OPINION
In February 2007, Victoria’s Secret ran a one-month marketing campaign promot
*1029
ing its new line of BEAUTY RUSH product. As part of that promotion, Victoria’s Secret stores sold or gave away a hot pink tank top with the word “Delicious” written across the chest in silver typescript. Fortune Dynamic, Inc. (“Fortune”), the owner of the incontestable trademark DELICIOUS for footwear, sued Victoria’s Secret for trademark infringement. The district court granted summary judgment in favor of Victoria’s Secret. Mindful that “summary judgment is generally disfavored in the trademark arena,”
Entrepreneur Media, Inc. v. Smith,
I
Since 1987 Fortune has been in the business of designing and selling footwear for women, young women, and children. In 1997, Fortune began using DELICIOUS as a trademark on its footwear for young women. Two years later, in 1999, Fortune registered the DELICIOUS trademark for footwear on the principal register of the U.S. Patent and Trademark Office. For most of the time relevant to this appeal, Fortune depicted DELICIOUS in standard block lettering with a capital “D.” 1
Fortune spends approximately $350,000 a year advertising its footwear. In the three-year period from 2005 to 2007, Fortune sold more than 12 million pairs of DELICIOUS shoes. DELICIOUS shoes are featured on Fortune’s website and in its catalogs, and have appeared in fashion magazines directed specifically to young women, including Cosmo girl, Elle girl, Teen People, Twist, In Touch, Seventeen, Latina, ym, Shop, CB, marie claire, and Life & Style. DELICIOUS footwear is available in authorized retail outlets throughout the United States. 2
Victoria’s Secret is a well-known company specializing in intimate apparel. It sells a wide variety of lingerie, beauty products, and personal care products in its 900 retail stores. In February 2007, Victoria’s Secret launched a line of personal care products under the trademark BEAUTY RUSH. At the same time, it started a promotion that included giving away a gift package of BEAUTY RUSH lip gloss and — most importantly for our case — a pink tank top to anyone who purchased $35 of beauty product. 3 The tank top was folded inside a clear plastic pouch with the lip gloss and a coupon for a future BEAUTY RUSH purchase. Across the chest of the tank top was written, in silver typescript, the word “Delicious” with a capital “D.” On the back, in much smaller lettering, there appeared the word “yum,” and the phrase “beauty rush” was written in the back collar. Victoria’s Secret models were featured wearing the tank top, as were mannequins on in-store display tables. Victoria’s Secret distributed 602,723 “Delicious” tank tops in connection with its BEAUTY RUSH promotion, which lasted until March 2007. Those tank tops not sold or given away during the promotion were sold at Victoria’s Secret’s semi-annual sale a few months later.
Victoria’s Secret executives offered two explanations for using the word “Deli *1030 eious” on the tank top. First, they suggested that it accurately described the taste of the BEAUTY RUSH lip glosses and the smell of the BEAUTY RUSH body care. Second, they thought that the word served as a “playful self-descriptor,” as if the woman wearing the top is saying, “I’m delicious.” No one at Victoria’s Secret conducted a search to determine whether DELICIOUS was a registered trademark, but Victoria’s Secret had run a very similar promotion several months earlier, this one in conjunction with the launch of its VERY SEXY makeup. That promotion also included a tank top, but that tank top was “black ribbed” with “Very Sexy” written in hot pink crystals across the chest. VERY SEXY is a Victoria’s Secret trademark.
In March 2007, Fortune filed a complaint alleging that Victoria’s Secret’s use of “Delicious” on its tank top infringed Fortune’s rights in its DELICIOUS mark. After the district court denied Fortune’s motion for a preliminary injunction, Victoria’s Secret moved for summary judgment. In its opposition to Victoria’s Secret’s motion for summary judgment, Fortune submitted two pieces of expert evidence: the Marylander survey (with an accompanying declaration) and the Fueroghne declaration, both of which we discuss below.
