The Services Brief

Primary sector: automotive (with B2B services + home services in Key Numbers)Spotlight: Caliber Collision (Lewisville, TX) — 1,863 locations, IPO incoming, acquired Car Body Lab to add mobile collision. The strategic move other consolidating service categories (HVAC, plumbing, dental, vet, pest, home health) should be watching.Key Numbers:  - 6.1% — ABM Industries Q1 2026 revenue growth (5.5% organic). Demand is real, raise prices.  - $17.27 — BLS median hourly janitor wage; 78% of cleaning companies report hiring difficulty. Retention is the constraint, not wages.  - 6,000 — Customer count Massey Services picked up acquiring Solve Pest Pros in February. Pest control consolidation is accelerating.

Sectors covered: home services + personal servicesStories:  1. Market Conditions — Carrier (8%) and Daikin (up to 10%) HVAC OEM price increases. Action: republish flat-rate book before May 1.  2. Technology — ACHR survey, 25% of residential contractors now using AI, 48% report productivity gains. Action: ask your field-service software vendor what AI features are in your current tier.  3. Strategy/M&A — VIO Med Spa opens Nashville HQ, 64 locations across 20 states, Freeman Spogli-backed. Action: scan your zip code for PE-backed brand activity in the past 12 months.