Vining Industries, Inc. v. M.B. Walton, Inc.Vining Industries, Inc. v. M.B. Walton, Inc.
OPINION ON SCOPE OF PRELIMINARY INJUNCTION AND AMOUNT OF BOND
On March 20, 1997, this Court entered a Decision in which it sustained Plaintiffs Motion for Preliminary Injunction.
See
Doc. # 22. The Plaintiff had sought such injunctive relief, prohibiting the Defendant from using the designation or mark “TWIST MOP” on a type of mop manufactured and sold by the latter. Since 1991, the Plaintiff has manufactured and sold a type of self-wringing, string mop under the trademark “TWIST ‘N MOP.”
1
In 1996, the Defendant, a competitor of the Plaintiff, began marketing a similar mop under the name “TWIST MOP.” This litigation, in which the Plaintiff alleged,
inter alia,
that the Defendant’s use of the phrase “TWIST MOP” violates § 43(a) of the Lanham Act,
(d) Form and Scope of Injunction or Restraining Order. Every order granting an injunction and every restraining order shall set forth the reasons for its issuance; shall be specific in terms; shall describe in reasonable detail, and not by reference to the complaint or other document, the act or acts sought to be restrained; and is binding only upon the parties to the action, their officers, agents, servants, employees, and attorneys, and upon those persons in active concert or participation with them who receive actual notice of the order by personal service or otherwise.
In its Decision of March 20th, this Court focused upon the Defendant’s prominent use of the words or the phrase “TWIST MOP” on the front of its packaging and concluded that it was being utilized as a trademark and that a likelihood of confusion was created thereby. However, the Defendant also employs the phrase “twist mop” on its packaging in other locations and in other forms. Thus, the primary question is whether Defendant will be entitled to use the phrase “twist mop” on its packages, in those other forms, as well as in its television commercials. Additional questions which must be resolved are whether the Defendant will be required to recall its products which have the infringing trademark on the package and the timing of the change of its packaging. Initially, the Court will discuss the continued use of the phrase “twist mop,” following which it will turn to the other issues.
A. The Defendant’s entitlement to continued use of the phrase “twist mop’’
To fully appreciate the parties’ arguments regarding the Defendant’s continued use of the phrase “twist mop,” the Court will initially describe the Defendant’s current packaging, an example of which was introduced during the April 15th hearing as Defendant’s Exhibit B. The Defendant’s package is a sleeve which is placed on the head of the mop. The phrase “twist mop” is used four times on that sleeve, twice on the front and twice on the back. The most prominent use is on the front, where the words “TWIST MOP” are centrally located, in nearly vertical lettering, printed in somewhat twisted fashion. This phrase is printed in white lettering which is at least twice as large as any other printing on the package. The package has twisting, transparent portions which run along the sides of the phrase “TWIST MOP,” that tend to frame it and, thus, to set it off from the remainder of the printing on the package. In addition, the white lettering of the phrase “TWIST MOP” is printed on top of dark or navy blue “swish,” which has the effect of further highlighting the phrase “TWIST MOP.”
2
The whole design gives a twisting effect. In its Decision of March 20, 1997, the Court concluded that, in that instance, the phrase “TWIST MOP” was used as a trademark.
See
Doc. # 22 at 3-4. Near the bottom of the front of the sleeve the phrase “The Easiest Twist Mop” is printed horizontally in yellow lettering, with “The Easiest” printed above the phrase “Twist Mop,” with the word “Easiest” in printing approximately twice as large as that used in the other three words. At the top of the back of the sleeve, the phrase “TWIST MOP” appears in similar fashion to its prominent, trademark use on the front, albeit horizontally and in much smaller lettering than the prominent, trademark use of that phrase which appears on the front of the sleeve.
