Sazerac Brands, LLCv.Bullshine Distillery LLCDownload PDFTrademark Trial and Appeal BoardSep 29, 202091227653 (T.T.A.B. Sep. 29, 2020) Copy Citation Mailed: September 29, 2020 Opposition No. 91227653 Sazerac Brands, LLC v. Bullshine Distillery LLC Before Cataldo, Adlin, and Pologeorgis, Administrative Trademark Judges. Opinion by Pologeorgis, Administrative Trademark Judge: This proceeding now comes before the Board for consideration of (1) Sazerac Brands, LLC’s (“Opposer”) motion for summary judgment on its asserted claim of likelihood of confusion and on Bullshine Distillery LLC’s (“Applicant”) asserted counterclaims;1 (2) Applicant’s cross-motion for summary judgment on its genericness counterclaim;2 and (3) Applicant’s request for an oral hearing on the pending motions.3 The cross-motions for summary judgment are fully briefed. Opposer has contested Applicant’s request for an oral hearing.4 1 59 TTABVUE (confidential version); 60 TTABVUE (redacted version). 2 62 TTABVUE (confidential version); 63 (redacted version). 3 69 TTABVUE. 4 70 TTABVUE. 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 THIS ORDER IS NOT A PRECEDENT OF THE TTAB Opposition No. 91227653 2 I. Background Applicant seeks registration on the Principal Register of the standard character mark BULLSHINE FIREBULL for “Alcoholic beverages except beers” in International Class 33.5 Opposer has opposed registration of Applicant’s mark under Section 2(d) of the Trademark Act, 15 U.S.C. § 1052(d), based on its alleged prior use and registration on the Principal Register of the following marks and corresponding goods: for “whisky” in International Class 33;6 FIREBALL (in standard characters) for “whisky” in International Class 33;7 and FIREBALL (in typeset form8) for “liqueurs” in International Class 33.9 In its answer, Applicant denied the salient allegations asserted in Opposer’s notice of opposition. Additionally, Applicant asserted a counterclaim seeking to cancel Opposer’s pleaded registrations on the grounds of genericness (limited to Opposer’s 5 Application Serial No. 86750668, filed on September 8, 2015, based on an allegation of a bona fide intention to use the mark in commerce under Section 1(b) of the Trademark Act, 15 U.S.C. 1051(b). 6 Registration No. 3734227, issued on January 5, 2010; renewed. 7 Registration No. 3550110, issued on December 23, 2008; renewed. Opposer also pleaded ownership of Registration No. 4564436 for the standard character mark FUEL YOUR FIRE for “Distilled spirits and liqueurs; prepared alcoholic cocktails” as a basis for its Section 2(d) claim. By stipulation of the parties, Opposer withdrew its likelihood of confusion claim solely to the extent it was based on Registration No. 4564436, which the Board granted. See 57 and 58 TTABVUE. 8 Prior to November 2, 2003, “standard character” drawings were known as “typed” or “typeset” drawings. A typed or typeset mark is the legal equivalent of a standard character mark. See TRADEMARK MANUEL OF EXAMINING PROCEDURE (“TMEP”)) § 807.03(i) (October 2018). 9 Registration No. 2852432, issued on June 15, 2004; renewed. Opposition No. 91227653 3 pleaded Registration Nos. 2852432 and 3550110), abandonment (limited to Opposer’s pleaded Registration No. 2852432), and fraud (Opposer’s pleaded Registration Nos. 2852432, 3550110, and 3734227). Opposer filed an answer to the counterclaim denying the salient allegations asserted therein.10 II. Applicant’s Request for an Oral Hearing A formal oral hearing at the Board is not held on a motion except by order of the Board. See Trademark Rule 2.127(a), 37 C.F.R. § 2.127(a). It is the practice of the Board to deny a request for an oral hearing on a motion unless, in the opinion of the Board, an oral hearing is necessary to clarify the issues to be decided. Ordinarily, arguments on a motion are, and should be, adequately presented in the briefs thereon, and therefore the Board rarely grants a request for an oral hearing on a motion. See The Scotch Whiskey Association v. United States Distilled Products Co., 13 USPQ2d 1711 (TTAB 1989), recon. denied, 17 USPQ2d 1240 (TTAB 1990), dismissed, 18 USPQ2d 1391, 1391 n.3 (TTAB 1991) (issues on motion to dismiss not so extraordinary to