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2021-09-24 18:35:05
21

美国最高法院在2021年上半年介入审理的商标案为0件,但下级法院却忙得不可开交——从耐克与撒旦鞋的纷争,到“初始兴趣混淆”的复兴,再到运河街假货的大败。以下七大商标案你看过吗?

7.Coca-Cola v. Meenaxi Enterprise
商标审判和上诉委员会在6月作出的判决有利于原告可口可乐公司,这极大打击了被告的行为——使用汽水巨头可口可乐的两个海外品牌来“欺骗”印度的美国消费者。
上诉委员会撤销了Meenaxi公司名下的两个商标:Thums Up和Limca——这两个商标可口可乐公司在印度已使用了数十年。
仲裁庭表示,Meenaxi使用该商标是在试图欺骗熟知印度的Thums Up可乐的美国消费者,使其认为被告的Thums Up可乐就是同一饮料。
董事会多次引用“拜耳诉贝尔莫拉案”,在该案中,第四巡回法院批准拜耳公司撤销一美国公司在美国注册商标“Flanax”的请求——在墨西哥,Flanax被用于Aleve(一种消炎药品牌)——理由是具有误导性。
该判决是对兰哈姆法案第 14(3) 条的应用,该条规定在商标被用于歪曲商品来源的情况下可撤销注册。

6.Nike v. MSCHF

今年 4 月,在一场关于说唱歌手 Lil Nas X 创作的“撒旦鞋(Satan Shoes)”的高调诉讼中,纽约联邦法官驳回了其以言论自由权为由的论点,且授予了耐克公司一项限制令。
该判决禁止位于布鲁克林的MSCHF工作室销售耐克旗下广受欢迎的Air Max 97的修改版运动鞋。改版鞋的特色之处是有一青铜五角星形挂坠,而且据报道称,每双鞋的鞋底都含有一滴人血。MSCHF工作室辩称,该版鞋是受第一修正案保护的“艺术品”,但法官表示,该工作室未能为此承担举证责任。
“第一修正案规定艺术表现形式的权利是至高无上的,在初期禁令阶段,如果被告有意愿,是有充分的机会寻求肯定性抗辩的,”美国地区法官埃里克·R·科米蒂在判决书中说道,“截至目前,根据记录来看,被告并没有这样做。”
判决下达一周后,耐克和MSCHF达成和解协议,MSCHF召回了“撒旦鞋”,使其不再流通。
5.Snyder's-Lance v. Frito-Lay

今年6月,随着北卡罗来纳州的联邦法官做出判决,菲多利公司(Frito-Lay)赢得了一场持续 10 年的纷争:防止其竞争对手斯奈德-兰斯公司(Snyder's-Lance)获取“Pretzel Crisps(椒盐脆饼)”的商标权。
法官认为,消费者会将商标“Pretzel Crisps”——意为片状的椒盐脆饼——视为通用术语,而不是一个公司可以用商标法锁定专用的显著商标名称。
“毫无疑问,椒盐脆饼小吃厂(Snack Factory Pretzel Crisps)做得非常成功,”法官在判决书中写道, “但是,无论该产品在商业上取得了多大的成功,原告都无权垄断所销售产品的通用名称。”
该判决是针对菲多利公司(Frito-Lay)--百事可乐旗下公司--和斯奈德-兰斯公司(Snyder's-Lance)--金宝汤旗下公司--之间已持续多年的诉讼做出的,诉讼起因是斯奈德-兰斯公司(Snyder's-Lance)下属的普林斯顿先锋队(Princeton Vanguard)在2004 年推出的 "Pretzel Crisps"的薯片椒盐脆饼混合产品系列。
自2010年以来,TTAB对该案做出过两项判决,一项第四巡回法院就商标上诉程序的新问题做出,另一项判决正在进行中:Snyder's已经就6月的判决向第四巡回法院提出上诉。