3
Immediately below,
Defendant argues that its use of the words “twist mop,” in relatively small lettering and as part of the comparative phrase, “the easiest twist mop,” will constitute a fair use and that, therefore, it cannot be enjoined from such use. In addition, Defendant argues that it should not be enjoined from using that phrase in its television commercials. Plaintiff, on the other hand, argues that the safe-distance rule and the principle that the fair use defense and a finding of substantial likelihood of confusion cannot coexist provide a sufficient basis for enjoining the continued use of the phrase “twist mop” by the Defendant, in the manner in which it proposes. As a means of analysis, the Court will initially discuss, together, the Defendant’s contention that its proposed, continued use of the phrase “twist mop” will constitute a fair use and the Plaintiffs argument that fair use cannot coexist with a finding of likelihood of confusion, following which it will address the safe-distance rule.
1. Fair use and likelihood of confusion
In
WCVB-TV v. Boston Athletic Association,
In technical trademark jargon, the use of words for descriptive purposes is called a “fair use,” and the law usually permits it even if the words themselves also constitute a trademark. See15 U.S.C. § 1115(b)(4) (statutory fair use defense); Zatarains, Inc. v. Oak Grove Smokehouse, Inc.,698 F.2d 786 , 796 (5th Cir.1983) (fair use established if mark descriptive, not used in trademark sense, and used in good faith).
To prevail on the fair use defense, the defendant must establish that it has used the trademark, in good faith, to describe its product and otherwise than as a trademark.
Sands, Taylor & Wood Co. v. Quaker Oats Co.,
Nevertheless, the Plaintiff argues that fair use and likelihood of confusion cannot coexist and that, since this Court, has found that there was such a likelihood, the Defendant is not entitled to rely upon that defense. In its Decision of March 20th, this Court did find that there was a substantial likelihood of confusion.
See
Doc. # 22 at 5-16. Accepting for present purposes that fair use and likelihood of confusion cannot coexist,
10
such an assumption
1. the strength of the plaintiffs mark;
2. the relatedness of the services;
3. the similarity of the marks;
4. the evidence of actual confusion;
5. the marketing channels used;
6. the likely degree of purchaser care;
7. the defendant’s intent in selecting the mark; and
8. the likelihood of expansion of the product lines.
Champions Golf Club, Inc. v. Champions Golf Club,
In its Decision of March 20th, the Court found that “TWIST ‘N MOP” is a suggestive mark, entitled to protection without proof of secondary meaning, although not a particularly strong mark. Doc. # 22 at 6-11. With respect to the second factor (relatedness of services), the Sixth Circuit has said that, when the parties are direct competitors, there is a likelihood of confusion if their trademarks are sufficiently similar.
Champions,
In determining the similarity of marks, a court must determine ... whether the mark will be confusing to the public when singly presented.... A proper analysis of similarity includes examining the pronunciation, appearance, and verbal translation of the conflicting marks.
Champions,
In sum, the Plaintiffs mark is suggestive; however, it is not a particularly strong one. Although the parties are direct competitors and use the same marketing channels, “TWIST ‘N MOP” is not similar to the phrase “the easiest twist mop,” the comparative phrase which the Defendant proposes to employ. Since ho factor, other than the strength of the Plaintiffs trademark and the fact that the parties are direct competitors who use the same marketing channels, weighs in favor of finding a likelihood of confusion, this Court, based upon the lack of similarity between the two phrases, finds that the purchaser viewing the Defendant’s new package is not likely to be confused about the source of that mop. In other words, even though the phrase “the easiest twist mop” is printed on the Defendant’s package, a consumer purchasing a mop manufactured by the Defendant is not likely to think that he or she is purchasing a “TWIST ‘N MOP” manufactured by the Plaintiff. Accordingly, this Court finds that the Defendant’s use of that phrase will not create a likelihood of confusion. 12
In
Broderick & Bascom Rope Co. v. Manoff
The due protection of trade-mark and similar rights requires that a competitive business, once convicted of unfair competition in a given particular, should thereafter be required to keep a safe distance away from the margin fine— even if that requirement involves a handicap as compared with those who have not disqualified themselves.
Id.
at 354. Although
Broderick & Bascom
involved contempt proceedings rather than the issue of the scope of an injunction, the safe-distance principle enunciated therein has been followed by a number of courts when determining how extensive an injunction should be.
