Confondibilità tra marchio figurativo e marchio denominativo?

Il Tribunale UE 01.09.2021, T-463/20, Sony c. EUIPO, decide una lite su una complessa fattispecie concreta.

Sony fa opposizione alla domanda di marchio denominativo < GT RACING> per prodotti tipo borse etc. a base di cuoio o materiali imitanti il medesimo. Deduce una serie di anteriorità tra cui alcune contenenti l’espressione <gran turismo> e soprattutto una riproduzione delle lettere <GT> con modalità molto stilizzata (al punto da essere con difficoltà leggibili come tali: v. § 5).

Va male a Sony la fase amministrativa e  pure il primo grado giurisdizionale con la sentenza de qua.

Interessa qui come viene condotto il giudizio relativo al se una espressione denominativa si confonda con un’espressione grafica molto stilizzata

Premessa (consueta)  : <<52.   The global assessment of the likelihood of confusion must, so far as concerns the visual, phonetic or conceptual similarity of the signs at issue, be based on the overall impression given by the signs, bearing in mind, in particular, their distinctive and dominant elements. The perception of the marks by the average consumer of the goods or services in question plays a decisive role in the global assessment of that likelihood of confusion. In this regard, the average consumer normally perceives a mark as a whole and does not engage in an analysis of its various details (see judgment of 12 June 2007, OHIM v Shaker, C‑334/05 P, EU:C:2007:333, paragraph 35 and the case-law cited).

53.     According to settled case-law, two marks are similar when, from the point of view of the relevant public, they are at least partially identical as regards one or more relevant aspects (see judgment of 1 March 2016, BrandGroup v OHIM – Brauerei S. Riegele, Inh. Riegele (SPEZOOMIX), T‑557/14, not published, EU:T:2016:116, paragraph 29 and the case-law cited)>>.

Poi:

<<58   In addition, although the marketing circumstances are a relevant factor in the application of Article 8(1)(b) of Regulation No 207/2009, they are to be taken into account at the stage of the global assessment of the likelihood of confusion and not at that of the assessment of the similarity of the signs at issue. That assessment, which is only one of the stages in the examination of the likelihood of confusion within the meaning of Article 8(1)(b) of Regulation No 207/2009, involves comparing the signs at issue in order to determine whether those signs are visually, phonetically and conceptually similar. Although that comparison must be based on the overall impression made by those signs on the relevant public, account must nevertheless be taken of the intrinsic qualities of the signs at issue (see, to that effect, judgment of 4 March 2020, EUIPO v Equivalenza Manufactory, C‑328/18 P, EU:C:2020:156, paragraphs 71 and 72 and the case-law cited).

59      Similarly, the reputation of an earlier mark or its particular distinctive character must be taken into consideration for the purposes of assessing the likelihood of confusion, and not for the purposes of assessing the similarity of the marks at issue, which is an assessment made prior to that of the likelihood of confusion (see judgment of 11 December 2014, Coca-Cola v OHIM – Mitico (Master), T‑480/12, EU:T:2014:1062, paragraph 54 and the case-law cited)>>.

Ed eccoci al punto specifico, relativo alla confondibilità tra i segni sub iudice:

<<66  As stated by the Board of Appeal, the earlier EU figurative mark consists of bold curved, vertical and horizontal lines. It contains a curved vertical line on the left, inclined towards the right, followed by two vertical lines, also inclined towards the right, the first smaller than the second, and a horizontal line which is connected by its lower left corner to the upper right corner of the second vertical line. The mark applied for is the word sign GT RACING, composed of the elements ‘GT’ and ‘RACING’.

67      Contrary to what the applicant claims, the mere fact that the earlier EU figurative mark may have been developed on the basis of the abstract concept of the capital letters ‘G’ and ‘T’ is not in itself a sufficient ground for concluding that there is a visual similarity between the signs at issue, given that the very specific graphic design of that mark has the effect of counteracting to a large extent the alleged point of similarity relating to the fact that it may be understood as a reference to the capital letters ‘G’ and ‘T’ by part of the public.

