Annelies Vermeulen's questions to Rentokil Initial PLC (RTO) leadership • H1 2025
Question
Annelies Vermeulen of Morgan Stanley questioned whether recent lead flow was due to execution or favorable weather, sought details on the predictive churn model, and asked about the scope of the door-to-door sales program's future deployment.
Answer
CEO Andy Ransom acknowledged a weather impact but expressed confidence in the company's execution, noting the predictive churn model uses AI to proactively identify at-risk customers. He confirmed the door-to-door pilot will likely see a material scale-up, which CFO Paul Edgecliffe-Johnson added would be funded within the existing marketing budget.