On January 23, AmCham China’s Food & Beverage Committee hosted a members-only event reviewing China’s consumer market in 2025 and discussing the outlook for 2026. The event was held in the Chamber’s Beijing office, with members participating both onsite and online.
The session featured insights from Catherine Lim, Senior Equity Analyst and Head of Asia at Bloomberg Intelligence, and Ernan Cui, Senior China Consumer Analyst at Gavekal Dragonomics. Drawing on 2025 data, the speakers examined consumption trends across key consumer-facing industries and goods sectors.
The discussion also explored the outlook for 2026, including the potential impact of consumption stimulus policies and broader factors shaping household consumption, such as demographics, healthcare developments, and income trends. The exchange provided members with a timely, data-driven perspective on China’s evolving consumer landscape.
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