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1193# HTML Report Template Reference
Use this template as the foundation for the single-company earnings preview HTML report. Customize the data, charts, and narrative content based on the research gathered in Phases 1-5.
## HTML Structure
The report is a single self-contained HTML file with:
- Embedded CSS (no external stylesheets)
- Chart.js loaded from CDN for interactive charts
- Print-friendly styles via `@media print`
- Responsive layout that works on screens and in print
- Target: 4-5 printed pages
## Complete Template
```html
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Earnings Preview — [COMPANY] ([TICKER]) — [DATE]</title>
<script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.7/dist/chart.umd.min.js" integrity="sha384-vsrfeLOOY6KuIYKDlmVH5UiBmgIdB1oEf7p01YgWHuqmOHfZr374+odEv96n9tNC" crossorigin="anonymous"></script>
<script src="https://cdn.jsdelivr.net/npm/chartjs-plugin-annotation@3.1.0/dist/chartjs-plugin-annotation.min.js" integrity="sha384-3N9GHhCtN3CQef6tNfqgZlv7sQLYIkcChN+uaTZ7xVdzKYp/SjBNPxa92+hM7EAY" crossorigin="anonymous"></script>
<style>
/* ── Reset & Base ── */
*, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
html { font-size: 15px; }
body {
font-family: 'Arial Narrow', Arial, sans-serif;
color: #1a1a2e;
background: #fff;
line-height: 1.6;
}
/* ── Layout ── */
.page {
max-width: 1100px;
margin: 0 auto;
padding: 40px 48px;
}
.page-break {
page-break-before: always;
border-top: 2px solid #1a1a4e;
margin-top: 48px;
padding-top: 32px;
}
/* ── Header / Cover ── */
.cover-header {
border-bottom: 3px solid #1a1a4e;
padding-bottom: 16px;
margin-bottom: 24px;
display: flex;
justify-content: space-between;
align-items: flex-end;
}
.cover-header .brand {
font-size: 24px;
font-weight: bold;
color: #1a1a4e;
letter-spacing: 2px;
text-transform: uppercase;
}
.cover-header .sector {
font-size: 13px;
color: #555;
}
.cover-header .date {
font-size: 14px;
color: #333;
text-align: right;
}
.report-title {
font-size: 26px;
font-weight: bold;
color: #1a1a2e;
margin: 20px 0 16px 0;
line-height: 1.3;
}
/* ── Executive Thesis ── */
.executive-summary {
font-size: 14px;
line-height: 1.65;
color: #222;
margin-bottom: 16px;
}
.executive-summary p {
margin-bottom: 10px;
text-align: justify;
}
.executive-summary ul {
margin: 8px 0 10px 20px;
font-size: 13.5px;
}
.executive-summary ul li {
margin-bottom: 5px;
line-height: 1.5;
}
blockquote {
border-left: 3px solid #b0b8c8;
padding: 6px 14px;
margin: 8px 0 8px 12px;
font-style: italic;
color: #444;
background: #f9fafb;
font-size: 12.5px;
line-height: 1.5;
}
/* ── Section Headings ── */
h2.section-title {
font-size: 18px;
font-weight: 700;
color: #1a1a4e;
border-bottom: 2px solid #1a1a4e;
padding-bottom: 5px;
margin: 28px 0 14px 0;
}
h3.subsection-title {
font-size: 14px;
font-weight: 600;
color: #1a1a4e;
margin: 16px 0 8px 0;
}
h4.figure-title {
font-size: 12px;
font-weight: 600;
color: #444;
margin: 14px 0 6px 0;
}
/* ── Tables ── */
table {
width: 100%;
border-collapse: collapse;
font-size: 12px;
margin: 10px 0 16px 0;
}
thead th {
background: #1a1a4e;
color: #fff;
padding: 7px 10px;
text-align: left;
font-weight: 600;
font-size: 11px;
text-transform: uppercase;
letter-spacing: 0.5px;
}
tbody td {
padding: 6px 10px;
border-bottom: 1px solid #e0e0e0;
}
tbody tr:nth-child(even) {
background: #f9fafb;
}
tbody tr:hover {
background: #eef0f5;
}
.num { text-align: right; font-variant-numeric: tabular-nums; }
.pos { color: #0d7a3e; font-weight: 600; }
.neg { color: #c0392b; font-weight: 600; }
.neutral { color: #555; }
.highlight-row { background: #e8eaf6 !important; font-weight: 600; }
/* ── Chart Containers ── */
.chart-row {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 20px;
margin: 12px 0 20px 0;
}
.chart-container {
position: relative;
background: #fafbfc;
border: 1px solid #e8e8e8;
border-radius: 4px;
padding: 14px;
}
.chart-container canvas {
max-height: 260px;
}
.chart-full {
grid-column: 1 / -1;
}
/* ── Compact Lists ── */
.key-metrics ul, .themes ul, .news-list ul {
margin: 6px 0 6px 18px;
font-size: 13px;
line-height: 1.55;
}
.key-metrics li, .themes li, .news-list li {
margin-bottom: 5px;
}
/* ── Data Reference Links ── */
a.data-ref {
color: #1a1a4e;
text-decoration: none;
border-bottom: 1px dotted transparent;
transition: border-color 0.15s;
}
a.data-ref:hover {
