{
  "report_rows": [
    {
      "kpi": "Marketplace GOV",
      "prediction": "IN-LINE",
      "answer": "pred ~$33.05B vs. cons $32.92B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$4.36B vs. cons $4.35B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$855M vs. cons $843M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Marketplace GOV (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide midpoint ~$33.80B vs. cons $33.34B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide midpoint ~$980M vs. cons $984M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY EBITDA/GOV margin ex-Deliveroo (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "reaffirm slightly higher vs. quantitative consensus UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -3.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -5.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 limited forward EBITDA upside versus a high stock setup",
  "day5_confidence": "LOW"
}