Energy price shocks and tariffs are two of the most talked-about factors driving inflation today, but it's easy for investors to miss another key catalyst: services prices. The services sector's breadth makes it uniquely relevant when prices are rising overall, and a handful of vital but often overlooked offerings are seeing increased pricing power alongside sustained commercial activity.
Companies operating in the waste management and commercial real estate industries could see higher prices that stay stickier than those in the energy sector. After all, energy prices can drop suddenly when supply improves, while services prices tend to be tied to longer-term contracts, wages, rents, and more. The three companies below provide different access points to the services industry but could all benefit from the current environment.