border-bottom-color: #1a1a4e;
}
/* ── Appendix ── */
.appendix table {
font-size: 10.5px;
}
.appendix thead th {
font-size: 10px;
padding: 5px 8px;
}
.appendix tbody td {
padding: 4px 8px;
font-size: 10.5px;
vertical-align: top;
line-height: 1.45;
}
.appendix .ref-id {
font-weight: 600;
color: #1a1a4e;
white-space: nowrap;
}
.appendix .source-detail {
font-size: 10px;
color: #444;
}
.appendix .source-detail .formula {
font-family: 'Courier New', monospace;
font-size: 9.5px;
color: #555;
}
.appendix .source-detail .excerpt {
font-style: italic;
color: #555;
}
.appendix .source-detail .src-label {
font-weight: 600;
color: #1a1a4e;
font-size: 9.5px;
}
.appendix .source-detail a.data-ref {
font-weight: 600;
}
.appendix a.src-url {
color: #3366cc;
text-decoration: underline;
font-size: 10px;
word-break: break-all;
}
.appendix a.src-url:hover {
color: #1a1a4e;
}
.appendix .transcript-ref {
font-weight: 600;
color: #1a1a4e;
font-size: 10px;
}
.appendix-group {
font-size: 11px;
font-weight: 700;
color: #1a1a4e;
background: #f0f1f5;
padding: 4px 8px;
text-transform: uppercase;
letter-spacing: 0.5px;
}
/* ── Source / Footer ── */
.source {
font-size: 10px;
color: #999;
margin-top: 3px;
font-style: italic;
}
.ai-disclaimer {
background-color: #fff3cd;
border: 1px solid #ffc107;
border-radius: 4px;
padding: 4px 10px;
font-size: 11px;
font-weight: 600;
color: #664d03;
text-align: center;
margin-bottom: 12px;
}
.page-footer {
border-top: 2px solid #1a1a4e;
padding-top: 10px;
margin-top: 32px;
text-align: center;
}
.page-footer .footer-disclaimer {
font-size: 11px;
font-weight: 600;
color: #664d03;
background-color: #fff3cd;
border: 1px solid #ffc107;
border-radius: 4px;
padding: 4px 10px;
display: inline-block;
margin-bottom: 4px;
}
.page-footer .footer-meta {
font-size: 10px;
color: #888;
}
/* ── Print Styles ── */
@media print {
body { font-size: 11px; }
.page { padding: 16px; max-width: none; }
.chart-container { break-inside: avoid; }
table { break-inside: avoid; }
.page-break { margin-top: 0; }
.no-print { display: none; }
}
</style>
</head>
<body>
<div class="page">
<!-- ════════════════════════════════════════════ -->
<!-- PAGE 1: COVER & THESIS -->
<!-- ════════════════════════════════════════════ -->
<div class="ai-disclaimer">Analysis is AI-generated — please confirm all outputs</div>
<div class="cover-header">
<div>
<div class="brand">Earnings Preview</div>
<div class="sector">[Industry] | [TICKER]</div>
</div>
<div class="date">[Full Date]</div>
</div>
<h1 class="report-title">[Company Name] ([TICKER]) [Q# FY####] Earnings Preview: [Thematic Subtitle]</h1>
<div class="executive-summary">
<!-- Executive thesis: 2-3 short paragraphs + bullet points.
What we expect, our EPS estimate vs consensus, guidance expectations,
key metrics to watch, what would move the stock, key debates.
Weave in 3-4 management quotes as blockquotes where they support the thesis.
Do NOT create a separate "Key Management Quotes" section. -->
<p>[Opening 1-2 sentences: what we expect from this print.]</p>
<ul>
<li><strong>EPS:</strong> We estimate <a href="#ref-1" class="data-ref">$X.XX</a> vs consensus <a href="#ref-2" class="data-ref">$X.XX</a>, [rationale]</li>
<li><strong>Revenue:</strong> We estimate <a href="#ref-3" class="data-ref">$XX.XB</a> vs consensus <a href="#ref-4" class="data-ref">$XX.XB</a>, [rationale]</li>
<li><strong>Guidance:</strong> [What to expect on forward guidance]</li>
<li><strong>Key metric:</strong> [Most important sub-headline metric to watch]</li>
<li><strong>Stock catalyst:</strong> [What would move the stock up/down post-print]</li>
<li><strong>Key debate:</strong> [What bulls and bears disagree on]</li>
</ul>
<blockquote>"[Key management quote supporting a thesis point]" — [Speaker], [Q# FY####] Earnings Call</blockquote>
<p>[1-2 sentences tying it together — your overall read on the setup.]</p>
<blockquote>"[Another supporting quote]" — [Speaker], [Q# FY####] Earnings Call</blockquote>
</div>
<!-- ════════════════════════════════════════════ -->
<!-- PAGE 2: ESTIMATES, THEMES & NEWS -->
<!-- ════════════════════════════════════════════ -->
<div class="page-break">
<!-- Consensus Estimates Table (Figure label inline) -->
<h2 class="section-title">Consensus Estimates — [Q# FY####]</h2>
<h4 class="figure-title">[Q# FY####] Consensus Estimates</h4>
<table>
<thead>
<tr>
<th>Metric</th>
<th class="num">Consensus</th>