Invoking its duty to “scrutinize carefully the reasoning and methodology underlying the expert opinions offered,” the district court excluded all of Fortune’s proffered expert evidence. Without any of Fortune’s expert evidence before it, the district court granted Victoria’s Secret’s motion for summary judgment, holding that the factors used to determine whether there is a likelihood of confusion “weigh[ed] in favor of Victoria’s Secret,” and that Fortune’s claims were “entirely barred by the fair use defense.” Fortune brought this timely appeal.
II
The Lanham Act creates a comprehensive framework for regulating the use of trademarks and protecting them against infringement, dilution, and unfair competition. 15 U.S.C. § 1051
et seq.
To prove infringement, a trademark holder must show that the defendant’s use of its trademark “is likely to cause confusion, or to cause mistake, or to deceive.” 15 U.S.C. § 1125(a)(l)-(a)(l)(A). Protecting against a likelihood of confusion — what we have called the “core element of trademark infringement,”
Brookfield Commc’ns v. W. Coast Entm’t Corp.,
Eight factors, sometimes referred to as the
Sleekcraft
factors, guide the inquiry into whether a defendant’s use of a mark is likely to confuse consumers: (1) the similarity of the marks; (2) the strength of the plaintiffs mark; (3) the proximity or relatedness of the goods or services; (4) the defendant’s intent in selecting the mark; (5) evidence of actual confusion; (6) the marketing channels used; (7) the likelihood of expansion into other markets; and (8) the degree of care likely to be exercised by purchasers of the defendant’s product.
AMF Inc. v. Sleekcraft Boats,
The Lanham Act provides some affirmative defenses,
see
15 U.S.C. § 1115(b), one of which allows an accused infringer to avoid liability by showing that it has used the plaintiffs trademark “fairly,”
id.
§ 1115(b)(4). To establish a fair use defense, the defendant must show that it used the term “fairly and in good faith only to describe [its] goods or services.”
Id.
We have recognized a nominative fair use defense and a classic fair use defense. Nominative fair use applies “where a defendant has used the plaintiffs mark to describe the
plaintiff’s product,” Cairns v. Franklin Mint Co.,
We review the district court’s grant of summary judgment
de novo,
and must view the evidence in the light most favorable to Fortune.
In re Caneva,
Ill
This case is yet another example of the wisdom of the well-established principle that “[b]ecause of the intensely factual nature of trademark disputes, summary judgment is generally disfavored in the trademark arena.”
Entrepreneur Media,
The same is true of Victoria’s Secret’s reliance on the Lanham Act’s fair use defense. Although it is possible that Victoria’s Secret used the term “Delicious” fairly — that is, in its “primary, descriptive sense” — we think that a jury is better positioned to make that determination.
Cf. KP Permanent Make-Up, Inc. v. Lasting Impression I, Inc.,
A
We begin with the Sleekcraft factors as a way of framing our discussion. We are going to discuss each factor, but we will devote most of our attention to the similarity of the marks, the strength of Fortune’s mark, the proximity of the goods, and the evidence of actual confusion.
1
Although some of the
Sleekcraft
factors will not always be helpful in assessing the likelihood of confusion, “the simi
*1032
larity of the marks ... has always been considered a critical question in the likelihood-of-confusion analysis.”
GoTo.com, Inc. v. Walt Disney Co.,
Victoria’s Secret makes two arguments against finding that the marks are similar. First, Victoria’s Secret argues that its use of “Delicious” “differed completely in font, color, size and purpose from” Fortune’s mark. Second, Victoria’s Secret says that it “is inconceivable that a customer inside a VICTORIA’S SECRET retail store” could believe that the pink tank top with “Delicious” written on it, which was surrounded by BEAUTY RUSH product, could possibly have originated with Fortune Dynamics.
Victoria’s Secret is correct that the marks have markedly different appearances. Fortune’s mark is written in black, block letters on the inside heel of the shoe and on the shoe box. Victoria’s Secret’s “Delicious,” by contrast, is written in silver cursive lettering across the chest of a hot pink tank top. On the other hand, there are substantial similarities between the marks. First, there is the obvious: the marks sound the same and look similar because they are the same word, “delicious.” Moreover, in each case the word “delicious” appears alone, and not adjacent to any other word or symbol. And there is reason to think that they share the same meaning, as they are attached to items of clothing and appear to evoke desirability and pleasure.
