RCIIRent-A-Center, Inc.
The schedule
- Wed4Nov
- Thu5Nov
Positive Q3 results solidify the margin recovery trend, and robust guidance for the crucial Q4 holiday shopping season puts the stock on a re-rating path towards its historical trading range.
- Tue1Dec
Management, now confident in the cash flow outlook following three quarters of stable margins, announces a significant new share repurchase program, signaling undervaluation and boosting confidence.
- Wed3Feb
- Wed5May
- Wed4Aug
Past
- Wed5Aug
Sequential revenue growth acceleration and a confirmed, successful stabilization of Acima's loss rates at an acceptable level signal the worst of the credit cycle pain is over for RCII, leading to a strong rally.
- Wed15Jul
A major competitor in the virtual lease-to-own market announces a significant partnership with a national retailer, raising concerns about Acima's market penetration ceiling and margin compression.
- Fri10Apr
External data (e.g., Federal Reserve or industry reports) show a further spike in subprime delinquency rates, signaling a direct and persistent headwind for Acima's underwriting model.