American Council on Exercisev.Health Care Fitness Integrations, LLCDownload PDFTrademark Trial and Appeal BoardDec 19, 201991238589 (T.T.A.B. Dec. 19, 2019) Copy Citation LTS December 19, 2019 Opposition No. 91238589 American Council on Exercise v. Health Care Fitness Integrations, LLC Before Kuhlke, Mermelstein, and Coggins, Administrative Trademark Judges. By the Board: This case now comes up on Applicant’s motion, filed July 26, 2019, for summary judgment on the pleaded grounds of descriptiveness, genericness, failure to function, and likelihood of confusion. The motion is fully briefed.1 We have carefully considered all of the parties’ arguments, presume the parties’ familiarity with the factual bases for their filings, and do not recount the facts or arguments here except as necessary to explain this decision. See Guess? IP Holder LP v. Knowluxe LLC, 116 USPQ2d 2018, 2019 (TTAB 2015). 1 Opposer’s change of correspondence address, filed August 26, 2019, and Applicant’s change of correspondence address, filed September 16, 2019, are noted, and the Board’s records have been updated accordingly. UNITED STATES PATENT AND TRADEMARK OFFICE Trademark Trial and Appeal Board P.O. Box 1451 Alexandria, VA 22313-1451 General Contact Number: 571-272-8500 General Email: TTABInfo@uspto.gov THIS ORDER IS NOT A PRECEDENT OF THE TTAB Opposition No. 91238589 2 I. Background Applicant seeks registration of the mark MEDICAL EXERCISE TRAINERS, in standard characters, for “t-shirts” in International Class 25.2 In its notice of opposition, Opposer alleges prior use and ownership of an application for the mark ACE MEDICAL EXERCISE SPECIALIST, in standard characters, for “printed matter, namely, paper signs, books, manuals, curricula, newsletters, informational cards and brochures in the field of health and fitness” in International Class 16.3 1 TTABVUE 6, ¶ 7. Opposer also alleges prior use of the marks: MEDICAL EXERCISE SPECIALIST, ACE CERTIFIED MEDICAL EXERCISE SPECIALIST, ACE CERTIFIED PERSONAL TRAINER, PERSONAL TRAINER, ACE PERSONAL TRAINER, and PEER FITNESS TRAINER (collectively, with ACE MEDICAL EXERCISE SPECIALIST, “Opposer’s Marks”) “for a variety of … goods and services.” Id. at 6, ¶ 8. As grounds for opposition, Opposer alleges that Applicant’s mark is merely descriptive, generic, and fails to function as a trademark because it is merely 2 Application Serial No. 87064536; filed June 8, 2016, based on use of the mark in commerce under Trademark Act Section 1(a), 15 U.S.C. § 1051(a). “EXERCISE TRAINERS” is disclaimed. 3 Application Serial No. 87549195; filed July 31, 2017, based on use of the mark in commerce under Trademark Act Section 1(a), 15 U.S.C. § 1051(a). “MEDICAL EXERCISE SPECIALIST” is disclaimed. Application Serial No. 87549195 issued as Registration No. 5588801 on October 23, 2018. When an opposer pleads ownership of an underlying application in the notice of opposition, the opposer may make the registration which issues during the opposition of record without having to amend the notice of opposition to assert reliance on the registration. See UMG Recordings, Inc. v. Charles O’Rourke, 92 USPQ2d 1042, 1045 n.12 (TTAB 2009). Opposition No. 91238589 3 ornamental or decorative. Id. at 6-11, ¶¶ 9-25. Opposer also alleges that Applicant’s mark is likely to be confused with each of Opposer’s Marks. Id. at 11-17, ¶¶26-58. In its first amended answer, Applicant admits that it “has not proffered any evidence to support a Section 2(f) claim of acquired distinctiveness or a claim of secondary meaning” (12 TTABVUE 4, ¶ 24) and that “Applicant has no license, consent or permission from Opposer to use or register Applicant’s mark” (id. at 17, ¶ 58). Applicant otherwise denies the salient allegations in the notice of opposition and asserts several affirmative defenses.4 7 TTABVUE. II. The Pleadings As an initial matter, a decision on summary judgment necessarily requires a review of the operative pleadings. See Fed. R. Civ. P. 56(a); Asian & W. Classics B.V. v. Selkow, 92 USPQ2d 1478, 