Confondibilità tra marchi: l’appartenenza al genus animali “che volano” (farfalla v. uccelli) non basta per ravvisarla

Si considerino i seguenti segni  per prodotti identici (borse, abbigliamento etc.)

sopra il segno chiesto in registrazione
qui sopra l’anteriorità opposta

Anna Maria Stein su IPKat segnala la decisione EUIPO Div. di Opposizione OPPOSIZIONE N. B 3 179 053, Cris Conf spa v. Passaggio Obbligato spa, del 11.01.2024.

L’ufficio esclusde la confondibilità ordinaria, soprattuto per  l’assenza di vicinanza concettuale: << A livello concettuale, i segni sono dissimili poiché saanno associati a significati diversi veicolati dagli uccellini e dalla farfalla rispettivamente. Di fatto, la semplice appartenenza alla specie animale non è in alcun modo sufficiente a evocare una similitudine concettuale. Infatti, per giurisprudenza ormai consolidata, il mero fatto che due simboli possano essere raggruppati sotto un termine generico comune non li rende in alcun modo simili dal punto di vista concettuale. Ad esempio, il Tribunale ha ritenuto che, sebbene una mela e una pera possano avere caratteristiche comuni, trattandosi in entrambi i casi di frutti strettamente correlati tra loro in termini biologici e simili in quanto a dimensioni, colore, consistenza, tali caratteristiche comuni incidono in maniera davvero limitata sull’impressione complessiva. Di conseguenza, il Tribunale ha concluso che tali elementi sono insufficienti a controbilanciare le evidenti differenze concettuali esistenti tra i marchi, constatazione questa che li ha resi concettualmente dissimili (31/01/2019, T-215/17, PEAR (fig.) / APPLE BITE (fig.) et al., EU:T:2019:45, § 77-79)>>.

Giudizio dubbio: i) intanto si tratta non solo di animali ma di animali che volano; ii) poi la dimensione probabilmente ridotta rende difficile cogliere subito la differenza , o almeno di coglierla in maniera tale da far pensare a due aziende in concorrenza invece che a varianti di un’unica idea creativa nella scelta dei segni distintivi aziendali.

Nè c’è distintività accresciuta (sempre nella confondibilitò ordianria, non da rinomanza) : <<Infatti, il carattere distintivo accresciuto richiede il riconoscimento del marchio da parte del pubblico di riferimento e, nell’effettuare tale valutazione, occorre tenere conto, in particolare, delle caratteristiche intrinseche del marchio, compreso il fatto che esso contiene o meno un elemento descrittivo dei prodotti o dei servizi per i quali è stato registrato; la quota di mercato detenuta dal marchio; l’intensità, l’estensione geografica e la durata dell’uso di tale marchio, l’entità degli investimenti effettuati dall’impresa per promuovere il marchio; la proporzione del pubblico di riferimento che, grazie al marchio, identifica i prodotti o i servizi come provenienti da una determinata impresa; e dichiarazioni di camere di commercio e d’industria o di altre associazioni professionali (22/06/1999, C-342/97, Lloyd Schuhfabrik, EU:C:1999:323, § 23).

Inoltre, le prove dell’acquisizione di un carattere distintivo accresciuto in seguito all’uso devono riguardare sia (i) l’area geografica di riferimento sia (ii) i prodotti e/o servizi pertinenti. La natura, i fattori, le prove e la valutazione del carattere distintivo accresciuto sono gli stessi della notorietà, anche se la soglia per la constatazione di un carattere distintivo accresciuto può essere inferiore.

Quanto al contenuto delle prove, maggiori sono le indicazioni che esse forniscono circa i vari fattori dai quali si può dedurre l’elevato carattere distintivo, tanto più rilevante e determinante. In particolare, le prove che, nel complesso, forniscono scarsi dati e informazioni quantitativi o nessuna, non saranno idonee a fornire indicazioni su fattori vitali quali la conoscenza dei marchi, la quota di mercato e l’intensità dell’uso e, di conseguenza, non saranno sufficienti per affermare l’esistenza di un carattere distintivo accresciuto>>.

Giudicando in base alle stesse prove (sempre profilo interessante per i pratici), è poi rigettata pure la domanda basata sulla rinmmanza.

I marchi “Royal” e “Sussex Royal” per birre non sono confondibili

Così decide il Board of appeal EUIPO 19.12.2023, case R 1729/2022-4, Ui Phoenix Kerbl v. Royal Unibrew A/S (segnalazione di Alessandro Cerri in IPKat).

Marchio richiesto: SUSSEX ROYAL

Anteriorità opposta: ROYAL nonchè ROYAL UNIBREW (ma l’esame ha riguardato solo il primo segno)

Giustamente il BoA esclude confondibilità data la assenza di distintività di ROYAL (“segno di uso comune negli usi costanti del commercio”, se si applicasse il ns diritto, art. 13.1A cpi)