68      The curved line, the vertical lines and the horizontal line comprising the earlier EU figurative mark are configured in such a way as to refer instead to an almost perfect arrangement of elements resting inside each other or next to each other. They thus provide a highly stylised image. In those circumstances, the consumer would have to engage in a highly imaginative cognitive process in order to ‘decipher’ that figurative sign and to perceive it as representing the capital letters ‘G’ and ‘T’. That close interconnection of the lines comprising that figurative sign will lead the relevant consumer to perceive it as an abstract and unitary shape rather than as the capital letters ‘G’ and ‘T’. As the Board of Appeal correctly pointed out, what is alleged to be the capital letter ‘G’ has neither counter nor chin. What is alleged to be the capital letter ‘T’ does not have a complete arm. The earlier EU figurative mark could also be perceived as the sequences of the upper- and lower-case letters ‘C’, ‘l’ and ‘r’ or ‘E’ and ‘r’ or as the sequence of the upper- and lower-case letters ‘C’ and ‘r’ separated by a full stop>>.

Tutela d’autore e di marchio sulla medesima creazione

Si vedano le seguent immagini:

Il titolare della prima creazione ha agito sia in base a diritto di autore che di diritto di marchio contro il titolare della seconda (anzi la terza, essendo la secodna solo la rappresetnazione geografica dello stato del Michigan)

la Corte distrettuale del Michigan però ha rigettato ogni domanda (6 maggio 2021, Case No. 1:20cv604, High Five Threads c. Michigan Farm Boureau).

Il preteso disegno contraffattore << contain a basic line drawing of two hands. High Five does not possesscopyright protection overasimple outlineof a human hand. There is nothing original in such a drawing; it is the most basic representation of something from nature, familiar to every child who has ever traced herown hand. Does the juxtaposition of two such drawings at a right angle, as in the Hand Map, result in copyrightprotectible expression? If it does, the protectionfor that expression is “thin”at best,comprising no more than...original contribution to ideas already in the public domain.Satava v. Lowry, 323 F.3d 805, 812 (9th Cir. 2003).Two closefingered hands arranged perpendicular to one another as arepresentation of Michigan is simply a generic expression of the “popular idea of using ones’ hands to indicate the shape of Michigan.” (See Pl.’s Resp.24, ECF No. 17.)High Five did not invent this idea (see id.at 25) and copyright does not protectit. At most, copyright protects original contributions to, or expressions of, that idea.

To be sure, High Five’s Hand Map is not devoid of protected expression. For instance, the folded pinkyand overlapping index finger are arguably protected elements. But those elementsarenot presentin MFB’s design; thus,MFB did not copy them>>, p. 7

Segue poi analisi della domanda di violazione di marchio.

Il giudizio di confonbilitòà va dato in base ai seguenti fattori (che sarebbe interssante paragonare a quelli italiani o europei): <<(1) strength of the senior mark; (2) relatedness of the goods or services; (3)similarity of the marks; (4) evidence of actual confusion; (5) marketing channels used; (6) likely degree of purchaser care; (7) the intent of defendant in selecting the mark; and (8) likelihood of expansion of the product lines.>> p. 9

Come detto, viene rigettata anche tale domanda: <<In summary, the complaint contains very few facts from which to reasonablyinfer a likelihood of customer confusion. Indeed, the facts allegedindicate that such confusion is very unlikely.Only the distinctiveness of High Five’s marksweighs in its favor. But that distinctiveness cannot overcome the dissimilaritiesbetween its marksand the designsused by MFB, as well as the dissimilaritiesbetweenthe parties’ goods and services. Thus, High Five falls far short of stating a plausible claim under the Lanham Act>> p. 13.

Altro tema interessante è quello del rapporto tra le due tutele sulla medesima creazione: necessità di  ponderato coordinamento dogmatico o non ci sono attriti?