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Wineries get new tools for protecting trademarks, but disputes continue

8 factors for determining consumer confusion

The U.S. District Court Ninth Circuit's 1979 ruling in theAMF Inc. v. Sleekcraft Boatscase created eight factors, known as the Sleekcraft test, that courts in the district consider on the consumer-confusion question of trademark infringement.

1. Strength or weakness of the plaintiff's mark.消费公众对原告商品起源的迹象越多地认识到原告的商标,如果被告使用类似的商标,消费者就越有可能对被告商品的来源感到困惑。

2. Defendant's use of the mark.如果被告和原告在相同的,相关或互补的商品上使用其商标,则可能会有比其他商品来源更有可能混淆的可能性。

3. Similarity of plaintiff's and defendant's marks.If the overall impression created by the plaintiff's trademark in the marketplace is similar to that created by the defendant's trademark in appearance, sound or meaning, there is a greater chance that consumers are likely to be confused by defendant's use of a mark or of likelihood of confusion.

4. Actual confusion.If use by the defendant of the plaintiff's trademark has led to instances of actual confusion, this strongly suggests a likelihood of confusion. However, actual confusion is not required for a finding of likelihood of confusion. Even if actual confusion did not occur, the defendant's use of the trademark may still be likely to cause confusion.

5. Defendant's intent.知道被告对原告的商标来识别类似商品的使用可能会强烈表明有意从原告商标的声誉中获得收益,这表明有意引起混乱的可能性。另一方面,即使没有证据表明被告有意采取行动,使用原告的商标来识别类似的商品也可能表明混乱的可能性。

6. Marketing and advertising channels.If the plaintiff's and defendant's goods or services are likely to be sold in the same or similar stores or outlets, or advertised in similar media, this may increase the likelihood of confusion.

7. Consumer's degree of care.The more sophisticated the potential buyers of the goods or the more costly the goods, the more careful and discriminating the reasonably prudent purchaser exercising ordinary caution may be.

8.产品线扩展。当双方产品不同时,您可能会考虑原告开始出售被告使用原告商标的产品的可能性。

Source: U.S. District Court Ninth Circuit

尽管保护知识产权的业务最近获得了一些闪亮的新工具,但葡萄酒商之间关于商标的争议背后的许多挑战仍然相同。

The Trademark Modernization Act of 2020 called for the U.S. Patent & Trademark Office to develop ways to streamline the dispute process and clean up fraudulent and unused marks. Those rules took effect in December.

A key update was the allowance of third parties, including the PTO director, to undertake cancellation of marks not in use through expungement and re-examination proceedings. Those are key because “it is more difficult for legitimate businesses to clear and register their own marks,” the final rule said.

沃伦·德拉尼特(Warren Dranit)是一位知识产权律师,总部位于圣罗莎(Santa Rosa)的Spaulding McCullough&Tansil,他解释了这种未使用的商标造成的困难。

Dranit说:“如果一个酿酒厂想引入一个新品牌或商标,但是一个人站在那儿,您将无法前进。”

新过程包括一个400美元的申请费和verified statement about “reasonable investigation of nonuse.” The PTO then is to pick up the effort, evaluating whether records warrant further inquiry. From that point, the one that registered the mark would have to provide evidence that it actually was in use to maintain that registration.

德拉尼特说,签署商标现代化法案的改进是在法院发现侵权的情况下的“无法弥补的伤害”的推定。在此之前,如果Mark执法行动正朝着诉讼迈进,目标是尽快获得初步禁令。

去年年底左右启动的另一个新的TMA规则是,申请人或注册人必须对代理行动做出回应,将其从六个月降低到三个月。

Fruit of the vineyard case

A wine trademark case that met a startling resolution recently after years in court was the battle over use of the name for a prized Napa Valley vineyard on labels. The Vineyard House in 2019 sued New York-based Constellation Brands, owner of Robert Mondavi Winery, over the use of the To Kalon Vineyard name.