Victoria’s Secret’s second argument is also not without force. It does seem unlikely that a knowledgeable consumer would believe that Fortune, which markets its shoes in a number of different retail outlets, would be selling a tank top in a Victoria’s Secret store. The record reveals, however, evidence of individuals (including pop star Britney Spears) wearing Victoria’s Secret’s “Delicious” pink tank top on the street. This evidence suggests the possibility of post-purchase confusion, which, we have held, “can establish the required likelihood of confusion under the Lanham Act.”
Karl Storz Endoscopy-America, Inc. v. Surgical Tech., Inc.,
Thus, in light of the principle that “similarities [between marks] are weighed more heavily than differences” and our recognition of post-purchase confusion, a jury could reasonably conclude that the “similarity of marks” factor weighs in favor of Fortune.
2
We turn next to the strength of Fortune’s DELICIOUS mark. As a general matter, “[t]he more likely a mark is to be remembered and associated in the public mind with the mark’s owner, the greater protection the mark is accorded by trademark laws.”
GoTo.com,
A mark’s conceptual strength depends largely on the obviousness of its connection to the good or service to which
*1033
it refers. The less obvious the connection, the stronger the mark, and vice versa. Using a list originally formulated by Judge Friendly,
see Abercrombie & Fitch Co. v. Hunting World, Inc., 537
F.2d 4, 9 (2d Cir.1976), marks are placed in one of five categories, ranging from weakest to strongest: generic, descriptive, suggestive, arbitrary, and fanciful,
GoTo.com,
Categorizing trademarks is necessarily an imperfect science. Far from being neatly distinct and discrete, trademark categories often “blur at the edges and merge together.”
Zatarains, Inc. v. Oak Grove Smokehouse, Inc.,
“A suitable starting place” for attempting to draw the line between a suggestive and a descriptive mark “is the dictionary.”
Zatarains,
“Delicious” carries several different meanings, including “affording great pleasure,” “appealing to one of the bodily senses ... especially] involving the sense of taste or smell,”' “delightfully amusing,” and — in a definition the dictionary itself calls “obsolete” — ’“characterized by ... self-indulgent or sensuous pleasure.” Webster’s Third New International Dictionary 597 (1993). It “commonly refers to that which is tasted, smelled, or otherwise savored with maximum pleasure and keenest appreciation.” Id.
We think that there is a genuine issue of material fact as to whether Fortune’s DELICIOUS mark is suggestive or descriptive. The distinction is important here because if the mark is suggestive, there is a stronger likelihood that a jury could reasonably conclude that the “strength of the mark” factor favors Fortune. On the one hand, some evidence points to a finding that DELICIOUS as applied to footwear is merely descriptive. To the extent “delicious” means “affording great pleasure,” for example, it seems to “directly convey a real and unequivocal idea of some characteristic, function, quality or ingredient of the product or service.” McCarthy § 11:71. By that definition, DELICIOUS on footwear is nothing more than “self-laudatory advertising,” a factor that cuts against categorizing the mark as suggestive.
Id.; see Zobmondo,
For the same reasons, other shoe companies are unlikely to need to rely on the word “delicious” to describe their goods. Indeed, we are aware of no other shoe companies, and Victoria’s Secret points to none, that use the word “delicious” to describe their product.
See Zobmondo,
Fortune also presented evidence of the DELICIOUS mark’s commercial strength, which takes into account a mark’s “actual marketplace recognition.”
Brookfield Common’s,
3
A genuine issue of material fact also exists, under the “proximity of goods” factor, with respect to whether Fortune’s footwear and Victoria’s Secret’s tank top are related. “Where goods are related or complementary, the danger of consumer confusion is heightened.”
E & J Gallo Winery,
Victoria’s Secret contends that the fact that “two goods are used together ... does not, in itself, justify a finding of relatedness.”
