{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.55 vs. cons $0.53",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net sales",
      "prediction": "BEAT",
      "answer": "pred ~$7.14B vs. cons $7.05B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. Coffee operating income",
      "prediction": "MISS",
      "answer": "pred ~$145M vs. cons $158M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~10.5% vs. cons 10.5% (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 total-company net sales",
      "prediction": "UNCHANGED",
      "answer": "guide ~$26.15B vs. cons $26.16B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 aggregate free cash flow",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.50B vs. cons $2.49B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2H26 U.S. Coffee operating-income recovery",
      "prediction": "LOWER",
      "answer": "guide ~8% growth vs. cons 11% growth (2H2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.8,
  "day5_path": "FADE",
  "day5_rationale": "A modest EPS and sales beat plus reaffirmed FY2026 EPS and FCF should support an initially positive reaction, but no full-year raise and softer implied 2H U.S. Coffee profit recovery leave out-period EPS math slightly below expectations; revisions should limit follow-through after the initial move.",
  "day5_confidence": "MEDIUM"
}