Episode 11: Retail and COVID 19 with Anthony Chukumba of Loop Capital

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Loop Capital’s Anthony Chukumba for an engaging look at the retail sector through the lens of a seasoned equity research analyst. With over 20 years of experience, Anthony shares how major shifts—including ecommerce, omnichannel strategies, and recessionary pressures—are reshaping the retail landscape. From legacy brands to new entrants, he highlights what’s driving survival and what’s accelerating decline in an already overstored U.S. market.

The conversation spans pre- and post-COVID dynamics, including which business models are proving resilient, how Amazon’s dominance is being challenged, and where technology is creating both opportunity and disruption. For insurance investors with exposure to equities—or just looking to better understand one of the most visible sectors in the economy—this episode delivers sharp, experience-backed insights into what’s next for retail.