<<Overall assessment of the likelihood of confusion
45 The global assessment of the likelihood of confusion implies some interdependence between the relevant factors, in particular between the similarity of the signs and that of the goods or services covered. Accordingly, a low degree of similarity between those goods or services may be offset by a high degree of similarity between the signs, and vice versa (29/09/1998, C-39/97, Canon, EU:C:1998:442, § 17; 18/12/2008, C-16/06 P, Mobilix, EU:C:2008:739, § 46; 05/03/2020, C-766/18 P, BBQLOUMI (fig.) / HALLOUMI, EU:C:2020:170, § 69).
46 It is also settled case-law that the more distinctive the earlier mark, the greater will be the likelihood of confusion, and therefore trade marks with a highly distinctive character, either per se or because of the recognition they possess on the market, enjoy broader protection than marks with a less distinctive character (11/11/1997, C-251/95, Sabèl, EU:C:1997:528, § 24; 29/09/1998, C-39/97, Canon, EU:C:1998:442, § 18; 22/06/1999, C-342/97, Lloyd Schuhfabrik, EU:C:1999:323, § 20).
47 On the other hand, where the signs overlap in a descriptive, non-distinctive or weak element, the global assessment of the likelihood of confusion will not often lead to a finding that that likelihood exists (12/06/2019, C-705/17, ROSLAGSÖL, EU:C:2019:481, § 55).
48 The ratio legis of trade mark law is to strike a balance between the interest of the proprietor of a trade mark in safeguarding its essential function, and the interests of other economic operators in having signs capable of denoting their goods and services. Therefore, excessive protection of marks consisting of elements that are devoid of any distinctive character or have a very weak distinctive character could adversely affect the attainment of the objectives pursued by trade mark law, if the mere presence of these elements in the signs at issue led to a finding of a likelihood of confusion without taking into account theremainder of the specific factors in the case (18/01/2023, T-443/21, YOGA ALLIANCE INDIA INTERNATIONAL, EU:T:2023:7, § 117-118).
49 In the present case, notwithstanding the fact that the goods covered by the signs at issue are identical or similar, the low degree of visual and phonetic similarity and at most low degree of conceptual similarity between them, in conjunction with the weak distinctiveness of the earlier mark, rule out the possibility that the relevant public might think that the goods at issue come from the same undertaking or from economically linked undertakings.
50 For the part of the public which perceives the contested sign as a conceptual unit clearly referring to the Duke and Duchess of Sussex (namely Prince Harry and Megan Markle), no likelihood of confusion exists, as the conceptual difference between the signs counteracts any visual and phonetic similarities that exist (04/05/2020, C-328/18 P, BLACK LABEL BY EQUIVALENZA (fig.) / LABELL (fig.) et al., EU:C:2020:156, § 74 and the case-law cited).
51 For the remaining part of the public, the coincidence in an allusion to luxury and superb quality (being a result of the common word ‘ROYAL’) is sufficiently outweighed by the additional verbal element ‘SUSSEX’ at the beginning of the contested sign. There is no risk that this difference will not be noted by the consumers. As a result, there is no direct likelihood of confusion. The contested sign will not be taken for the earlier mark (05/02/2007, T‑501/04, ROYAL / ROYAL FEITORIA et al., EU:T:2007:54, § 47-49).
52 The opponent claims that the contested sign will be perceived as a sub-brand of the earlier mark. However, for such an indirect likelihood of association to occur, the trade mark applied for must display such similarities to the earlier mark that might lead the consumer to believe that the sign is somehow connected with the earlier right (and therefore, that the goods covered by it have the same or a related commercial origin). This likelihood of association may occur only if the trade mark applied for shares with the earlier mark characteristics capable of associating the signs with each other (by analogy 15/03/2023, T‑174/22, Breztrev / Brezilizer et al., EU:T:2023:134, § 83; 25/10/2023, T‑511/22, HPU AND YOU (fig.) / DEVICE OF THREE HEXAGONS (fig.) et al., EU:T:2023:673, § 80). If the similarity between the signs resides only in an element that has a minimal degree of distinctiveness, such an association is not likely. For such an association to occur the signs would need to overlap in a distinctive element, or at least in the structure and/or stylisation. Average consumers do not usually take one component of a composite trade mark and compare it with another mark (even less if it is weakly distinctive).
53 The earlier mark has a low degree of inherent distinctiveness. It is apparent from the case-law, that such marks enjoy less extensive protection and, therefore, the likelihood of confusion is, in such cases, not likely (12/05/2021, T‑70/20, MUSEUM OF ILLUSIONS (fig.) / MUSEUM OF ILLUSIONS (fig.), EU:T:2021:253, § 91-92, 95).
54 Bearing in mind the above, the Board finds that no likelihood of confusion exists on the basis of the inherent distinctiveness of earlier international registration No 854 092 designating the European Union for any part of the public.
55 As a result, the claim of enhanced distinctive character and reputation of the earlier mark needs to be examined (as it might substantially affect the global assessment of likelihood of confusion)>>.

Rimanda però per l’esame dell’altro segno e della domanda basata sulla rinomanza (improbabilissima , direi, per tali sgni)

Resta da capire come secondo il diritto internazionale si possa impedire lo sfruttamento della notorietà altrui (i duchi del Succesx, Harry e Meghan), a prescindere da loro registraizoni come marchio

Perplessa decisione di assenza di confondibilità tra due marchi figurativi UE rappresentanti un leone

I marchi a paragone:

Qui sopra il marchio chiesto in registrazione e sub iudice
Qui sopra invece l’anteriorità oppostagli

Merceologicamente sovrapponibili quasi del tutto.

L’appello amminstrativo ravvisava confondibilità e accoglieva l’opposizione basata sull’anteriorità.

Il Tribunale 20.12.2023, T-564/22,. Pierre Balmain c. EUIPO-Story Time, invece, la esclude per la debolezza del marchio anteriore, annullando la decisione del Board of appeal.

Ecco la sintesi finale:

<<The global assessment of the likelihood of confusion

77      A global assessment of the likelihood of confusion implies some interdependence between the factors taken into account and, in particular, between the similarity of the trade marks and that of the goods or services covered by those marks. Accordingly, a low degree of similarity between those goods or services may be offset by a high degree of similarity between the marks, and vice versa (judgments of 29 September 1998, Canon, C‑39/97, EU:C:1998:442, paragraph 17, and of 14 December 2006, Mast-Jägermeister v OHIM – Licorera Zacapaneca (VENADO with frame and others), T‑81/03, T‑82/03 and T‑103/03, EU:T:2006:397, paragraph 74).

