Section · Cocktails

Cocktails: Origin, Attribution, Canon

Where the cocktail comes from, when the academic record agrees, and where it doesn't.

Overview

This chapter walks the cocktail canon of Mexican spirits and, more than that, walks the discipline of cocktail attribution itself. Most of what most cocktail histories will tell you about the origins of the canonical Mexican cocktails is folklore. Some of it is genuinely well-documented. Telling the two apart is the chapter's editorial spine.

Two patterns will recur. The first is the Wondrich pattern of mid-twentieth-century cocktail attribution: a named bartender (Herrera, Sames, Morales, Cruz, Orozco, Negrete) tells a first-person story decades after the alleged event, the story propagates through trade press and brand marketing, and contemporary writers cite the story as fact long after the primary record has gone cold. The Margarita is the textbook case; the Paloma is the same pattern in inverse, where the most-credited inventor (Don Javier Delgado Corona of La Capilla) explicitly denied inventing the drink. The chapter handles these cases the same way the culture chapter handled the pulque smear: cite the source, attach a confidence label, soften brand-specific attributions that primary-source research does not support.

The second pattern is the modern craft canon, in which attribution is genuinely solid. Phil Ward's Oaxaca Old Fashioned (Death & Co, 2007), Joaquín Simó's Naked & Famous (Death & Co, 2011, IBA-recognized in 2020), Phil Ward's Division Bell (Mayahuel, 2009), Julio Bermejo's Tommy's Margarita (Tommy's Mexican Restaurant in San Francisco, 1989-90, IBA New Era Classic in 2008), and Don Javier's Batanga (La Capilla, c. 1961, with a small caveat on the exact year) are all attributions that survive primary-source scrutiny: the inventor was alive during the attribution, gave consistent first-person accounts, the bar's opening menu or recipe book is in print, the trade press wrote about each drink the year it was created. The chapter walks each of these with full confidence.

The chapter follows ten sections. Sections 2 and 3 handle the Margarita through the Tequila Daisy precursor argument and the seven named claimants. Section 4 handles the Paloma. Sections 5 through 7 walk three high-confidence twentieth-century attributions (the Batanga, the Trident Tequila Sunrise, and the frozen-Margarita machine). Section 8 is the modern craft canon. Section 9 is the Mexican cantina canon (Charro Negro, Cantarito, Mezcal Negroni, El Diablo, Carajillo, Rompope). Section 10 closes on sangrita and the discipline of attribution.

The chapter cross-references the history chapter for the broader twentieth-century arc the cocktails sit inside, the culture chapter for the bandera and mezcal pour rituals that frame the cocktail conventions, and the regulation chapter for the additive-free and 100-percent-agave debates that shape what a cocktail-grade tequila or mezcal actually is.

The Tequila Daisy precursor argument

The structural argument that there is no single inventor of the Margarita rests on a piece of cocktail-history scholarship most influentially developed by David Wondrich in Imbibe! (2007, revised 2015) and elaborated in The Oxford Companion to Spirits and Cocktails (2021). The argument is that the Margarita is not an original invention but a Spanish translation of the pre-existing Tequila Daisy, and that the search for "the inventor" misses the underlying mechanism: the drink moved across a language boundary and picked up a new name in the process.

The Daisy as a cocktail category dates from nineteenth-century American bartending. In its classical form it was a sour built on a base spirit (originally brandy or whiskey), citrus juice, sugar or syrup, often grenadine, and a soda-water top. Wondrich traces the Daisy proper to Fred Eberlin's bar in New York c. 1870s. By the early twentieth century the Daisy was a stable category with multiple base-spirit variants; making one with tequila was, by the mid-1930s, a recognizable bartender move along the U.S.-Mexico border.

The single best-documented contemporaneous attestation of the Tequila Daisy as a cocktail in active service is James Graham's article in the Moville Mail (Iowa) on 23 July 1936. Graham, the editor of a small Iowa weekly, took a trip to Tijuana and Agua Caliente at the tail end of U.S. Prohibition and the recently-loosened Mexican tourism economy. He visited a bar run by an Irish bartender named Henry Madden, which was advertised as "The Home of the Famous Tequila Daisy." Madden told Graham the drink was an accident: he had grabbed the wrong bottle while mixing a Brandy Daisy and the result became the bar's signature. Graham wrote the story up; the article was syndicated; the Syracuse Herald on 19 August 1936 subsequently ran an advertisement for "Leo Lighter and His All-Girl Band" promoting "Syracuse's newest and refreshing drink: Tequila Daisy." These two attestations together establish the Tequila Daisy as a known cocktail in commercial circulation by mid-1936.

The second load-bearing primary source is the Cafe Royal Cocktail Book, compiled by William J. Tarling (head bartender at the Cafe Royal in London and head of the United Kingdom Bartenders' Guild) and printed in 1937 as a slim fundraising volume with fewer than twenty-five original copies. The book includes a tequila-Cointreau-lime cocktail called the Picador in proportions essentially identical to the modern Margarita. The Picador predates the first known Margarita-by-name in print by sixteen years. The Cafe Royal Cocktail Book has been multiply reprinted and is the most-cited single primary source supporting the Tequila Daisy to Margarita evolution.

The translation argument is direct and idiomatic. Margarita is Spanish for daisy (the flower) and is also a common given name. As tequila-citrus-orange-liqueur drinks moved from U.S. bars in Mexican border towns (Tijuana, Juárez, Ensenada) and from U.S. bars in Los Angeles and Galveston into Mexican circulation through the late 1930s and 1940s, the natural Spanish-language name for a tequila Daisy was a tequila Margarita. Any bilingual customer would have made the translation without thinking about it. This means that the named-bartender claims of Sections 3 below are mostly not lies; the bartenders almost certainly served Margaritas in good faith. They just did not invent the category.