<th class="num">Our Estimate</th>
<th class="num">y/y Change</th>
</tr>
</thead>
<tbody>
<tr><td>Revenue</td><td class="num"><a href="#ref-N" class="data-ref">$[XX.X]B</a></td><td class="num"><a href="#ref-N" class="data-ref">$[XX.X]B</a></td><td class="num [pos|neg]"><a href="#ref-N" class="data-ref">[+/-X.X%]</a></td></tr>
<tr><td>Diluted EPS</td><td class="num"><a href="#ref-N" class="data-ref">$[X.XX]</a></td><td class="num"><a href="#ref-N" class="data-ref">$[X.XX]</a></td><td class="num [pos|neg]"><a href="#ref-N" class="data-ref">[+/-X.X%]</a></td></tr>
<tr><td>Gross Margin</td><td class="num"><a href="#ref-N" class="data-ref">[XX.X%]</a></td><td class="num"><a href="#ref-N" class="data-ref">[XX.X%]</a></td><td class="num [pos|neg]"><a href="#ref-N" class="data-ref">[+/-XXbps]</a></td></tr>
<tr><td>Operating Income</td><td class="num"><a href="#ref-N" class="data-ref">$[X.X]B</a></td><td class="num"><a href="#ref-N" class="data-ref">$[X.X]B</a></td><td class="num [pos|neg]"><a href="#ref-N" class="data-ref">[+/-X.X%]</a></td></tr>
<!-- Add 2-3 company-specific KPIs below (e.g., comp sales, eComm growth, membership revenue) -->
<tr><td>[Company KPI 1]</td><td class="num">[Value]</td><td class="num">[Value]</td><td class="num [pos|neg]">[Change]</td></tr>
<tr><td>[Company KPI 2]</td><td class="num">[Value]</td><td class="num">[Value]</td><td class="num [pos|neg]">[Change]</td></tr>
</tbody>
</table>
<div class="source">Source: Kensho, S&P Capital IQ</div>
<!-- Key Metrics Beyond Headline EPS -->
<h3 class="subsection-title">Key Metrics Beyond Headline EPS</h3>
<div class="key-metrics">
<ul>
<li><strong>[Metric 1]:</strong> [What consensus/management expects, why it matters. Be specific with numbers.]</li>
<li><strong>[Metric 2]:</strong> [Details]</li>
<li><strong>[Metric 3]:</strong> [Details]</li>
<!-- 3-5 items -->
</ul>
</div>
<!-- Themes to Watch -->
<h3 class="subsection-title">Themes to Watch</h3>
<div class="themes">
<ul>
<li><strong>[Theme 1]:</strong> [1-2 sentences max. Forward-looking, specific.]</li>
<li><strong>[Theme 2]:</strong> [Details]</li>
<li><strong>[Theme 3]:</strong> [Details]</li>
<!-- 3-5 themes -->
</ul>
</div>
<!-- Recent News & Developments -->
<h3 class="subsection-title">Recent News & Developments</h3>
<div class="news-list">
<ul>
<li><strong>[Date]:</strong> [Headline] — [Brief impact assessment, one line]</li>
<li><strong>[Date]:</strong> [Headline] — [Impact]</li>
<li><strong>[Date]:</strong> [Headline] — [Impact]</li>
<!-- 3-5 material items from last 60 days -->
</ul>
</div>
<div class="source">Source: Kensho</div>
</div>
<!-- ════════════════════════════════════════════ -->
<!-- PAGES 3-5: FIGURES -->
<!-- All charts and tables, numbered sequentially -->
<!-- ════════════════════════════════════════════ -->
<div class="page-break">
<h2 class="section-title">Financial & Competitive Analysis</h2>
<!-- Figure 1: Quarterly Revenue & Diluted EPS -->
<div class="chart-row">
<div class="chart-container">
<h4 class="figure-title">Figure 1: Quarterly Revenue & Diluted EPS</h4>
<canvas id="chart-rev-eps"></canvas>
<div class="source">Source: S&P Capital IQ</div>
</div>
<!-- Figure 2: Margin Trends -->
<div class="chart-container">
<h4 class="figure-title">Figure 2: Margin Trends (Gross & Operating %)</h4>
<canvas id="chart-margins"></canvas>
<div class="source">Source: S&P Capital IQ</div>
</div>
</div>
<!-- Figure 3: Revenue Growth y/y % -->
<div class="chart-row">
<div class="chart-container chart-full">
<h4 class="figure-title">Figure 3: Revenue Growth y/y (%)</h4>
<canvas id="chart-rev-growth" style="max-height: 200px;"></canvas>
<div class="source">Source: S&P Capital IQ</div>
</div>
</div>
<!-- Figure 4: Business Segment Revenue -->
<h4 class="figure-title">Figure 4: Business Segment Revenue</h4>
<table>
<thead>
<tr>
<th>Segment</th>
<th class="num">Latest Q Rev ($M)</th>
<th class="num">% of Total</th>
<th class="num">y/y Change</th>
</tr>
</thead>
<tbody>
<!-- Populate from segment data. Color-code y/y change with pos/neg classes. -->
</tbody>
</table>
<div class="source">Source: S&P Capital IQ</div>
</div>
<!-- Page break for stock & competitor charts -->
<div class="page-break">
<!-- Figure 5: 1-Year Stock Price with Earnings Dates -->
<div class="chart-row">
<div class="chart-container chart-full">
<h4 class="figure-title">Figure 5: 1-Year Stock Price with Earnings Dates</h4>
