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Will Kirkness

Vice President and Senior Equity Analyst at Bernstein

Will Kirkness is a Vice President and Senior Equity Analyst at Bernstein, specializing in European business services and data analytics, with focused coverage of companies such as Experian, Bunzl, AA, Intertek Group, and Spirent Communications. Over his career at Bernstein, which began in 2017, Kirkness has consistently delivered reliable investment recommendations with a 54% success rate and an average annual return of 8.5% per rating, ranking among the top 2,300 Wall Street analysts on TipRanks. He previously worked in industry-focused roles that leverage deep sector insights, and his coverage is widely recognized for its thoroughness and independence. Kirkness holds professional credentials in line with equity research standards, including FINRA registration and relevant securities licenses.

Will Kirkness's questions to RENTOKIL INITIAL PLC /FI (RTO) leadership

Will Kirkness's questions to RENTOKIL INITIAL PLC /FI (RTO) leadership • H1 2025

Question

Will Kirkness of Bernstein asked for performance metrics on satellite stores, clarification on the 85% U.S. retention target, and details on the weak organic growth in the Hygiene and Well-being division.

Answer

CEO Andy Ransom explained that satellite stores have low incremental costs and become profitable as they mature but declined to give specific ROI metrics. He clarified that 'towards 85%' retention is an aspiration for North America, and reaching 82-83% would be a significant success. He attributed the 0.4% organic growth in Hygiene and Well-being to tough comps from a large project last year, the unwind of COVID-related contracts in the Pacific, and comp effects in the UK.

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