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Ananya Das

Director and Equity Analyst at UBS

Ananya Das is a Director and Equity Analyst at UBS, specializing in U.S. consumer and retail sector research with in-depth coverage of companies such as Target, Walmart, Dollar General, and Costco. She is recognized for her rigorous fundamental analysis and timely investment recommendations, with a track record evidenced by a 67% success rate and average returns of 8.4% per recommendation, consistently ranking in the top quartile of analysts on TipRanks over recent years. Das began her career at Barclays as a research associate in 2012, moving to UBS in 2016 where she advanced rapidly through increasingly senior analyst roles. She holds FINRA Series 7, 63, and 86/87 licenses, and has been acknowledged for her influential insights in institutional investor surveys.

Ananya Das's questions to ROLLINS (ROL) leadership

Question · Q3 2025

Ananya Das asked about cost inflation across materials, equipment, and labor, and expectations for 2026. She also inquired about plans for sales and marketing investment in Q4 and 2026, and if there's further room for leverage given 10 basis points of leverage for two consecutive quarters.

Answer

Ken Krause (EVP and CFO) reported no significant changes in inflation for cost inputs, with the 3-4% pricing (CPI-plus) strategy effectively offsetting costs and driving margin improvement. Jerry Gahlhoff (President and CEO) noted fleet as the most volatile cost. Ken Krause added that Rollins will continue to evaluate and make sales and marketing investments to acquire customers and grow market share, leveraging past investments for productivity gains, while Jerry Gahlhoff emphasized that marketing spend is consistent, with leverage primarily found in sales productivity.

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