4.Select Comfort v. John Baxter

第八巡回法院5月做出的判决支持“初始兴趣混淆”——即依据消费者的暂时的误解来认定商标侵权,即使这并没有导致消费者购买错误的产品。
在恢复床垫制造商Sleep Number对竞争对手公司提起的侵权诉讼时,法院表示,假设商标“仅在交易完成前的几分钟内才值得保护”是“奇怪的”。
该学说背后的依据是,不正当地使用他人的商标来吸引消费者的注意力也具有受保护的价值,但评论家和一些法官表示,在最终不太可能出现真正的欺骗消费者的情况下,此说法授予的权利未免过于宽泛。
为了避免这两个极端,第八巡回法院表示,至少应该允许陪审团对该理论进行考虑。
法院在判决书中写道:“采纳“初始兴趣混淆”,是与承认商业交流的多重性质但不限制陪审团分析疑似混淆因素的重要性的总体做法是一致的。
3.Ohio State University v. Redbubble

第六巡回法院2月份做出的判决对传统在线市场衍生出的商标责任与按需印刷服务--例如Redbubble(品牌名,译名红色泡沫)做出区分。按需印刷服务允许用户创建定制商品。
俄亥俄州立大学就该网站上创建的未经授权的七叶树齿轮提起诉讼,上诉法院推翻了下级法院的判决,因原判决称Redbubble有权获得与亚马逊或易趣等网站相同的待遇:不对他人的侵权销售负责。
上诉法院表示,像Redbubble这样的服务本身就是要创造商品,因此要比典型的市场承担更多的责任,因为它“不是不做干涉的中介商,而更像是制造仿冒品的公司”。
法院的判决书中写道:“Redbubble通过与第三方卖家合作创造产品,而不是出售艺术家的产品,从而使产品侵犯了他人的商标权。所以它不仅仅是一个被动的服务商。”
法官补充说:“这与亚马逊的市场不同,并且比起那些无良服务商,它会更多地用到商标。”

2.Omega v. 375 Canal LLC

第二巡回法院在一月份做出的判决中称,曼哈顿的运河街有一个臭名昭著的假货交易点,而楼主却对其大楼内的假冒商品销售故意视而不见。
上诉法院维持钟表制造商欧米茄因被假冒品侵权而获赔110万美元的判决,称 375运河有限责任公司(375 Canal LLC) 有意不去了解该场所的非法行为,从而使自己陷入法律困境。
楼主辩称,如果判决维持原判,就是要求业主对伪造行为进行监管,这是不公平的,但法院表示,业主们不能对不法行为视而不见。
判决书中写道:“寻找他人的侵权行为不是固属的义务。但是,如果被告知道或应该知道有侵权行为的发生,那么被告是否承担共同侵权责任则是取决于被告知情后的行为。”
楼主的主张未得到支持——该楼主多次被指控包庇造假者。路易威登在2006年就起诉过楼主,纽约市也多次因楼主造成公众滋扰而对其处以罚款。
1.Variety Stores v. Walma

        第四巡回法院在3月份做出的判决推翻了沃尔玛赔偿9500万美元的原判决,这为零售巨头沃尔玛因销售涉嫌侵权的Backyard Gril烧烤设备而进行的长达七年的官司增添了新篇章。

在对一家经营连锁折扣店的小公司作出判决时,上诉法院表示,初审法官没有向陪审员说明什么是故意的商标侵权,从而导致对沃尔玛的判决“悬而未决”。

法院的判决书中写道:“由于对商标使用情境中的‘故意’的法律定义不够了解,我们认为陪审团的决定是不符法律原则的。虽然不愿否定陪审团的辛苦,但法律要求我们不得不这样做。”

这是三年来上诉法院第二次驳回了有利于Variety公司的判决。Variety公司拥有300家折扣店的连锁店,于2014年起诉沃尔玛,指控Backyard Gril侵犯了自家从1990年代初就一直在使用的“Backyard”的商标权。
但不会有第三次:今年6 月,两家公司达成了初步和解,结束了这场旷日持久的纷争。

以下为英文原文

Top 7 Trademark Rulings Of 2021: A Midyear Report

The U.S. Supreme Court didn't weigh in on any trademark cases in 2021, but the lower courts have been plenty busy — from Nike's fight against Satan Shoes, to a revival of "initial interest confusion", to a big win against Canal Street fakes. Here are the seven major rulings you need to know from the first half of the year.