See e.g., Chevron Chemical Co. v. Voluntary Purchasing Groups,
Thus, under the safe-distance rule, this Court could enjoin the Defendant from continuing to use the phrase “twist mop,” even in a manner which did not infringe upon Plaintiffs rights to the trademark, “TWIST ‘N MOP.”
13
However, the Court will decline to apply that rule in this case, at this time, to enjoin the Defendant from using the words “twist mop” as part of a comparative phrase. That rule has an element of punishment; a party who has infringed upon the trademark of another is prevented from doing things which a non-infringer would be permitted to do. An application of that rule in this case would demonstrate the punitive as
B. Other issues relating to scope of the injunction
The additional questions for the Court to consider are whether to require a recall of the Defendant’s infringing products and how much time the Defendant should be given to effect a change in its packaging.
First,
a District Court has the discretion to order the recall of infringing products.
Perfect Fit Industries, Inc. v. Acme Quilting Co.,
Second, the Court has the discretion to afford Defendant a reasonable period of time in which to make a transition to new packaging. However, since the Court has not ordered a recall of the Defendant’s mops which are packaged in the infringing sleeve, the Court will not afford the Defendant such a transition period. In the absence of a recall, mops packaged in the Defendant’s infringing sleeve will remain on the marketplace. Indeed, in the more than one month since the Court issued its Decision of March 20th, the Defendant has been able to ship mops which are so packaged. If this Court were to afford the Defendant a transition period, during which it could continue to distribute mops with the infringing package, the value of the injunctive relief to which this Court has concluded the Plaintiff is entitled would be further diminished. Consequently, the Defendant will not be permitted to ship any additional mops which are packaged in a sleeve upon which the infringing use of the phrase “TWIST MOP” is printed.
II. Amount of bond
Based upon the foregoing and the Court’s Decision of March 20, 1997, the Court preliminarily enjoins the Defendant and its officers, directors and employees from marketing a twisting, self-wringing mop using the words “twist” and “Mop,” or some confusingly similar form of them, as a trademark.
17
This injunction shall not prevent the Defendant from using the words “twist mop” other than as a trademark and as part of the comparative phrase “the easiest twist mop.” In addition, this injunction shall prevent the Defendant from broadcasting the television commercials which were shown during the April 15th hearing,
until
the packaging upon which the infringing use of the phrase “TWIST MOP” appears (i.e., the manner in which that phrase is vertically printed, in twisting fashion, in prominent lettering on the front of the package, as a trademark) is deleted from those commercials. Once the offending packaging is removed from the commercials, the Defendant may broadcast them. In other words, the Defendant is not enjoined from using any of the audio in those commercials. The Defendant is not ordered to recall its mops that are packaged in a sleeve, upon which the infringing use of the phrase “TWIST MOP” appears. The Defendant shall not be afforded a transition period, during which to adopt new packaging. Therefore, when this preliminary injunction becomes effective (upon the posting of bond by the Plaintiff), the Defendant will be enjoined from shipping any mops which are packaged in sleeves upon which the infringing use of the phrase “TWIST MOP” appears. This injunction shall become effective upon the Plaintiff posting bond in the sum of $93,-
Notes
. The Plaintiff manufactures and markets household and commercial cleaning tools.
. The sleeve’s predominate color is royal blue. Presumably, the "swish” is meant to symbolize the imprint made by a wet mop.
. The phrase "TWIST MOP” is printed in the same white, twisted lettering and is highlighted by the dark or navy blue "swish.”
. The fair use defense is predicated upon the principle that no one should able to appropriate descriptive language by registering a trademark.
Sands, Taylor & Wood Co. v. Quaker Oats Co.,
. As is noted above, the Defendant uses the phrase “twist mop” in four locations on its current package, only two of which are part of the phrase, "the easiest twist mop.” Obviously, the prominent use of the phrase "TWIST MOP” on the front of the package is as a trademark and, therefore, does not constitute a fair use. Based upon the reasoning set forth in its Decision of March 20th, the Court concludes that the similar use of that phrase on the top of the back of the package is also as a trademark and is not a fair use. Therefore, throughout the remainder of this Opinion, the Court will focus only upon the use of the words "twist mop” as part of the phrase, "the easiest twist mop.”
