Purpose
Decide the quarter's narrative deliberately: the 5-7 highlights and the CEO quote that carry the investment case, responding to the assessment's gaps — so that alignment happens on a concrete proposal and the report never invents narrative at assembly time.
Output package
Produce these sections under these exact headings, in this order. The headings are a machine contract: report assembly parses this document — never rename or merge them.
## Highlights— 5-7 ranked bullets. Each top-level bullet is the report-ready highlight text, verbatim as it should print. Directly under each, one nested bullet beginningRationale:with the one-line reason for CL. Nothing else in this section.## Exclusions— one bullet per excluded or routed item with its one-line reason (including anything routed to the CEO quote or financial review, with the routing noted).## CEO quote— the quote text only, as it should print,[brief input]markers included. No commentary, no attribution line.## Self-QA trace— the number → source table, the open[brief input]markers listed, and the one-line consistency and voice checks. State the reporting period by its canonical id (e.g.2026-Q2) on the first line of this section — report assembly refuses a storyline it cannot date.