The Aaron’s Company, Inc. (NYSE:AAN) Q4 2023 Results Conference Call February 27, 2024 8:30 AM ET

Company Participants

Mark Levee - Vice President, Finance and Investor Relations

Douglas Lindsay - Chief Executive Officer

Stephen Olsen - President

Kelly Wall - Chief Financial Officer

Conference Call Participants

Bobby Griffin - Raymond James

Kyle Joseph - Jefferies

Joseph Civello - Truist

Operator

Hello, everyone, and welcome to the Aaron’s Company, Inc. Q4 2023 Earnings Conference Call. My name is Charlie and I'll be coordinating the call today. You will have the opportunity to ask questions at the end of the presentation. [Operator Instructions]

I'll now hand over to our host, Mark Levee, VP of Finance and Investor Relations, to begin.

Mark, please go ahead.

Mark Levee

Thank you, and good morning, everyone. Welcome to our Fourth Quarter and Full Year 2023 Earnings Conference Call. Joining me today are Aaron's Chief Executive Officer, Douglas Lindsay; President, Steve Olson; and Chief Financial Officer, Kelly Wall. After our prepared remarks, we will open the call for questions. Yesterday, after the market closed, we posted our earnings release on the Investor Relations section of our website at investor.aarons.com.

We also posted a slide presentation that provides additional information about our fourth quarter and full year 2023 results and our full year 2024 outlook. During today's call, certain statements we make may be forward looking, including those related to our outlook for this year. For more information, including important cautionary notes about these forward-looking statements, please refer to the safe harbor provision that can be found at the end of the earnings release. The safe harbor provision identifies risks that may cause actual results to differ materially from the content of our forward-looking statements. Also, please see our Form 10-K for the year ended December 31, 2022, and other filings with the SEC for a description of the risks related to our business that may cause actual results to differ materially from our forward-looking statements.

We plan to file our Form 10-K for the year ended December 31, 2023, later this week. On today's call, in the earnings release and in the supplemental investor presentation, we refer to certain non-GAAP financial measures, including EBITDA and adjusted EBITDA, non-GAAP net earnings, non-GAAP EPS, adjusted free cash flow and net debt, which have been adjusted for certain items which may affect the comparability of our performance with other companies. These non-GAAP measures are detailed in the reconciliation tables included in our earnings release and the supplemental investor presentation posted on our website. With that, I will now turn the call over to our CEO, Douglas Lindsay.