Rapporto (non facile) tra DOP (denominazione di origine protetta) e marchio collettivo aventi ad oggetto segni quasi uguali: le privative possono cumularsi, secondo l’EUIPO

Alessandro Cerri su IPKat segnala una assai interessante decisione della 5 Commissione di ricorso EUIPO 15.11.2023, proc. n° R 1073/2022-5, Consorzio Grana Padano ,

Il consorzio è titolare della DOP  “Grana Padano” e ora vuole registrare un marchio collettivo quasi identico.

In primo grado amministrativo la domanda è rigettata ex art. 76.2  reg. 2017/1001 (“La domanda di marchio collettivo UE viene inoltre respinta se il pubblico rischia di essere indotto in errore circa il carattere o il significato del marchio, in particolare quando questo non sembri un marchio collettivo“).

segni a confronto (dal post di A. Cerri in IPKat)

Per l’ufficio non c’è incompatibiità ex lege.

Nemmeno c’è confondibilità in concreto , stanti la diversità sia dei segni che delle reciproche modalità regolamentari di uso (solo sulle forme per la DOP; sulla confezione dei formaggi apporzionati per il marchio collettivo).

Sul presupposto che sia esatto ritenere rilevante la confondibilità, i due aspetti fattuali sono di dubbia sufficienza ad escluderla.

I segni sono infatti assai sinili; la dichiarazione negoziale programmaticaa sulle modalità di uso parrebbe insufficiente , essendo lasciato alla discrezione (giuridica o quanto meno fattuale, anche se in contrasto con la  prima) del titolare (profilo da verificare però).

Tema comunuje assai interessante e meritevole di approfondimento.

Va segnalata l’analitica difesa del Consorzio riportata nella decissione

Il giudizio di confondibilità quando il marchio anteriore è di certificazione: il caso Grillhoumi c. Halloumi, con soccombenza del governo cipriota

Altra vicenda nella lite sui segni richiamanti il formaggio cipriota Halloumi.

Si tratta della sentenza Trib. UE 11.10.2023 N, T-415/22 .

Sul punto in oggetto si legge:

<< The General Court held, in particular, that, where the earlier marks relied on in the opposition were national certification marks, which had been registered under national legislation transposing Directive 89/104, the likelihood of confusion had to be understood – by analogy with the rules governing collective marks – as being the risk that the public might believe that the goods or services covered by those earlier trade marks and those covered by the trade mark applied for all originated from persons authorised by the proprietor of those earlier marks to use them or, where appropriate, from undertakings economically linked to those persons or to that proprietor. It added that, furthermore, although, in the event of opposition by the proprietor of a certification mark, the essential function of that type of mark had to be taken into account in order to understand what was meant by likelihood of confusion, within the meaning of Article 8(1)(b) of Regulation No 207/2009, the fact remained that the case-law establishing the criteria with regard to which the existence of such a likelihood of confusion had to be assessed in practice was applicable to cases concerning an earlier certification mark>>.

L’uso come marchio di certificazione non costituisce uso come segno distintivo della provenienza (e cioè come marchio individuale)

Marcel Pemsel su IPKat segnala l’interessante Trib. UE 6 settembr 2023, T-774/21, DPG Deutsche Pfandsystem GmbH c. EUIPO-Užstato sistemos administratorius VšĮ

L’ultima chiede la registrazione del segno seguente:

La DPG fa valere l’anteriorità seguente:

.

Però di fronte alla richiesta di prova del genuine use (da noi art. 178.4 cpi; in UE art. 47.2 reg. 1001 del 2017) , la DPG non vi riesce.

Essa sovraintende al sistema tedesco di riciclo di bottiglie e packaging : per cui l’ampia prova della presenza del segno sui prodotti degli associati non vale prova del suo uso, dato che l’aveva chiesto e ottenuto come marchio individuale e non di certificazione.

<<41  That being said, it is appropriate to examine whether, beyond that function of certifying such goods, the earlier sign also fulfilled, in the light of the evidence adduced by the applicant, the function of identifying the commercial origin of the services covered by that sign.

42 In that connection, the applicant maintains that when business consumers saw the earlier sign on the terms and conditions of participation in the DPG system, on the invoices and on its website, they perceived it as an individual mark indicating the commercial origin of the services covered by that sign.

43 As a preliminary point, it must be stated that the applicant’s line of argument relates only to the nature of use of the earlier sign in relation to the services covered by that sign, that is, the services referred to in paragraph 7 above.

44 Regarding, first, the nature of use of the earlier sign on the terms and conditions of participation in the DPG system, it is true that all the pages of that document are marked with the sign.

45 However, the graphic elements of that sign such as the bottle, the can and the curving arrow pointing to the left are symbols used throughout the European Union to denote the recycling process or recycling services and are placed on items to be recycled (see, to that effect, judgment of 11 April 2019, Užstato sistemos administratorius v EUIPO – DPG Deutsche Pfandsystem (Representation of a bottle and an arrow), T‑477/18, not published, EU:T:2019:240, paragraphs 32 to 34).

