China Consumer 2026 Outlook, One Quarter In: BI Replay

On Demand

Duration: 73 Minutes

Original Date: May 14, 2026

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Join Bloomberg Intelligence’s China consumer webinar for a timely update on sector positioning three months into 2026. With first-quarter retail sales undershooting expectations, the loss of momentum in China’s consumer recovery is becoming more evident. Our analysts will assess the implications for discretionary sectors—including luxury, sportswear, food services, home appliances, e-commerce, IP toys and cosmetics—while previewing early signals for the 618 shopping festival and highlighting the key themes and risks to watch as earnings season begins.

China Consumer 2026 Outlook, One Quarter In: BI Replay

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