78      Furthermore, the degree of distinctiveness of the earlier mark, which determines the scope of the protection conferred by that mark, is one of the relevant factors to be taken into account in the context of the global assessment of the likelihood of confusion. The more distinctive the earlier mark, the greater will be the likelihood of confusion, with the result that marks with a highly distinctive character, either per se or because of their recognition on the market, enjoy broader protection than marks with less distinctive character (judgments of 11 November 1997, SABEL, C‑251/95, EU:C:1997:528, paragraph 24, and of 29 September 1998, Canon, C‑39/97, EU:C:1998:442, paragraph 18; see also judgment of 29 March 2023, Machková v EUIPO – Aceites Almenara (ALMARA SOAP), T‑436/22, not published, EU:T:2023:167, paragraph 96 and the case-law cited). However, in the light of the interdependence between the factors to be taken into account, the existence of a likelihood of confusion cannot automatically be ruled out where the distinctive character of the earlier mark is weak (see, to that effect, judgment of 5 March 2020, Foundation for the Protection of the Traditional Cheese of Cyprus named Halloumi v EUIPO, C‑766/18 P, EU:C:2020:170, paragraph 70 and the case-law cited).

79      In practice, where the earlier mark and the mark applied for coincide in an element that is weakly distinctive with regard to the goods or services at issue, the global assessment of the likelihood of confusion does not often lead to a finding that such a likelihood of confusion, within the meaning of Article 8(1)(b) of Regulation 2017/1001, exists (judgments of 12 June 2019, Hansson, C‑705/17, EU:C:2019:481, paragraph 55; of 18 June 2020, Primart v EUIPO, C‑702/18 P, EU:C:2020:489, paragraph 53; and of 18 January 2023, YAplus DBA Yoga Alliance v EUIPO – Vidyanand (YOGA ALLIANCE INDIA INTERNATIONAL), T‑443/21, not published, EU:T:2023:7, paragraph 121). Where the elements of similarity between two signs at issue arise from the fact that they have a component with a low degree of inherent distinctiveness in common, the impact of such elements of similarity on the global assessment of the likelihood of confusion is itself low (see judgments of 20 September 2018, Kwizda Holding v EUIPO – Dermapharm (UROAKUT), T‑266/17, EU:T:2018:569, paragraph 79 and the case-law cited, and of 20 January 2021, Foundation for the Protection of the Traditional Cheese of Cyprus named Halloumi v EUIPO – M. J. Dairies (BBQLOUMI), T‑328/17 RENV, not published, EU:T:2021:16, paragraph 64 and the case-law cited).

80      In paragraphs 45 to 50 of the contested decision, the Board of Appeal found that, in the light of the identity or various degrees of similarity, from low to high, of the goods at issue, the average degree of visual similarity and conceptual identity between the marks at issue and the average degree of inherent distinctiveness of the earlier mark, the relevant public, the level of attention of which varied from average to high, was likely to believe that the goods covered by those marks came from the same undertaking or, as the case may be, from economically linked undertakings. It added, in paragraph 52 of that decision, that its assessment would not have been different if it had found that the figurative element representing a lion’s head in the earlier mark, or even that mark taken as a whole, had only a low degree of inherent distinctiveness, in the light of the dominant nature of that element in that mark and the interdependence between the various factors to be taken into account in the global assessment of the likelihood of confusion. It took the view that those assessments were not contrary, in the circumstances of the case, to the case-law of the Court of Justice and the General Court.

81      By its fourth complaint, the applicant disputes, in essence, the Board of Appeal’s assessment that there is a likelihood of confusion in the present case. It submits that the marks at issue, although they both consist of the representation of the same concept, namely a lion’s head, create a different overall impression in the mind of the relevant public. In that regard, it relies on the fact that the representation of such a concept is banal and commonplace in the fashion sector and that the earlier mark has only a low degree of inherent distinctiveness, which, in combination with the other factors in the present case, should have led the Board of Appeal to rule out the existence of a likelihood of confusion.

82      EUIPO disputes the applicant’s arguments. However, in the alternative, should the Court take the view that the earlier mark has a low degree of inherent distinctiveness, it states, in essence, that it endorses the applicant’s claim for annulment on the basis of the single plea in law relied on by the applicant, in accordance with the case-law of the Court of Justice and the General Court which ensures that marks with a low degree of inherent distinctiveness are not overprotected (see paragraph 79 above).

83      In that regard, it must, first, be borne in mind that the Board of Appeal made an error of assessment in finding that the earlier mark had an average degree of inherent distinctiveness, whereas that degree of inherent distinctiveness could only be categorised as low (see paragraph 75 above).

84      As regards the applicant’s argument that the Board of Appeal gave undue importance, in the contested decision, to the conceptual identity between the marks at issue in the context of the global assessment of the likelihood of confusion, it must be borne in mind that, according to the case-law, the purchase of goods in Classes 14 and 25 is based, in principle, particularly on their visual aspect. Clothing and clothing accessories, the purpose of which is to embellish the appearance of the human body, are generally marketed in ‘bricks and mortor’ shops or online shops, as the case may be with the help of sales assistants or advisers and, in the light of those particular marketing conditions, the consumer’s choice is mainly made by looking at them. Consequently, the marks covering those goods will normally be perceived visually prior to or at the time of purchase, with the result that the visual aspect is of greater importance in the global assessment of the likelihood of confusion (see, to that effect, judgment of 18 May 2011, IIC v OHIM – McKenzie (McKENZIE), T‑502/07, not published, EU:T:2011:223, paragraph 50 and the case-law cited).

85      In the present case, in the global assessment of the likelihood of confusion, within the meaning of Article 8(1)(b) of Regulation 2017/1001, the Board of Appeal, by finding that there was a higher than average degree of overall similarity between the marks at issue, attached more importance, in paragraph 49 of the contested decision, to the conceptual comparison of those marks than to the visual comparison, in particular in so far as it found that the differences in the stylisation of the marks were of limited importance in the overall impression created by those marks and therefore did not have sufficient impact to assist consumers in decisively distinguishing between the marks.

86      In so doing, it attached too much importance to the conceptual identity between the marks at issue, since, first, and as is apparent from the case-law cited in paragraph 84 above, the choice of the goods at issue is based mainly on their visual aspect and, secondly, the concept represented in the marks at issue, namely a lion’s head, is used in a banal and commonplace way in the commercial presentation or the decoration of goods in the fashion sector.

