China’s Bruised Middle Class Has Bad News for Global Brands

  • College-educated professionals are saving more, cutting back
  • Consumer sentiment watched as bellwether for economy in 2024

Commuters in Shanghai, China.

Photographer: Qilai Shen/Bloomberg
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The outlook for China’s economy is somber. Exports have cratered, manufacturing is slowing and a property slump is weighing on consumer spending. Youth unemployment has skyrocketed, and these days, even high-earning professionals are feeling the pinch.

Interviews with 20 college-educated people across five top-tier Chinese cities show how the nation’s middle to upper class — a consumer powerhouse targeted by global brands — is pulling back.