Uncovering Salience-Driven Dynamics in Consumer Confidence with Generative Social Simulation

LLMs are increasingly used as ``digital consumers'' to simulate public opinion, pre-test marketing decisions, and anticipate audience response. However, existing evaluations rarely ask whether a model can reconstruct the concrete reaction patterns that real consumers surface in public discourse. We introduce ConsumerSimBench, a benchmark built from 1,553 real Chinese social-media topics and 23,122 atomic, rule-audited criteria spanning four reaction families. Rather than scoring open-ended generations with a holistic preference judge, ConsumerSimBench decomposes each task into auditable yes-no decisions over concrete reaction points, raising three-judge agreement from 65.8% to 92.1% with 98.4% agreement between pointwise judge decisions and human-majority labels. Across 13 frontier generators, the strongest model, Gemini-3.1-Pro, covers only 47.8% of real reaction criteria, while GPT-5.2 and Claude-4.6 trail far behind despite their strength on technical benchmarks. The failures reveal a sharp gap between technical-benchmark performance and socially grounded consumer intuition. A direct structured reasoning prompt decreases coverage, while a generate--reflect multi-agent pipeline improves MiMo-V2.5-Pro from 32.9% to 37.6% on a subset. ConsumerSimBench reframes consumer simulation as a forecasting problem over real public-discourse reactions, showing that frontier LLMs remain far from reliably predicting what consumers will actually care about in high-context Chinese consumer discourse.

Large language models are increasingly used as social simulators, including as synthetic survey respondents. Most evaluations ask whether simulated outcomes resemble human outcomes. We argue that this is necessary but too weak: a simulator can match the final answer while using the wrong rationale-derived reason pattern. We study this problem through a 94-person sunscreen concept test in which each respondent evaluated three product concepts and wrote open-ended rationales. We map those rationales into signed reason states $Z$, where positive signs support adoption and negative signs block it. This gives a practical audit: holding respondent descriptors $D$, category context $K$, and concept treatment $X$ fixed, do human rationale-derived reasons help predict behavior $Y$, and can an LLM simulate the same reason state without seeing the human rationale or outcome? Human rationale-derived reasons substantially improve held-out prediction of purchase intent. LLM-simulated reasons are more brittle: they often sound plausible, but frequently echo the concept board rather than recover the respondent's acceptance or rejection path. The paper contributes an evaluation framework for social simulators. Reason states do not identify natural causal effects by themselves, but they provide an interpretable test of whether a simulator's stated reasons align with human evidence.

Machine learning can predict human behavior well when substantial structured data are available for well-defined outcomes. Such models are typically outcome-specific, however, requiring training data for each target outcome, limiting their applicability to new domains. We test whether large language models (LLMs) can relax these requirements by using self-report data to build attitudinal and behavioral simulations, or "generative agents," that can predict responses across outcomes without outcome-specific training data. Using data from a diverse national sample of 1,052 Americans, we built agents from (i) two-hour, semi-structured interviews elicited using the American Voices Project interview schedule, (ii) structured surveys including General Social Survey items and the Big Five personality inventory, or (iii) both sources combined. On held-out General Social Survey items, interview-only, survey-only, and combined agents achieved accuracies equal to 83%, 82%, and 86% of participants' own two-week test-retest consistency benchmark, respectively, compared with 74% for demographics-only agents. Combining interviews and surveys produced the highest accuracy, though gains over either source alone were modest, suggesting that predictive benefits from data begin to asymptote once the model has observed sufficient evidence within a domain. We find that these agents also predict personality traits, economic-game behavior, and experimental responses, while reducing accuracy disparities across racial and ideological groups relative to demographics-only agents. Together, these results show that LLM agents grounded in qualitative or quantitative self-reports can support general-purpose simulation of individuals across outcomes, without requiring task-specific training data.