. The Plaintiff points to evidence that, when the Defendant was developing its twisting, self-wringing mop, it recognized that the Plaintiff's “TWIST 'N MOP” was the number one seller in certain channels of trade; that the Defendant utilized Plaintiff's mop when it (Defendant) designed its mop; and that the Defendant designed its product so that its mop head was interchangeable with the "TWIST 'N MOP.” That evidence does not convince the Court that the Defendant acted in bad faith or that its proposed use of "the easiest twist mop” would not be in good faith. As is stated above, the Defendant wanted to name its mop something other than "TWIST MOP.” Moreover, during the April 15th hearing, Ronald Tillery testified as to the importance of using the phrase "the easiest twist mop” as a comparative selling feature.
. The Plaintiff argues that the Defendant does not need to use the phrase “twist mop” to describe its product, since there was evidence that other manufacturers of similar mops did not use that phrase. Accepting for present purposes that the Defendant does not need to use that phrase, the Court does not agree with the Plaintiff that a party cannot rely upon the fair use defense, merely because that use is not necessary. The Plaintiff has not cited a case (and the Court knows of none) which supports that proposition.
. The phrase "the easiest twist mop” is printed in yellow lettering on the Defendant’s current packaging; however, that does not mean that said phrase is used as a trademark. The Defendant has used that color to print a number of other words and phrases, such as "new,” "satisfaction guaranteed,” "keeps hands dry” and the directions on the use of the mop.
. During the April 15th hearing, the Defendant proposed to change its packaging by merely printing the prominent, trademark use of the phrase "TWIST MOP,” on the front of the sleeve, in somewhat smaller letters. Based upon the Defendant's post-hearing memorandum, the Court concludes that the Defendant has abandoned that proposal. See Doc. #29 at 1. However, if not abandoned, such a utilization of the phrase "TWIST MOP” could be the type of trademark use which this Court has found to infringe upon the Plaintiff's trademark.
.
See Sunmark, Inc. v. Ocean Spray Cranberries, Inc.,
. In its Decision of March 20th, the Court focused upon the prominent, vertical, twisting printing of the phrase “TWIST MOP” on the front of the Defendant’s packaging. Therefore, the question was whether there was evidence of actual confusion between the Defen
. In this Opinion, the Court has focused upon the Defendant’s packaging, rather than upon its television commercials, which were shown during the April 15lh hearing. In those commercials, the phrase "twist mop” is spoken a number of times. In addition, the Defendant's package with the infringing, trademark use of the phrase "TWIST MOP” is shown. Since the Court has concluded that such use of the phrase "TWIST MOP” infringes upon the Plaintiff's trademark, the Court will enjoin the Defendant from showing commercials with the offending packaging. However, the Court does not find that there will be a likelihood of confusion if the phrase "twist mop” is spoken during the commercials. Indeed, if a viewer of those commercials is convinced to purchase a twisting, self-wringing mop, the most likely beneficiary of the mention of the phrase "twist mop” in those commercials will be Plaintiff, whose mop is marketed under the name "TWIST 'N MOP,” rather than the Defendant who, as a result of the preliminary injunction, will be required to adopt a new name for its product.
. Above, the Court has concluded that the Defendant's use of the words "twist mop” as part of the phrase "the easiest twist mop” will not infringe upon the Plaintiff's trademark.
. Plaintiff argues that a recall is necessary in order to prevent the Defendant from profiling from the advertising campaign upon which it (Plaintiff) is about to embark.
. Of course, by declining to order a recall, the Court will decrease the amount of the bond which the Plaintiff will be required to post.
. The figure is comprised of the following components, to wit: $7,500 to edit the television commercial, and $85,500 for costs associated with new packaging (the approximate midpoint of the two figures supplied by the Defendant).
. In its post-hearing memorandum, Defendant suggests that it should be permitted to use the phrase "self-twisting.” See Doc. # 29 at 19. The phrase "self-twisting” used in conjunction with the word "mop,” as a trademark, would be confusingly similar to the use of the phrase "TWIST MOP” as a trademark and, therefore, would be enjoined.