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  "docSlug": "addbfd9bdf8e",
  "documentTitle": "Rollins Inc. (ROL)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Spruce Point Capital Management",
  "documentKindSlug": "activist-deck",
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  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2023-10-04 00:00:00",
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  "pageNumber": 15,
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  "slideType": "comparison_table",
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  "density": "dense",
  "nDataPoints": 28,
  "notes": "Includes a line chart showing monthly visits over time with an annotation for the Terminix/Rentokil merger.",
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      "kind": "callout",
      "text": "Specifically, monthly visits are almost 20% more, and duration of time spent on Terminix’s website is 2x longer.",
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      "text": "Orkin vs. Terminix Monthly Visits (Jun 22 - Aug 23)",
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      "text": "monthly visits: 20%",
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      "text": "Using professional data from Similarweb to evaluate website traffic and engagement, we find that Terminix is gaining ground in the U.S. against Rollins' main brand Orkin. Specifically, monthly visits are almost 20% more, and duration of time spent on Terminix's website is 2x longer.",
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      "text": "Source: Similarweb",
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      "text": "Engagement metrics table comparing Orkin.com and Terminix.com",
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      "text": "Web Traffic Suggests That Terminix Is Gaining Ground Against Rollins' Main Brand Orkin",
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      "arcName": "Overcoming the Monster",
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      "beatName": "Complication",
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      "evidence": "Spruce Point highlights several complications facing Rollins, including increased competition and declining insect populations.",
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