The 5 Most Frequently Paired Foods and Alcohols

We dig into Uber’s report on what people ate and drank in 2022 [View in browser]( Proprietary Data Insights Top Software Application Stocks This Month Rank Name Searches #1 Salesforce 2,997 #2 Shopify 563 #3 CrowdStrike Holdings 513 #4 DocuSign 477 #5 Uber Technologies 346 #ad [Our Best Stock Advice Every Day]( A Bold Prediction for 2023 The Juice loves Uber (UBER). We explained why on October 19 ([“Can Canada Get Uber High?”]() and November 1 ([“Time to Take a Ride With Uber?”](). Read those stories for all the bullish details. In a nutshell, it comes down to the all-encompassing, Amazon-like ecosystem Uber is building in part by leveraging its treasure trove of rider data. Don’t look now, but Uber has been on a run the second half of the year, up roughly 17% versus returns of +3% and -2.7% for the SPDR S&P 500 Index ETF Trust (SPY) and Nasdaq-100-tracking Invesco QQQ ETF (QQQ), respectively. Source: Google Finance At the end of November, we wrote about another stock we like almost as much and for similar reasons as Uber. In [“The Next Amazon? 2 Speculative Stocks to Buy Now,”]( we reiterate our thoughts on Uber and make the case for DoorDash (DASH). We’ll have more to say about this in 2023, but today The Juice formalizes something we threw out in our Uber and DoorDash conversations. Next year, we think Uber buys DoorDash. It’s a match made in mobile-app heaven. As we speak, DoorDash is making a holiday push for people to sign up for its monthly or annual subscription. As it expands its loyal user base with this aggressive promotion, DoorDash becomes even more attractive to an Uber looking to keep riders in its ecosystem before and after a ride. Again, we’ll expand on this 2023 prediction in 2023. Now, more of what matters, especially during the holiday season: food. Brought to you by [Calculated Risk]( [Insights From the Guy Who Called the 2007 Housing Crash]( Keep up with Bill McBride's takes on housing, finance, and macroeconomics in his free daily roundup with Calculated Risk blog. [Sign up now.]( Food The Most Unexpected Food Combos of 2022 Key Takeaways: - Uber collects a ton of data. Most of it’s useful. - A once favorite condiment of Americans appears to be losing popularity. - Uber can use its data to drive revenue and, just as important, loyalty. Yes, two Juice newsletters about food in two days. We plead the holidays. Yesterday, we [riffed on Starbucks (SBUX)]( and told you about what chefs predict will be the top food trends of 2023. Today, we look back on 2022 with insights from Uber’s excellent “2022 Uber Eats Cravings Report.” It’s not all fun and games. This report underscores just how much unique and useful data Uber collects. But now, the fun and games! According to Uber, the most unexpected food combos it consistently observed this year were: - Ham + cream cheese - Fruit Roll-Up + Hot Cheetos - Pickles + whipped cream - Popcorn + pickle juice - Dark chocolate + tomato salad - Pizza + applesauce - Sushi + ranch - Peanut butter + pizza - Cheese + martinis - Watermelon + mustard We could say a lot about this list, so we’ll limit it to two things. One, who gets a martini delivered? Two, as blue cheese people, we’re happy that, despite its strange inclusion with sushi on this list, America’s obsession with ranch appears to be fading. Uber says: While pre-pandemic requests for “ranch,” “extra ranch” and “side of ranch” topped the charts for most requested special instructions on Uber Eats, these requests now don’t even crack the top 20. In all seriousness, this data is so valuable. Consider the five most popular food and alcohol pairings of 2022: - Steak + margaritas - Pizza + White Claw - Burritos + margaritas - Chicken + sangria - Wings + beer Imagine you’re Ubering to a restaurant. Uber can ping your iPhone to suggest one of the above combos and offer a deal if you order it and show the server your phone. Other interesting nuggets from the Uber data nerds: - Tuesday is the most “extra” day of the week, with Uber Eats requests for extra spice and sauce dominating. - On Sundays, it’s more common for consumers to ask for their sauces on the side. - On Mondays, there’s a spike in grocery orders for oranges. On Wednesday, the spike is in grocery orders for celery juice. One more shocker: The viral Negroni Sbagliato was fall’s most popular cocktail on Uber Eats. Thanks to this trend (or fad!), Campari – one of the main ingredients in the Sbagliato – orders increased 75%. [Are you ready for “The Great Unraveling?”]( A specific event is taking root in America. It’s the real cause of the recent crash in stocks and record inflation. But I believe it’s about to get even worse. And could ultimately impact your Social Security, taxes, and send your investments even lower. [Here are the 5 simple moves you can make today to help prepare.]( The Bottom Line: While this type of data tends to generate laughs – because some of it’s funny – you can’t underestimate its power. Because Uber doesn’t collect this and other data for fun. It collects it because it can use the data to lock consumers into its growing ecosystem. Forget everything else Uber does, it’s valuable as a company because of its data from Uber Eats and its core service, rideshare. Uber tracks your movements and preferences, which makes it attractive to the world’s biggest advertisers. In 2023, we think Uber steps on the gas super hard, doubling down on data and, as we said, making DoorDash a pawn in its game. 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