<canvas id="chart-price-annotated" style="max-height: 300px;"></canvas>
<div class="source">Source: S&P Capital IQ</div>
</div>
</div>
<!-- Figure 6: Stock Performance vs. Competitors (Indexed to 100) -->
<div class="chart-row">
<div class="chart-container chart-full">
<h4 class="figure-title">Figure 6: Stock Performance vs. Competitors — 1 Year (Indexed to 100)</h4>
<canvas id="chart-comp-perf" style="max-height: 300px;"></canvas>
<div class="source">Source: S&P Capital IQ</div>
</div>
</div>
</div>
<div class="page-break">
<!-- Figure 7: LTM P/E vs. Competitors -->
<div class="chart-row">
<div class="chart-container chart-full">
<h4 class="figure-title">Figure 7: LTM P/E vs. Competitors</h4>
<canvas id="chart-pe-comp" style="max-height: 280px;"></canvas>
<div class="source">Source: S&P Capital IQ</div>
</div>
</div>
<!-- Figure 8: Competitor Comparison Table -->
<h4 class="figure-title">Figure 8: Competitor Comparison</h4>
<table>
<thead>
<tr>
<th>Ticker</th>
<th>Company</th>
<th class="num">Mkt Cap ($B)</th>
<th class="num">LTM P/E</th>
<th class="num">NTM P/E</th>
<th class="num">YTD %</th>
<th class="num">1-Yr %</th>
</tr>
</thead>
<tbody>
<!-- Highlight the subject company row with class="highlight-row" -->
</tbody>
</table>
<div class="source">Source: S&P Capital IQ</div>
</div>
<!-- ════════════════════════════════════════════ -->
<!-- APPENDIX: DATA SOURCES & CALCULATIONS -->
<!-- ════════════════════════════════════════════ -->
<div class="page-break appendix" id="appendix">
<div class="ai-disclaimer">Analysis is AI-generated — please confirm all outputs</div>
<h2 class="section-title">Appendix: Data Sources & Calculations</h2>
<p style="font-size: 11px; color: #666; margin-bottom: 12px;">
Every claim in this report is hyperlinked to its entry below. Click any highlighted text to jump here.
</p>
<table>
<thead>
<tr>
<th style="width: 40px;">Ref</th>
<th style="width: 170px;">Fact</th>
<th style="width: 75px;">Value</th>
<th>Source & Derivation</th>
</tr>
</thead>
<tbody>
<!-- Group: Quarterly Financials -->
<tr><td colspan="4" class="appendix-group">Quarterly Financials</td></tr>
<tr id="ref-1">
<td class="ref-id">1</td>
<td>[Q# FY#### Revenue]</td>
<td class="num">$[XX.X]B</td>
<td class="source-detail">
<span class="src-label">S&P Capital IQ</span> — get_financial_line_item_from_identifiers(identifier='[TICKER]', line_item='revenue', period_type='quarterly', period='[Q# FY####]')
</td>
</tr>
<tr id="ref-2">
<td class="ref-id">2</td>
<td>[Q# FY#### Diluted EPS]</td>
<td class="num">$[X.XX]</td>
<td class="source-detail">
<span class="src-label">S&P Capital IQ</span> — get_financial_line_item_from_identifiers(identifier='[TICKER]', line_item='diluted_eps', period_type='quarterly', period='[Q# FY####]')
</td>
</tr>
<tr id="ref-3">
<td class="ref-id">3</td>
<td>[Q# FY#### Gross Profit]</td>
<td class="num">$[XX.X]B</td>
<td class="source-detail">
<span class="src-label">S&P Capital IQ</span> — get_financial_line_item_from_identifiers(identifier='[TICKER]', line_item='gross_profit', period_type='quarterly', period='[Q# FY####]')
</td>
</tr>
<tr id="ref-4">
<td class="ref-id">4</td>
<td>[Q# FY#### Gross Margin]</td>
<td class="num">[XX.X%]</td>
<td class="source-detail">
<span class="formula"><a href="#ref-3" class="data-ref">Gross Profit $XX.XB</a> / <a href="#ref-1" class="data-ref">Revenue $XX.XB</a> = XX.X%</span><br>
<span class="src-label">S&P Capital IQ</span> (calculated)
</td>
</tr>
<tr id="ref-5">
<td class="ref-id">5</td>
<td>[Q# FY#### Revenue y/y Growth]</td>
<td class="num">[+/-X.X%]</td>
<td class="source-detail">
<span class="formula">(<a href="#ref-1" class="data-ref">[Q# FY## Rev $XX.XB]</a> - <a href="#ref-N" class="data-ref">[Q# FY## Rev $XX.XB]</a>) / <a href="#ref-N" class="data-ref">[Q# FY## Rev $XX.XB]</a> = X.X%</span><br>
<span class="src-label">S&P Capital IQ</span> (calculated)
</td>
</tr>
<!-- Continue for all financial data points... -->
<!-- Group: Valuation -->
<tr><td colspan="4" class="appendix-group">Valuation</td></tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>Current Stock Price — [TICKER]</td>
<td class="num">$[XXX.XX]</td>
<td class="source-detail">
<span class="src-label">S&P Capital IQ</span> — get_prices_from_identifiers(identifier='[TICKER]', periodicity='day')
</td>
</tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>Market Cap — [TICKER]</td>