在其指控中,葡萄园屋声称Constellation将葡萄园的名称放在葡萄酒上,这些葡萄园可能不包含真正来自该物业的水果。恒星反驳,声称侵犯了蒙达维(Mondavi)使用的名称已有三十年了,在2001年被星座(Constellation)收购之前。

A federal judge in California agreed with Constellation last year, granting a permanent injunction against The Vineyard House from using the name and awarding Constellation $2.3 million in attorney’s fees, out of the nearly $4.5 million it claimed. In her order, U.S. District Judge Yvonne Gonzalez Rogers wrote that it was a case that never should have been filed, no less make it to trial, Reuters reported.

While that outlay for legal costs was extraordinary, IP litigation can run into hundreds of thousands of dollars for even small North Coast vintners, Dranit said. But proactive searches for conflicting marks can be $40,000 to $70,000, and annual monitoring for registrations and filings of marks typically is much less, he said.

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In another clash over use of well-known industry names, Santa Rosa-based Jackson Family Wines, one of the globe’s biggest wine producers, a year ago sued Central Valley-based E. & J. Gallo Winery over the latter’s newly introduced Cask & Cream wine, claiming that it was similar to Jackson’s La Crema brand and winery, The Press Democrat reported at the time.

杰克逊此前曾与世界上最大的葡萄酒商,北海岸品牌和数千英亩的区域葡萄园的所有者加洛(Gallo)冲突。2013年,杰克逊(Jackson)反对加洛(Gallo)向商标“ Cask&Cream”的申请,该商标自1996年以来一直在生产的奶油利口酒的名称。2019年,杰克逊(Jackson)反对加洛(Gallo)对赌注和奶油葡萄酒的标记注册。

In late January of this year, Jackson and Gallo reached a settlement with prejudice, according to court records.

不参与此案的德拉尼特(Dranit)表示,葡萄酒品牌的扩散,尤其是饮料酒精标签,通常会使IP病例复杂化。

“Part of what confounds winery and other beverage producers is that it is such a crowded field,” Dranit said. “And the vagarity is how wine brands relate to other brands in beer and other alcoholic beverages. How close do they have to be for infringement?”

他说,一些法律分析将所有含酒精的饮料都聚集在一起,因此,如果商标接近,将会有侵权的指控。

Dranit说:“有一系列价值冒着在另一种饮料上使用商标的风险。”“这也可以扩展到餐馆。”

Whose shovel is it?

Somewhat similar to the La Crema mark case is a Feb. 10 federal lawsuit by Tenbrink Winery in west Solano County’s Suisun Valley appellation against Napa Valley’s La Pelle Wines. Tenbrink claims that its use of a gold shovel in its logo is protected since it started using it in 2008 and registered the logo the following year, according to the court filing.

Tenbrink alleges that La Pelle, which Pete Richmond and partners started in 2016, is infringing that mark with its use of a shovel on its labels and marketing. “La Pelle” is French for “shovel.”

The Napa Valley winery said in its court filing it sent cease-and-desist letters to La Pelle last year. A case-management hearing is set for May 17.

抗议信已编纂

While the trademark cancellation process already existed in a more challenging form at the PTO before the modernization effort, so too did a method for contesting a mark before it was registered. But the Trademark Modernization Act did codify the existing practice of letters of protest.

After a filing is published publicly, mark holders can submit letters of protest to the trademark office attorney reviewing the filing. If the mark is approved, there's a 30-day window to appeal that approval to the board before a mark is registered.

“A lot of litigation happens during that time,” David Sharisi, principal attorney of LA Tech & Media law in Los Angeles, told the Business Journal. “A lot of this is public information, so you can find out when it is published, then file before that window with cease-and-desist letters.”

Legal industry figures note that 2% to 3% of trademark applications are contested during the application window.

一个充满活力的产品这样的信s over the years has been Napa-based JaM Cellars. It registered the “Butter” and “JaM” marks and has made more than two dozen protests to the Trademark Trial and Appeal Board since 2013, according to the Patent and Trademark Office.

