The Aaron's Company, Inc. AAN has been gaining from strength in the direct-to-consumer lease-to-own market, backed by a robust lease portfolio. Solid online show and sturdy performance in GenNext stores also bode well. Driven by these factors, management posted impressive third-quarter 2021 results, wherein the top and bottom lines beat the Zacks Consensus Estimate.In the quarter, consolidated revenues rose 2.5% year over year, while same-store revenues rose 4.6%. This marked the sixth successive quarter of same-store sales growth. As a result, management raised its 2021 view. For 2021, the company anticipates revenues of $1.82-$1.83 billion, up from the earlier mentioned $1.775-$1.8 billion. Same-store revenues are forecast to grow 7.5-8.5% compared with 6-8% growth stated previously.The company has been witnessing strength in its e-commerce platform, even after stores reopened. In third-quarter 2021, e-commerce lease revenues were up 13.3%, accounting for 14.3% of total revenues. The uptick can be attributable to increased investments in digital marketing, improved shopping experience, same-day and next-day delivery facilities, personalization of products, and a broader assortment, including the latest product categories. Aaron’s express delivery program also bodes well.Similarly, other stocks in the Consumer Discretionary space have been experiencing robust digital sales. Crocs’ CROX digital sales advanced 68.9% and accounted for 36.8% of revenues in the third quarter of 2021. The metric also surged 129% from third-quarter 2019. lululemon’s LULU revenues in the digital channel increased 21% year over year and 54% on a two-year CAGR basis in third-quarter fiscal 2021. PVH Corp’s PVH revenues in the digital channel rose 15% year over year in third-quarter fiscal 2021, accounting for nearly 21% of total revenues.Coming to Aaron’s, it launched its 100th store in Largo, FL, as part of its GenNext real estate strategy. The GenNext concept stores come with easier-to-navigate main showrooms, offering new furniture, appliances and electronics. The company has already been receiving positive feedback for its other GenNext locations, with collective sales growth of 20% outpacing sales in traditional stores.However, AAN is reeling under continued sluggishness in franchisee revenues due to reduced franchised locations. Lower customer payment activity due to reduced government stimulus also remains concerning. Management expects customer payment activity to decline further in the near term. Although fourth-quarter 2021 customer lease payment activity is likely to remain above the pre-pandemic level, it is anticipated to decline year over year. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. As one investor put it, “curing and preventing hundreds of diseases…what should that market be worth?” This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Aaron's Company, Inc. (AAN): Free Stock Analysis Report lululemon athletica inc. (LULU): Free Stock Analysis Report PVH Corp. (PVH): Free Stock Analysis Report Crocs, Inc. (CROX): Free Stock Analysis Report To read this article on Zacks.com click here.