1480 (TTAB 2009). Upon review, we find that the notice of opposition is legally sufficient to the extent that it contains allegations, which, if proved, would establish Opposer’s standing, as well as its claims of failure to function and likelihood of confusion. Opposer’s claims of descriptiveness and genericness, however, are not sufficiently pleaded. A. Descriptiveness To plead a claim that a mark is merely descriptive pursuant to Trademark Act Section 2(e)(1), a plaintiff must allege that the mark merely describes an ingredient, quality, characteristic, feature, function, purpose or use of the goods and services identified in the application. In re Chamber of Commerce of the U.S., 675 F.3d 1297, 4 On January 31, 2019, the Board denied Opposer’s motion to strike Applicant’s affirmative defenses. 18 TTABVUE. Opposition No. 91238589 4 102 USPQ2d 1217, 1219 (Fed. Cir. 2012); see also In re Gyulay, 820 F.2d 1216, 3 USPQ2d 1009, 1009 (Fed. Cir. 1987). In the notice of opposition, Opposer alleges, inter alia: 10. Pursuant to the Office Action issued on May 19, 2017 against the ‘239 Application Applicant’s website clearly shows the use of “MEDICAL” and “MEDICAL EXERCISE” in descriptive manners. … 11. Even though Applicant’s trademark contains three words, namely, MEDICAL EXERCISE TRAINERS, it is established law that if the individual components of a mark retain their descriptive meaning in relation to the goods and/or services, the combination results in a composite mark that is itself descriptive and not registrable. … 12. Given [Opposer’s] stated mission and the services listed on Applicant’s web pages it is clear that [Opposer] is a competitor of [Applicant] and therefore, [Opposer] as well as the public in general should have an equal right to use the terms “MEDICAL”, “EXERCISE” and “TRAINERS” descriptively in its business. … Therefore, the application for the mark “MEDICAL EXERCISE TRAINERS” herein opposed is not registerable as a trademark in that it is merely descriptive. 1 TTABVUE 7-8. The notice of opposition fails to set forth the required elements of a claim that Applicant’s mark MEDICAL EXERCISE TRAINERS in its entirety merely describes an ingredient, quality, characteristic, feature, function, purpose or use of Applicant’s goods. Opposer merely alleges that Applicant uses the words “Medical,” “Exercise,” and “Trainers” descriptively on its website and that Opposer and the public should be allowed to use those words descriptively. Opposer does not allege that the composite mark MEDICAL EXERCISE TRAINERS is descriptive of “t-shirts.” As such, Opposer’s descriptiveness claim (Count I) is insufficiently pleaded and therefore stricken. In view thereof, Applicant’s motion for summary judgment on the Opposition No. 91238589 5 descriptiveness claim is deemed moot and has been given no consideration. See Asian and W. Classics B.V., 92 USPQ2d at 1480; Intermed Commc’ns, Inc. v. Chaney, 197 USPQ 501, 503 n.2 (TTAB 1977) (“If a claim has not been properly pleaded, one cannot obtain summary judgment thereon.”). B. Genericness To sufficiently plead a claim that a mark is generic for the identified goods or services, the plaintiff must plead sufficient facts to allege that (1) the wording at issue is widely used generically to identify or describe the genus of goods or services identified in the opposed application or registration sought to be cancelled, and that (2) consumers primarily understand the wording to be the generic name or identifier of the genus of goods or services. See, e.g., In re Dial-A-Mattress Operating Corp., 240 F.3d 1341, 57 USPQ2d 1807, 1810 (Fed. Cir. 2001); H. Marvin Ginn Corp. v. Int’l Ass’n of Fire Chiefs, Inc., 782 F.2d 987, 228 USPQ 528, 530 (Fed. Cir. 1986). In cases where the proposed mark is comprised of multiple terms, as is the case here, a party is required to plead that the mark as a whole is generic. Princeton Vanguard, LLC v. Frito-Lay N. Am., Inc., 786 F.3d 960, 114 USPQ2d 1827, 1830-31 (Fed. Cir. 2015). In the notice of opposition, Opposer alleges, inter alia: 16. The terms “MEDICAL”, “EXERCISE” and “TRAINERS” have never gained significance as an indicator of source. These terms have never had significance as a mark in the United States because of their nature, and [Applicant] cannot claim any exclusive or proprietary rights to the terms “MEDICAL”, “EXERCISE” or “TRAINERS”. 