warrant an oral hearing), rev’d on other grounds, 952 F.2d 1317, 21 USPQ2d 1145 (Fed. Cir. 1991); TBC Corp. v. Grand Prix Ltd., 12 USPQ2d 1311, 1313 n.3 (TTAB 1989) (exception to usual practice is not warranted). Because the parties have fully and adequately briefed the issues before us on the cross-motions for summary judgment and because we do not believe that an oral 10 By stipulation of the parties, Applicant dismissed, with prejudice, its abandonment counterclaim against Opposer’s pleaded Registration No. 4564436 for the standard character mark FUEL YOUR FIRE with prejudice, which the Board granted. See 57 and 58 TTABVUE. Opposition No. 91227653 4 hearing would be useful in determining those issues, Applicant’s motion requesting an oral hearing is denied. III. Summary Judgment Standard Summary judgment is an appropriate method of disposing of cases in which there are no genuine disputes as to material facts, thus allowing resolution as a matter of law. See Fed. R. Civ. P. 56(a). The burden is on the party moving for summary judgment to demonstrate the absence of any genuine dispute of material fact and that it is entitled to summary judgment as a matter of law. Fed. R. Civ. P. 56(c). In considering the propriety of summary judgment, all evidence must be viewed in the light most favorable to the non-movant, and all justifiable inferences are to be drawn in the non-movant’s favor. See Lloyd’s Food Prods., Inc. v. Eli’s, Inc., 987 F.2d 766, 25 USPQ2d 2027 (Fed. Cir. 1993). When cross-motions for summary judgment are presented, the Board evaluates each motion on its own merits and resolves all doubts and draws all reasonable inferences against the party whose motion is being considered. Ava Ruha Corp. v. Mother’s Nutritional Ctr., Inc., 113 USPQ2d 1575, 1579 (TTAB 2015). The mere fact that both parties have moved for summary judgment does not necessarily mean there are no genuine disputes of material fact, or authorize the resolution of such disputes, or dictate that the Board should enter judgment in favor of one of the parties. See Drive Trademark Holdings LP v. Inofin, 83 USPQ2d 1433, 1437 (TTAB 2007). Opposition No. 91227653 5 IV. Entitlement to Statutory Cause of Action Section 13 of the Trademark Act, 15 U.S.C. § 1063, permits a party to oppose registration of a mark if he believes that he would be damaged if the mark registers. An opposer must demonstrate (1) a real interest in the proceeding, and (2) a reasonable belief in damage. See Australian Therapeutic Supplies Pty. Ltd. v. Naked TM, LLC, 953 F.3d 1370, 2020 USPQ2d 10837 (Fed. Cir. 2020); Empresa Cubana Del Tabaco v. Gen. Cigar Co., 753 F.3d 1270, 111 USPQ2d 1058, 1062 (Fed. Cir. 2014) (citing Ritchie v. Simpson, 170 F.3d 1902, 50 USPQ2d 1023, 1025-26 (Fed. Cir. 1999)). To prove a “real interest” in this proceeding, Opposer must show that it has a “direct and personal stake” in its outcome and is more than a “mere intermeddler.” See Ritchie v. Simpson, 50 USPQ2d at 1026; see also Jewelers Vigilance Committee, Inc. v. Ullenberg Corp., 853 F.2d 888, 7 USPQ2d 1628 (Fed. Cir. 1988).11 In support of its motion for summary judgment and to demonstrate its entitlement to oppose registration of Applicant’s involved mark, Opposer submitted status and title copies of its pleaded Registration Nos. 2852432, 3550110, and 3734227.12 Because Opposer’s pleaded registrations are of record, we find that, for purposes of the pending motions, there exist no genuine disputes of material fact that Opposer has met the requirements for establishing a statutory cause of action to oppose 11 Our decisions have previously analyzed the requirements of Sections 13 and 14 of the Trademark Act, 15 U.S.C. §§ 1063–64, under the rubric of “standing.” Mindful of the Supreme Court’s direction in Lexmark Int’l, Inc. v. Static Control Components, Inc., 572 U.S. 118, 125-26 (2014), we now refer to this inquiry as entitlement to a statutory cause of action. See Australian Therapeutic Supplies Pty. Ltd., v. Naked TM, LLC, supra. Despite the change in nomenclature, our prior decisions and those of the Federal Circuit interpreting Sections 13 and 14 remain equally applicable. 