The decisive piece of corroborating evidence is the 1945 Jose Cuervo advertisement with the tagline "Margarita: it's more than a girl's name." The tagline was already in commercial circulation in 1945. This undercuts every named-inventor claim with a date of 1948 or later (Sames, Cruz) by establishing that the drink was widespread enough by 1945 to support a national advertising line. The first known print mention of the Margarita by name is Michael Demarest's "Memo from Mike" column in The Press Democrat (Santa Rosa, California) on 17 September 1953; the first published recipe is in Esquire in December 1953. Both postdate the Cuervo tagline by nearly a decade, indicating that the cocktail was substantially in circulation for some years before it became prominent enough to enter cocktail print.

The honest synthesis, then, is that the Margarita is best understood as a Tequila Daisy that received a Spanish name when it crossed into Mexican bartender culture in the 1930s, became a popular border-town cocktail by the early 1940s, was commercialized by Cuervo through the late 1940s and early 1950s, broke into the broader American market in the early 1950s, and became dominant after Vernon Underwood's 1955 distributor push (Section 3 walks the Underwood story). The named bartenders almost certainly did serve Margaritas. None can be sustained as the unambiguous first inventor against the documentary record.

The seven Margarita claimants

Seven named-inventor claims circulate in the literature. Each is worth walking briefly with its primary-source verdict.

Carlos "Danny" Herrera, Rancho La Gloria, c. 1938. The most-cited claim. Herrera ran a bar on the old Tijuana-Rosarito highway in Baja California; the story is that he created the Margarita for a former Ziegfeld dancer named Marjorie King who was allergic to all spirits except tequila, and named the drink after King's middle name (Margarita) translated to Spanish. Herrera repeated the story to journalists in the 1980s and 1990s and the Los Angeles Times San Diego County edition canonized it in a 2 May 1991 profile, "The Real Margaritaville." The story was debunked by Thomas K. Arnold in "Myths and Margaritas" in the San Diego Reader on 21 May 1992, ten days after Herrera's death; Arnold traced the propagation chain from a Baja Times writer who took Herrera's story at face value, through the wire services, to the L.A. Times. No contemporaneous 1930s or 1940s documentation of the Herrera-King encounter exists. Marjorie King's identity beyond the name and the "Ziegfeld dancer" tag has never been independently documented. Verdict: folklore, low confidence.

Margarita Sames, Acapulco, 1948. Sames was a Dallas socialite who claimed she invented the cocktail at her Acapulco vacation home over Christmas 1948 for a poolside gathering that included Nick Hilton, Hotel Bel-Air owner Joseph Drown, John Wayne, Lana Turner, and other society figures. She told the story consistently in interviews from the 1980s onward. The named guests are plausible. But the 1945 Cuervo tagline establishes that the cocktail was already in commercial circulation by name three years before Sames's claimed invention, and Sames did not tell the story publicly until thirty-plus years after the event. Most cocktail historians treat the Sames story as an adoption (she certainly served Margaritas at her parties and probably introduced many socialites to the drink) rather than an invention. Verdict: folklore for the invention claim, medium confidence for the propagation role.

Francisco "Pancho" Morales, Ciudad Juárez, 4 July 1942. The strongest of the named-bartender claims. Morales was a bartender at Tommy's Place on Juárez Avenue in Ciudad Juárez. He said he was asked on the Fourth of July 1942 for a Magnolia (a champagne-brandy cocktail with lemon and grenadine), could not recall the exact formula but remembered it had Cointreau and citrus, improvised with tequila + lime + Cointreau, salt-rimmed the glass, and called it a Margarita. Morales gave a detailed first-person interview to Texas Monthly in 1974, only thirty-two years after the event, while still alive and still bartending. He showed the reporter his original handwritten recipe, written on a stack of period bar tabs printed with "194_": a partially preserved physical artifact. He emigrated to the United States and worked as a milkman for Price's Creameries in El Paso for the last eighteen years of his life. Mexico's national news agency Notimex later endorsed the Morales claim. The complications are familiar: 1942 is after the Tequila Daisy was already attested (Graham 1936, Cafe Royal Cocktail Book Picador 1937), and Morales may have re-invented the drink locally rather than invented it ex nihilo. Verdict: medium confidence that Morales served a Margarita in 1942; low confidence that he was the unambiguous first inventor.

Santos Cruz, Balinese Room, Galveston, 1948. Cruz was the head bartender at the Balinese Room, a famous Gulf Coast nightclub on a 600-foot pier in Galveston, Texas. The claim is that he created the Margarita for the singer Peggy Lee in 1948 as a structurally-Sidecar drink with tequila in place of brandy and a salt rim in place of sugar. The name was supposedly Lee's full name Margaret rendered in Spanish (the diminutive "Peggy" itself derives from "Margaret"); her husband Dave Barbour supposedly named it. Cruz's son repeated the story to Galveston-area journalists. No contemporaneous documentation exists. Peggy Lee herself never publicly endorsed the story. The Cruz account, like Herrera's, surfaces decades after the fact through descendants. Verdict: folklore, low confidence.

Don Carlos Orozco, Hussong's Cantina, Ensenada, October 1941. Orozco was a bartender at Hussong's Cantina in Ensenada (founded 1892). The story is that he created the Margarita in October 1941 for Margarita Henkel, allegedly the daughter of the German ambassador to Mexico, using equal parts tequila, damiana (a Baja California Sur regional aphrodisiac herbal liqueur), and lime, with a salt rim. Cointreau replaced the damiana in modern Hussong's-style Margaritas. Hussong's promotes this claim heavily as its origin story. The complications: no 1941 menu, no 1941 photograph, no contemporaneous newspaper account confirms the October 1941 encounter; the "Ensenada Historical Society documentation" cited by Hussong's has never been published in a verifiable form; and "the German ambassador's daughter" is not a person who can be confidently identified from period diplomatic records, particularly given Mexico's complicated 1941 relationship with Nazi Germany. The damiana variant of the cocktail is a real and culturally significant Baja regional variation, served by many bars in La Paz and Los Cabos; it just probably is not the original Margarita. Verdict: folklore for the origin claim, high confidence for the existence of the regional Damiana Margarita variation.

