Core Viewpoint - The article emphasizes the challenges and risks associated with opening a physical store compared to operating a stall, highlighting that the primary issues are related to renovation costs and rent obligations [3][5][17]. Group 1: Differences Between Store and Stall - The main distinction between a store and a stall lies in the costs associated with renovation and rent [4]. - Opening a store incurs significant renovation expenses, which can be a major financial burden, while stalls require minimal investment [6][17]. - The article suggests that if one is not the property owner, the financial implications of running a store can lead to dissatisfaction due to high costs [11][12]. Group 2: Rent as a Core Issue - Rent is identified as the most significant fixed cost that cannot be avoided, regardless of business performance [19][23]. - The article argues that even if a business is doing well, the rent can still be a larger burden than commissions from delivery platforms [18]. - Rent obligations persist regardless of external circumstances, making it a critical factor for business sustainability [20][22]. Group 3: Relationship with Landlords - The article discusses the power dynamics between business owners and landlords, indicating that landlords can exploit their position, especially when a business is successful [27][30]. - It highlights that landlords have various methods to increase rent or make it difficult for tenants to leave, regardless of the tenant's investment in the property [31][34]. - The experience shared in the article reflects a broader sentiment that running a restaurant often equates to working for the landlord due to the financial pressures involved [34].

Core Insights - The upcoming CPI data is expected to show a correction in inflation, with rent and the service industry being key variables [1] - If the data exceeds expectations and rebounds, it may lead to a reversal in the trend of safe-haven assets [1] Group 1 - Market anticipates inflation correction driven by housing and service sectors [1] - Potential for safe-haven assets to reverse their downward trend if CPI data surprises positively [1]