<td class="num">$[XXX.X]B</td>
<td class="source-detail">
<span class="src-label">S&P Capital IQ</span> — get_capitalization_from_identifiers(identifier='[TICKER]', capitalization='market_cap')
</td>
</tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>LTM P/E — [TICKER]</td>
<td class="num">[XX.X]x</td>
<td class="source-detail">
<span class="formula"><a href="#ref-20" class="data-ref">Price $XXX.XX</a> / (<a href="#ref-8" class="data-ref">Q1 EPS $X.XX</a> + <a href="#ref-9" class="data-ref">Q2 EPS $X.XX</a> + <a href="#ref-10" class="data-ref">Q3 EPS $X.XX</a> + <a href="#ref-11" class="data-ref">Q4 EPS $X.XX</a>) = XX.Xx</span><br>
<span class="src-label">S&P Capital IQ</span> (calculated)
</td>
</tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>NTM P/E — [TICKER]</td>
<td class="num">[XX.X]x</td>
<td class="source-detail">
<span class="formula"><a href="#ref-20" class="data-ref">Price $XXX.XX</a> / (<a href="#ref-N" class="data-ref">Q4'25E $X.XX</a> + <a href="#ref-N" class="data-ref">Q1'26E $X.XX</a> + <a href="#ref-N" class="data-ref">Q2'26E $X.XX</a> + <a href="#ref-N" class="data-ref">Q3'26E $X.XX</a>) = XX.Xx</span><br>
<span class="src-label">S&P Capital IQ</span> — get_consensus_estimates_from_identifiers(identifier='[TICKER]', period_type='quarterly', num_periods_forward=4). NTM EPS = sum of next 4 quarterly consensus mean EPS estimates.
</td>
</tr>
<!-- Group: Transcript Claims -->
<tr><td colspan="4" class="appendix-group">Transcript Claims</td></tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>[Fact, e.g., "Management guided comp sales +3-4%"]</td>
<td class="num">N/A</td>
<td class="source-detail">
<span class="excerpt">"We expect comp sales growth of 3-4% in Q4, driven by continued strength in grocery and health & wellness."</span><br>
<span class="src-label">Source:</span> <span class="transcript-ref">[Q# FY#### Earnings Call Transcript]</span> (key_dev_id: [ID]) — [Speaker Name], [Title]
</td>
</tr>
<!-- Group: Estimates & Consensus -->
<tr><td colspan="4" class="appendix-group">Estimates & Consensus</td></tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>Consensus EPS — [Q# FY####]</td>
<td class="num">$[X.XX]</td>
<td class="source-detail">
<span class="excerpt">"Consensus EPS estimate of $X.XX, revised up from $X.XX over the past 90 days."</span><br>
<a href="https://[source-url-from-kensho-search]" target="_blank" class="src-url">[Source Title / Publication Name]</a><br>
<span class="src-label">Query:</span> search("[TICKER] earnings estimates consensus EPS revenue upcoming quarter")
</td>
</tr>
<!-- Group: News & Analyst Commentary -->
<tr><td colspan="4" class="appendix-group">News & Analyst Commentary</td></tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>[e.g., "Barclays upgraded to Overweight"]</td>
<td class="num">N/A</td>
<td class="source-detail">
<span class="excerpt">"Barclays upgraded WMT to Overweight with a $210 price target, citing accelerating eCommerce momentum."</span><br>
<a href="https://[source-url-from-kensho-search]" target="_blank" class="src-url">[Source Title / Publication, Date]</a><br>
<span class="src-label">Query:</span> search("[TICKER] analyst ratings price target upgrades downgrades")
</td>
</tr>
<!-- Group: Stock Performance -->
<tr><td colspan="4" class="appendix-group">Stock Performance</td></tr>
<tr id="ref-N">
<td class="ref-id">[N]</td>
<td>YTD Return — [TICKER]</td>
<td class="num">[+/-X.X%]</td>
<td class="source-detail">
<span class="formula">(<a href="#ref-N" class="data-ref">Current $XXX.XX</a> - <a href="#ref-N" class="data-ref">Dec 31 Close $XXX.XX</a>) / <a href="#ref-N" class="data-ref">Dec 31 Close $XXX.XX</a> = X.X%</span><br>
<span class="src-label">S&P Capital IQ</span> (calculated from daily prices)
</td>
</tr>
</tbody>
</table>
</div>
<!-- ════════════════════════════════════════════ -->
<!-- FOOTER -->
<!-- ════════════════════════════════════════════ -->
<div class="page-footer">
<div class="footer-disclaimer">Analysis is AI-generated — please confirm all outputs</div>
<div class="footer-meta">Data: S&P Capital IQ, Kensho | [Month Day, Year]</div>
</div>
</div>
<!-- ════════════════════════════════════════════════ -->
<!-- CHART.JS SCRIPTS -->
<!-- ════════════════════════════════════════════════ -->
<script>
// ── Register Annotation Plugin ──
// The CDN-loaded annotation plugin must be explicitly registered.