87      Consequently, the second part of the second complaint must be upheld and the examination of the present action must be continued by taking into account the error of assessment thus noted.

88      In the light of the case-law cited in paragraphs 78 and 79 above and the finding, made in paragraphs 50 and 51 above, that the representation of a lion’s head is a banal and commonplace decorative motif in the fashion sector, in which consumers are regularly faced with such a motif in the commercial presentation or the decoration of the goods, with the result that that motif has lost its capacity to identify the commercial origin of those goods, it must be held that, even though the marks at issue are conceptually identical, that can be of only limited importance in the global assessment of the likelihood of confusion, since the concept in common to which those marks refer is only weakly distinctive in relation to the goods at issue and can therefore contribute only to a very limited extent towards the function of a mark, which is to identify the origin of those goods and to distinguish them from those with a different origin (see paragraphs 47 and 52 above).

89      In view of the weak distinctive character of the concept which is common to the marks at issue and the weak distinctive character of the earlier mark, considered as a whole, the fact that the marks at issue are visually similar to an average degree was not sufficient to enable the Board of Appeal to find, in the contested decision, that there was a likelihood of confusion within the meaning of Article 8(1)(b) of Regulation 2017/1001, even if the goods at issue were identical.

90      Consequently, the applicant’s fourth complaint must be upheld, inasmuch as the Board of Appeal erred in finding that there was a likelihood of confusion within the meaning of Article 8(1)(b) of Regulation 2017/1001.

91      In view of all of the foregoing considerations, the single plea put forward by the applicant must be upheld, in so far as it is based on the third complaint (see paragraph 76 above), on the second part of the second complaint (see paragraph 87 above) and on the fourth complaint (see paragraph 90 above) and the contested decision must therefore be annulled in so far as the Board of Appeal erred in finding that there was a likelihood of confusion within the meaning of Article 8(1)(b) of Regulation 2017/1001>>.

Sono perplesso sia sulla banalità del segno anteriore, che sulla scarsa somiglianza tra i due segni: quindi complessivcamente pure sul giudizio del Tribunale.

(segnalazione di Anna Maria Stein in IPKat)

Esclusa la confondibilità dei marchi BIOTRON e BIOTRON

Il 2° Board of Appeal EUIPO 28.11.2023, case R 1656/2023-2,BIOTROP PARTICIPAÇÕES S.A c. CIFO srl,  la esclude nella seguente fattispecie

Conclude così’:

<<A global assessment of the likelihood of confusion implies some interdependence between
the factors taken into account and, in particular, between the similarity of the trade marks
and that of the goods or services covered. Accordingly, a low degree of similarity between
those goods or services may be offset by a high degree of similarity between the marks,
and vice versa.
40 Nonetheless, the principle of interdependence is not intended to apply mechanically.
Therefore, while it is true that, by virtue of the principle of interdependence, a lesser degree
of similarity between the goods or services covered may be offset by a greater degree of
similarity between the marks, conversely there is nothing to prevent a finding that, in view
of the circumstances of a particular case, there is no likelihood of confusion, even where
identical goods are involved and there is a weak degree of similarity between the marks at
issue (03/05/2023, T-459/22, Laboratorios Ern, SA vs. EUIPO, EU:T:2023:237, § 96).
41 The goods and services are similar to an average and low degree. The signs are visually,
phonetically and conceptually similar to a low degree. The relevant public will show a
high level of attention at the time of purchase.
42 The differences between the signs, arising from their respective endings and the figurative
representation of the contested sign, are not negligible in the overall impression created by
the marks, especially for a public with a higher level of attention. Accordingly, they are
able to compensate for the visual, phonetic and even conceptual similarities that result from
the presence, at the beginning, of the term ‘BIO’, and the string of letters ‘t-r-o’ common
to all the signs (05/10/2020, T-602/19, NATURANOVE, EU:T:2020:463, § 74).
43 It should be stressed that the similarity between the marks at issue created by their prefix
‘bio’ carries very limited weight, if any, in the context of the global assessment of the
likelihood of confusion. Owing to the lack of distinctive character of that prefix, it cannot
be perceived as an indication of commercial origin. The relevant public’s attention will, as
a result, naturally focus more on the elements which differentiate the signs at issue and, in
particular, on the suffixes ‘tron’ in the earlier marks and ‘trop’ in the contested mark and
on the figurative elements in that mark (03/05/2023, T-459/22, Laboratorios Ern, SA vs.
EUIPO, EU:T:2023:237, § 101).
44 In this respect, it would be against the rationale of the EUTMR to give too much
importance in the assessment of a likelihood of confusion to non-distinctive elements. It
would be inappropriate if a proprietor of a trade mark composed of figurative and/or verbal
elements, where each of them taken alone or in combination are non-distinctive, were in
the position to successfully claim a likelihood of confusion based on the presence of one  of these elements in the other sign. This would result in unduly broad protection for
descriptive and non-distinctive elements, which would prohibit other competitors from
using the same descriptive and non-distinctive elements as components of their trade
marks, especially if the use of such a term is in accordance with honest practice in
commercial matters (18/09/2013, R 1462/2012-G, ULTIMATE GREENS / ULTIMATE
NUTRITION, § 62).
45 It follows that excessive protection of marks consisting of elements which, as in the present
case, have weak distinctive character, if any, in relation to the goods or services at issue,
could adversely affect the attainment of the objectives pursued by trade mark law, if, in the
context of the assessment of the likelihood of confusion, the mere presence of such
elements in the signs at issue led to a finding of a likelihood of confusion without taking
into account the remainder of the specific factors in the present case (18/01/2023,
T-443/21, YOGA ALLIANCE INDIA INTERNATIONAL (fig.)/ yoga ALLIANCE (fig.),
EU:T:2023:7, § 117-118)>>.