12 See Exh. H of the Declaration of Rebecca Henry (“Henry Decl.”) Opposer’s senior marketing director of spirit brands. 60 TTABVUE 96-102. Opposition No. 91227653 6 Applicant’s involved application. See Cunningham v. Laser Golf Corp., 222 F.3d 943, 55 USPQ2d 1842, 1844 (Fed. Cir. 2000). Further, Applicant is entitled to counterclaim to cancel Opposer’s pleaded registrations by virtue of its position as defendant in this opposition proceeding. See, e.g., Finanz St. Honore B.V. v. Johnson & Johnson, 85 USPQ2d 1478 (TTAB 2007) (applicant subject to opposition entitled to counterclaim for cancellation); Carefirst of Maryland, Inc. v. FirstHealth of the Carolinas Inc., 77 USPQ2d 1492 (TTAB 2005) (“[a]pplicant, by virtue of its position as defendant in the opposition, has standing to seek cancellation of the pleaded registrations”) (citing Ohio State University v. Ohio University, 51 USPQ2d 1289, 1293 (TTAB 1999)). V. Parties’ Cross-Motions for Summary Judgment A. Opposer’s Summary Judgment Motion on Section 2(d) Claim To prevail on summary judgment as to its asserted Section 2(d) claim, Opposer, as the movant, must establish that there is no genuine dispute of material fact that Opposer has priority and that contemporaneous use of the parties’ respective marks on their respective goods would not be likely to cause confusion, mistake or to deceive consumers. Hornblower & Weeks, Inc. v. Hornblower & Weeks, Inc., 60 USPQ2d 1733, 1735 (TTAB 2001). In support of its motion, Opposer maintains that (1) it has prior use of its pleaded FIREBALL marks; (2) its pleaded FIREBALL marks are famous; (3) the marks at issue are highly similar; (4) the goods at issue are identical and travel in identical Opposition No. 91227653 7 trade channels and are offered the same classes of purchasers; and (5) Applicant adopted its mark in bad faith.13 In opposing the motion, Applicant argues, inter alia, that (1) the mark FIREBALL is not famous; (2) the parties’ respective marks are dissimilar in appearance, sound, connotation, and commercial impression, and (3) Applicant did not adopt its BULLSHINE FIREBULL in bad faith since, among other things, its applied-for mark adheres to the overall “Bull” theme of the company and the mark is named after a Spanish festival called El Toro de Fuego, which translates to “fire bull.”14 Upon review of the parties’ arguments and evidence, and drawing all inferences with respect to the motion in favor of Applicant as the non-moving party, we find that Opposer has not demonstrated the absence of a genuine dispute of material fact for trial and therefore is not entitled to judgment as to its pleaded Section 2(d) claim under applicable law. Based on the present record, we find, at a minimum, a genuine dispute of material fact exists as to the similarities of the marks at issue. Accordingly, Opposer’s motion for summary judgment on its Section 2(d) claim is denied. B. Parties’ Cross-Motions for Summary Judgment on Applicant’s Genericness Counterclaim Here, Applicant, by way of its counterclaim, seeks to cancel Opposer’s pleaded registrations for the standard and typeset marks FIREBALL on the ground that the term is the generic name for Opposer’s identified goods. A generic term “is the 13 60 TTABVUE 10-17; see also Henry Decl. and accompanying exhibits. 14 63 TTABUVE 24-27. Opposition No. 91227653 8 common descriptive name of a class of goods or services.” Princeton Vanguard, LLC v. Frito-Lay N. Am., Inc., 786 F.3d 960, 114 USPQ2d 1827, 1830 (Fed. Cir. 2015) (citing H. Marvin Ginn Corp. v. Int’l Ass’n of Fire Chiefs, Inc., 782 F.2d 987, 228 USPQ 528, 530 (Fed. Cir. 1986)). There is a two-part test used to determine whether a designation is generic: (1) what is the genus (class or category) of goods or services at issue?; and (2) does the relevant public understand the designation primarily to refer to that genus of goods or services? Princeton Vanguard, 114 USPQ2d at 1803 (citing Marvin Ginn, 228 USPQ at 530); Couch/Braunsdorf Affinity, Inc. v. 12 Interactive, LLC, 110 USPQ2d 1458, 1462 (TTAB 2014). “The critical issue in genericness cases is whether members of the relevant public primarily use or understand the term sought to be protected to refer to the genus of goods or services in question.” Marvin