2 beats are likely overshadowed by Q3 adjusted EBITDA guidance of ~$900M vs. consensus $930M, pulling out-period estimates lower as integration and platform investment absorb the stronger GOV trajectory.",
  "day5_confidence": "MEDIUM"
}