// It is available as a global after the script tag loads.
if (window['chartjs-plugin-annotation']) {
Chart.register(window['chartjs-plugin-annotation']);
}
// ── Chart Defaults ──
Chart.defaults.font.family = "'Arial Narrow', Arial, sans-serif";
Chart.defaults.font.size = 11;
Chart.defaults.color = '#555';
Chart.defaults.plugins.legend.position = 'bottom';
Chart.defaults.plugins.legend.labels.boxWidth = 12;
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// ── Helper: Revenue & EPS Combo Chart ──
function createRevEpsChart(canvasId, labels, revenueData, epsData, revLabel) {
const ctx = document.getElementById(canvasId);
if (!ctx) return;
new Chart(ctx, {
type: 'bar',
data: {
labels: labels,
datasets: [
{
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{
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backgroundColor: COLORS.orange,
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pointBackgroundColor: COLORS.orange,
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title: { display: true, text: 'EPS ($)', font: { size: 11 } },
grid: { drawOnChartArea: false }
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}
}
});
}
// ── Helper: Margin Trend Chart ──
function createMarginChart(canvasId, labels, grossMargins, opMargins) {
const ctx = document.getElementById(canvasId);
if (!ctx) return;
new Chart(ctx, {
type: 'line',
data: {
labels: labels,
datasets: [
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tension: 0.3
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data: opMargins,
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scales: {
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grid: { color: '#eee' },
ticks: { callback: v => v.toFixed(1) + '%' }
}
}
}
});
}
// ── Helper: Revenue Growth Bar Chart ──
function createRevGrowthChart(canvasId, labels, growthData) {
const ctx = document.getElementById(canvasId);
if (!ctx) return;
new Chart(ctx, {
type: 'bar',
data: {
labels: labels,
datasets: [{
label: 'Revenue Growth y/y %',
data: growthData,
backgroundColor: growthData.map(v => v >= 0 ? COLORS.green + 'cc' : COLORS.red + 'cc'),
borderColor: growthData.map(v => v >= 0 ? COLORS.green : COLORS.red),
borderWidth: 1
}]
},
options: {
responsive: true,
scales: {
y: {
title: { display: true, text: 'Growth (%)', font: { size: 11 } },
grid: { color: '#eee' },
ticks: { callback: v => v.toFixed(1) + '%' }
}
},
plugins: { legend: { display: false } }
}
});
}
// ── Helper: Earnings-Annotated Stock Price Chart ──
function createAnnotatedPriceChart(canvasId, labels, prices, earningsDates, ticker) {
const ctx = document.getElementById(canvasId);
if (!ctx) return;
const annotations = {};
earningsDates.forEach((ed, i) => {
let xValue = ed.date;
const isNeg = ed.move.startsWith('-');
annotations['earnings' + i] = {
type: 'line',
xMin: xValue,
xMax: xValue,
borderColor: isNeg ? '#c0392b' : '#0d7a3e',
borderWidth: 2,
borderDash: [6, 4],
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content: ed.label + ' (' + ed.move + ')',
position: i % 2 === 0 ? 'start' : 'end',
backgroundColor: isNeg ? '#c0392b' : '#0d7a3e',
color: '#fff',
font: { size: 10, weight: 'bold' },
padding: { top: 3, bottom: 3, left: 6, right: 6 },
borderRadius: 3
}
};
});
new Chart(ctx, {
type: 'line',
data: {
labels: labels,
datasets: [{
label: ticker + ' Close',
data: prices,
borderColor: COLORS.navy,
backgroundColor: COLORS.navy + '15',
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pointHitRadius: 4,
fill: true,
tension: 0.1
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options: {
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scales: {
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},
plugins: {
annotation: { annotations: annotations },
tooltip: { callbacks: { label: ctx => ticker + ': $' + ctx.raw.toFixed(2) } }
}
}
});
}
// ── Helper: Competitor Indexed Performance Chart ──
// datasets: [{ label: 'TICKER', data: [price1, price2, ...], color: '#xxx', isSubject: true/false }, ...]
function createCompPerfChart(canvasId, labels, datasets) {
const ctx = document.getElementById(canvasId);
if (!ctx) return;
const chartDatasets = datasets.map((ds, i) => {
const base = ds.data[0] || 1;
return {
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data: ds.data.map(v => (v / base) * 100),
borderColor: ds.color || COMP_COLORS[i % COMP_COLORS.length],
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borderWidth: ds.isSubject ? 3 : 1.5,
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new Chart(ctx, {
type: 'line',
data: { labels: labels, datasets: chartDatasets },
options: {
responsive: true,
interaction: { mode: 'index', intersect: false },
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},
plugins: {
tooltip: { callbacks: { label: ctx => ctx.dataset.label + ': ' + ctx.raw.toFixed(1) } }
}
}
});
}
// ── Helper: LTM P/E Horizontal Bar Chart ──
// companies: [{ label: 'TICKER', pe: 25.3, isSubject: true/false }, ...]