Shen Mfg. Co. v. Ritz Hotel, Ltd.,
4
Not surprisingly, evidence of actual confusion can also support a finding of likelihood of confusion. Perhaps “[b]e-cause of the difficulty in garnering such evidence,”
Sleekcraft,
Rule 702 states that “[i]f scientific, technical, or other specialized knowledge will assist the trier of fact to understand the evidence ... a witness qualified as an expert by knowledge, skill, experience, training, or education, may testify thereto in the form of an opinion.” Fed. R. Evid. 702. Rule 702 imposes a “basic gatekeeping obligation” on district courts to “ensure that any and all scientific testimony” — including testimony based on “technical ] or other specialized knowledge” — “is not only relevant, but reliable.”
Kumho Tire Co. v. Carmichael,
A district court abuses its discretion if it “base[s] its decision[ ] on an erroneous legal standard.”
Stormans, Inc. v. Selecky,
Howard Marylander, who holds an M.B.A. in marketing from the University of Southern California, has been retained in forty-five cases to conduct a survey to determine the likelihood of confusion as to the source of goods or services. Here, Marylander conducted an on-line survey among young women ages fifteen to twenty-four to determine the likelihood of confusion between Fortune’s DELICIOUS footwear and Victoria’s Secret’s tank top. The survey was conducted online using an e-Rewards panel consisting of 211,000 members, ages thirteen to twenty-five. Most survey participants met two criteria: in the past six months they had purchased shoes and a tank top or in the next six months they planned to purchase shoes and a tank top. Participants were excluded if anyone in their household worked in the advertising industry.
Marylander divided the respondents into a test group and a control group, each composed of 300 members. The members of the test group were exposed to pictures of Fortune’s DELICIOUS shoes and Victoria’s Secret’s “Delicious” tank top, one at a time and in rotated order. They were then asked a series of questions about whether they thought the two marks come from the same company, related companies, or they did not know. The same protocol was followed with the control group, of which there were also 300 members, except that instead of the word “Delicious” on the tank top, one-third of the control group saw the word “Beautiful,” one-third saw “Fabulous,” and one-third saw “Incredible.”
Of those in the test group, 46% believed that the DELICIOUS shoes and the “Delicious” tank top came from the same company. An additional 8% thought that the companies that created the shoes and the tank top were related or associated. In the control group, 18% thought the products came from the same company, and 25% thought the companies were related or associated. Marylander concluded that 54% of the test group (46 + 8) confused the products, as compared to only 43% (18 + 25) in the control group, and that the difference was statistically significant.
According to Marylander, the survey results strongly suggested that there was a likelihood of confusion among consumers between Fortune’s DELICIOUS shoes and Victoria Secret’s “Delicious” tank top. He based this conclusion on three principal *1037 factors: (1) the disparity between the amount of confusion in the test group and the control group (11%); (2) the unusually high disparity between those who believed the products came from the same company (28%); and (3) the fact that the disparity in confusion levels would have been higher if respondents had not seen “beauty rush” in the back collar, as was the case for those consumers who only saw the tank top on models or mannequins.
The district court excluded the Marylander survey because the survey compared the products side-by-side, failed to replicate real world conditions, failed to properly screen participants, and was “highly suggestive.” The district court supported most of its reasoning by reference to unpublished district court decisions, only one of which even falls within the Ninth Circuit. The court’s one citation to Ninth Circuit precedent, moreover, is not helpful. In support of its conclusion that the survey should not have compared the products “side-by-side,” the district court cited our decision in
Levi Strauss & Co. v. Blue Bell, Inc.,
By way of comparison, we approved of a similar survey in
Thane.
There, the expert conducting the survey selected 400 people over the age of 18 who had purchased a bike in the last three years or planned to purchase one within the next year.
See Thane,
To be sure, as Victoria’s Secret argues and as the district court noted, the Marylander survey has a number of shortcomings, including the fact that it was conducted over the internet (thereby failing to
*1038
replicate real world conditions), may have been suggestive, and quite possibly produced counterintuitive results. But these criticisms, valid as they may be, go to “issues of methodology, survey design, reliability, ... [and] critique of conclusions,” and therefore “go to the weight of the survey rather than its admissibility.”
