Pest Control Unlocked

The Fed hiked rates for the first time in 3 years, and Rollins and Rentokil both hit 12-month lows in the same week, while independent operators kept growing. This episode covers what connects those three things...

In April 2025, French researchers found West Nile virus in southern France. The first human case came 19 weeks later. That work wasn't done by a pest control company. Plus record diesel, Europe's West Nile cases up...

Diesel just hit $5.94, an all-time record, and the index in your fuel surcharge clause jumped 37 cents in a week. Plus the earliest West Nile season since 2004, dengue in Tampa, a valuation puzzle involving KKR and...

Bill Gates thinks some jobs should be protected from AI by law. Pest control did that decades ago and called it a licence. But we drew the line around the application, not the judgement. Plus khapra beetle, EPA port...

Rentokil splits into two divisions. Diesel hits $5.40 with no relief in sight. NOAA calls a historic El Niño. Plus a Midwest Derecho, and a Norwegian buyer landing in Canada.

Part 2 of The Power Ranking - Retention and connected portfolio: the final two measures, and the two where the comparison breaks down. Plus a fourth company that belongs on the board and isn't.

Five measures every operator tracks, applied to the three biggest pest control companies in the world. Part 1 covers revenue, growth and profitability. H1 2026.

Rentokil walked away from a target it was about to hit, because hitting it wouldn't have fixed the actual problem. The problem is that four years after the biggest deal this industry has ever done, the recurring book in...

Ecolab's pest business grew 7% with margins through 20%. The filings show what its monitoring transition costs — and the one number nobody will disclose.

Chris Harkins says IPM needs a new version number. I agree — then ask the harder question: who would actually adopt it? Plus tariffs on monitoring hardware and what the Dutch already proved.

Introducing the second series in a new format. Increasing infestation levels, elevated operational expenses and more frugal customer base are trajectories impacting pest control. Weather patterns suggest the traditional...

<p>A conversation with Dr Matt Freitag exploring the subject matter of PFAS, its potential impact on the pest control industry, but also understanding the broader aspects.</p>

<p>Revenue tells you how big a business is. Organic growth tells you how well it is actually performing. In this second and final episode of the series, we go under the hood — examining growth quality, cash generation...

<p>The global pest control market is worth $27 billion and growing fast. Four companies now control nearly half of global revenue — and 70% of the North American market. In this first episode, we introduce the four...

<p>In this episode, we break down Anticimex's 2025 Annual Report. How does a pest control giant with $1.75 billion in revenue, 21% margins, and 32 acquisitions in a single year still post a net loss? We unpack their...