46 Accordingly, when such a sign is affixed to a legal document such as the terms and conditions of participation in the DPG system, it will in all likelihood be understood as referring, on the part of business consumers, to the recycling process in itself and to the fact that certain goods are subject to a specific recycling system, that is, the DPG system, and not as indicating the commercial origin of the services covered by the earlier sign.

47 That perception is borne out by the wording of those terms and conditions of participation because, as noted by the Board of Appeal, those terms and conditions present the earlier sign systematically as a marking element of disposable drinks packaging for the purposes of certifying that those goods are covered by the DPG system.

48 Accordingly, inter alia, Article 1.2 of Part I of the terms and conditions of participation in the DPG system, which is part of the section entitled ‘Fundamental Principles of the DPG System and functions of the System Participants’, specifies that the earlier sign serves as a ‘symbol’ for the mandatory deposit. Similarly, Article 1.1 of Section 1 of Part II of those terms and conditions provides that the packaging concerned must be marked in such a way as not to impair the meaning of the earlier sign, that is, that that packaging is ‘subject to the mandatory deposit’.

49 Likewise, where Annex 1 to the terms and conditions of participation in the DPG system in its 2013 version – which does not differ substantially from the 2016 version – describes the characteristics of the earlier sign, it does not do so in relation to the services covered by that sign. That annex, entitled ‘Specifications for First Distributors regarding the Marking of DPG Packaging’, merely sets out the various components of the earlier sign in order to assist first distributors in marking disposable drinks packaging. The way in which the earlier sign is presented within that annex thus refers to its function of certifying that the goods concerned are subject to the DPG system.

50 Further, the terms and conditions of participation in the DPG system associate the earlier sign more closely with the activities of the professionals participating in the DPG system than with the services covered by that sign. In particular, according to Article 2 of Section 1 of Part V of those terms and conditions, collectors are encouraged to display the sign in the context of their operations in order to ‘disclose [their] participation in the DPG System’. From that perspective, the earlier sign serves to indicate that certain operators specialising in the collection, treatment and recycling of waste contribute to the implementation of the DPG system as collectors rather than to designate the services concerned.

51 In those circumstances, there is nothing to suggest that business consumers will perceive the marking of the earlier sign on the terms and conditions of participation in the DPG system, irrespective of its certification function, as an indication of the commercial origin of the services covered by that sign.

52 Regarding, second, the invoices submitted by the applicant, it must first be stated that they are marked by the earlier sign on the top right and that sign is juxtaposed with the applicant’s business name, that is, ‘DPG Deutsche Pfandsystem GmbH’, which is set out in large underlined letters in bold type on the top left.

53 As is apparent from paragraphs 45 and 46 above, the elements making up the earlier sign are not designed to refer, on the part of business consumers, to the commercial origin of a specific category of services, but rather to the fact that certain goods are subject to a specific recycling system, that is, the DPG system.

54 Moreover, the applicant submits that, according to case-law, the use of the earlier sign together with the business name of its proprietor on invoices does not, in principle, preclude that sign from being able to refer to the commercial origin of the services covered by that sign.

55 In that connection, it must be stated that, in paragraphs 74 and 77 of the contested decision, the Board of Appeal did not assert that the earlier sign marking the invoices was not perceived as indicating the commercial origin of the services covered by that sign on the ground that it was used together with the applicant’s business name.

56 Regarding the content of the invoices, they display the amount of the participation fees payable by the participants in the DPG system. The invoices thus stated that those fees are calculated according to the approximate amount of items of DPG packaging that the first distributor intends to put into circulation on the German market. Having regard to that wording, the invoicing of the services provided by the applicant and, moreover, covered by the earlier sign have a merely indirect link to that sign, as the sign was associated more closely with the activity of the first distributors and thereby with its use of certifying that the packaging concerned is covered by the DPG system.

57 Having regard to the foregoing, the applicant, which bears the burden of proof, has not shown that, in addition to the earlier sign’s primary function of certification, business consumers perceived the affixing of that sign to the invoices as an indication of commercial origin of the services covered by that sign.

58 Third, the use of the earlier sign on the applicant’s website is similarly not sufficient to show that the relevant public perceives the sign as referring to the commercial origin of the services designated by that sign.

59 As considered by the Board of Appeal, on the applicant’s website, the services which it provides and which are, moreover, designated by the earlier sign are associated, inter alia, with the applicant’s business name, that is, ‘DPG Deutsche Pfandsystem GmbH’. By contrast, the earlier sign is present only at the top left of that website, with the result that business consumers are not guided on the applicant’s website by any element that is sufficiently clear to enable them to associate the services concerned with that sign.

60 What is more, that site states in its FAQ that, in essence, in order to comply with regulatory requirements concerning marking of disposable drinks packaging, it is necessary to display the earlier sign on the packaging in question. Thus, the sign is presented as being a marking element used for the purposes of certifying that the packaging concerned was part of the DPG system.