David "Danny" Negrete, Hotel Garci Crespo, Tehuacán, Puebla, 1936. Negrete was manager at the Hotel Garci Crespo in Tehuacán and allegedly created the Margarita for his girlfriend Margarita in 1936; he later moved to the Agua Caliente Racetrack in Tijuana in 1944. Preserved mostly in descendants' recollections; no contemporaneous documentation. Verdict: folklore, low confidence. The 1936 date does fit the broader pattern, however: by the mid-1930s multiple Mexican and border-town bartenders were independently riffing on tequila-citrus-orange-liqueur cocktails.

Vernon Underwood and Jose Cuervo, U.S. distribution, 1944-1955. Underwood was a salesman at Young's Market, the West Coast Jose Cuervo distributor. He noticed that the Tail O' the Cock restaurant in Los Angeles was ordering five cases of tequila a week, visited, found that bartender Johnny Durlesser was making "Margaritas," and partnered with Cuervo on a national U.S. marketing campaign. The "Margarita: it's more than a girl's name" tagline ran from approximately 1945 onward; by 1955 the cocktail was being marketed nationally. Underwood became president of Young's Market in 1963. This is not an invention claim; it is the Margarita's commercial-origin story in the U.S. market. Verdict: high confidence as the U.S. commercial origin (1944-1955), not invention.

The named bartenders almost certainly did serve Margaritas in good faith. None can be sustained as the unambiguous inventor against the documentary record.

Margarita (IBA Classical)

Origin: disputedDisputed: one or more important claims on this page are actively contested in the source material. Specific points are flagged inline with their dispute, and at least one source is cited so you can read the disagreement yourself.

First print mention: Press Democrat, 17 September 1953 · Tequila Daisy evolution; no single inventor · 1953

Ingredients

  • 35 ml100% agave blanco tequila
  • 20 mlCointreau or other dry triple sec
  • 15 mlfresh lime juice

Method

Shake all ingredients hard with ice. Strain into a chilled coupe with a half salt rim.

Glassware
coupe
Ice
shake with ice; strain
Garnish
half salt rim (so the drinker can choose)

Editor's note: The IBA standard. Quality of tequila is paramount; a mixto build produces a thin, harsh drink.

Full recipe page: Margarita

The Paloma is folk

The Paloma (blanco tequila, grapefruit soda, lime, salt rim) is by some surveys the most-drunk tequila cocktail in Mexico itself, far more popular than the Margarita. Its origin is, however, less clear than its ubiquity, and the most-credited inventor explicitly denied inventing it.

Don Javier Delgado Corona (1923 to 28 February 2020), owner-bartender of La CapillaA small cantina in the town of Tequila, Jalisco; reputed to be the oldest bar in the area; the most-visited tequila cantina in the world; on the World's 50 Best Bars list in the town of Tequila, Jalisco, ran the bar for over six decades and was widely credited as the Paloma's inventor. The clearest published source for Don Javier's denial of that attribution is Jim Meehan's PDT Cocktail Book (Sterling Epicure, 2011) and Meehan's Bartender Manual (Ten Speed Press, 2017), in which Meehan, who interviewed Don Javier personally at La Capilla, reports the denial directly. Don Javier said he had served the Paloma for decades (La Capilla pours them as a matter of course) but said he had not invented it. He did invent the Batanga, walked in Section 5 below.

The strongest origin pattern for the Paloma rests on the commercial-product timeline of its key ingredient. Squirt, the American grapefruit soda invented in Phoenix in 1938, began advertising itself as a tequila mixer in 1950 in the United States. Squirt was exported to Mexico beginning in 1955. Jarritos toronja (grapefruit) launched somewhat later; Jarritos began in 1950 with coffee as its first flavor and added flavors gradually through the 1950s and 1960s. This means the canonical Paloma in its modern form (tequila plus grapefruit soda plus lime plus salt rim) could not have existed in Mexico before approximately 1955. Pre-1955 Mexican grapefruit-tequila drinks did exist using fresh grapefruit juice, and the broader changuirongo category (tequila plus any soda) was present in Mexican drinking culture from the 1940s onward, but the canonical Paloma is mid-1950s at the earliest.

The name paloma means "dove" in Spanish. Two main hypotheses for the name circulate. One is Sebastián Yradier's "La Paloma" (c. 1863), one of the most-popular and most-recorded songs of the late nineteenth and early twentieth centuries in Mexico. The other is the clear, light, "winged" quality of the drink, which sets it apart from the heavier Margarita. Neither is provable. The name-origin question is genuinely unrecoverable.

The honest answer on the Paloma's origin, then, is that nobody knows. The Paloma is a folk creation of mid-twentieth-century Mexican drinking culture, emerging organically once Squirt was available in Mexico (post-1955) as a natural mixer with tequila, and accumulating the salt-rim and lime-juice refinements that mark the modern recipe through the late 1950s and 1960s.

The Paloma's absence from the IBA Official Cocktails list (as of 2026) is widely noted as anomalous, given that the drink is more-commonly served in Mexico than the Margarita. The structural reason is that the IBA list privileges drinks with documented inventors and stable canonical recipes, and the Paloma's folk-tradition origin and the soda-vs.-fresh-juice ambiguity make it harder to fix in a single recipe.

Paloma (Mexican standard)

Origin: disputedDisputed: one or more important claims on this page are actively contested in the source material. Specific points are flagged inline with their dispute, and at least one source is cited so you can read the disagreement yourself.

