Linen Supply Services NAICS 812331

Sep 26, 2025 - Linen and Uniform Rentals Show Steady Q3 Revenue Growth

• Revenue results for health care and linen rental services remained mostly positive for Q3 compared to Q2, according to the Q3 2025 Uniform & Linen Rental Survey from the Textile Rental Services Association (TRSA) and Robert W. Baird & Co. The survey participants included executives at US linen, uniform, and facility services companies. About 45% of linen rental respondents cited rental revenue trends above expectations, with 37% in line with expectations, and 18% falling short. For uniform rental companies, 28% of respondents had revenue trending above expectations, with 44% as expected, and 28% falling short. The 12-month revenue forecast for linen rental companies was 3.2% growth, down slightly from 3.7% last quarter. The 12-month revenue forecast for uniform rental companies is growth of 3.3%, essentially unchanged from the 3.2% growth forecast last quarter.
• US consumer mood indicators have weakened, signaling potential headwinds for spending. The Conference Board’s Consumer Confidence Index fell 1.3 points in August 2025, with the decline driven by younger consumers under 35, while confidence among those over 55 improved. Meanwhile, the University of Michigan’s Consumer Sentiment Index slipped to 55.4 in early September from 58.2 in August, down 21% year over year. Inflation expectations held steady, but persistent worries about prices and tariff impacts remain. Consumer sentiment and confidence are leading indicators of discretionary spending, which drives two-thirds of U.S. economic activity. A continued slump suggests households may curb purchases and delay big-ticket decisions, raising risks for retailers, service providers, and the broader economy.

• Laundry services, included in the “Other Services” category, is one of the four industries reporting contraction in August’s Services ISM Report on Business. Executives in the Other Services industry also reported higher prices for materials and services, an increase in new export orders, a decrease in imports, and decreased employment. Other industries reporting contraction during the period were Accommodation & Food Services; Management of Companies & Support Services; and Construction. A dozen services industries reported growth in the period including Wholesale Trade; Arts, Entertainment & Recreation; Mining; Transportation & Warehousing; Educational Services; Professional, Scientific & Technical Services; Retail Trade; Utilities; Health Care & Social Assistance; Public Administration; and Real Estate, Rental & Leasing. Overall, economic activity in the services sector expanded in August for the third consecutive month, with the Services PMI registering 52%.
• Sales for the US linen supply services industry are projected to grow at a CAGR of 0.97% between 2025 and 2029, slower than the overall economy‘s anticipated growth, according to a forecast from Inforum and the Interindustry Economic Research Fund, Inc. Linen supply services are part of the “other services sector,” which is driven by consumer spending, along with expenditure by businesses. Consumer sentiment is expected to improve in the forecast period, which bodes well for the various services industries, including linen supply services. Many segments of the other services sector are recovering from a downturn during the pandemic. Remote work practices created lower demand for mass transit, parking lots and garages, office space, food services, and other personal and business needs related to commuting and working in corporate environments. Lodging and hospitality segments, which drive linen supply demand, also suffered during the pandemic. A factor that may limit consumer spending during the forecast period is higher tariffs on consumer goods.