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You are here: BAILII >> Databases >> England and Wales High Court (Chancery Division) Decisions >> Whyte and MacKay Ltd v Origin Wine UK Ltd & Anor [2015] EWHC 1271 (Ch) (06 May 2015) URL: http://www.bailii.org/ew/cases/EWHC/Ch/2015/1271.html Cite as: [2015] FSR 33, [2015] EWHC 1271 (Ch), [2015] ETMR 29 |
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CHANCERY DIVISION
Fetter Lane, London, EC4A 1NL |
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B e f o r e :
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WHYTE AND MACKAY LIMITED |
Appellant |
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- and - |
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ORIGIN WINE UK LIMITED DOLCE CO INVEST INC |
Respondents |
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Tom Alkin (instructed by Stobbs) for the Respondents
Hearing date: 28 April 2015
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Crown Copyright ©
MR JUSTICE ARNOLD :
Introduction
i) No. 2275969 for the word ORIGINS registered as of 22 July 2001 for "alcoholic beverages (except beers); wine" in Class 33; andii) No. 2307360 for the word ORIGIN registered as of 6 August 2002 for "wines; alcoholic beverages" in Class 33.
The hearing officer's decision
"(a) the likelihood of confusion must be appreciated globally, taking account of all relevant factors;
(b) the matter must be judged through the eyes of the average consumer of the goods or services in question, who is deemed to be reasonably well informed and reasonably circumspect and observant, but who rarely has the chance to make direct comparisons between marks and must instead rely upon the imperfect picture of them he has kept in his mind, and whose attention varies according to the category of goods or services in question;
(c) the average consumer normally perceives a mark as a whole and does not proceed to analyse its various details;
(d) the visual, aural and conceptual similarities of the marks must normally be assessed by reference to the overall impressions created by the marks bearing in mind their distinctive and dominant components, but it is only when all other components of a complex mark are negligible that it is permissible to make the comparison solely on the basis of the dominant elements;
(e) nevertheless, the overall impression conveyed to the public by a composite trade mark may, in certain circumstances, be dominated by one or more of its components;
(f) and beyond the usual case, where the overall impression created by a mark depends heavily on the dominant features of the mark, it is quite possible that in a particular case an element corresponding to an earlier trade mark may retain an independent distinctive role in a composite mark, without necessarily constituting a dominant element of that mark;
(g) a lesser degree of similarity between the goods or services may be offset by a greater degree of similarity between the marks, and vice versa;
(h) there is a greater likelihood of confusion where the earlier mark has a highly distinctive character, either per se or because of the use that has been made of it;
(i) mere association, in the strict sense that the later mark brings the earlier mark to mind, is not sufficient;
(j) the reputation of a mark does not give grounds for presuming a likelihood of confusion simply because of a likelihood of association in the strict sense; and
(k) if the association between the marks causes the public to wrongly believe that the respective goods [or services] come from the same or economically-linked undertakings, there is a likelihood of confusion."
"35. From the evidence and the written and oral comments by the applicant it is clear that the applicant uses the brand JURA as its 'house' or 'lead' brand and then has a number of sub brands which designate the age of the whisky to be found inside the bottle and/or different blends. Ms Shah describes the word "origin" in the applicant's mark as descriptive. However, the average consumer would not immediately be aware that the term refers to a 10 year old scotch, they would have to be educated into this and there is no evidence that this is the case. Similarly, if the consumer were aware that JURA is an island in the Southern Inner Hebrides then the term 'origin' would suggest that the contents of the bottle upon which the mark is used was produced on the island. However, there is no evidence that consumers are aware of the existence of the Isle of Jura. To my mind, the dominant element in the applicant's mark must be the word JURA, however the word 'origin' is an independent and distinctive element. The two words only 'hang together' if one is educated into the existence of the Isle of Jura. The word 'origin' is clearly used as a sub-brand by the applicant as the applicant itself has acknowledged. In my opinion, although there are obvious differences between the marks of the two parties, the whole of the opponent's mark has been subsumed into the applicant's mark with a 'house' brand simply placed in front. The opponent's mark 2307360 is at least moderately similar to the mark in suit.