Ginn, 228 USPQ at 530. Any term that the relevant public uses or understands to refer to the genus of goods, or a key aspect or subcategory of the genus, is generic. Royal Crown Co., Inc. v. Coca-Cola Co., 892 F.3d 1358, 127 USPQ2d 1041, 1046-47 (Fed. Cir. 2018). “[A] term is generic if the relevant public understands the term to refer to part of the claimed genus of goods or services, even if the public does not understand the term to refer to the broad genus as a whole.” In re Cordua Rests., Inc., 823 F.3d 594, 118 USPQ2d 1632, 1638 (Fed. Cir. 2016) (holding CHURRASCOS, a word that is generic for a type of grilled meat, to be generic for restaurant services because it referred to a key aspect of those services); see also In re Nordic Naturals, Inc., 755 F.3d 1340, 111 USPQ2d 1495 (Fed. Cir. 2014) (CHILDREN’S DHA generic for DHA supplements Opposition No. 91227653 9 for children); In re Northland Aluminum Prods., Inc., 777 F.2d 1556, 227 USPQ 961 (Fed. Cir. 1985) (BUNDT generic for ring cake mixes, i.e., the subcategory “bundt cakes.”). “Evidence of the public’s understanding of the term may be obtained from any competent source, such as purchaser testimony, consumer surveys, listings in dictionaries, trade journals, newspapers and other publications.” Royal Crown, 127 USPQ2d at 1046 (quoting In re Merrill Lynch, Pierce, Fenner, and Smith Inc., 828 F.2d 1567, 4 USPQ2d 1141, 1143 (Fed. Cir. 1987)); see also Cordua, 118 USPQ2d at 1634; Princeton Vanguard, 114 USPQ2d at 1830; In re Reed Elsevier Props. Inc., 482 F.3d 1376, 82 USPQ2d 1378, 1380 (Fed. Cir. 2007) (finding third-party websites competent sources for determining what the relevant public understands mark to mean). In support of its motion for summary judgment on Applicant’s genericness counterclaim, Opposer submitted a consumer survey, the results of which indicate that 48.9% of the survey respondents view the designation FIREBALL as a brand name.15 Opposer also submitted (1) numerous articles featuring FIREBALL as a trademark to identify Opposer’s goods,16 and (2) several dictionary definitions of the terms “fireball” and “fire ball,” none of which define the term as a liqueur, whisky, or any type of flavor.17 Opposer also argues that there are no third parties selling whisky or liqueur under the name FIREBALL. Additionally, Opposer asserts that the Alcohol 15 Declaration of Kristen McCallion (“McCallion Decl.”), one of Opposer’s counsel, Exh. E; 60 TTABVUE 641-659. 16 Henry Decl., Exhs. Q1-Q2; 60 TTABVUE 150-255. 17 Id. at Exh. G; 60 TTABVUE 82-95. Opposition No. 91227653 10 and Tobacco Tax and Trade Bureau (TTB), which defines categories of alcohol for U.S. regulatory purposes, does not mention “fireball” as a category of any type of liquor or recognized cocktail.18 In opposition to Opposer’s motion and in support of its cross-motion, Applicant argues that the designation “fireball” is generic as applied to Opposer’s goods since it identifies a “key aspect” of such goods, namely, the cinnamon flavor of Opposer’s whisky and liqueurs. In support of its argument, Applicant notes that, in a prior application for the mark DR. McGILLICUDY’S FIREBALL for “whisky-based liqueurs,” Opposer disclaimed the term “fireball.”19 Additionally, Applicant asserts that Opposer, in prior federal civil litigation, argued that no one was entitled to exclusive use of “fireball” specifically because the term was generic.20 Applicant also maintains that Opposer has publicly confirmed that its alcoholic beverages are called “Fireball” because it is flavored to taste like candy. Specifically, upon the death of Nello Ferrara, who purportedly invented the Atomic Fireball candy, Opposer paid its tribute to him as follows: It’s with a heavy heart that we say goodbye to Nello Ferrara who passed away on Friday. Mr. Ferrara invented the Atomic Fireball candies which our whisky is based on. Take a shot in his name today. Cheers, Mr. Ferrara! (emphasis added). In addition, Applicant contends that Opposer has publicly professed that its product “tastes like the candy” and it is “just like the candy you were given as a kid” 18 Id. at Exh. 1; 60 TTABVUE 103-118. 19 63 TTABVUE 16. 