function createPEChart(canvasId, companies) {
const ctx = document.getElementById(canvasId);
if (!ctx) return;
companies.sort((a, b) => b.pe - a.pe);
new Chart(ctx, {
type: 'bar',
data: {
labels: companies.map(c => c.label),
datasets: [{
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options: {
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},
plugins: {
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tooltip: {
callbacks: { label: ctx => 'P/E: ' + ctx.raw.toFixed(1) + 'x' }
}
}
}
});
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<!-- ═══════════════════════════════════════════════════════════ -->
<!-- CHART DATA — EACH CHART IN ITS OWN SCRIPT + TRY-CATCH -->
<!-- A syntax error in one chart must NOT break the others. -->
<!-- MANDATORY: Use the helper functions above. No custom code. -->
<!-- ═══════════════════════════════════════════════════════════ -->
<!-- Figure 1: Revenue & EPS -->
<script>
try {
createRevEpsChart('chart-rev-eps',
['Q1 FY24','Q2 FY24','Q3 FY24','Q4 FY24','Q1 FY25','Q2 FY25','Q3 FY25','Q4 FY25'],
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[1.47, 1.84, 1.53, 1.80, 1.56, 1.92, 1.60, 1.90], // diluted EPS
'Revenue ($B)'
);
} catch(e) { console.error('Figure 1 error:', e); }
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<!-- Figure 2: Margin Trends -->
<script>
try {
createMarginChart('chart-margins',
['Q1 FY24','Q2 FY24','Q3 FY24','Q4 FY24','Q1 FY25','Q2 FY25','Q3 FY25','Q4 FY25'],
[24.0, 24.4, 24.2, 23.8, 24.5, 24.8, 24.6, 24.1], // gross margin %
[4.2, 5.1, 4.5, 4.8, 4.6, 5.3, 4.7, 5.0] // operating margin %
);
} catch(e) { console.error('Figure 2 error:', e); }
</script>
<!-- Figure 3: Revenue Growth y/y — ONLY quarters where y/y can be computed (most recent 4) -->
<script>
try {
createRevGrowthChart('chart-rev-growth',
['Q1 FY25','Q2 FY25','Q3 FY25','Q4 FY25'], // Only 4 labels — quarters with y/y data
[6.0, 4.8, 3.1, 2.7] // y/y revenue growth % for those 4 quarters
);
} catch(e) { console.error('Figure 3 error:', e); }
</script>
<!-- Figure 5: Annotated Stock Price -->
<script>
try {
createAnnotatedPriceChart('chart-price-annotated',
['2025-02-18','2025-02-19'], // ... daily date labels for 1 year
[170.5, 171.2], // ... daily closing prices
[
{ date: '2025-05-15', label: 'Q1 FY26', move: '+3.2%' },
{ date: '2025-08-15', label: 'Q2 FY26', move: '-1.8%' }
],
'WMT'
);
} catch(e) { console.error('Figure 5 error:', e); }
</script>
<!-- Figure 6: Competitor Indexed Performance -->
<script>
try {
createCompPerfChart('chart-comp-perf',
['2025-02-18','2025-03-18'], // ... date labels
[
{ label: 'WMT', data: [170.5, 172.3], isSubject: true },
{ label: 'COST', data: [580.2, 595.1], isSubject: false },
{ label: 'TGT', data: [142.0, 138.5], isSubject: false }
]
);
} catch(e) { console.error('Figure 6 error:', e); }
</script>
<!-- Figure 7: LTM P/E Comparison -->
<script>
try {
createPEChart('chart-pe-comp', [
{ label: 'COST', pe: 52.3, isSubject: false },
{ label: 'WMT', pe: 28.1, isSubject: true },
{ label: 'TGT', pe: 15.6, isSubject: false },
{ label: 'BJ', pe: 22.4, isSubject: false }
]);
} catch(e) { console.error('Figure 7 error:', e); }
</script>
</body>
</html>
```
## Chart.js Implementation Notes
### Figure 2: Revenue & EPS Chart
- **Type**: Combo bar + line
- **Bars**: Quarterly revenue on left y-axis
- **Line**: Diluted EPS on right y-axis
- **Labels**: Quarter identifiers (e.g., "Q1 FY24")
- Use 8 quarters of data
### Figure 3: Margin Trend Chart
- **Type**: Dual line chart
- **Lines**: Gross margin % and operating margin %
- **Y-axis**: Percentage with 1 decimal place
### Figure 3: Revenue Growth Chart
- **Type**: Bar chart with conditional coloring
- **Green bars**: Positive growth quarters
- **Red bars**: Negative growth quarters
- **IMPORTANT**: Only include quarters where y/y growth can be computed (i.e., where both the current quarter AND the year-ago quarter exist in `financials.csv`). With 8 quarters of raw data, this typically yields 4 bars — NOT 8. Do not pass labels for quarters without y/y data.
