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Q1 delivered a 5.87% EPS beat on $0.86, revenue up 12.07% YoY to $12.47 billion, and management lifted comparable EPS growth guidance to 8% to 9%. Shares have climbed 19.23% YTD and 22.42% over the past year, and Polymarket assigns a 92.5% probability of another beat. Skeptics counter that shares trade near 27x earnings and traders are already pricing modest volume, with an 80.5% probability of sub-3.5% unit case growth.
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