La sconfitta di Tesla sul marchio per birre GIGABIER presso l’EUIPO

Marcel Pemsel su IPKaT dà notizia della sconfitta amministrativa (per ora) di Testla sul marchio GIGABIER per birre.

E’ la decisione della divisione di opposizione OPPOSITION Nо B 3 162 062, Tesla c. Juicyphant GmbH, 20.09.2023.

La norma azionata dall’opponente Tesla è l’art. 8.4 reg. Ue 1001 del 2017, per cui:

<<4.   In seguito all’opposizione del titolare di un marchio non registrato o di un altro segno utilizzato nella normale prassi commerciale e di portata non puramente locale, il marchio richiesto è escluso dalla registrazione se e in quanto, conformemente a una normativa dell’Unione o alla legislazione dello Stato membro che disciplina detto segno:

a)

sono stati acquisiti diritti a detto contrassegno prima della data di presentazione della domanda di marchio UE, o della data di decorrenza del diritto di priorità invocato per presentare la domanda di marchio UE;

b)

questo contrassegno dà al suo titolare il diritto di vietare l’uso di un marchio successivo.>>

così interpretato dall’ufficio:

<<Therefore, the grounds of refusal of Article 8(4) EUTMR are subject to the following requirements:

• the earlier sign must have been used in the course of trade of more than local significance prior to the filing of the contested trade mark;

• pursuant to the law governing it, prior to the filing of the contested trade mark, the opponent acquired rights to the sign on which the opposition is based, including the right to prohibit the use of a subsequent trade mark;

• the conditions under which the use of a subsequent trade mark may be prohibited are fulfilled in respect of the contested trade mark.

These conditions are cumulative. Therefore, where a sign does not satisfy one of those conditions, the opposition based on a non-registered trade mark or other signs used in the course of trade within the meaning of Article 8(4) EUTMR cannot succeed>>.

Tesla non riesce a dare questa prova.

Il ragionameno in diritto non è particolarmente interessante.

Lo è quello in fatto, anche se troppo detagliato per essere riporatto in toto.

Mi limito alla conclòusione:

<<The Opposition Division considers that the evidence does not provide a convincing picture of use of the opponent’s sign prior to the time of the filing of the contested trade mark, nor does it indicate that any such use could be considered as meeting the minimum threshold of ‘use in the course of trade of more than mere local significance’ in the relevant territories, as set out in Article 8(4) EUTMR. Moreover, the documents submitted do not provide any concrete indications as to the potential degree of recognition of the opponent’s sign by the public in the relevant territories at the relevant point in time.

Whether or not a trade sign is of more than mere local significance may be established by demonstrating the existence of a network of economically active branches throughout the relevant territory, but also more simply, for example, by producing invoices issued outside the region in which the proprietor has its principal place of business or press cuttings showing the degree of recognition on the part of the public of the sign relied on (24/03/2009, T-318/06 – T-321/06, General Optica, EU:T:2009:77, § 43). (……)

The opponent’s CEO merely stating that, at some point in the future, they intend to produce/offer a beer under the sign ‘GIGABIER’ does not constitute ‘prior use in the course of trade of more than mere local significance’, contrary to the opponent’s assertions.>>

E infine:

<<Considered in the context of a half hour long speech, the opponent’s CEO only briefly referred to the relevant goods while an image of two empty bottles branded ‘Gigabier’ briefly appeared on the screens behind him. When considered with the other indicia in the evidence referred to above (as well as the weaknesses thereof, including the brevity of the interlude between the opponent’s announcement and the relevant date), it is clear that these Annexes only support the conclusion that the single use of the earlier sign prior to the relevant date is the opponent’s brief announcement at an event in Germany, attended by a maximum of 9,000 people, that a beer may possibly be launched in the future under that brand. The evidence also shows that this announcement attracted some comments on social media. However, the evidence does not show that this single announcement by the opponent during a brief event at the new factory plant in Brandenburg, one day prior to the filing of the contested application, was followed by or attracted the attention of a substantial part of the relevant public in Ireland and/or Denmark. Therefore, the opponent has clearly failed to prove that its use of the sign in the course of trade in Ireland and/or Denmark prior to the relevant date was of more than mere local significance in those territories.

This conclusion is not altered by the content, date or language of publication of the articles submitted as Annex 1, which make no mention of the relevant sign or goods, and instead only refer to the opponent’s plans for/construction of a car manufacturing plant.

The opponent has failed to prove that – at the relevant date – the public in the relevant territories were exposed to or were aware of any of the articles or social media posts submitted as evidence, or indeed of the opponent’s announcement itself. No evidence was submitted (such as invoices, price lists, turnover or sales figures, press clippings or actual advertising) demonstrating the opponent’s prior use of ‘GIGABIER’ for the relevant goods (much less attesting to any significance, duration or intensity thereof) as required under Article 8(4) EUTMR. In the same vein, none of the evidence submitted provides any true or reliable indications as to the relevant public’s degree of awareness of the opponent’s sign (if any) prior to the filing of the contested sign.

Any use, however minimal, which could potentially be established in relation to the claimed sign (for example, the social media posts showing two order confirmations of ‘GIGABIER’/Annex 13, which would in any case amount to only €89 and DKK 700 in terms of sales according to the prices of the products indicated in the 2023 blog excerpts/Annex 14) would only have occurred in 2023 (see Annexes 12-16), which is clearly well after the contested EUTM application’s filing date of 10/10/2021. Furthermore, there are no other indications in the evidence submitted that the opponent even referred to publicly (much less indeed made any actual relevant use of) the sign relied upon between their CEO’s mention of ‘GIGABIER’ in their speech on 09/10/2021 and their Twitter posts in 2023/Annexes 12-16. Indeed, the Danish blog excerpts and articles submitted as Annex 14, dating to 2023, refer to the ‘launch’ of ‘GIGABIER’ having occurred in 2023>>.

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>>.

Uso del marchio in forma diversa da quella registrata e relativa prova

In relazione alla prova dell’uso chiesta dall’istante a carico di chi oppone un’anteriorità (art. 42.2. reg. 207/2009, da noi art. 178.3 cpi), è interessante  Tribunale UE 8 marzo 2023, T-372/21, Sympatex Technologies GmbH c. EUIPO-Livve Espanola SA.

Se ne possono trare infatti utili indicaizoni a livello pratico-opertivi sul sempre critico punto della prova dell’uso.

Inoltre esamina la norma -complessa pure a livello teorico- dell’uso del segno “in una forma che si differenzia per taluni elementi che non alterano il carattere distintivo del marchio nella forma in cui esso è stato registrato, a prescindere dal fatto che il marchio sia o no registrato nella forma in cui è usato a nome del titolare;” , art. 15.1.b) reg. 207 cit.-art. 24.2 cpi.

Ci sono infine le consuete argomentazioni sul giudizio di confondibilità