20 Id. Opposition No. 91227653 11 and conceded the fact in deposition.21 Therefore, Applicant concludes that Opposer uses “Fireball” because its product is part of the genus of goods that taste like Fireball candy. Applicant also asserts that the relevant consuming public understands that the designation “fireball” refers to the subcategory of goods flavored like fireball candy. As an example, Applicant refers to one consumer who noted: “The first thought as I took a sip was the round jaw breaker candy … The amazing ‘Atomic Fireball”’ … so clearly, I will never forget the name of Fireball Whiskey.” Another proclaimed: “[T]he taste … is identical, to the atomic fireball candy you had as a kid.” And others simply stated: “Tastes like an atomic fireball.” Thus, Applicant argues that the relevant public understands “Fireball” to refer to a type of alcohol flavored to taste like the candy for which it is named.22 Additionally, Applicant submitted the expert opinion of Ms. Beth Kimmerle, who conducted a flavor analysis that found: (1) Fireball Whiskey and Atomic Fireball Candy share the same heat intensity and use cinnamaldehyde flavor; (2) Fireball Whiskey and Atomic Fireball Candy flavors create deep burn sensations from capsaicin, the compound in spicy peppers; (3) Fireball Whisky causes similar heat sensation and mouthfeel as Atomic Fireball candy; (4) Fireball Whisky and the Fireball Shot have a candy-like cinnamon spicy flavor; and (5) “Fireball” is used to describe a candy-like spicy cinnamon flavor similar to Atomic Fireball candy.23 21 Id. at 17. 22 Id. 23 63 TTABVUE 36-54. Opposition No. 91227653 12 With regard to Opposer’s consumer survey, Applicant argues that a “Teflon” survey, such as the one presented by Opposer, is irrelevant to the genericness inquiry before the Board.24 Specifically, Applicant argues that a Teflon survey is only appropriate in a case where the question is whether a coined or arbitrary mark has become generic, i.e., genericide, and is not appropriate to prove recognition of an otherwise not inherently distinctive mark. Applicant further contends that this case does not involve genericide since the designation “fireball” is not a coined term but one initially used with the Atomic Fireball candy in the 1950s, then the name of a fireball drink; and also, the flavor of foods and beverages.25 Even if Opposer’s Teflon survey had relevance, Applicant argues the survey was designed to limit the “relevant public” to individuals between the ages of 21 and 65, who within the last 6 months or within the next 6 months, bought or consumed a “shot” of liquor.26 Applicant points out that the goods at issue are not limited by the manner of consumption, the frequency of consumption, or the age of the adults who buy and consume alcoholic beverages.27 Because of the survey’s design, Applicant maintains that the survey polled only a very small percentage of the relevant consuming public making the results valueless.28 Upon careful consideration of the parties’ arguments and evidence, and drawing all justifiable inferences in favor of each nonmoving party, we find that neither 24 63 TTABVUE 21. 25 Id. 26 Id. 27 Id. 28 Id. Opposition No. 91227653 13 Opposer nor Applicant has established the absence of a genuine dispute of material fact as to Applicant’s genericness counterclaim. We find, at a minimum, genuine disputes of material fact remain as to whether the relevant consuming public perceives the designation FIREBALL as a source-indicator for Opposer’s identified goods or as identifying the genus or a key aspect of those goods. In view thereof, the parties’ cross-motions for summary judgment on Applicant’s genericness counterclaim are denied. C. Opposer’s Motion for Summary Judgment on Applicant’s Fraud Claim Fraud in procuring a trademark registration occurs when an applicant for registration knowingly makes a false, material representation of fact in connection with an application to register with the intent of obtaining or maintaining a registration to which it is otherwise not entitled. In re Bose Corp., 580 F.3d 1240; 91 USPQ2d 1938, 1939 (Fed. Cir. 2009). Here, Applicant seeks to cancel Opposer’s pleaded registrations on the ground that Opposer pursued trademark protection for