{
  "report_rows": [
    {
      "kpi": "Q2 2026 net sales",
      "prediction": "IN-LINE",
      "answer": "pred ~$4.00B vs. cons $3.97B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.33 vs. cons $0.32",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 organic sales growth",
      "prediction": "BEAT",
      "answer": "pred ~1.2% vs. cons 0.8%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Kimberly-Clark transaction closing timing",
      "prediction": "UNCHANGED",
      "answer": "guide ~2H 2026 vs. cons 2H 2026 (transaction closing period)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Restructuring charges",
      "prediction": "UNCHANGED",
      "answer": "guide ~$250M vs. cons $250M (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Annualized restructuring savings",
      "prediction": "UNCHANGED",
      "answer": "guide ~$200M vs. cons $200M (run-rate upon completion)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 0.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.3,
  "day5_path": "STABILIZE",
  "day5_rationale": "A modest EPS and organic-sales beat should tighten the approximately 1.4% deal spread initially, but absent financial guidance or a more precise closing date there is little out-period estimate revision support; the cash-and-stock merger consideration and KMB price movements should re-anchor KVUE after the initial reaction.",
  "day5_confidence": "LOW"
}