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Ollie Davies

Research Analyst at Rothschild & Co Redburn

Ollie Davies is an Equity Analyst at Redburn Atlantic, part of Rothschild & Co, specializing in coverage of industrials and related sectors, with a focus on specialty business services and rental & leasing services. He has provided ratings for companies including Rentokil Initial, Cintas, and Vestis, though recent performance metrics show a 0% success rate and average return according to leading platforms like TipRanks, based on three recorded ratings. Davies began his analyst career at Redburn Atlantic and holds the Chartered Financial Analyst (CFA) certification, signifying a strong foundation in financial analysis and investment research. His professional credentials do not list securities licenses or FINRA registration, but he is recognized within the firm for equity research contributions.

Ollie Davies's questions to RENTOKIL INITIAL PLC /FI (RTO) leadership

Question · H1 2025

Ollie Davies of Rothschild & Co Redburn asked for a breakdown between digital and organic leads, how these lead types progressed through the quarter, and the reason for a slowdown in one-off job growth.

Answer

CEO Andy Ransom stated that for competitive reasons, the company would not provide a specific split of its marketing spend but confirmed a deliberate migration from paid search to organic and technician-generated leads. He noted that while paid spend is down, cost-per-lead is also improving. CFO Paul Edgecliffe-Johnson added that the primary focus is on growing the contract portfolio, which can lead to some quarter-to-quarter variability in one-off job performance.

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