Episode 277
- 4 minutes ago
- 1 min read
6/4/26
Topic: What’s Happening with Rollins & What It Means for Pest Control M&A
Guests: Dan Gordon & Donnie Shelton
In this episode we discuss:
Our sponsors Coalmarch by Workwave, PestSure, Voice for Pest & Forshaw
PMP Industry Insiders Peer Groups
The recent decline in Rollins' stock and the gap between Wall Street's emotional reaction and the underlying strength of the business
The resignation of CFO Ken Krause and why a change in the C-suite should not be interpreted as a failure of the company’s operational plans
The "genius analyst" phenomenon, where market analysts often react to sentiment rather than the reality
How factors like weather, rising labor, and marketing costs create short-term margin pressure for Rollins and all operators, despite the long-term resilience of the pest control industry
How private equity firms view deal valuations
The concept of rolled equity
Why these long-term investors are not typically swayed by 90-day stock market cycles
How major players like Rollins have historically performed during economic downturns
The importance for operators to focus on "prevention and protection"
Why Dan & Donnie remain optimistic about the overall health of the independent pest control sector
Notable: "Nothing has changed. (Rollins is) still doing what they normally do. And this is just really gets into the crazy psychology that happens on Wall Street and all the emotion... It does not accurately reflect the business in its current state." —Donnie Shelton
Like what you heard?
Rate and review us on Apple.
Tell a friend in the industry.
Support our sponsors: Coalmarch by Workwave, PestSure, Voice for Pest & Forshaw.
Subscribe on