7. Coca-Cola v. Meenaxi Enterprise

The Trademark Trial and Appeal Board's precedential June ruling in favor of the Coca-Cola Co. slammed an unaffiliated business for using two of the soda giant's overseas brands to "dupe" Indian American consumers.

The board canceled two trademark registrations held by a company called Meenaxi Enterprise Inc. for "Thums Up'' and "Limca" — brand names that Coke has used in India for decades.

The tribunal said Meenaxi's use of those names was "an effort to dupe consumers in the United States who were familiar with petitioner's Thums Up cola from India into believing that Respondent's Thums Up cola was the same drink."

The board repeatedly cited Bayer v. Belmora,  a case in which the Fourth Circuit granted Bayer AG's request to cancel an American company's U.S. trademark registration for Flanax — the name used in the Mexican market for Aleve — on the grounds that it was similarly misleading.

The ruling was a rare application of the Lanham Act's Section 14(3), which allows for the cancellation of registrations if a trademark is being used to misrepresent the source of goods.


6. Nike v. MSCHF

This April ruling by a New York federal judge granted Nike Inc. a restraining order in a high-profile action over "Satan Shoes" created for rapper Lil Nas X, rejecting arguments rooted in free speech rights.

The decision barred a Brooklyn design studio called MSCHF Product Studio Inc. from selling any more of the sneakers — a modified version of Nike's popular Air Max 97s that feature a bronze pentagram and, reportedly, a drop of human blood. MSCHF had argued that the shoes were "works of art" protected by the First Amendment, but the judge said the studio had failed to carry its burden of proof for that kind of affirmative defense.

"First Amendment rights of artistic expression are paramount, and defendant will have a full opportunity to pursue this affirmative defense at the preliminary injunction stage, if it chooses," U.S. District Judge Eric R. Komitee wrote. "As of now, based on the limited record before me, defendant has not carried that burden."

A week after the ruling, Nike and MSCHF agreed to a settlement that saw the designer recall the Satan Shoes "in order to remove them from circulation."


5. Snyder's-Lance v. Frito-Lay

This June ruling by a North Carolina federal judge handed Frito-Lay a victory in a 10-year battle to prevent snack rival Snyder's-Lance from securing trademark protection for "Pretzel Crisps."

The judge ruled that the consumers would see the name — used for a flat, chip-like pretzel — as a generic "common term," not as a distinctive brand name that one company can lock up with trademark law.

"There is no dispute that Snack Factory Pretzel Crisps is a hugely successful product," the judge wrote. "However, no matter how much commercial success the product enjoys, plaintiffs are not entitled to monopolize the common name of the product being sold."

The ruling came after many years of litigation between Frito-Lay, a unit of Pepsico Inc., and Snyder's, a unit of Campbell Soup Co., over "Pretzel Crisps" — a line of chip-pretzel-cracker hybrids that launched in 2004 by Snyder's unit Princeton Vanguard.

Since 2010, the case has seen two rulings by the TTAB, one by the Federal Circuit, and a recent decision by the Fourth Circuit on novel questions of trademark appellate procedure. And another ruling is on the way: Snyder's has already appealed the judge's June ruling to the Fourth Circuit.


4. Select Comfort v. John Baxter

The Eighth Circuit's May ruling endorsed "initial interest confusion" — a doctrine that permits a finding of trademark infringement because of temporary misunderstanding by consumers, even if it doesn't actually lead them to purchase the wrong product.