Lasciua ad es perplessi uil § 29 : <<Furthermore, the mere fact that the marks at issue are composed of the same number of letters, some of which coincide, is not decisive. Since the alphabet is made up of a limited number of letters, which, moreover, are not all used with the same frequency, it is inevitable that many words will have the same number of letters and even share some of them, but they cannot, for that reason alone, be regarded as visually similar. In addition, the public is not, in general, aware of the exact number of letters in a word mark and, consequently, will not notice, in the majority of cases, that two conflicting marks have the same number of letters (03/05/2023, T-459/22, Laboratorios Ern, SA vs. EUIPO, EU:T:2023:237, § 63)>>.

TAle limitatezza va superata cambiando radicalmente i. segno: non c’è era obbligo di legge di adottare quello de quo.

Infine, per il Board c’è affinità tra la produzione di certi beni  e il servizio di retail dei medesimi (così almeno interpretererei il primo punto, non chiarissimo): <<23.Indeed, generally, retail services concerning the sale of particular goods are similar to these particular goods [cioè alla loro produzione? o vendita all’ingrosso?]. Although the nature, purpose and method of use of these goods and services are not the same, they present some similarities, as they are complementary and the services are generally offered through the same trade channels (where the goods are offered for sale) and they target the same public (24/09/2008, T-116/06, ‘O Store’, EU:T:2008:399, § 60)>>.

(segnalazione e link di Marcel Pemsel inIPJKat , critico sulla decisione)

La lite sui marchi HAMILTON v. LEWIS HAMILTON

il segno LEWIS HAMILTON (del pilota di F1) è confondibile con HAMILTON (nota marca di orologi svizzeri) per prodotti sostanzialmente eguali?

Risponde positivamente il 1° board dell’appello amministrativo dell’EUIPO 17.10.2023, Case R 336/2022-1, 44IP ltd v. Hamilton International AG .

Si dimostra sempre difficile provare la propria notorietà a livello europeo: qui però, si badi, allo scopo di escludere confondibilità con il previo segno della casa orologiaia svizzera. Si v. la parte VI “Public perception and knowledge of Lewis Hamilton”.

Non è infatti discussa la questione del se ricorrsse uan notirrietà vicile del corridore nel 2015, anno di deposiuto del marchio della casa orologiaia. Ma una norma come nil n. art. 8.3 cpi nella UE non esiste. pur se la giurisprudenza di fatto ha posto una regola analoga ma non uguale (diritto di continuare ad usare mna no ndi impedire la registaszione altrui):  <<§ 61 In accordance with case-law, famous persons enjoy special protection when applying for trade marks. Insofar as their name is recognized, this recognition neutralizes any similarity with other signs which, under normal circumstances, would lead to a likelihood of confusion (24/06/2010, C-51/09 P, Barbara Becker, EU:C:2010:368; 02/12/2008, T-212/07, Barbara Becker, EU:T:2008:544; 17/09/2020, C-449/18 P & C-474/18 P, MESSI (fig.) / MASSI et al., EU:C:2020:722; 26/04/2018, T-554/14, MESSI (fig.) / MASSI et al., EU:T:2018:230; 16/06/2021, T-368/20, Miley Cyrus / Cyrus et al., EU:T:2021:372)>>

Conclusione:

<< 135 According to the case-law of the Court of Justice, the risk that the public might believe that the goods or services in question come from the same undertaking or, as the case may be, from economically-linked undertakings, constitutes a likelihood of confusion. It follows from the very wording of Article 8(1)(b) EUTMR that the concept of a likelihood of association is not an alternative to that of a likelihood of confusion, but serves to define its scope (29/09/1998, C-39/97, Canon, EU:C:1998:442, § 29; 22/06/1999, C-342/97, Lloyd Schuhfabrik, EU:C:1999:323, § 17).
136 A likelihood of confusion on the part of the public must be assessed globally. That global assessment implies some interdependence between the factors taken into account and in particular similarity between the trade marks and between the goods or services covered.
Accordingly, a lesser degree of similarity between these goods or services may be offset by a greater degree of similarity between the signs, and vice versa (29/09/1998, C-39/97, Canon, EU:C:1998:442, § 17; 22/06/1999, C-342/97, Lloyd Schuhfabrik, EU:C:1999:323, § 19). The more distinctive the earlier trade mark, the greater the risk of confusion, and trade marks with a highly distinctive character, either per se or because of the reputation they possess on the market, enjoy broader protection than trade marks with a less distinctive character (29/09/1998, C-39/97, Canon, EU:C:1998:442, § 18).
137 Where a common element, retains an independent distinctive role in the composite sign, the overall impression produced by that sign may lead the public to believe that the goods or services at issue come, at the very least, from companies which are linked economically, in which case a likelihood of confusion must be held to be established (22/10/2015, C‑20/14, BGW / BGW, EU:C:2015:714, § 40).
138 In numerous members states, family names are given more weight than first names, even if they are at the beginning (03/06/2015, T-559/13, Giovanni Galli, EU:T:2015:353, § 47). In the absence of any arguments or evidence submitted with this respect, the Board considers that the family name has no less importance than the first name in neither Bulgaria, Estonia, Croatia, Latvia nor Lithuania.
139 In light of the at least average degree of similarity between the goods and services, the average degree of similarity of the signs and the normal inherent distinctive character of the earlier trade mark, a likelihood of confusion exists in at least Bulgaria, Estonia, Croatia, Latvia and Lithuania. Despite the fact that the average consumer will display a high level of attention, even these consumers may believe that the EUTM applied for is a sub-brand of the earlier trade mark and that both belong to the same or economically-linked undertakings.
140 For the sake of completeness, the Board would like to add the following:
141 Even if Lewis Hamilton were a famous person in the entire European Union, it needs to be taken into consideration that the evidence in file suggests that he is often referred to by his family name. This is evident from the evidence submitted by the opponent in its response to the statement of grounds (page 27ss, page 6 351 of the file and Annex AN44.1), which proves that newspapers refer to him only as ‘Hamilton’. This does not mean anything else than that the relevant public will immediately associate ‘Hamilton’ with ‘Lewis Hamilton’. Even if ‘Lewis Hamilton’ enjoyed the status of a famous person, the term ‘Hamilton’ alone would also be associated with him, which would lead to the fact that the public could believe that the earlier trade mark is also
endorsed by the applicant, and leading therefore also to a likelihood of confusion since the public might believe, that both trade marks are coming from the same undertaking or belong to undertakings economically-connected.
142 The relevant facts in these proceedings are different from those in the proceedings which led to the judgments on which the applicant relies. Nothing in the file allowed the conclusion that the public would refer to Barbara Becker as Becker alone. The same holds true with respect to Miley Cyrus, who is only known as Miley Cyrus and not as Cyrus. Last, in the Messi case, the opposing trade mark was not Messi. Consequently, in these cases, the fame and repute of Barbara Becker, Miley Cyrus and Leo Messi could exceptionally rule out any likelihood of confusion>>