Folk creation; no single inventor (Don Javier denied) · Mexico, mid-1950s through 1960s emergence

Ingredients

  • 60 ml100% agave blanco tequila
  • 15 mlfresh lime juice
  • 120-150 mlSquirt or Jarritos toronja (grapefruit soda)(to top)
  • pinchfine salt

Method

Build all ingredients in a chilled highball over ice. Stir gently. Half salt rim optional.

Glassware
highball
Ice
build over ice
Garnish
lime wedge; salt rim (half) optional

Editor's note: Squirt is the canonical brand; Mexican Squirt is sweeter than the U.S. version. For a craft build: replace soda with 45 ml fresh pink-grapefruit juice + 15 ml simple syrup + soda water.

Full recipe page: Paloma

Don Javier's Batanga

The Batanga is the cleanest single counterexample in twentieth-century Mexican-cocktail attribution to the pattern of unresolvable folklore that the Margarita and Paloma cases display. The inventor was alive during the attribution, gave consistent first-person accounts, ran the bar where the drink became canonical, and is documented on film and in photographs performing the drink's signature flourish.

Don Javier Delgado Corona invented the Batanga at La CapillaA small cantina in the town of Tequila, Jalisco; reputed to be the oldest bar in the area; the most-visited tequila cantina in the world; on the World's 50 Best Bars list in the town of Tequila, Jalisco, in or around 1961. Some sources (the Tahona Society documentation among them) give the date as "the late 1950s" rather than 1961 specifically, and Don Javier himself reportedly gave slightly different dates in different interviews; the 1961 date is the most widely cited and the one Don Javier defended in his later interviews. Given the inherent uncertainty of sixty-year-old personal memory, "1961" should be read as "early 1960s per Don Javier's own account."

The drink: blanco tequila, fresh lime juice, Mexican Coca-Cola, in a salt-rimmed tall glass. The signature flourish, documented in photographs and video footage of Don Javier at La Capilla, is that he stirred the drink with a kitchen knife, specifically the knife he used to cut limes. The gesture is not theatrical for its own sake; it is a working bartender's economy of motion. The knife is already in his hand, the drink needs to be stirred briefly, the knife performs the action and returns to the cutting board.

The name comes from a friend of Don Javier's who was nicknamed Batanga. Don Javier's account, told in the Tahona Society and Saveur profiles, was that he was working a busy service when the bar ran out of the standard tubo (tube-shaped highball) glasses, went to a nearby market to buy more, but found only a different style of glass that the friend had nicknamed batanga. Don Javier returned to the bar saying "No hubo tubos pero hubo batangas": "there were no tubes but there were batangas." The drink, when served in the new glasses, took on the glass's name.

Don Javier ran La Capilla from approximately 1940 until his death on 28 February 2020, making it the oldest continuously operating cantina in the town of Tequila and arguably the most famous in the world. The bar is on the World's 50 Best Bars list. The house tequila is Tequila Tapatío, made by the Camarena family in Arandas in the Los Altos highlands. The combination of the house tequila, the knife-stir, and the salt rim defines the canonical Batanga; substituting another tequila is acceptable, substituting American HFCS Coca-Cola for the Mexican cane-sugar formula is not.

Batanga

Origin: highHigh confidence: the main claims on this page are backed by primary sources (regulatory documents, peer-reviewed research, or direct producer attestation) and have been verified against the editorial correction log.

Don Javier Delgado Corona · La Capilla, Tequila town, Jalisco · 1961

Ingredients

  • 60 ml100% agave blanco tequila(Tapatío is the house tequila at La Capilla)
  • 15 mlfresh lime juice
  • 150 mlMexican Coca-Cola(cane sugar formula; to top)

Method

Rim a chilled tall glass with salt. Build tequila and lime over ice. Top with Mexican Coca-Cola. Stir gently with a kitchen knife.

Glassware
highball
Ice
build over ice
Garnish
salt rim (full); lime wedge

Editor's note: Mexican Coca-Cola is mandatory. The cane-sugar formula has more depth than U.S. HFCS Coke. The salt rim is non-negotiable. Stirring with a knife is the canonical move.

Full recipe page: Batanga

The Trident Tequila Sunrise

Two distinct drinks have circulated under the name Tequila Sunrise.

The older Tequila Sunrise was created by Gene Sulit at the Arizona Biltmore Hotel in Phoenix in the 1930s. It is built on tequila, crème de cassis, lime juice, and soda water, served poolside. The Arizona Biltmore still serves a "Biltmore Original Tequila Sunrise" in this configuration. This is the first cocktail to wear the name.

The Tequila Sunrise that most American drinkers will recognize today, however, is a fundamentally different drink. It was created by bartenders Bobby Lozoff and Billy Rice at The Trident in Sausalito, California, around 1970-72. It is tequila, fresh orange juice, and a small float of grenadine that sinks slowly through the orange juice to produce the red-to-orange-to-yellow gradient that gives the drink its name. The Biltmore version is essentially a different cocktail with the same name; the Trident version is the cocktail the Eagles wrote a song about.

The Trident version's cultural breakout came on 7 June 1972, when the Rolling Stones attended a party at the Trident hosted by Bill Graham as part of the band's Exile on Main St. North American tour. Mick Jagger ordered a Margarita; Bobby Lozoff suggested he try a Tequila Sunrise instead. The Stones drank Tequila Sunrises for the rest of the tour. Jose Cuervo subsequently marketed Tequila Sunrises through Stones-tour-adjacent advertising, cementing the Trident version as the canonical Tequila Sunrise in American consciousness.

The cocktail's pop-cultural canonization was completed by Don Henley and Glenn Frey's "Tequila Sunrise" on the Eagles' 1973 album Desperado. Henley has said in interviews that the song's title was partly inspired by Frey's habit of drinking the cocktail with him on tour, although the lyrics are not directly about the drink. The song was the cultural moment at which the Trident version displaced the Biltmore version in American popular memory.