17. Therefore, the application for the mark “MEDICAL EXERCISE TRAINERS” herein opposed is not registerable as a trademark in that the composite terms are generic. 1 TTABVUE 9. Opposition No. 91238589 6 The notice of opposition fails to set forth the required elements of a claim that Applicant’s mark MEDICAL EXERCISE TRAINERS in generic for Applicant’s t- shirts. Opposer merely alleges that the words “Medical,” “Exercise,” and “Trainers” are each individually generic words in their own right. Opposer does not allege that the composite mark MEDICAL EXERCISE TRAINERS is generic for “t-shirts.” As such, Opposer’s genericness claim (Count II) is insufficiently pleaded and therefore stricken. In view thereof, Applicant’s motion for summary judgment on the genericness claim is deemed moot and has been given no consideration. See Asian and W. Classics B.V., 92 USPQ2d at 1480; Intermed Commc’ns, Inc., 197 USPQ at 503 n.2. III. Summary Judgment A. Legal Standard Summary judgment is appropriate only where there are no genuine disputes as to any material facts, thus allowing the case to be resolved as a matter of law. Fed. R. Civ. P. 56(a). The party seeking summary judgment bears the burden of demonstrating the absence of any genuine dispute of material fact, and that it is entitled to a judgment under the applicable law. See Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986); Sweats Fashions, Inc. v. Pannill Knitting, 833 F.2d 1560, 4 USPQ2d 1793, 1796 (Fed. Cir. 1987). A factual dispute is genuine if, on the evidence of record, a reasonable fact finder could resolve the matter in favor of the non-moving party. See Opryland USA Inc. v. Great Am. Music Show Inc., 970 F.2d 847, 23 USPQ2d 1471, 1472 (Fed. Cir. 1992); Olde Tyme Foods, Inc. v. Roundy’s, Inc., 961 F.2d 200, 22 Opposition No. 91238589 7 USPQ2d 1542, 1544 (Fed. Cir. 1992). Evidence on summary judgment must be viewed in a light most favorable to the non-movant, and all justifiable inferences are to be drawn in the non-movant’s favor. Lloyd’s Food Prods., Inc. v. Eli’s, Inc., 987 F.2d 766, 25 USPQ2d 2027, 2029 (Fed. Cir. 1993); Opryland USA, 23 USPQ2d at 1472. The Board may not resolve genuine disputes as to material facts; it may only ascertain whether genuine disputes as to material facts exist. See Lloyd’s Food Prods., 25 USPQ2d at 2029; Olde Tyme Foods, 22 USPQ2d at 1544. B. Ornamental/Decorative Section 45 of the Trademark Act, 15 U.S.C. § 1127, defines a “trademark” as “any word, name, symbol, or device, or any combination thereof … used by a person … to identify and distinguish his or her goods … from those manufactured or sold by others and to indicate the source of the goods, even if that source is unknown.” It is well settled that not every designation that is placed or used on a product necessarily functions as a trademark and not every designation adopted with the intention that it perform a trademark function necessarily does so. In re Hulting, 107 USPQ2d 1175, 1177 (TTAB 2013) (citing Am. Velcro, Inc. v. Charles Mayer Studios, Inc., 177 USPQ2d 149, 154 (TTAB 1973)). The critical inquiry in determining whether a designation functions as a mark is how the designation would be perceived by the relevant public. TRADEMARK MANUAL OF EXAMINING PROCEDURE (“TMEP”) § 1202.03-04 (Oct. 2018) and cases cited therein. To make this determination, the Board must consider evidence of record showing how the designation is actually used. In re Eagle Crest, Inc., 96 USPQ2d 1227, 1229 (TTAB Opposition No. 91238589 8 2010) (citing In re Volvo Cars of N. Am. Inc., 46 USPQ2d 1455 (TTAB 1998)). The manner in which the mark is actually used is the determinative factor. See Michael S. Sachs