{
  "report_rows": [
    {
      "kpi": "Q4 FY26 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.53 vs. cons $1.51",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q4 FY26 Total Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$22.0B vs. cons $21.9B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q4 FY26 US Foodservice Local Case Volume Growth",
      "prediction": "BEAT",
      "answer": "pred ~3.0% vs. cons 2.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Initial FY2027 Adjusted EPS Guidance (standalone, ex-RD)",
      "prediction": "LOWER",
      "answer": "guide ~$4.80 vs. cons $4.90 (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Restaurant Depot Deal Expected Close Timing",
      "prediction": "UNCHANGED",
      "answer": "guide ~Q3 FY2027 vs. cons Q3 FY2027 (deal close timing)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Post-Close Net Debt/EBITDA Deleveraging Target",
      "prediction": "UNCHANGED",
      "answer": "guide ~3.5x vs. cons 3.5x (within 24 months of RD close)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Share Buyback Suspension Continuation",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0 vs. cons $0 in repurchases (FY2027, through deal close)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A cautious/lower initial FY2027 standalone EPS framework (reflecting bridge/commitment financing costs, suspended ~$800M buyback, and pre-close dilution optics from the pending 91.5M share issuance) should trigger Street model updates beyond day one; analysts will need several days to fully re-flow interest expense, share count and leverage assumptions into FY27-28 estimates, and continued antitrust/regulatory headline risk on the RD deal keeps sentiment fragile, extending the initial negative reaction rather than reversing it.",
  "day5_confidence": "MEDIUM"
}