Title:Can LLMs Think Like Consumers? Benchmarking Crowd-Level Reaction Reconstruction with ConsumerSimBench

Abstract: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.

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