Some of those led to lawsuits. The first was against Cult of 8, maker of Alcohol by Volume, in 2013 for the Bread & Butter label, and that settled in early 2015. Other lawsuits included 2017 actions against Plata Wine Partners, maker of Buttercream; Rubin Wines, producer of Buttery Babs and Buttery Barb; Vintage Wine Estates, over Butterknife Wines; and O'Neill Beverages, now part of Vintage, over the Butterball label.

JaM Cellars Inc. filed trademark suits against Livermore-based The Wine Group LLC, one of the largest vintners and maker of the Franzia brand of value wines, several times.

In April 2020, it claimed The Wine Group's Franzia Bold & Jammy cabernet sauvignon box wine conflicted with “Jam” and “Jam Cellars” marks registered in 2010. That lawsuit was settled with prejudice two months later, but the terms of that deal weren’t disclosed.

In 2019, JaM Cellars had claimed Franzia Rich & Buttery chardonnay box wine was too close to JaM Cellar's chardonnay under the Butter label, registered in 2010. A 2017 suit involved The Wine Group’s Butterkissed chardonnay for the Cupcake Vineyards brand, but that was resolved a year later as Butterkissed moved to a secondary label.

The Wine Group had told the Business Journal that JaM Cellars encountered problems by registering “familiar phrases” in the wine world.

“The terms ‘buttery' and ‘jammy' are among the most common descriptors that exist for wine,” wrote John Sutton, chief financial officer of The Wine Group.

Jeff Quackenbush涵盖了葡萄酒,建筑和房地产。在《商业杂志》之前,他在旧金山为贝城新闻服务撰写了撰写。他拥有瓦拉·瓦拉大学(Walla Walla University)的学位。通过jquackenbush@busjrnl.com或707-521-4256与他联系。

8 factors for determining consumer confusion

The U.S. District Court Ninth Circuit's 1979 ruling in theAMF Inc. v. Sleekcraft Boatscase created eight factors, known as the Sleekcraft test, that courts in the district consider on the consumer-confusion question of trademark infringement.

1. Strength or weakness of the plaintiff's mark.消费公众对原告商品起源的迹象越多地认识到原告的商标,如果被告使用类似的商标,消费者就越有可能对被告商品的来源感到困惑。

2. Defendant's use of the mark.如果被告和原告在相同的,相关或互补的商品上使用其商标,则可能会有比其他商品来源更有可能混淆的可能性。

3. Similarity of plaintiff's and defendant's marks.If the overall impression created by the plaintiff's trademark in the marketplace is similar to that created by the defendant's trademark in appearance, sound or meaning, there is a greater chance that consumers are likely to be confused by defendant's use of a mark or of likelihood of confusion.

4. Actual confusion.If use by the defendant of the plaintiff's trademark has led to instances of actual confusion, this strongly suggests a likelihood of confusion. However, actual confusion is not required for a finding of likelihood of confusion. Even if actual confusion did not occur, the defendant's use of the trademark may still be likely to cause confusion.

5. Defendant's intent.知道被告对原告的商标来识别类似商品的使用可能会强烈表明有意从原告商标的声誉中获得收益,这表明有意引起混乱的可能性。另一方面,即使没有证据表明被告有意采取行动,使用原告的商标来识别类似的商品也可能表明混乱的可能性。

6. Marketing and advertising channels.If the plaintiff's and defendant's goods or services are likely to be sold in the same or similar stores or outlets, or advertised in similar media, this may increase the likelihood of confusion.

7. Consumer's degree of care.The more sophisticated the potential buyers of the goods or the more costly the goods, the more careful and discriminating the reasonably prudent purchaser exercising ordinary caution may be.

8.产品线扩展。当双方产品不同时,您可能会考虑原告开始出售被告使用原告商标的产品的可能性。

Source: U.S. District Court Ninth Circuit

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