Rollins: AI search disrupts residential customer acquisition as growth slows and margins come under pressure
Rollins’ third-quarter organic growth fell to 4.3%. Changes in AI search hurt residential customer acquisition and weighed on cross-selling in the termite business. The company lowered its full-year guidance and shifted toward reallocating its marketing budget and controlling costs; JPMorgan maintained its Neutral rating and 35 dollar price target.
J.P. Morgan ·