Clicks Billiards,
5
The next
Sleekcraft
factor focuses our attention on the relative sophistication of the relevant consumer, and the degree of care likely to be exercised by that consumer. The reference point for this factor “is the typical buyer exercising ordinary caution.”
Sleekcraft,
The parties vigorously contest the relative sophistication of the young women purchasing their products. Victoria’s Secret argues that “[p]urchasers of apparel are considered ... sophisticated consumers.” For support, Victoria’s Secret points to one court’s observation that “fashion-conscious” young women “are likely to exercise a significant degree of care in purchasing their clothing, since the name of the particular designer is important in the fashion world.”
Kookai, S.A. v. Shabo,
We cannot determine with any degree of confidence the relative sophistication of the parties’ consumers. Nor are we confident of the implications of finding that the consumers are sophisticated. We think it possible that a discerning consumer might immediately connect the like-named products more readily than an unsophisticated consumer. Whoever’s right, the difficulty of trying to determine with any degree of confidence the level of sophistication of young women shopping at Victoria’s Secret only confirms the need for this case to be heard by a jury.
6
There are also genuine issues of material fact with respect to the remaining factors (marketing channels, likelihood of expansion, and Victoria’s Secret’s intent). We recognize that some evidence related to these factors supports Victoria’s Secret. For instance, the fact that Fortune is exclusively a wholesaler that sells its shoes to a number of authorized retail outlets, while Victoria’s Secret is primarily a retailer, operating approximately 900 retail stores nationwide under its own name, cuts against Fortune. As for the likelihood of *1039 expansion, Fortune has entered a licensing agreement with Chaz to use the DELICIOUS mark on clothing, but there is no indication that Chaz has begun using the license and Victoria’s Secret no longer creates any clothing with the word “Delicious” on it. Finally, aside from the fact that Victoria’s Secret failed to investigate the possibility that DELICIOUS was being used as a mark before promoting its tank top, there is little evidence that Victoria’s Secret intended to trade on Fortune’s goodwill.
Nonetheless, “[l]ikelihood of confusion is a factual determination,” and “district courts should grant summary judgment motions regarding the likelihood of confusion sparingly.”
Thane,
B
We next turn to Victoria’s Secret’s argument that its use of the word “Delicious” was protected by the Lanham Act’s fan-use defense. 15 U.S.C. § 1115(b)(4). Long before the Lanham Act was enacted, the Supreme Court explained that “[t]he use of a similar name by another to truthfully describe his own product does not constitute a legal or moral wrong, even if its effect be to cause the public to mistake the origin ... of the product.”
William R. Warner & Co. v. Eli Lilly & Co.,
The fair use defense stems from the “undesirability of allowing anyone to obtain a complete monopoly on use of a descriptive term simply by grabbing it first.”
Id.
at 122,
According to Victoria’s Secret, it should prevail on the fair use defense because, as the Lanham Act provides, it used the term “Delicious” “otherwise than as a mark,” “only to describe [its] goods or services,” and “in good faith.” 15 U.S.C. *1040 § 1115(b)(4). We think there is some merit to Victoria’s Secret’s argument, but ultimately conclude that the question of “fair use,” like the question of likelihood of confusion, should be resolved by a jury. We consider each of the “fair use” factors in turn.
1
We first consider whether the district court correctly ruled, as a matter of law, that Victoria’s Secret used “Delicious” “otherwise than as a mark.” 15 U.S.C. § 1115(b)(4). The Lanham Act defines a trademark as something used “to identify and distinguish ... goods ... and to indicate the source of the goods.”
Id.
§ 1127. To determine whether a term is being used as a mark, we look for indications that the term is being used to “associate it with a manufacturer.”
