It has an impact on physical stores and e-commerce, but it is not big. Physical stores rely on safety and service. Most people still choose to shop in physical stores, because they can buy with confidence, and they can exchange or claim compensation in case of problems. The stalls are different. If you sell things today, you may not see people tomorrow. E-commerce is small profits but quick turnover, relying on sales to survive and develop, which is unmatched by the small business of the stall. Stalls will divert small and medium-sized businesses in the short term, but most of them are not separated from each other. In the medium term, a large number of users without quality assurance such as Taobao and Pinduoduo will be diverted, which will correct the high rent problem of small and medium-sized businesses. Overall, it has little impact on high-end shopping malls and brand e-commerce. The disadvantage is how the stalls coexist with the passing vehicles in the surrounding residential areas and how to ensure the health quality.