{
  "report_rows": [
    {
      "kpi": "Organic Net Sales Growth (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~-2.5% vs. cons -3.5%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$0.57 vs. cons $0.53",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1.31B vs. cons $1.28B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Organic Net Sales guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~-2.5% midpoint (range -1.5% to -3.5%) vs. cons -2.6% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.04 midpoint ($1.98-$2.10) vs. cons $2.03 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "H2 Gross Margin / Inflation headwind commentary (resin & energy hedges rolling off mid-Q3)",
      "prediction": "LOWER",
      "answer": "guide ~75bps FY headwind vs. cons ~50bps previously modeled (FY2026/H2)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Even with a likely headline beat driven by continued share-trend improvement, the stock enters the print already stretched relative to sell-side targets ($23-25 vs ~$26.66), pricing in much of the 'Cahillane turnaround' optimism. Management's own commentary flags rising resin/energy costs after hedges roll off mid-Q3 and only partial pricing pass-through, implying implicit downward pressure on H2/FY EBITDA and EPS math even if Q2 itself beats. As analysts digest this out-period inflation risk and the unresolved split/Berkshire overhang over the following days, expect price-target and estimate trims to compound the initial muted-to-negative reaction rather than reverse it, producing follow-through weakness over the week.",
  "day5_confidence": "MEDIUM"
}