Inc. v. Cordon Art B.V., 56 USPQ2d 1132, 1135 (TTAB 2000). Applicant attaches and cites to its specimen of use (19 TTABVUE 64), and argues that the “specimen shows use of Applicant’s mark that is not merely decorative or ornamental” in that “[t]he specimen plainly shows a t-shirt made available in proximity to Applicant’s mark that is located at the top right of the pictured t-shirt” offered for sale on the webpage (id. at 7-8). In response, Opposer argues that Opposer has not been given the opportunity to obtain discovery concerning: “1) [t]he nature of Applicant’s use of Applicant’s Mark, i.e. whether the Mark is used only as printed on clothing; 2) how consumers would perceive Applicant’s Mark; 3) the size, location, and dominance of Applicant’s Mark on Applicant’s goods; 4) any specimens of use of Applicant’s Mark or screenshots of Applicant’s goods sold on Applicant’s website; [and] 5) Applicant’s correct/incorrect use of the ‘TM’ or ‘®’ symbols.” 22 TTABVUE 6. Opposer, however, did not file a motion for discovery under Fed. R. Civ. P. 56(d). Upon careful consideration of the parties’ arguments and evidence, we find that Applicant has demonstrated the absence of a genuine dispute of material fact that MEDICAL EXERCISE TRAINERS is neither ornamental nor decorative as used on the specimen in connection with Applicant’s goods. The website-based specimen of use clearly shows use of the asserted mark MEDICAL EXERCISE TRAINERS in association with the goods in a “point of sale nature.” In re Sones, 590 F.3d 1282, 93 Opposition No. 91238589 9 USPQ2d 1118, 1122-24 (Fed. Cir. 2009); TMEP § 904.03(g) (2018). Accordingly, Applicant’s motion for summary judgment on Opposer’s failure to function/ornamental claim (Count III) is granted. C. Likelihood of Confusion Likelihood of confusion involves an analysis of all of the probative facts in evidence that are relevant to the factors set forth in In re E. I. du Pont de Nemours & Co., 476 F.2d 1357, 177 USPQ 563, 567 (CCPA 1973) (“DuPont”). See also M2 Software Inc. v. M2 Commc’ns Inc., 450 F.3d 1378, 78 USPQ2d 1944, 1947 (Fed. Cir. 2006); Palm Bay Imps., Inc. v. Veuve Clicquot Ponsardin Maison Fondee En 1772, 396 F.3d 1369, 73 USPQ2d 1689, 1691 (Fed. Cir. 2005); In re Majestic Distilling Co., Inc., 315 F.3d 1311, 65 UPSQ2d 1201, 1203 (Fed. Cir. 2003). Typically, the two primary factors are the similarity or dissimilarity of the marks, and the similarity or dissimilarity of the goods and services. Federated Foods, Inc. v. Fort Howard Paper Co., 544 F.2d 1098, 192 USPQ 24, 29 (CCPA 1976). In certain cases, the Board may find that a single DuPont factor is dispositive of likelihood of confusion. Citigroup Inc. v. Capital City Bank Grp. Inc., 637 F.3d 1344, 98 USPQ2d 1253, 1260 (Fed. Cir. 2011); Kellogg Co. v. Pack’Em Enters. Inc., 14 USPQ2d 1545, 1550 (TTAB 1990), aff’d, 951 F.2d 330, 21 USPQ2d 1142 (Fed. Cir. 1991). Applicant argues, inter alia, that: (1) Opposer does not own any trademark rights in the marks MEDICAL EXERCISE SPECIALIST, PERSONAL TRAINER, ACE CERTIFIED PERSONAL TRAINER, ACE PERSONAL TRAINER, or PEER FITNESS TRAINER; (2) Applicant’s MEDICAL EXERCISE TRAINERS mark and Opposition No. 91238589 10 Opposer’s Marks are different in sight, sound, and connotation; (3) it is unclear on which goods and services Opposer has used Opposer’s Marks, but in any event, Opposer did not use Opposer’s Marks on clothing, and any goods on which it did use its marks are different than the goods recited in the involved application; (4) the channels of trade and customers for the Applicant’s t-shirts are different than the channels of trade and customers for Opposer’s certification courses; and (5) Opposer’s Marks are not famous. 