Consumer Sentiment Slips Further as Tariffs and Flooding Add Pressure: China Consumer Survey Insights

Consumer Sentiment Slips Further as Tariffs and Flooding Add Pressure: China Consumer Survey Insights

Deep Dive
Primary Analyst:
Keerthan Shetty
Data Analyst
Contributors
Primary Analyst:
Keerthan Shetty, Data Analyst

Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on July 27, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How did consumer sentiment change after peaking in mid-June, and why did economic and personal financial optimism weaken through July?
  • How are flooding, typhoons, new US tariffs and the post-6.18 seasonal retail slowdown affecting consumer confidence and spending behavior?
  • Which consumer activities and product categories showed resilience as households remained cautious and focused on value?
  • What do weekly and four-week rolling sentiment indicators reveal about the outlook for China’s economy, household finances and consumption recovery?
  • How should retailers adjust pricing, promotions, trade-in programs and regional strategies as consumers prioritize value and selective spending?

Data in this research report includes:

  • Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved.
  • Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions.
  • Consumer activities over the past two weeks, highlighting engagement levels and emerging trends.
  • Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period.

Other relevant research:

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