the generic term FIREBALL, wrongly claiming that it owned exclusive rights to the term. Applicant argues that Opposer falsely claimed no other person had the right to use the term Fireball knowing all were so entitled to use that generic term. Because we have found that there exists a genuine dispute of material fact as to whether the designation FIREBALL identifies the genus or a key aspect of Opposer’s identified goods and since Applicant’s fraud counterclaim is predicated on the theory that Opposer knew, at the time of the filing of the underlying applications of its pleaded registrations and when filing the maintenance documents for the pleaded Opposition No. 91227653 14 registrations, that others in the trade had the right to use the designation “fireball” because it is generic, we similarly find, by logical extension, that genuine disputes of material fact exist as to whether Opposer made a false, material representation of fact in its filings with the USPTO. 29 Of course, there is also a genuine dispute as to whether (assuming that FIREBALL is ultimately found to be generic) Opposer did so knowingly and with an intent to deceive the Office, particularly since the evidence shows that Opposer argued that the term “fireball” is generic in a prior federal civil action and disclaimed the wording in a prior application. Accordingly, Opposer’s motion for summary judgment on Applicant’s fraud counterclaim is denied. D. Opposer’s Motion for Summary Judgment on Applicant’s Abandonment Counterclaim Trademark Act Section 45, 15 U.S.C. § 1127, states in relevant part as follows: “A mark shall be deemed to be ‘abandoned’ ... [w]hen its use has been discontinued with intent not to resume such use. Intent not to resume may be inferred from circumstances.” Therefore, as the party moving for summary judgment on the abandonment claim asserted against it, Opposer must establish that there is no genuine dispute that (1) there was no nonuse or discontinuation of use of its pleaded FIREBALL mark for “liqueurs” or (2) there was no intent not to resume use of that mark. 29 Applicant’s fraud counterclaim is particularly unsuited for disposition on summary judgment on factual questions of intent to deceive. See Copelands’ Enterprises Inc. v. CNV Inc., 945 F.2d 1563, 20 USPQ2d 1295, 1298-99 (Fed. Cir. 1991); Asian & W. Classics B.V. v. Selkow, 92 USPQ2d 1478 (TTAB 2009). Opposition No. 91227653 15 Opposer contends that FIREBALL is the name of a distilled spirit that is labeled and marketed in the U.S. as a cinnamon whisky; it may be classified as a liqueur, flavored whisky, or “distilled spirits specialty” in the TTB based on its recipe and sugar content and the TTB’s liquor classification system; Opposer chose to classify the FIREBALL product as a “distilled spirits specialty” for the U.S. market where the product is marketed as a “cinnamon whisky” under TTB regulations; outside of the U.S., the FIREBALL spirit is deemed a liqueur and must be labeled as such, which Opposer does in its U.S. distilleries; the sales of such liqueur-labeled bottles are handled from Opposer’s U.S. offices; and the liqueur-labeled bottles of FIREBALL are distributed in U.S. interstate commerce from U.S. distilleries to several U.S. port cities from where it is exported for retail sale overseas.30 Opposer submitted a sample of the FIREBALL liqueur label used on bottles sold overseas, as well as a photograph of the liqueur-labeled bottles, which are displayed below:31 30 Opposer also contends that Applicant admitted in its responses to Opposer’s requests for admission that Opposer sells liqueurs under its pleaded FIREBALL mark. However, Applicant only admitted that it does not know of a company that sells a whisky or a liqueur labeled as “fireball,” and did not specifically admit that Opposer offers liqueurs under the FIREBALL brand. 