{
  "report_rows": [
    {
      "kpi": "Marketplace GOV",
      "prediction": "BEAT",
      "answer": "pred ~$33.5B vs. cons $33.0B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.41B vs. cons $4.33B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$850M vs. cons $840M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 Marketplace GOV",
      "prediction": "BETTER",
      "answer": "guide midpoint ~$36.4B vs. cons $36.2B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 Adjusted EBITDA",
      "prediction": "BETTER",
      "answer": "guide midpoint ~$940M vs. cons $925M (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year Adjusted EBITDA margin ex-Deliveroo",
      "prediction": "UNCHANGED",
      "answer": "guide ~2.8% vs. cons 2.8% (FY 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Deliveroo Adjusted EBITDA contribution",
      "prediction": "UNCHANGED",
      "answer": "guide ~$200M vs. cons $200M (FY 2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$70M revenue beat versus $4.33B consensus and ~$10M EBITDA beat versus $840M consensus, paired with Q3 EBITDA guidance of roughly $940M versus $925M consensus, should lift out-period EBITDA estimates despite continued platform and new-vertical investment.",
  "day5_confidence": "MEDIUM"
}