Aaron's Q4 Earnings Call Highlights

Management highlighted increasing cross-sell across products. Michaels said MoneyApp and Four generated about $45 million of incremental leasing GMV in 2025, up from $23 million in 2024, as customers using those products increasingly opted into leasing when it fit their needs.Michaels said PROG is increasingly looking at growth through consolidated GMV across its ecosystem rather than only through Progressive Leasing. He said consolidated GMV, which includes Progressive Leasing and buy now, pay later (BNPL) ...