The recipe details matter. The grenadine must be real grenadine (pomegranate-based, often with orange-flower water, sometimes with a touch of pomegranate molasses), not the high-fructose-corn-syrup-with-red-dye industrial product that fills most American bar wells. The grenadine is floated, not stirred; the slow sink through the orange juice is the entire visual point of the cocktail. A Tequila Sunrise that has been shaken or stirred is mechanically and aesthetically not the drink.

Tequila Sunrise (Trident)

Origin: highHigh confidence: the main claims on this page are backed by primary sources (regulatory documents, peer-reviewed research, or direct producer attestation) and have been verified against the editorial correction log.

Bobby Lozoff and Billy Rice · The Trident, Sausalito, California · 1971

Ingredients

  • 45 ml100% agave blanco tequila
  • 120 mlfresh orange juice
  • 10 mlreal grenadine(pomegranate-based, not HFCS-with-red-dye)

Method

Build tequila and orange juice in a chilled highball over ice. Slowly pour grenadine down the inside of the glass so it sinks and creates the sunrise gradient. Do not stir.

Glassware
highball
Ice
build over ice
Garnish
orange slice

Editor's note: Do not stir. The point is the gradient. The 7 June 1972 Rolling Stones party at the Trident is the cocktail’s cultural breakout moment.

Full recipe page: Tequila Sunrise

The frozen Margarita machine

The frozen Margarita is structurally a different drink from the shaken classical Margarita: the dilution profile of a continuous-batch slushy machine fundamentally changes the texture, the proportions, and the sensory presentation. Treating the two as the same drink and arguing about which is "real" is a category error. They are different drinks with related ancestry. The frozen-Margarita machine and its inventor are worth their own section because the machine itself is a documented Smithsonian artifact and one of the cleanest pieces of mid-twentieth-century American cultural-innovation history.

The inventor is Mariano Martinez, a Dallas restaurateur who owned Mariano's Mexican Cuisine. The story, well-corroborated and high-confidence on every date and fact, is that Martinez watched a girl pull a slushy from a 7-Eleven Slurpee machine in 1971; frustrated that his bartender could not keep up with demand for blended Margaritas at his restaurant and that the drinks tasted different from one batch to the next, Martinez bought a used soft-serve ice-cream machine, modified it, reformulated his Margarita recipe to run through it, and installed the first frozen-Margarita machine on the morning of 11 May 1971. By the late 1970s, frozen-Margarita machines were standard equipment in Tex-Mex restaurants across the United States.

The Smithsonian National Museum of American History acquired the original machine in 2005. Dr. Rayna Green, NMAH curator, conducted research as part of an exhibit on Tex-Mex food, heard the Martinez story, investigated, confirmed the documentation, and the museum accepted the machine with a public announcement in October 2005. The machine is part of the Smithsonian's permanent collection as a symbol of mid-twentieth-century American Tex-Mex cultural innovation. The Martinez claim is the rare twentieth-century cocktail attribution that has been through both contemporary press scrutiny and formal museum-curator research, and survived both intact.

The frozen Margarita's significance, beyond the machine itself, is that it is the proximate cause of the Margarita's American ubiquity. The machine made the drink possible to serve at industrial throughput in mid-volume restaurants, and the Tex-Mex restaurant boom of the 1970s and 1980s carried the cocktail into the American mainstream. By the time of Jimmy Buffett's "Margaritaville" on the 1977 album Changes in Latitudes, Changes in Attitudes, the frozen Margarita was already the default U.S.-restaurant Margarita experience. The Margarita's American cultural footprint (Jimmy Buffett's empire, the Tex-Mex restaurant chains, the college-bar tequila shot's misappropriation of the cocktail's prestige) is largely the footprint of the Mariano Martinez machine.

The Mariano Martinez machine is now mounted in a glass case at the Smithsonian. Below it, by tradition, NMAH staff sometimes leave a small ceremonial salt-rimmed coupe.

The modern craft canon (Death & Co and Mayahuel)

Modern craft cocktail attributions are, as a class, much better documented than the mid-century ones. The inventors are alive (or recently were), the bars and their opening menus are in print, the trade press wrote about each drink the year it was created, and the published cocktail books of the relevant bars cement the dates and the recipes. Four agave-based cocktails from the New York City craft-bar scene of the late 2000s and early 2010s have entered the modern canon and deserve walking individually.

The Oaxaca Old Fashioned was created by Phil Ward at Death & Co in New York City's East Village in 2007. Death & Co opened on New Year's Eve 2006 to 1 January 2007, and the Oaxaca Old Fashioned was on the opening cocktail list. The drink is reposado tequila, mezcal, agave syrup, and Angostura bitters, served over a large ice cube in a rocks glass with a flamed orange-peel garnish. The 3:1 ratio of reposado to mezcal mattered: Ward designed the drink with a heavier reposado base to make it approachable to a 2007 audience that had little experience of pure mezcal but already knew the Old Fashioned format. The drink's significance is foundational. It was one of the first cocktails on the New York specialty-cocktail circuit to use mezcal as a load-bearing ingredient rather than as a float or accent, and it did so in a structure any American drinker already knew. The Oaxaca Old Fashioned is largely credited with sparking the broader mainstreaming of mezcal in U.S. cocktail culture. The drink appears in Death & Co: Modern Classic Cocktails (Kaplan, Fauchald, Day; Ten Speed Press, 2014) under Ward's name; the trade press (Punch, Imbibe, Wine Enthusiast) consistently dates it to 2007.

Oaxaca Old Fashioned

Origin: highHigh confidence: the main claims on this page are backed by primary sources (regulatory documents, peer-reviewed research, or direct producer attestation) and have been verified against the editorial correction log.