61 In those circumstances, there is nothing to suggest that, in addition to the earlier sign’s primary function of certifying that the packaging concerned is part of the DPG system, business consumers perceived the use of that sign on the applicant’s website as an indication of commercial origin of the services covered by that sign.

62 Having regard to all the foregoing, the Court holds that the applicant has not submitted sufficient evidence to establish that the earlier sign has been put to genuine use in accordance with the essential function of individual marks within the European Union in respect of the services for which it was registered>>.

“Parmigiano reggiano” vs formaggio “Vacche rosse”: sentenza bolognese in tema di D.O.P. e marchio collettivo

Trib. Bologna n. 1633/2023  del 4 agosto 2023,  RG 21527/2019, rel. Romagnoli, CONSORZIO DEL FORMAGGIO PARMIGIANO REGGIANO c. SAPORI DELLE VACCHE ROSSE S.R.L., affronta un ineressante caso di allegata violazione di DOP e di marchio collettivo circa il segno “parmigiano reggiano”.

Accoglie per lo più la domanda del Consorzio.

Come sempre nei casi di DOP, il problema è capire quando ricorra le evocatività, dato il tenore del reg. UE 1151/2012 art. 13.

La sitnesi dell’accertamento è qui:

<<In definitiva, risultano accertate nelle condotte descritte più evocazioni illecite della DOP PARMIGIANO REGGIANO, vuoi direttamente afferenti la denominazione protetta (l’uso dell’aggettivo “reggiana”) vuoi afferenti indirettamente la denominazione stessa, per associazione concettuale di determinate caratteristiche esteriori del prodotto a caratterizzazioni tipiche e individualizzanti della DOP (la marchiatura con lo stesso posizionamento e aspetto grafico della DOP sullo scalzo della forma); emerge inoltre una importante condotta illecita di agganciamento alla notorietà e importanza della DOP PARMIGIANO REGGIANO, mediante palese imitazione del Parmigiano Reggiano Vacche Rosse che parte convenuta produceva e commercializzava già prima della produzione e messa in commercio del formaggio contestato, con potenziale danno derivante dallo sfruttamento indebito della reputazione della DOP, della cui protezione gode pure il Parmigiano Reggiano di tale tipologia>>.

Pregevolmente la sentenza contiene dettagliate riproduzioni grafiche e fotografiche che rendono comprensibile l’iter logico motivatorio. Un plauso al giudice: così dovrebbero fare tutti i suoi colleghi nelle decisioni di proprieà itnellettuale (e forse non solo in esse).

Il marchio denominativo EMMENTALER è descrittivo, ed anche come marchio collettivo., dice il Trib. UE

Trib. UE 24.05.2023, T-2/21, Emmentaler Switzerland c. EUIPO

Dal comunicato-stampa odierno della Corte:

<<Da un lato, per quanto riguarda il carattere descrittivo del marchio richiesto, il Tribunale ritiene, alla luce degli indizi presi in considerazione dalla commissione di ricorso, che il pubblico di riferimento tedesco comprenda immediatamente il segno EMMENTALER come designante un tipo di formaggio. Dato che, affinché un segno sia rifiutato alla registrazione, è sufficiente che esso abbia carattere descrittivo in una parte dell’Unione, la quale può essere eventualmente costituita da un solo Stato membro, il Tribunale ha dichiarato che la commissione di ricorso ha giustamente concluso che il marchio richiesto è descrittivo, senza che sia necessario esaminare gli elementi che non riguardano la percezione del pubblico di riferimento tedesco.
Dall’altro lato, per quanto riguarda la tutela del marchio richiesto in quanto marchio collettivo, il Tribunale ricorda che l’articolo 74, paragrafo 2, del regolamento 2017/1001 prevede che, in deroga all’articolo 7, paragrafo 1, lettera c), di tale regolamento, possono costituire marchi collettivi segni o indicazioni che, nel commercio, possono servire a designare la provenienza geografica dei prodotti o dei servizi in questione. Tuttavia, tale disposizione deve essere sottoposta ad un’interpretazione restrittiva. In tal senso, la sua portata non può comprendere i segni che sono considerati come un’indicazione della specie, della qualità, della quantità, della destinazione, del valore, dell’epoca di produzione o di un’altra caratteristica dei prodotti di cui trattasi, ma unicamente i segni che saranno considerati come un’indicazione della provenienza geografica di detti prodotti. Poiché il marchio richiesto è descrittivo di un tipo di formaggio per il pubblico di riferimento tedesco e non è percepito come un’indicazione della provenienza geografica di detto formaggio, il Tribunale conclude che esso non gode di una tutela in quanto marchio collettivo>>.

Non è esattissimo parlare di interpretazione “restrittiva”: meglio sarebbe stato “letterale”, alla luce della disposizione cit.

A meno di ricordare che <emmental>, derivando dalla omonima valle svizzera (v. wikipedia), potrebbe essere percepito come indicazione geografica. Ma allora bisognerebbe spiegare che la valenza geografica si è persa nel pubblico , il quale percepisce solo quella delle caratteristiche merceologiche/organolettiche