31 Henry Decl. at ¶34 and Exh. K; 60 TTABVUE 36 and 121. Opposition No. 91227653 16 Opposition No. 91227653 17 Opposer also submitted unrebutted testimony that demonstrates that Opposer has sold its liqueur-labeled FIREBALL alcoholic beverage to its overseas markets continuously from 2011 to 2019 with impressive sales during such time.32 In view of the foregoing, Opposer argues that it has not abandoned its FIREBALL mark for “liqueurs.” In response, Applicant contends that Opposer has abandoned the mark subject to its pleaded Registration No. 2852432 (typeset FIREBALL mark for “liqueurs”) because Opposer obtained rights in the mark through an invalid assignment. Applicant, however, did not plead an invalid assignment as a basis for its abandonment counterclaim. Instead, Applicant merely pleaded that Opposer has “never used, offered, manufacture, sold or provided liqueurs under its Fireball brands of cinnamon flavored whiskey.”33 Accordingly, we have given no consideration to Applicant’s argument based on an unpleaded invalid assignment. In determining whether Opposer has met its initial burden of establishing the absence of a genuine dispute of material fact that it has not abandoned its FIREBALL mark for “liqueurs,” the starting point for our analysis is the text of the Trademark Act. The Trademark Act specifies that a trademark shall be deemed to be in use in commerce when the goods bearing the mark “are sold or transported in commerce." 15 U.S.C. § 1127. This language comprehends all commerce that may lawfully be regulated by Congress: either interstate commerce or commerce between the United States and a foreign country. Larry Harmon Pictures Corp. v. Williams Rest. Corp., 32 Id. at ¶ 75; 59 TTABVUE 53 (confidential version). 33 See Applicant’s amended answer and counterclaim, ¶ 20; 24 TTABVUE 10. Opposition No. 91227653 18 929 F.2d 662, 18 USPQ2d 1292, 1293-94 (Fed. Cir. 1991); Person’s Co. v. Christman, 900 F.2d 1565, 14 USPQ2d 1477, (Fed. Cir. 1990) (“The term ‘used in commerce’ in the Lanham Act refers to a sale or transportation of goods bearing the mark in or having an effect on: (1) United States interstate commerce; (2) United States commerce with foreign nations; or (3) United States commerce with the Indian Tribes.”) (emphasis added); 7-11 Sales, Inc. v. Perma, S.A., 225 USPQ 170, 171 (TTAB 1984) (petitioner failed to show that respondent's marks were not used in commerce between the United States and a foreign country, and therefore failed to show nonuse); In re Silenus Wines, Inc., 557 F.2d 806, 194 USPQ 261, 263 (CCPA 1977) (a shipment in foreign trade or interstate commerce will satisfy the “use” requirement as long as the applicant is the one who caused the shipment to be made, and was not simply a passive recipient.). Based on the present record, we find that there exist no genuine disputes of material fact that (1) Opposer labeled its FIREBALL alcoholic beverage as a liqueur in the United States to be sold overseas; (2) Opposer transported these liqueur- labeled bottles in U.S. commerce to U.S. ports to be exported overseas; and (3) Opposer has sold its liqueur-labeled FIREBALL goods to foreign distributors and retailers continuously from 2011 to 2019. There is no evidence of record demonstrating that Opposer has ceased labeling its FIREBALL alcoholic beverage as a “liqueur” or that Opposer has discontinued use of its FIREBALL mark on liqueur- labeled bottles of its alcoholic beverage sold overseas. The foregoing establishes, as a matter of law, that Opposer has continuously used its FIREBALL mark in connection Opposition No. 91227653 19 with “liqueurs” in commerce, as defined by the Trademark Act, since 2011 and has not abandoned the mark. In view of the foregoing, we find that Opposer has demonstrated the absence of a genuine dispute of material fact that it has not abandoned its FIREBALL mark for “liqueurs.” Accordingly, Opposer’s motion for summary judgment as to Applicant’s abandonment counterclaim is granted and, therefore, Applicant’s counterclaim of abandonment is dismissed with prejudice. Summary In sum, Opposer’s motion for summary judgment on its asserted Section 2(d) claim and on Applicant’s genericness and fraud counterclaims is denied; Applicant’s cross- motion for summary judgment on its genericness counterclaim is denied; and Opposer’s motion for summary judgment on Applicant’s abandonment counterclaim is granted in its favor.34 As a final matter, the Board hereby exercises its authority to manage the cases on its docket by precluding the parties from filing any additional motions for summary judgment or partial summary judgment in this proceeding, particularly since this case is on the verge of trial. 