The Business Model Blind Spot in Upbound Group's Growth Plans Upbound Group, Inc.
, a technology and data driven firm that leases household durable goods to customers through its Rent A Center, Acima, and Franchising segments, is facing concerns over its business model that threaten to derail its growth.
The company's recent first quarter 2026 investor letter from FPA Queens Road Small Cap Value Fund highlights the complexities of Upbound Group's operating results.