Phil Ward · Death & Co, New York City · 2007

Ingredients

  • 45 mlreposado tequila(Ward used Siembra Azul; Tequila Ocho or El Tesoro Plata is excellent)
  • 15 mlmezcal(Del Maguey Vida or similar agave-forward joven)
  • 5 mlagave syrup(1:1 with water)
  • 1 dashAngostura bitters

Method

Stir all ingredients with ice. Strain over a large ice cube in a rocks glass. Express a flamed orange peel over the surface and drop into the glass.

Glassware
rocks
Ice
single large cube
Garnish
flamed orange peel

Editor's note: Largely credited with sparking the broader mainstreaming of mezcal in U.S. cocktail culture. The 3:1 reposado-to-mezcal ratio matters.

Full recipe page: Oaxaca Old Fashioned

The Naked and Famous was created by Joaquín Simó at Death & Co in 2011. Equal parts mezcal joven, Yellow Chartreuse, Aperol, and fresh lime juice. Simó described the drink as "the bastard child born out of an illicit Oaxacan love affair between the Last Word and the Paper Plane", referencing the classical equal-parts Last Word (gin / Chartreuse / maraschino / lime) and Sam Ross's equal-parts Paper Plane (bourbon / Aperol / Amaro Nonino / lemon, created at Little Branch). The name comes from the song "Tricky Kid" by the British trip-hop artist Tricky, from his 1996 album Pre-Millennium Tension; the lyric "naked and famous" appears in the track. The drink was added to the IBA Official Cocktails list in 2020, and is probably the single most-served mezcal cocktail in serious bars worldwide.

Naked and Famous

Origin: highHigh confidence: the main claims on this page are backed by primary sources (regulatory documents, peer-reviewed research, or direct producer attestation) and have been verified against the editorial correction log.

Joaquín Simó · Death & Co, New York City · 2011

Ingredients

  • 22.5 mlmezcal joven
  • 22.5 mlYellow Chartreuse
  • 22.5 mlAperol
  • 22.5 mlfresh lime juice

Method

Shake all ingredients hard with ice. Double-strain into a chilled coupe.

Glassware
coupe
Ice
shake with ice; double-strain
Garnish
none

Editor's note: Equal parts. Added to the IBA Official Cocktails list in 2020. Name from Tricky’s 1996 song ’Tricky Kid.’

Full recipe page: Naked and Famous

The Division Bell was created by Phil Ward at Mayahuel in 2009, the East Village agave-spirits bar Ward opened with Ravi DeRossi after leaving Death & Co. The drink is a Last Word variant: mezcal joven, Aperol, maraschino liqueur (Luxardo), and fresh lime juice, with a grapefruit twist. Ward named the drink after the 1994 Pink Floyd album The Division Bell, which he listened to during the bar's buildout. The drink appears on Mayahuel's opening cocktail list; the date and venue are confirmed by Difford's Guide and the Mezcal Reviews archive.

Division Bell

Origin: highHigh confidence: the main claims on this page are backed by primary sources (regulatory documents, peer-reviewed research, or direct producer attestation) and have been verified against the editorial correction log.

Phil Ward · Mayahuel, New York City · 2009

Ingredients

  • 30 mlmezcal joven
  • 22 mlAperol
  • 15 mlmaraschino liqueur(Luxardo)
  • 22 mlfresh lime juice

Method

Shake all ingredients hard with ice. Double-strain into a chilled coupe. Express a grapefruit twist over the surface.

Glassware
coupe
Ice
shake with ice; double-strain
Garnish
grapefruit twist

Editor's note: A Last Word variant in the mezcal idiom. Named after the 1994 Pink Floyd album.

Full recipe page: Division Bell

Tommy's Margarita was created by Julio Bermejo at his family's restaurant, Tommy's Mexican Restaurant in San Francisco's Outer Richmond, around 1989-1990. Bermejo took over the bar program in the late 1980s and substituted agave nectar for the traditional triple sec / Cointreau / simple syrup. The drink is 100-percent-agave blanco tequila, fresh lime juice, agave nectar (often diluted 2:1 with water), shaken with ice, served in a rocks glass over fresh ice, with no salt rim. In 2008 the IBA designated the Tommy's Margarita a "New Era Classic," the only venue-specific cocktail on the IBA's official list. The drink's adoption of fresh agave nectar as a sweetener is one of the most influential structural innovations in modern American cocktail bartending and is widely credited as the proximate cause of agave syrup's rise as a craft-bar staple. Bermejo's argument was that a quality 100-percent-agave tequila does not need orange-cordial mediation, and that the agave-nectar sweetener integrates better with the tequila's own grassy-citrus profile.

Tommy’s Margarita

Origin: highHigh confidence: the main claims on this page are backed by primary sources (regulatory documents, peer-reviewed research, or direct producer attestation) and have been verified against the editorial correction log.

Julio Bermejo · Tommy’s Mexican Restaurant, San Francisco · 1990

Ingredients

  • 60 ml100% agave blanco tequila
  • 30 mlfresh lime juice
  • 15 mllight agave nectar(1:1 with water)

Method

Shake all ingredients with ice. Strain into a chilled rocks glass over a single large cube. No salt rim.

Glassware
rocks
Ice
single large cube
Garnish
none (or a thin lime wheel)

Editor's note: IBA New Era Classic, 2008. The only venue-specific cocktail on the IBA’s official list. Skips triple sec entirely; the agave nectar integrates with the tequila’s grassy-citrus profile.

Full recipe page: Tommy’s Margarita

The pattern across all four is consistent: a named individual, a documented bar, an opening or contemporaneous menu, trade-press coverage in the year of the drink's creation, and a published cocktail book that fixes the canonical recipe. Compared to the mid-twentieth-century named-bartender claims walked in Sections 3 and 4, the modern craft canon is what cocktail attribution looks like when the documentary apparatus catches up with the practice.