Reviving an infringement lawsuit filed by mattress maker Sleep Number against a rival company, the court said it would be "odd" to presume that trademarks are "worthy of protection only in the few moments before the consummation of a transaction."

The idea behind the doctrine is that there is protectable value in grabbing a consumer's attention by unfairly using someone's trademark, but critics and some judges say it grants overbroad rights where real deception is ultimately unlikely.

Avoiding those two extremes, the Eighth Circuit said that a jury should have at least been allowed to consider the theory.

"Adoption of the [initial interest confusion] is consistent with the overall practice of recognizing the varied nature of commercial interactions and the importance of not cabining the jury's analysis of the likelihood of confusion factors," the court wrote.


3. Ohio State University v. Redbubble

The Sixth Circuit's February ruling drew a distinction between the trademark liability incurred by traditional online marketplaces and print-on-demand services like Redbubble, which allow users to create custom merchandise.

Reviving a lawsuit filed by Ohio State University over unauthorized Buckeyes gear created on the site, the appeals court overturned a decision by a lower court that said Redbubble was entitled to the same kind of treatment as sites like Amazon.com Inc.or eBay Inc., which are typically not held responsible for infringing sales by others.

The appeals court said a service like Redbubble, which itself creates merchandise, bears more responsibility than a typical marketplace, since it "acted less like a hands-off intermediary and more like a company that creates knockoff goods."

"Redbubble brings trademark-offending products into being by working with third-party sellers to create new Redbubble products,not to sell the artists'products,"the court wrote."So it's more than just a passive facilitator."

"That differs from Amazon's marketplace and makes more 'use' of the trademark than non-liable facilitators," the judge added.


2. Omega v. 375 Canal LLC

The Second Circuit's January decision said a Manhattan landlord that owns a notorious Canal Street market had been "willfully blind" to the sale of fake merchandise in its building.

Upholding a $1.1 million counterfeiting verdict won by watchmaker Omega SA, the appeals court ruled that 375 Canal LLC put itself on the legal hook by intentionally avoiding knowledge of illicit behavior on the premises.

The landlord had argued that the verdict, if upheld, would place unfair requirements on property owners to police counterfeiting, but the court said landlords could not simply blind themselves to wrongdoing.

"There is no inherent duty to look for infringement by others on one's property," the court wrote. "But where a defendant knows or should know of infringement, whether that defendant may be liable for contributory infringement turns on what the defendant does next." 

The ruling went against a landlord that has been accused numerous times of being a haven for counterfeiters. Louis Vuitton sued the owner in 2006, and New York City has fined the owner repeatedly for causing public nuisance.


1. Variety Stores v. Walmart

The Fourth Circuit's March ruling overturned a $95 million verdict against Walmart, adding yet another chapter to a seven-year battle over the retail giant's sale of allegedly infringing "Backyard Grill" barbecue equipment.

In ruling against a smaller company that operates a chain of discount stores, the appeals court said a trial judge had botched the case by not instructing jurors on what exactly constitutes willful trademark infringement, leading to an "unmoored" verdict against Walmart.

"Without a sufficient understanding of the legal definition of 'willfulness' in the trademark context, we believe the jury acted in complete ignorance of fundamentally controlling legal principles," the court wrote. "Though hesitant to overturn the hard work of a jury, the law obliges us to do so here."

The ruling was the second time in three years that the appeals court has tossed out a ruling in favor of Variety Stores Inc., a chain of 300 discount stores that sued Walmart in 2014 on accusations that the Backyard Grill infringed a "Backyard" trademark that the smaller company had been using since the early 1990s.

There would ultimately be no third trial: In June, the two companies reached a tentative settlement to finally end the long-running case.


英语原文链接:https://www.law360.com/ip/articles/1401185/top-7-trademark-rulings-of-2021-a-midyear-report?editor_picks=1


作者:WPIP-Kumo
编辑:IPRINTL-Bill               
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