Rollins (ROL): PestWorld 2026 Key Takeaway: The Race to Own AI Discovery and Prove Measurable Outcomes

We attended PestWorld 2026 in Dallas, a leading pest control trade show convening operators, distributors, and technology vendors. The event highlighted a shift from basic digitization to AI-enabled acquisition, operations, and monitoring. Customer discovery is moving toward AI-generated answers, raising the importance of local content and attribution discipline. Operators are consolidating platforms so data flows across scheduling, billing, and service workflows, while connected monitoring expands in commercial settings, enabling proactive service and a path to differentiated pricing. We believe execution and service consistency matter more as lead signals become noisier. Key takeaways: (1) pest control is undergoing an operating system shift spanning AI-mediated customer discovery, platform consolidation, and connected monitoring, with scale alone likely insufficient;