The Mexican cantina canon

A second cluster of drinks belongs to the broader Mexican cantina tradition but lacks the single-bartender attributions of either the contested twentieth-century cocktails or the well-documented modern craft canon. They are folk standards, refined across decades of cantina service, with no single inventor and no contested origin question.

Charro Negro is blanco tequila, Mexican Coca-Cola, and lime, in a highball with no salt rim. The unrimmed cousin of the Batanga and the Mexican analogue of the Cuba Libre. Ubiquitous in cantinas across northern and central Mexico. Served casually as the working-cantina drink of choice when the customer wants a soda-tequila highball without the Batanga's signature salt rim.

Cantarito ("little jug") is a Jaliscan tequila highball served in a small unglazed clay jug of the same name. The clay's slight porosity contributes an earthy mineral note to the drink. The cocktail mixes blanco tequila with three citrus juices (lime, orange, grapefruit) and tops with grapefruit soda; the rim is salted. It is essentially a more-layered Paloma. Lunazul's master distiller Francisco Quijano has been quoted attributing the cocktail's emergence to the Mexican Revolutionary period (1910-17), but this appears to be brand-history retro-claim rather than primary-source documentation; the cocktail in its modern form most likely emerged in the 1970s as a tourist-facing presentation of an older jimador-after-work drinking pattern, with the clay jug providing both the vessel and the name. The clay-cup tradition itself is unambiguously ancient and pre-Columbian in its broader Mexican context.

Cantarito

Origin: mediumMedium confidence: most claims are backed by reputable secondary sources, but some details rely on inference or have not yet been verified against primary sources.

Folk tradition; no single inventor · Jalisco; modern form 1970s

Ingredients

  • 60 ml100% agave blanco tequila
  • 30 mlfresh lime juice
  • 30 mlfresh orange juice
  • 30 mlfresh pink grapefruit juice
  • pinchfine salt
  • 60 mlSquirt or Jarritos toronja(to top)

Method

In a small clay cantarito jug or a chilled rocks glass, build all ingredients over ice. Top with grapefruit soda. Salt the rim.

Glassware
cantarito (unglazed clay jug) or chilled rocks glass
Ice
build over ice
Garnish
salt rim (full); lime wheel; orange slice

Editor's note: Essentially a more-layered Paloma. The clay jug’s slight porosity contributes an earthy mineral note.

Full recipe page: Cantarito

Mezcal Negroni is a straight substitution: replace gin with smoky mezcal joven in the classical equal-parts Negroni (gin / Campari / sweet vermouth). The Campari's bitter-orange and the mezcal's smoke turn out to be a remarkable pairing, and the Mezcal Negroni has become a standard order in agave-specialist bars since approximately the mid-2010s. The drink is a category exemplar of the broader "substitute mezcal for the base spirit in a classical cocktail" pattern that mezcal-bar bartenders have used through the 2010s to introduce mezcal to drinkers who already know a familiar cocktail format.

El Diablo is a tequila highball with crème de cassis and ginger beer, dating from at least the 1940s (it appears in Trader Vic's Book of Food and Drink, 1946). The drink predates the rise of premium tequila by decades and is the closest thing the cantina canon has to a tiki cocktail in its construction; the cassis and ginger beer were 1940s American cocktail ingredients that Trader Vic incorporated into a tequila build that has survived in the canon since.

Carajillo is the Mexican espresso-and-spirit digestif. The Spanish-origin version uses brandy or Licor 43; the contemporary Mexican standard uses Licor 43 over ice with hot espresso poured over the top, which produces a layered effect with the cold liqueur at the bottom and the hot espresso on top. Mexicanized versions substitute mezcal, reposado tequila, or a Mexican brandy for the Licor 43; each works on its own logic. The drink is the standard end-of-meal digestive in Mexican mid- and upscale restaurants.

Rompope is the Mexican spiked-eggnog liqueur, invented in the seventeenth century by the Poor Clares (Hermanas Pobres de Santa Clara) at the Convento de Santa Clara in Puebla. The credited inventor is Sister Eduviges, who adapted a Spanish ponche de huevo by adding rum, vanilla, and corn-starch thickener. The Poor Clares were not initially allowed to drink their own creation; Eduviges petitioned the Mother Superior for permission, which was granted with a one-glass-per-day limit. The brand Santa Clara is named for the convent. Rompope is the standard Mexican Christmas-season drink and is consumed straight, over ice, or as the base of a Christmas-version Carajillo. The Puebla nuns' attribution is one of the few colonial-era Mexican beverage origin stories that has held up across the centuries with consistent documentary attestation.

A footnote on Sangrita-as-food: in northern Mexico the same flavor profile that sangrita expresses in a glass (tomato or citrus, chile, salt) appears in frijoles charros ("cowboy beans") and frijoles borrachos ("drunken beans," with beer in the broth). The drink and the food belong to the same culinary tradition. The chapter closes on sangrita itself in the next section.

Sangrita and the discipline of attribution

The chapter's closing thought is framed through sangrita, the red companion of the bandera and the most famous tequila chaser. The case is small but instructive.

Sangrita ("little blood") is not, in its classical form, a tomato-based drink. The traditional sangrita of the Lake Chapala region of Jalisco, where the drink emerged in the 1920s reportedly out of the leftover citrus juices from a popular pico de gallo-style fruit salad, is built on Seville bitter orange juice, pomegranate juice, fresh lime juice, and powdered chile (often piquín), with the red color coming from the pomegranate and the chile rather than from tomato. The classical recipe is documented at length by Lucinda Hutson in ¡Viva Tequila!: Cocktails, Cooking, and Other Agave Adventures (University of Texas Press, 2013) and is independently confirmed by Jeffrey Morgenthaler, the influential Portland bartender and cocktail writer, in The Bar Book and in widely-cited blog posts. Older Jalisco residents have confirmed the no-tomato position in the trade press.