36. Moving onto consider the opponent's CTM 9065384 much the same contentions apply. The leaf device is eye catching but it will not form any part of aural or conceptual considerations, and leaf devices upon alcoholic beverage labels are commonplace, such that they largely go unnoticed. Even if the device element were seen as distinctive it cannot be verbalised. The only other difference is the presence of the word 'wine' in the opponent's mark. The applicant contended that use of this mark upon anything other than wine would be deceptive. However, this is not a line of defence open to them. I accept that it will cause the average consumer to pause if the mark is used on whisky however, it would probably be quickly rationalised by the consumer as being a reference to the producer 'Origin Wine' and not a description of the contents. I come to the conclusion that there is a moderate degree of similarity between the opponent's mark 9065384 and the mark in suit."
"To my mind, when considering the opponents' marks 2307360 and 2275969 to the mark in suit despite the goods only having a low degree of similarity I believe that the marks are sufficiently similar that the average consumer would be directly confused. However, in case I am wrong on this it is also my view that, should the average consumer not mistake the marks for each other, the similarities in the marks and goods are such that the it would lead the average consumer into believing that the applicant and the opponent are commercially linked and they are likely to assume that the products produced under the application have a common origin to those produced under the earlier mark. The situation is stronger in respect of the opponents' CTM 9065384 in that the goods are identical and the marks have a degree of similarity such that the average consumer would be directly confused. Again should the average consumer not mistake the marks for each other, the similarities in the marks and goods are such that the it would lead the average consumer into believing that the applicant and the opponent are commercially linked and they are likely to assume that the products produced under the application have a common origin to those produced under the earlier mark. …"
Grounds of appeal
i) the hearing officer did not apply Medion v Thomson correctly;ii) the hearing officer did not fully analyse the level of visual, aural and conceptual similarity between the respective pairs of marks;
iii) the hearing officer failed to consider whether the conceptual meaning of the word JURA in the Jura Mark outweighed the similarities between the respective marks due to the presence of the word ORIGIN;
iv) the hearing officer misapplied LA Sugar v By Back Beat; and
v) the hearing officer failed to take into account the principle that, where the only similarity between the respective marks consists of a common element which has low distinctiveness, that will not normally give rise to a likelihood of confusion.
Approach to the appeal
"In such circumstances an appellate court should in my view show a real reluctance, but not the very highest degree of reluctance, to interfere in the absence of a distinct and material error of principle."
First ground of appeal
"22. The assessment of the similarity between two marks means more than taking just one component of a composite trade mark and comparing it with another mark. On the contrary, the comparison must be made by examining each of the marks in question as a whole (OHIM v Shaker EU:C:2007:333, paragraph 41).
23. The overall impression conveyed to the relevant public by a composite trade mark may, in certain circumstances, be dominated by one or more of its components. However, it is only if all the other components of the mark are negligible that the assessment of the similarity can be carried out solely on the basis of the dominant element (OHIM v Shaker EU:C:2007:333, paragraphs 41 and 42, and Nestlé v OHIM EU:C:2007:539, paragraphs 42 and 43 and the case-law cited).
24. In this connection, the Court of Justice has stated that it is possible that an earlier mark used by a third party in a composite sign that includes the name of the company of the third party retains an independent distinctive role in the composite sign. Accordingly, in order to establish the likelihood of confusion, it suffices that, on account of the earlier mark still having an independent distinctive role, the public attributes the origin of the goods or services covered by the composite sign to the owner of that mark (Case C-120/04 Medion EU:C:2005:594, paragraphs 30 and 36, and order in Case C-353/09 P Perfetti Van Melle v OHIM EU:C:2011:73, paragraph 36).
25. None the less, a component of a composite sign does not retain such an independent distinctive role if, together with the other component or components of the sign, that component forms a unit having a different meaning as compared with the meaning of those components taken separately (see, to that effect, order in Case C-23/09 P ecoblue v OHIM and Banco Bilbao Vizcaya Argentaria EU:C:2010:35, paragraph 47; Becker v Harman International Industries EU:C:2010:368, paragraphs 37 and 38; and order in Perfetti Van Melle v OHIM EU:C:2011:73, paragraphs 36 and 37).
26. In the present case, the General Court found, in paragraphs 79 and 81 of the judgment under appeal, that, even if the element 'bimbo' were dominant in the trade mark for which registration was sought, the 'doughnuts' element was not negligible in the overall impression produced by that trade mark and, accordingly, the 'doughnuts' element had to be taken into account in the comparison of the trade marks at issue.