Sierra On-Line, Inc. v. Phoenix Software, Inc.,
Here, there is evidence from which a reasonable jury could conclude that Victoria’s Secret was using “Delicious” as a trademark. “Delicious” was written in large letters, with a capital “D,” and in silver typescript across the chest, suggesting that Victoria’s Secret used the word to attract public attention. Further, there is little evidence that Victoria’s Secret employed “precautionary measures” to avoid confusion with Fortune’s mark. It is true that the word “yum” appeared on the back of the tank top and “beauty rush” appeared in its back collar. But a jury could reasonably conclude that those hard-to-find words did not detract from the overall message broadcast loudly on the front of the shirt, “Delicious.” Perhaps most important, Victoria’s Secret’s used “Delicious” in a remarkably similar way to how it uses two of its own trademarks- — PINK and VERY SEXY. PINK is written in bold capital letters on different items of Victoria’s Secret clothing, while VERY SEXY was written, in hot pink crystals, across the chest of a similar black-ribbed tank top during a very similar promotion. The fact that Victoria’s Secret used “Delicious” in the same way that it uses other Victoria’s Secret trademarks could be persuasive evidence to a jury that Victoria’s Secret used, or at least intended to establish, “Delicious” as a trademark.
In support of its argument that Victoria’s Secret used “Delicious” as a trademark, Fortune attempted to introduce the testimony of expert Dean K. Feuroghne, a forty-year advertising and marketing professional, who would have testified that Victoria’s Secret used “Delicious” as a trademark. We think the district court acted within its discretion to exclude this portion of Fueroghne’s testimony. 4 The basis of his knowledge regarding trademark use is not entirely clear. More important, Fueroghne’s opinion does not “assist” the jury because the jury is well equipped “ ‘to determine intel *1041 ligently and to the best possible degree’ ” the issue of trademark usage ‘“without enlightenment from those having a specialized understanding of the subject involved in the dispute.’ ” Fed. R. Evid. 702 advisory committee’s note (quoting Mason Ladd, Expert Testimony, 5 Vand. L. Rev. 414, 418 (1952)). Even though we agree that this portion of Fueroghne’s proffered testimony was properly excluded, we believe that there still remains a genuine issue of material fact as to whether Victoria’s Secret used “Delicious” as a trademark.
2
A genuine issue of material fact also remains with respect to whether Victoria’s Secret used the word “Delicious” “only to describe [its] goods or services.” 15 U.S.C. § 1115(b)(4). To prevail on this factor, we have held, a defendant must establish that it used the word “in[its] primary, descriptive sense” or “primary descriptive meaning.”
Brother Records,
Victoria’s Secret makes two points — one factual and one legal — in support of its argument that it used “Delicious” descriptively. As to facts, Victoria’s Secret says that it used “Delicious” merely to “describe the flavorful attributes of Victoria’s Secret’s BEAUTY RUSH lip gloss and other products that feature the same popular fruit flavors.” A jury, however, could reasonably conclude otherwise. For one thing, in its advertisements, Victoria’s Secret described its BEAUTY RUSH lip gloss as “deliciously sexy,” not delicious. For another, Victoria’s Secret’s executives testified that they wanted “Delicious” to serve as a “playful self-descriptor,” as if the wearer of the pink tank top is saying, “I’m delicious.” These examples suggest that a jury could reasonably decide that Victoria’s Secret did not use “Delicious” “only to describe its goods.” See Restatement § 28, cmt. c. (“If the original meaning of the term is not in fact descriptive of the attributes of the user’s goods, services, or business, the [fair use] defense is not applicable.”).
As to law, Victoria’s Secret argues that it used “Delicious” in a permissible “descriptive sense,” even if its use of the word was not technically descriptive. Victoria’s Secret points to the Second Circuit’s decision in
Cosmetically Sealed Industries, Inc. v. Chesebrough-Pond’s USA Co.,
We have no quarrel with the general proposition that the fair use defense may include use of a term or phrase in its “descriptive sense,” which in some instances will describe more than just “a characteristic of the [defendant’s] goods.” McCarthy § 11:49;
see Brother Records,
First, although we accept some flexibility in what counts as descriptive, we reiterate that the scope of the fair use defense varies with the level of descriptive purity. Thus, as a defendant’s use of a term becomes less and less purely descriptive, its chances of prevailing on the fair use defense become less and less likely. See Restatement § 28, cmt. c. And here, a jury could reasonably conclude, for the same reasons it might conclude that DELICIOUS as applied to footwear is not descriptive, see supra Part III.A.2, that Victoria’s Secret’s use of “Delicious” on a pink tank top did not qualify as sufficiently descriptive for Victoria’s Secret to prevail on the fair use defense.