The tomato-based version is a mid-twentieth-century invention, popularized in the United States in the 1950s and 1960s and now near-universal in American Mexican restaurants. The strong case is that tomato was added to "recreate" the drink's redness by mainland-Mexican and (especially) U.S. bartenders who lacked access to pomegranate juice or did not know it was the source of the color. Both versions are now culturally entrenched. The "with-tomato" sangrita is what most Americans recognize. The "no-tomato" classical sangrita is identified today with tequila purists, with Jalisco regional cuisine, and with mezcal-bar accompaniment culture in the U.S. craft-cocktail scene.

Sangrita (no-tomato classical)

Origin: highHigh confidence: the main claims on this page are backed by primary sources (regulatory documents, peer-reviewed research, or direct producer attestation) and have been verified against the editorial correction log.

Folk creation; documented by Hutson 2013 and Morgenthaler · Lake Chapala region of Jalisco · 1920

Ingredients

  • 120 mlfresh Seville bitter orange juice(substitute: 90 ml fresh orange + 30 ml fresh lime)
  • 60 mlpomegranate juice(the source of the red color)
  • 30 mlfresh lime juice
  • 0.5 tspfine-ground dried chile(de árbol or piquín)
  • 0.25 tspfine sea salt
  • few dropsSalsa Valentina(optional)

Method

Combine all ingredients in a pitcher. Stir. Chill 1 hour. Serve in small caballitos alongside a sipped blanco tequila.

Glassware
caballito
Ice
stir; chill 1 hour; serve at room temperature or lightly chilled
Garnish
none

Editor's note: Tomato is not part of the classical Lake Chapala recipe; the red color comes from pomegranate and chile. The tomato adaptation is a mid-twentieth-century U.S. invention.

Full recipe page: Sangrita

The sangrita case is a small one but illustrates the chapter's editorial spine. Two different versions of the drink circulate. One is the classical recipe with a documented regional origin and primary-source backing in multiple modern cocktail-writing voices. The other is a mid-twentieth-century American adaptation that is now more widely served and that most casual drinkers would identify as the "real" sangrita. Both are legitimate beverages. The classical-vs.-adaptation distinction is what gives the bartender the information they need to choose, and what gives the editorial voice the information it needs to describe without slipping into either false antiquarianism (insisting that only the classical version "counts") or false populism (collapsing the distinction because the tomato version is more familiar).

That editorial discipline is what the chapter has tried to apply throughout. The Margarita has no single inventor; the seven named claimants are folklore-to-medium-confidence and the Wondrich Tequila Daisy precursor argument is the honest synthesis. The Paloma has no single inventor; Don Javier explicitly denied inventing it and the Squirt-Mexico 1955 timeline establishes the modern recipe's emergence floor. The Batanga, the Trident Tequila Sunrise, the frozen-Margarita machine, the Oaxaca Old Fashioned, the Naked and Famous, the Division Bell, and the Tommy's Margarita all do have well-documented attributions and can be stated with high confidence. The classical sangrita is documented through Hutson and Morgenthaler; the tomato variant is a real and culturally entrenched adaptation. Every claim has been handled with the same Pilcher-1998 discipline that the culture chapter applied to the pulque smear: cite the source, attach a confidence label, soften brand-specific attributions that primary-source research does not support.

The cocktail chapter closes the chapter sequence the way the regulation chapter opened it, with the discipline of saying what is known and what is not, and refusing to pretend that the line between them is anywhere other than where the documentary record actually puts it.

Sources

  1. Wondrich, D. Imbibe!: From Absinthe Cocktail to Whiskey Smash. Tarcher (2007); revised edition 2015.· book
  2. Wondrich, D. (ed.) and Rothbaum, N. (assoc. ed.). The Oxford Companion to Spirits and Cocktails. Oxford University Press (2021).· book
  3. Tarling, W. J. Café Royal Cocktail Book. United Kingdom Bartenders Guild, London (1937). Includes the Picador.· book
  4. Graham, J. Graham's Sightseeing. Moville Mail (Iowa), 23 July 1936. Earliest known American newspaper attestation of the Tequila Daisy by name.· secondary_press
  5. Meehan, J. The PDT Cocktail Book. Sterling Epicure (2011). Source for Don Javier's denial of inventing the Paloma.· book
  6. Meehan, J. Meehan's Bartender Manual. Ten Speed Press (2017).· book
  7. Kaplan, D., Fauchald, N. and Day, A. Death & Co: Modern Classic Cocktails. Ten Speed Press (2014). Canonical text for the Oaxaca Old Fashioned and Naked & Famous attributions.· book
  8. Pilcher, J. M. ¡Que Vivan los Tamales!: Food and the Making of Mexican Identity. University of New Mexico Press (1998).· book
  9. Hutson, L. ¡Viva Tequila!: Cocktails, Cooking, and Other Agave Adventures. University of Texas Press (2013). Primary source for the no-tomato classical sangrita.· book
  10. Arnold, T. K. Myths and Margaritas: The L.A. Times Gets Soused on Its Own Margarita Hoax. San Diego Reader, 21 May 1992. Canonical debunking of the Herrera Margarita claim.· secondary_press
  11. Texas Monthly. The Man Who Invented the Margarita (1974 profile of Francisco 'Pancho' Morales).· secondary_press
  12. Smithsonian National Museum of American History. National Museum of American History Acquires Frozen Margarita Machine (press release, 2005).· primary_regulatory
  13. Smithsonian Magazine. The Uniquely Texan Origins of the Frozen Margarita.· secondary_press
  14. International Bartenders Association (IBA). Official Cocktails List (2020 revision adds Naked and Famous).· primary_regulatory
  15. Marin Magazine. The Story Behind The Trident's World Famous Tequila Sunrise.· secondary_press