(segnalazine odierna di Marcel Pemsel su IPKat)

Confondibilità rigettata in appello EUIPO

marchio posteriore for classes 5, 35 and 44, namely “pharmaceuticals”, “medical preparations”, “food supplements” and “dietetic substances for babies (colori rivendicati)
marchio anteriore designating, inter alia, classes 5, 30 and 32, “ia” designating goods in class 10 and “ia” designating services in class 35.

Il 1st board of appeal EUIPO 31.10.2023, case R 1529/2023-1, INTERAPOTHEK, S.A.U. v. Q4MEDIA rigetta per assebnza di confondibilità ex art. 8.1.b EUTMR.

Conclusione:

<<Overall assessment of the likelihood of confusion
36 The enhanced distinctiveness of the earlier mark was not claimed. Its inherent
distinctiveness results from the distinctive element ‘iaʼ in the central and initial position
but is weakened by the fact that its second word ‘BABYʼ is descriptive. The last word
‘interapothekʼ cannot be seen as a meaningful expression: as explained before, even if its
part ‘apothekʼ can be related to ‘Apothekeʼ (German word for ‘pharmacyʼ) the
combination with the prefix ‘interʼ lacks any tangible sense and is not descriptive. The
element may be seen as allusive but still distinctive. Overall, the inherent distinctiveness
of the earlier mark is under average.
37 The level of attention of both, the professional and the general public is high. The mark
has been found aurally similar to an average degree but conceptually and visually only to
a low degree. For the relevant goods and services the visual aspect is not less important
than the aural one, because the goods are bought on sight and the services are often
contracted on basis of written descriptions (offers, catalogues, Internet searches).
Therefore, taking into consideration the high level of attention of the relevant public and
the weakened distinctiveness of the earlier mark, the likelihood of confusion cannot be
confirmed even for identical goods. Even less so can this likelihood exist for goods that
are only similar.
38 The other earlier marks invoked in the opposition are even less similar to the EUTM
application as they overlap with the latter in only two letters, but differ in a multitude of
factors (beginning, length, font of the letter ‘aʼ, colours, initial letter/sound, number of
syllables). The likelihood of confusion does not exist on the basis of these marks either.>>

Famiglia di marchi (a fini del giudizio di confondibilità)

App. Milano 3057 / 2’023 del 30.10.2023, rg 2355/2021.rel. Cortelloni, Sergio Ricci spa c. Sergio Rossi spa:

<<La Corte rileva che una “famiglia di marchi”, per essere tale, presuppone un “marchio capostipite” e altri marchi che riproducono lo stesso nucleo fondamentale, identificativo ed evocativo di determinati prodotti, con eventuali mere varianti grafiche, che, peraltro, devono apparire accessorie e marginali rispetto al nucleo fondamentale considerato.
Nel caso in esame, i segni di Stefano Ricci spa oggetto di disamina, come detto, sono i seguenti: …

Orbene, con riferimento a tali segni, sembra a questa Corte che la possibilità di ravvisare in essi un “nucleo fondamentale comune” incontri un forte ostacolo nel fatto che l’utilizzo delle lettere “SR” avviene – in ciascuno dei marchi considerati – con modalità del tutto particolari e differenti: talvolta, mediante l’impiego di forme “classicheggianti” (1); altre, con l’ulteriore inserimento di una cornice geometrica e decorata, a forma ottagonale, dentro la quale le lettere sono inserite su sfondo bianco (2); ancora, mediante l’utilizzo di decori intrecciati tali da rendere meno riconoscibili ed evidenti le lettere e da evidenziare maggiormente l’aspetto decorativo (3); in un altro caso, mediante l’utilizzo delle lettere con modalità non intrecciate e distanti fra loro, in “stampatello” maiuscolo e aventi fondo bianco /sfumato (4); infine, utilizzando forme moderne e quasi geometriche ove, ancora una volta, il richiamo alle lettere “SR” appare molto meno evidente e riconoscibile (5).
Pertanto, in assenza di un “nucleo fondamentale comune” – che non si ripete in modo costante ed evidente – non sembra possibile ravvisarsi, in concreto, l’esistenza di una “famiglia di marchi”, nel senso auspicato da parte appellante>>

Marchio denominativo anticipato da marchio complesso

Trib. ue 13.09.2023, T-167/22, Transformers Manufacturing Company Pty Ltd c. EUIPO – H&F srl, decide la tra i seguenti segni (prodotti quasi uguali):

segno denominativo TMC TRANSFORMERS , chiesto in registrazione;

marchio anteriore azionato dall’opponente

Il Trib conferma le decisioni amministrative che danno ragione all’opponente: il secondo marchio crea confondibilità.

Centrale è l’espressione TMc in entrambi, la quale a sua volta è sufficientemente distintiva.

C’è somiglianza fonetica e visiva, non concettuale

La confondibilità dei marchi nel caso Jagermeister

Il secondo non è vero che sia dissimilar  dal primo: è similar,  anche se solo in parte.

