{
  "report_rows": [
    {
      "kpi": "Adjusted EPS attributable to KMB (2026 Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$2.06 vs. cons $2.01",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic sales growth (2026 Q2)",
      "prediction": "BEAT",
      "answer": "pred ~2.0% vs. cons 1.8%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted gross margin (2026 Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~38.3% vs. cons 38.2%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Organic sales growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~2.5% vs. cons 2.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating profit growth, constant currency",
      "prediction": "LOWER",
      "answer": "guide ~6.0% vs. cons 6.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin expansion",
      "prediction": "LOWER",
      "answer": "guide ~60 bps vs. cons 75 bps (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS attributable to KMB",
      "prediction": "BETTER",
      "answer": "guide ~$7.55 vs. cons $7.47 (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.1,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest Q2 EPS beat is outweighed by lower full-year operating-profit and margin expectations as petroleum-linked costs shift pressure into Q3 and Q4; the implied out-period margin cuts drive negative estimate revisions after the initial report.",
  "day5_confidence": "MEDIUM"
}