KeyBanc analyst Bradley Thomas raised his price target for Aaron's (AAN) to $75 after his channel checks in Q1 uncovered a new partnership with Wayfair (W). The partnership could add up to 27% to Aaron's annualized earnings, Thomas tells investors in a research note. The new deal, in addition to the company's expanding Best Buy partnership, gives the analyst increased confidence to raise his 2020 earnings estimate. He reiterates an Overweight rating on Aaron's and calls the company one of his favorite ideas. The stock in early trading is up 3% to $57.30.