Si noti l’evidente tentatico del secondo di porre una netta differenza nel nome, la cui rilevanza è duplicemente notevole all’interno di ciascun marchio: sia perchè il nome prevale sul disegno nella percezione cnsumeristica (lo stesso BoA lo ricorda) sia perchè è scritto assai ingrande nel caso specifico.

Quindi il rigetto dell’opposizione era ingiustificato e la procedura torna alla Opposition Division per vedere se ciò basta per un giudizio di confondibilità (essenzialmente data la rinomanza dell’anteriorità: <<It must be borne in mind, in particular, that, depending on the degree of recognition of the earlier trade mark, even a low degree of similarity between the signs may be sufficientfor the assumption of a link within the meaning of Article 8(5) EUTMR>>, § 25)

Così il 1 Board of appeal dell’ EUipo 20 giuigno 2023In Case R 1952/2022-1Mast-Jägermeister SE c. Tin Kakuszi (ungheria) (v pag. web euipo  e accouint del fascicolo nel database ove trovi trad. automat. dall’ioriginale tedesco)

<<18. The earlier figurative mark likewise consists of a rectangular shape which resembles a-bottle label. On a dark-green background there is a white rectangle bordered by a green line followed by a white line. There is a horizontal banderolein orange in the middle of the Zei chens, which contains the text ‘Jägermeister’ in black stylised letters. Underneath it is the word element ‘SELECTED 56 BOTANICALS’ in considerably smaller lettering together with further details, which are barely legible on account of their even smaller font. Above the orange stripred is a white and golden green circle which is decorated with golden-coloured leaves on its underside. The stylised head of a stag with antlers in a jet-circle is depicted in the green circle. Above and framed by the anchor is a circle in a lighter green with a white Latin cross. For the above reasons, the most distinctive element of the earlier sign is the word element ‘Jägermeister’. Nevertheless, the brown targeted will not-neglect the graphic design as a whole and in particular the representation of a stag’s head on a green circle with a cross and the green and orange colour schema in the overall impression of the earlier trade mark.
19. Despite the differences that exist, in particular the differences in the most distinctive word components ‘ST. Joseph’ and ‘Jägermeister’ and in terms of the figurative elements (head of a man in contrast to the head of a deer), the opposing signs have a low degree of visual similarity, as theirgraphic arrangement is very similar overall. The signs are identical in terms of their colour schema (green, white, gold and orange/red), their basic rectangular shape, their construction and their essential graphic elements and their arrangement to one another (circular green element with a portraitsimilar strip above an orange-coloured/red banderole).
20. Both the earlier sign and the central left-hand part of the sign applied for consist of an inner (dark) white rectangle which is firstly bordered by a green, then a dark-green white line and then a dark green line. Both signs contain a red or orange band positioned in the centre with a black lettering above which a dark-and-white and golden green circle with a gold floral decoration is attached. In the dark green circle, there is in each case a stylised front view of a head (by a man in the contested sign and a stag in the earlier sign), which is surrounded by a jet circle in each case.
21. The signs under comparison therefore have a low degree of visual similarity.
22. The signs are aurally dissimilar, as the most distinctive word elements ‘ST. Joseph’ of the contested sign and ‘Jägermeister’ of the earlier sign un are pronounced differently-depending onthe different relevant languages.
23. The signs are conceptually dissimilar. Some of the consumers will understand the word element ‘ST. Joseph’ of the contested sign as a reference to the naked Josef. The word-element ‘Jägermeister’ of the earlier sign as a whole has no meaning. Nevertheless, the German-speaking consumer in any case immediately recognises therein thefact that the terms ‘Jäger’ and ‘Meister’ are combined, and therefore a meaning that differs from ‘ST. Joseph’. Furthermore, for all the consumers targeted, the signs differ in the meaning of the respective figurative elements, namely the depiction of a head of a man in the application, in contrast to the depiction of a head of a deer in the earlier trade mark.
24. Overall, the signs under comparison therefore have a low degree of similarity.
25. The Opposition Division considered the signs to be dissimilar and therefore, from their point of view, did not examine the further requirements ofthe asserted opposition. However, since, as stated above, the signs have a low degree of visual similarity, this must be remedied. It must be borne in mind, in particular, that, depending on the degree of recognition of the earlier trade mark, even a low degree of similarity between the signs may be sufficientfor the assumption of a link within the meaning of Article 8(5) EUTMR (-16/01/2018, 398/16, COFFEE ROCKS (fig.)/STARBUCKS COFFEE (fig.) et al., EU:T:2018:4, § 78)>>.

Decisione amministartiva sulla confondibilità dei marchi Abercrombie v. Adenauer e Jaguar v. Puma (sulla confondibilità di segni avversari simili/uguali ma rovesciati)

– I –

La divisione di opposizione dell’EUIPO decide l’opposizione N° B 3 172 678 in data  8 agosto 2023  (qui la pagina del fascicolo e qui link diretto al testo) relativa al confronto tra marchi figurativi.

(segnalazione di Marcel Pemsel su IPKat)

anteriorità 1
anteriorità 2
marchio contestato

L’opposizione è parzialmnente (sotto il profilo merceologico) accolta.