- No legend needed (self-explanatory)
### Figure 4: Business Segment Revenue
- Use HTML table (not a chart)
- Columns: Segment | Latest Q Rev ($M) | % of Total | y/y Change
- Color-code y/y change cells with pos/neg classes
### Figure 5: Earnings-Annotated Stock Price Chart
- **Type**: Line chart with annotation plugin vertical lines
- **Data**: 1 year of daily closing prices
- **Annotations**: Vertical dashed lines at each earnings date
- **Labels**: Quarter name + 1-day post-earnings stock move
- **Colors**: Green for positive reactions, red for negative
- **Calculating the 1-day move**: Compare closing price on earnings date to next trading day close
- **CRITICAL**: The annotation plugin MUST be registered before creating charts: `Chart.register(window['chartjs-plugin-annotation'])` — this is already in the template script block
### Figure 7: Competitor Indexed Performance Chart
- **Type**: Multi-line chart, rebased to 100
- **Subject company**: Solid thick line (borderWidth: 3)
- **Competitors**: Thinner dashed lines (borderWidth: 1.5, borderDash)
- This visual hierarchy makes the subject company immediately identifiable
### Figure 8: LTM P/E Comparison Chart
- **Type**: Horizontal bar chart
- **Subject company**: Highlighted in navy (#1a1a4e)
- **Competitors**: Light blue (#85c1e9)
- **Sorted**: Descending by P/E
- Shows at a glance whether the company trades at a premium or discount to peers
### Figure 8: Competitor Comparison Table
- HTML table with highlight-row for subject company
- Columns: Ticker | Company | Mkt Cap ($B) | LTM P/E | NTM P/E | YTD % | 1-Yr %
- Color-code returns with pos/neg classes
## Formatting Conventions
### Numbers
- Revenue: 1 decimal place for $B (e.g., "$152.3B"), no decimals for $M (e.g., "$4,521M")
- EPS: 2 decimal places (e.g., "$1.47")
- Margins: 1 decimal place with % sign (e.g., "24.5%")
- Growth rates: 1 decimal place with +/- sign (e.g., "+5.2%", "-3.1%")
- Market cap: 1 decimal place for $B (e.g., "$562.1B")
- Stock prices: 2 decimal places (e.g., "$172.35")
- P/E ratios: 1 decimal place with 'x' suffix (e.g., "25.3x")
### Color Coding
- Positive values: `class="pos"` -- green (#0d7a3e)
- Negative values: `class="neg"` -- red (#c0392b)
- Neutral/flat: `class="neutral"` -- gray (#555)
- Subject company row: `class="highlight-row"` -- light blue background
### Figure Labels
- Number all figures sequentially: "Figure 1:", "Figure 2:", etc.
- Figures 1-8 are on Pages 3-5 (the Consensus Estimates table on Page 2 is not numbered)
- Include source attribution under every chart and table: "Source: S&P Capital IQ"
### Hyperlinked Claims
- Every factual claim in the report body — numbers AND qualitative statements — must be wrapped in `<a href="#ref-N" class="data-ref">CLAIM TEXT</a>`
- The `ref-N` ID must match a row in the Appendix table
- This applies to: narrative text, bullet points, table cells, blockquotes — anywhere a fact appears
- Chart axis labels and tooltips do NOT need hyperlinks (only report body text)
- Assign reference IDs sequentially (`ref-1`, `ref-2`, ...) as you write the report
- Multiple references to the same underlying claim should share the same ref ID
- For qualitative claims, wrap the key phrase: `<a href="#ref-25" class="data-ref">management flagged tariff headwinds</a>`
### Appendix
- **MUST begin with**: `<div class="ai-disclaimer">Analysis is AI-generated — please confirm all outputs</div>`
- The Appendix is the final section of the report, after all figures
- **4 columns**: Ref # | Fact | Value | Source & Derivation
- One row per unique claim referenced in the report (numeric and non-numeric)
- **Every number in the report body must be a clickable `<a href="#ref-N">` link to its appendix row. No exceptions.**
- Group rows by category: Quarterly Financials, Valuation, Transcript Claims, Estimates & Consensus, News & Analyst Commentary, Stock Performance
- Use subheading rows (`appendix-group` class) to separate groups
- **Source & Derivation column** must include specific, detailed sourcing for EVERY row:
- For raw S&P data (revenue, EPS, prices, market cap, etc.): `<span class="src-label">S&P Capital IQ</span>` followed by the specific MCP function call with parameters (e.g., `get_financial_line_item_from_identifiers(identifier='WMT', line_item='revenue', period_type='quarterly', period='Q3 FY2026')`). **Never write just "S&P Capital IQ" with no detail.**
- For calculated values (margins, growth rates, P/E, returns): the full formula with `<a class="data-ref">` hyperlinks to each component row (use `formula` CSS class). **Every number in the formula must be a clickable link to its own appendix row.**
- For transcript claims: the verbatim excerpt sentence in italics (`excerpt` CSS class) + transcript name with `transcript-ref` class + `key_dev_id`
- For Kensho results: the key finding (`excerpt` class) + **clickable source URL** as `<a href="[URL]" target="_blank" class="src-url">[Source Title]</a>` + the search query used. **Every Kensho-sourced claim must have a clickable URL to the original source.**
- Source labels use the `src-label` CSS class (bold navy)
- External source URLs use the `src-url` CSS class (blue, underlined, clickable)
### Style Rules
- **NO EMOJIS** anywhere in the report. No emoji in headings, tables, chart labels, or body text. This is a professional research document.
- Font: Arial Narrow throughout (body, headings, tables, charts).
- Management quotes: Integrate as `<blockquote>` elements within the executive thesis narrative. Never under a separate heading.
- Keep all text concise. Target 4-5 printed pages total (appendix is additional).