Second, even if a jury thought that there was some evidence of descriptive use, it could still reasonably conclude that the lack of “precautionary measures” on Victoria’s Secret’s pink tank top outweighs that evidence. Indeed, the same Second Circuit decisions upon which Victoria’s Secret relies support this view. In
Cosmetically Sealed,
for example, “[t]he product name ‘Color Splash’ ” — the defendant’s trademark — “appeared in the center of the display in red block letters, at least twice the size of the lettering for ‘Seal it with a Kiss.’ ”
Finally, there is little doubt that Victoria’s Secret had at its disposal a number of alternative words that could adequately capture its goal of providing a “playful self-descriptor” on the front of its tank top. An abundance of alternative words is important because it suggests that Victoria’s Secret’s use was more suggestive than descriptive.
See
McCarthy § 11:45 (“[T]o be eligible for ... fair use, [a] defendant must be using the challenged designation in a descriptive, not merely suggestive, sense.”). If so, restricting Victoria’s Secret’s use of “Delicious” does not implicate
*1043
the same concerns regarding the monopolization of the lexicon that lie at the heart of the fair use defense.
See KP Permanent I,
3
The last factor of the fair use defense asks whether the defendant has exercised “good faith.” We have not given this factor of the fair use defense much attention, but we agree with the Second Circuit that it involves the same issue as the intent factor in the likelihood of confusion analysis: “whether defendant in adopting its mark intended to capitalize on plaintiffs good will.”
EMI,
With respect to this portion of Fueroghne’s testimony, the district court is plainly wrong. Fueroghne has forty years of experience in the marketing and advertising industry, strongly suggesting that he is familiar with what companies within the industry do when placing words on a product. Fueroghne’s expertise, then, is one based on experience.
Cf. Hangarter v. Provident Life and Accident Ins. Co.,
On the whole, we think that the evidence of malicious intent on the part of Victoria’s Secret, even with Fueroghne’s expert testimony, is thin at best. But Victoria’s Secret’s failure to investigate whether someone held a DELICIOUS trademark, combined with the other evidence discussed above, provides support for a jury’s potential finding that Victoria’s Secret’s carelessness in its use of the word “Delicious” rendered its use of that word “objectively [un]fair.”
KP Permanent I,
IV
Finally, Fortune asks us to remand the case to a different judge. Because this case does not present “unusual circumstances,”
McSherry v. City of Long Beach,
V
This case should go to trial. A jury could reasonably conclude that the majority of Sleekcraft factors favors Fortune.
Furthermore, in light of evidence suggesting that Victoria’s Secret used the term “Delicious” as a trademark and suggestively rather than descriptively, together with Victoria’s Secret’s failure to investigate the possibility that DELICIOUS was already being used as a trademark, there remains a genuine issue of material fact as to whether Victoria’s Secret used “Delicious” unfairly.
REVERSED and REMANDED.
Notes
. In June 2007 (after this lawsuit was filed), Fortune applied to register DELICIOUS in a stylized font for use on clothing.
. In November 2006, L’egent International, Ltd. approached Fortune to explore the possibility of L'egent's subsidiary, Chaz, using Fortune's DELICIOUS Trademark on clothing and related accessories. Chaz signed a final licensing agreement in May 2007. Chaz has yet to use the DELICIOUS mark in commerce.
.Forty-four Victoria’s Secret stores sold the tank top for $10 with any purchase of beauty product.
. The other portion of Fueroghne's proffered testimony is discussed below.