<< e) Global assessment, other arguments and conclusion
Likelihood of confusion must be appreciated globally, taking into account all the factors relevant to the circumstances of the case; this appreciation depends on numerous elements and, in particular, on the degree of recognition of the mark on the market, the association that the public might make between the two marks and the degree of similarity between the signs and the goods/services (11/11/1997, C-251/95, Sabèl, EU:C:1997:528, § 22).
A likelihood of confusion (including a likelihood of association) exists if there is a risk that the public might believe that the goods/services in question, under the assumption that they bear the marks in question, come from the same undertaking or, as the case may be, from economically linked undertakings.
The Opposition Division has assumed in section d) of this decision that the earlier marks have been extensively used and enjoy an enhanced scope of protection. The examination of likelihood of confusion will, therefore, proceed on the premise that the earlier marks have an enhanced degree of distinctiveness. Indeed, the more distinctive the earlier mark, the greater will be the likelihood of confusion, and, therefore, marks with a highly distinctive character because of the recognition they possess on the market, enjoy broader protection than marks with a less distinctive character (29/09/1998, C-39/97, Canon, EU:C:1998:442, § 18).
The goods and services are assumed to be identical or similar to a high degree and they target the general and professional publics. The degree of attention varies from average to high.
The similarities between the signs arise from the depiction of a bird in all the signs, which leads to a low degree of visual similarity and at least an average degree of conceptual similarity (if not identity), while the signs are aurally not comparable, as concluded above. However, the signs differ considerably in the particular ways the common elements are depicted, such as their orientations and different shapes of wings, different circular and/or semi-circular shapes and, in particular, the additional verbal elements of the contested sign, which have no counterparts in the earlier marks. The aforesaid differences are particularly relevant when assessing the likelihood of confusion and all these differences will lead to a rather distinct overall impression created by the signs. Even though both parties have used the same concept of a silhouette of a bird in their signs, this itself is not sufficient to give rise to a likelihood of confusion or association, since the differentiating elements are clearly perceivable and sufficiently outweigh the similarities of a depiction of a figurative bird.
The opponent cannot rely on the protection of the depiction of a type of animal, or its part, per se. In the case of two purely figurative signs (or, by analogy a purely figurative sign versus a figurative sign containing a figurative component, as in the present case), which depict a certain type of animal, or a part of it, the owner of an earlier mark can only preclude registration of a contested sign if the figurative depiction itself shows significant similarities to the latter sign (18/04/2018, R 1547/2017-2, DEVICE OF A BLACK BIRD (fig.) / RABE et al., § 35; 28/05/2009, R 1841/2007-1, Form eines Mammuts / ELEPHANT WORLD-TOURS et al., (fig.), § 56). However, the similarities of the figurative elements in the present case are not considered significant, while important differences between the signs are introduced by the verbal elements of the contested sign, as mentioned above, which have the strongest impact in that sign.
Consequently, in the Opposition Division’s point of view, even if there is a conceptual link between the signs, on account of the coinciding concept conveyed by the figurative element of a silhouette of a bird, the considerable visual differences between the signs, as described above, are sufficient to prevent any likelihood of confusion, especially bearing in mind that the relevant public displays an average to high level of attention. Consequently, the fact that the signs contain a depiction of a silhouette of a bird is not sufficient in itself to lead to a finding of likelihood of confusion. The Opposition Division considers that the consumers will be able to safely distinguish between the signs.
Considering all the above, there is no likelihood of confusion on the part of the public. Therefore, the opposition must be rejected insofar as it is based on Article 8(1)(b) EUTMR.
The opponent has also based its opposition on the following earlier trade mark:
international trade mark registration designating the European Union No 1 457 089 (figurative mark).
This earlier mark invoked by the opponent is less similar to the contested mark. This is because it contains additional figurative components, namely a circle and some figurative lines, which overall give an impression of a simplified depiction of the Sun. These additional elements further differentiate between the signs visually and they also introduce an additional differing concept, which is not present in the earlier trade marks compared above. Therefore, the outcome cannot be different with respect to the goods for which the opposition has already been rejected; no likelihood of confusion exists with respect to those goods>>.

C’è pure un interessante esame dell’opposizione basata sulla rinomanza, p. 10 ss , anche essa accolta parzialmente.

Si sta diffondendo la prassi di cercare di sfruttare la notorietà altrui rovesciando la direzione di un’immagine rinomata (e qui pure aggiungendovi un nome): tentativo per ora rischioso .

– II –

In pari data 8 agosto la stessa Divisione di Opposizione nella OPPOSITION Nо B 3 123 557  Jaguar Land Rover Limited v.Puma Energy International SA  ha dato esito quasi opposto (o semplicemente diverso) al conflitto tra questi due segni per prodotti uguali:

marchio anteriore di Jaguar

e

marchio posteriore di Puma

Le differenze però sono qui maggiori:  spt. direi nel primo il felino sta saltando, mentre nel secondo sta correndo e poi i colori sono invertiti.

<<In making the visual comparison of two marks depicting an animal, the Opposition Division must take care not to apportion excessive weight to a coincidence in features that are merely generic to this part of the animal body (e.g. legs, tails), since these traits, which are common to felines, differ significantly in the details of the marks under comparison (13/07/2017, R 110/2017 2, DEVICE OF A FLYING BIRD (fig.) / DEVICE OF A FLYING BIRD (fig.) et al., § 61; 29/07/2020, R 2901/2019 5, DEVICE OF A SHEEP (fig.) / DEVICE OF A RAM (fig.), § 30). Indeed, these two depictions of a feline show some significant differences. This is caused predominantly by the fact that the depiction of a feline in the contested sign is very simplified and the morphologic features of felines are not clearly, immediately and effortlessly visible. Instead, that sign consists merely of a feline’s contour and requires some mental effort in order to recognise and identify a feline. This contrasts sharply with the depiction of a feline in the earlier mark, which is less streamlined and more detailed/elaborate, and contains more clearly identifiable morphologic features of a feline than the contested sign, such as details of its head, ears, eyes, etc.

In this regard, consumers are capable of perceiving differences between the stylisation of signs. The key point is how the signs at issue are normally perceived overall and not how the stylistic differences between them may be perceived in the event that a particularly meticulous consumer is in a position to examine the graphic stylisation and draw comparisons between them (20/07/2017, T 521/15, D (fig.) / D (fig.) et al., EU:T:2017:536, § 49)>>

La risposta è di dubbia esattezza: il consumatore ricorda ad un livello di astrattezza maggiore , almeno per i beni di largo consumo

(anche qui segnalazione di Marcel Pemsel su IPKat che correttamente solleva il problema del grado di astratezza con cui ricorda il consumatore)