TGT - Buy Rent-A-Center Sell The Aaron's Company: A Pair Trade For Recession

• Between a looming recession and raging bullwhip effect, retailers are heading towards trouble.
• Consumer financial health is worse than last year, resulting in spending habits that both help and harm lease-to-own companies.
• The acquisition of Acima and shareholder-friendly focus, including a generous 5%+ dividend, has positioned Rent-A-Center, Inc. for market-leading success.
• The Aaron's Company does not appear to see what's coming on the horizon and is vulnerable to the consequences of recession.
• A picture is worth a thousand words, but a chart is worth a thousand pictures.

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