Americans are spending less money even as the Chinese spend more. Take a look at the 5 major US companies winning on China's spending spree.

• Chinese consumers are back traveling and spending following the lifting of COVID-19 curbs.
• Retail sales in China rose 10.6% in March from a year ago.
• This pent-up demand has helped US companies' earnings as consumption slows at home.

China's big spenders are back, and American companies are cashing in on this post-COVID bounce.