19 TTABVUE 9-24. In response, Opposer argues it has not been given the opportunity to obtain discovery concerning: “1) commercial impression of Applicant’s Mark or Opposer’s Marks, as well as comprehensive analysis of the similarity between each of Opposer’s Marks and Applicant’s Marks; 2) goods/services sold in association with Opposer’s Marks; 3) trade channels of Applicant’s Mark or Opposer’s Marks; 4) purchaser habits, i.e. sophisticated or impulse purchasing; 5) any fame of Opposer’s Marks; 6) number and nature of similar marks; 7) any actual confusion; 8) the variety of goods sold by Opposer under Opposer’s Marks; and 9) other factors probative of use.” 22 TTABVUE 6. Again we note that Opposer did not file a motion for discovery under Fed. R. Civ. P. 56(d). Upon careful consideration of the parties’ arguments and evidence, and drawing all justifiable inferences in favor of Opposer as the non-movant, we find that Applicant has not met its burden of demonstrating that there are no genuine disputes of material fact as to Opposer’s likelihood of confusion claims (Counts IV, V, and VI). At a minimum, there are genuine disputes of material fact regarding Opposer’s Opposition No. 91238589 11 common law rights in Opposer’s Marks; the similarities between the parties’ marks in appearance, sound, connotation and commercial impression; the relatedness of the parties’ goods and services; the channels of trade; and the strength of Opposer’s Marks. Accordingly, Applicant’s motion for summary judgment on Opposer’s likelihood of confusion claims (Counts IV, V, and VI) is denied. IV. Summary Opposer’s claims for descriptiveness (Count I) and genericness (Count II) are stricken; therefore, Applicant’s motion for summary judgment on the descriptiveness and genericness claims is moot. Opposer is allowed until twenty days from the mailing date of this order to file an amended notice of opposition that alleges a sufficient ground of descriptiveness and/or genericness, provided Opposer has a good faith basis for so alleging. See Trademark Rule 11.18(b); TBMP § 503.03. If Opposer files the amended notice of opposition, that filing will become the operative complaint, and Applicant is allowed until twenty days from the date of service of the amended notice of opposition to file and serve its answer or other appropriate response thereto. If Opposer does not file an amended notice of opposition, the original notice of opposition will remain the operative complaint, and this proceeding will go forward solely on Opposer’s likelihood of confusion claims. Applicant’s motion for summary judgment on Opposer’s failure to function as decorative or ornamental claim (Count III) is granted. Judgment is entered in favor of Applicant, and this claim is dismissed. Opposition No. 91238589 12 Applicant’s motion for summary judgment on Opposer’s likelihood of confusion claims (Counts IV, V, and VI) is denied. V. Proceedings Resumed Proceedings are resumed and dates are reset as follows: Discovery Closes 2/3/2020 Plaintiff’s Pretrial Disclosures Due 3/19/2020 Plaintiff’s 30-day Trial Period Ends 5/3/2020 Defendant’s Pretrial Disclosures Due 5/18/2020 Defendant’s 30-day Trial Period Ends 7/2/2020 Plaintiff’s Rebuttal Disclosures Due 7/17/2020 Plaintiff’s 15-day Rebuttal Period Ends 8/16/2020 Plaintiff’s Opening Brief Due 10/15/2020 Defendant’s Brief Due 11/14/2020 Plaintiff’s Reply Brief Due 11/29/2020 Request for Oral Hearing (optional) Due 12/9/2020 Generally, the Federal Rules of Evidence apply to Board trials. Trial testimony is taken and introduced out of the presence of the Board during the assigned testimony periods. The parties may stipulate to a wide variety of matters, and many requirements relevant to the trial phase of Board proceedings are set forth in Trademark Rules 2.121 through 2.125. These include pretrial disclosures, the manner and timing of taking testimony, matters in evidence, and the procedures for submitting and serving testimony and other evidence, including affidavits, declarations, deposition transcripts and stipulated evidence. Trial briefs shall be submitted in accordance with Trademark Rules 2.128(a) and (b). Oral argument at final hearing will be scheduled only upon the timely submission of a separate notice as allowed by Trademark Rule 2.129(a). Copy with citationCopy as parenthetical citation