27. In paragraph 97 of that judgment, the General Court stated that, since the 'doughnuts' element is wholly meaningless for the relevant public, that element did not form, together with the other element of the sign, a unit having a different meaning as compared with the meaning of those elements taken separately. It accordingly found that the 'doughnuts' element still had an independent distinctive role in the trade mark for which registration was sought and had therefore to be taken into account in the global assessment of the likelihood of confusion.
28. In paragraph 100 of the judgment under appeal, the General Court held that, in the light of all factors relevant to the case, the global assessment confirmed the Board of Appeal's conclusion that there was a likelihood of confusion.
29. Accordingly, the General Court did not conclude that there was a likelihood of confusion merely from the finding that, in the trade mark applied for, the 'doughnuts' element has an independent distinctive role, but based its conclusion in that regard on a global assessment that included the different stages of the examination required under the case-law referred to in paragraphs 19 to 25 above, and in the course of which it took into account the factors of the case. It thus correctly applied Article 8(1)(b) of Regulation No 40/94.
…
33. … in so far as Bimbo argues that the General Court disregarded the rule that a finding that one component of a composite sign has an independent distinctive role constitutes an exception, that must be duly substantiated, to the general rule that the consumer normally perceives a trade mark as a whole, it should be pointed out that the purpose of examining whether any of the components of a composite sign has an independent distinctive role is to determine which of those components will be perceived by the target public.
34. Indeed, as the Advocate General observed in points 25 and 26 of his Opinion, it is necessary to ascertain, in each individual case, the overall impression made on the target public by the sign for which registration is sought, by means of, inter alia, an analysis of the components of a sign and of their relative weight in the perception of the target public, and then, in the light of that overall impression and all factors relevant to the circumstances of the case, to assess the likelihood of confusion.
35. The determination of which components of a composite sign contribute to the overall impression made on the target public by that sign is to be undertaken before the global assessment of the likelihood of confusion of the signs at issue. Such an assessment must be based on the overall impression produced by the trade marks at issue, since the average consumer normally perceives a mark as a whole and does not proceed to analyse its various details, as has been stated in paragraph 21 above. Therefore, this does not involve an exception, that must be duly substantiated, to that general rule.
36. Moreover, the individual assessment of each sign, as required by the settled case-law of the Court of Justice, must be made in the light of the particular circumstances of the case and cannot therefore be regarded as being subject to general presumptions. As the Advocate General observed in point 24 of his Opinion, it is clear, in particular, from the case-law subsequent to Medion (EU:C:2005:594), that the Court of Justice did not introduce, in that judgment, a derogation from the principles governing the assessment of the likelihood of confusion."
Second ground of appeal
Third ground of appeal
Fourth ground of appeal
Fifth ground of appeal
"* When marks share an element with a low degree of distinctiveness, the assessment of LOC will focus on the impact of the non-coinciding components on the overall impression of the marks. It will take into account the similarities/differences and distinctiveness of the non-coinciding components.
* A coincidence in an element with a low degree of distinctiveness will not normally on its own lead to LOC.
* However, there may be LOC if:
* the other components are of a lower (or equally low) degree of distinctiveness or are of insignificant visual impact and the overall impression of the marks is similar
* or the overall impression of the mark is highly similar or identical."
Re-assessment of the likelihood of confusion
i) the average consumer is the adult public at large, the selection process is predominantly, but not exclusively, visual and the average consumer would pay a reasonable level of attention;ii) there is a low degree of similarity between the respective goods;
iii) the Word Mark has the minimum degree of distinctive character for it be validly registered;
iv) the word ORIGIN in the Jura Mark is identical to the Word Mark, but as discussed above it does not play an independent distinctive role in the Jura Mark and is of low distinctiveness; and
v) the word JURA has no counterpart in the Word Mark and is distinctive.
i) the average consumer is the adult public at large, the selection process is predominantly, but not exclusively, visual and the average consumer would pay a reasonable level of attention;ii) the respective goods are identical;
iii) the Logo Mark has a moderate level of distinctive character;
iv) the word ORIGIN in the Jura Mark is identical to the word ORIGIN in the Logo Mark, but it does not play an independent distinctive role in the Jura Mark and is of low distinctiveness;
v) the word JURA has no counterpart in the Logo Mark and is distinctive;
vi) the vine-leaf device has no counterpart in the Jura Mark and is distinctive; and
vii) the word WINE has no counterpart in the Jura Mark.
Conclusion