Ollie Davies's questions to Rentokil Initial PLC (RTO) leadership • H1 2025
Question
Ollie Davies from Rothschild & Co Redburn asked for the split between digital and organic leads, how lead types progressed in Q2, and the reason for a slowdown in one-off job growth.
Answer
CEO Andy Ransom stated that for competitive reasons, he could not provide a specific marketing spend split but confirmed a strategic shift from paid to organic channels, resulting in higher organic and technician leads. CFO Paul Edgecliffe-Johnson added that one-off job revenue is variable and the primary focus remains on growing the recurring contract portfolio.