Q1 2026: Brigit integration complete, Acima GMV down 5.9%, advance losses rise 110bp

Filed May 1, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 2, 2025 · ~1 min read

Key Changes

• high

  Acima GMV fell 5.9% YoY to $427.1M, reversing prior-year 8.8% growth, driven by lower GMV in prior quarters that feeds current-period rental revenue.

  MD&A: Acima Segment verify on EDGAR →
• high

  Brigit net advance loss rate rose from 2.4% to 3.5% (110bp increase), indicating higher charge-offs on customer cash advances as the portfolio scales.

  MD&A: Brigit Segment verify on EDGAR →
• medium

  Brigit integration completed; internal controls now cover full consolidated entity with no exclusions, and Q1 2026 includes three full months of Brigit results vs. two months in Q1 2025.

  Controls & Procedures / MD&A verify on EDGAR →