34 The fact that we have identified certain genuine disputes of material fact as a sufficient basis to deny the parties’ motions for summary judgment on Opposer’s Section 2(d) claim and on Applicant’s counterclaims of genericness and fraud should not be construed as a finding that these are necessarily the only disputes that remain for trial. Also, evidence submitted with a summary judgment motion and in opposition thereto is of record only for consideration of the motion. To be considered at final, such evidence must be properly introduced during the appropriate trial period. See Levi Strauss & Co. v. R. Josephs Sportswear Inc., 28 USPQ2d 1464 (TTAB 1993). Opposition No. 91227653 20 VI. Accelerated Case Resolution The remaining legal issues presented in this proceeding appear to be appropriate for resolution by means of the Board’s accelerated case resolution (“ACR”) procedure, and the Board suggests that the parties stipulate to continuing this opposition proceeding and accompanying counterclaims by that process. This may take the form of the summary judgment briefing, and the evidence submitted therewith, with or without supplementation. See, e.g., Freeman v. Nat'l Ass'n of Realtors, 64 USPQ2d 1700 (TTAB 2002) (parties agreed that evidence and arguments submitted with Opposer's motion for summary judgment and Applicant's response could be treated as the final record and briefs); see also TBMP § 528.05(a)(2) and authorities cited therein. In the event the parties agree to ACR using summary judgment briefs and incorporating the current evidence, including any supplementation of evidence they may agree would be appropriate, they will need to stipulate that the Board may determine any genuine disputes of material fact the Board may find to exist. See TBMP § 702.04 for more information. The parties are encouraged, within fifteen days of the mailing date of this order, to jointly contact the Board’s Interlocutory Attorney responsible for this proceeding by telephone to discuss the possibility of ACR, any necessary or desired stipulations, and an agreed schedule for proceeding under ACR. If the parties decide not to proceed via ACR, the proceeding will continue on the schedule set below. Opposition No. 91227653 21 VII. Trial Schedule Proceedings are resumed. Discovery is closed. Trial dates, beginning with the deadline for Opposer’s pretrial disclosures as plaintiff in the opposition proceeding, are reset as follows: Pretrial Disclosures Due for Party in Position of Plaintiff in Original Claim 10/30/2020 30-day Trial Period Ends for Party in Position of Plaintiff in Original Claim 12/14/2020 Pretrial Disclosures Due for Party in Position of Defendant in Original Claim and in Position of Plaintiff in Counterclaim 12/29/2020 30-day Trial Period Ends for Party in Position of Defendant in Original Claim, and in Position of Plaintiff in Counterclaim 2/12/2021 Pretrial Disclosures Due for Rebuttal of Party in Position of Plaintiff in Original Claim and in Position of Defendant in Counterclaim 2/27/2021 30-day Trial Period Ends for Rebuttal of Party in Position of Plaintiff in Original Claim, and in Position of Defendant in Counterclaim 4/13/2021 Pretrial Disclosures Due for Rebuttal of Party in Position of Plaintiff in Counterclaim 4/28/2021 15-day Trial Period Ends for Rebuttal of Party in Position of Plaintiff in Counterclaim 5/28/2021 Opening Brief for Party in Position of Plaintiff in Original Claim Due 7/27/2021 Combined Brief for Party in Position of Defendant in Original Claim and Opening Brief as Plaintiff in Counterclaim Due 8/26/2021 Combined Rebuttal Brief for Party in Position of Plaintiff in Original Claim and Brief as Defendant in Counterclaim Due 9/25/2021 Rebuttal Brief for Party in Position of Plaintiff in Counterclaim Due 10/10/2021 Request for Oral Hearing (optional) Due 10/20/2021 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, matters in evidence, the manner and timing of taking testimony, and the procedures for Opposition No. 91227653 22 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