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    Oliver Davies • Redburn Atlantic

    Oliver Davies's questions to Vestis Corp (VSTS) leadership

    Oliver Davies's questions to Vestis Corp (VSTS) leadership • Q4 2024

    Question

    Oliver Davies asked about the productivity gap between the best-performing sales region and the company average, and the reasons for recent success with national accounts.

    Answer

    CEO Kim Scott described the productivity in the top region as 'multiples higher' than the historical average, calling it a 'dramatic step change.' She explained that national account success stems from a new strategic focus on leveraging the company's 35% idle plant capacity, a priority that did not exist pre-spin, which is now supported by new leadership and a robust pipeline.

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    Oliver Davies's questions to Rollins Inc (ROL) leadership

    Oliver Davies's questions to Rollins Inc (ROL) leadership • Q3 2024

    Question

    Oliver Davies asked if recent investments would accelerate organic growth beyond the 7-8% range next year and whether the easing of investment in late Q3 applied to both sales and advertising.

    Answer

    EVP and CFO Kenneth Krause stated he was pleased with the current 7-8% growth rate and was not prepared to commit to an acceleration. President and CEO Jerry Gahlhoff added that he does not believe maintaining this growth rate should require a higher cost basis. Krause confirmed that the investment easing seen in September was broad-based and occurred after more significant spending in July and August.

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    Oliver Davies's questions to Concentrix Corp (CNXC) leadership

    Oliver Davies's questions to Concentrix Corp (CNXC) leadership • Q3 2024

    Question

    Oliver Davies questioned whether a specific automation example fell within the 7% transactional business category, sought to quantify the total portion of automatable revenue, and asked about the pricing model for the new IX Hello tool.

    Answer

    CEO Christopher Caldwell clarified the example was complex work outside the 7% transactional bucket and declined to provide a new total for automatable revenue, highlighting the difference between simple and complex automation. He explained that the IX Hello tool is priced on a per-seat basis and is expected to be margin-accretive, driving deeper client integration even if it cannibalizes some traditional services.

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