WHAT’S IN A NAME? – BRANDING IN LAW AND PRACTICE Michael Jewess, michaeljewess@researchinip.com OIPRC seminar, St Peter’s College, Oxford, 5 February 2015 Michael Jewess 1 JULIET: What’s in a name? that which we call a rose By any other name would smell as sweet; So Romeo would, were he not Romeo call’d, Retain that dear perfection ..... William Shakespeare (1564-1616), Romeo and Juliet, Act II, Scene II Michael Jewess 2 Michael Jewess 3 What is branding for?... Michael Jewess 4 “Brand is a ‘reputational asset’ which has been ‘developed over time so as to embrace a set of values and attributes’, resulting in a ‘powerfully held set of beliefs by the consumer’ and a range of other stakeholders.” Urwin, Peter, Karuk, Valeriya, Hedges, Philip, and Auton, Frank, Valuing brands in the UK economy, commissioned by the British Brands Group (Westminster Business School, University of Westminster, London, December 2008), www.britishbrandsgroup.org.uk/upload/File/WBS%20VoB%20128.pdf Less positive: Greenhalgh, Christine, Rogers, Mark, Schautschick, Philipp, and Sena, Vania, Trade Mark Incentives (Intellectual Property Office, Newport, Wales, July 2011), available under www.ipo.gov.uk/ Michael Jewess 5 Interbrand’s brand valuations business Coca-Cola Shell brand value brand value/ business value $ 71.9 bn 42% $ 4.5 bn 3% Shell, motor vehicle fuel sales to public 10% Michael Jewess 6 Millward Brown Optimor 2011 Interbrand 2011 Coca-Cola Apple BMW Colgate Shell $71.9 bn (no 1) $33.5 bn (no 8) $24.6 bn (no 15) $7.1 bn (no 51) $4.5 bn (no 74) $73.8 bn (no 6) $153.3 bn (no 1) $22.4 bn (no 30) $14.3 bn (no 55) $15.2 bn (no 51) Ratio of 16.0 Coca-Cola to Shell 4.9 Ratio of 2.1 Coca-Cola to Apple 0.5 Michael Jewess 7 a legal practitioner trying to act in the best interests of a client engaged in branding activity … Michael Jewess 8 Community trade mark (CTM) system has made it enormously more difficult to pick a new brand that does not significantly risk infringing existing third-party rights: applicants getting wider geographical coverage than they need (and used to get before) OHIM’s practice of granting registrations for an entire class of goods OHIM’s fee structure encouraging speculative registrations in 3 classes – leading to “cluttering” of the trade mark register Michael Jewess 9 Nice classification, class heading for class 9 “Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signaling, checking (supervision), life-saving, and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; compact discs, DVDs and other digital recording media; mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment, computers; computer software; fire-extinguishing apparatus.” Michael Jewess 10 a surveying system with data logging PLACELIST Case details for trade mark EU010806008 New Search Glossary of terms Print Friendly View Trade mark 1 of 1 1 of 1 Trade mark PLACELIST Status Registered Relevant dates Filing date 13 April 2012 Date of entry in register 22 August 2012 Renewal date 13 April 2022 List of goods and services Class 9 Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; Apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; Apparatus for recording, transmission or reproduction of sound or images; Magnetic data carriers, recording discs; Compact discs, DVDs and other digital recording media; Mechanisms for coinoperated apparatus; Cash registers, calculating machines, data processing equipment, computers; Computer software; Fire- extinguishing apparatus. Class 38 Telecommunications. Class 41 Education; Providing of training; Entertainment; Sporting and cultural activities. Name and Address details Holder's name The Coca-Cola Company One Coca-Cola Plaza, Atlanta, United States Of America, 30313 Representative SIMMONS & SIMMONS LLP CityPoint One Ropemaker Street, London, United Kingdom, EC2Y 9SS Publication details First advert Journal : 2012/090 Date of publication : 15 May 2012 Michael Jewess 11 Coca-Cola, Spotify Launch Ground-Breaking Social Music App By: Jan Moy June 11, 2013 http://www.coca-colacompany.com/coca-cola-music/every-song-has-a-place-coca-cola-spotify-launch-groundbreaking-social-music-app “We want to combine the physical experience of drinking a Coke with the virtual experience of listening to, discovering and sharing music,” explains Joe Belliotti, Coke’s director of entertainment marketing. “Our ambition is to have a Placelist associated with everywhere Coca-Cola is enjoyed.” Michael Jewess 12 Advice to client wanting to launch a new product with a protectable name especially in a cluttered class such as class 9 1. The client should devise half-a-dozen or more marks – (i) none of which are unregistrable on absolute grounds (in particular descriptiveness), (ii) most of which are invented words so as to improve the chances of surviving clearance searches for third-party rights, and (iii) none of which have negative or undesired associations. No positive aesthetic criterion here! 2. All the marks should be searched, and if one or two are clear of third-party rights in the relevant territories, he should think of that as a good outcome. 3. The client should be prepared for this low survival rate on search and to have to adopt his personal least favourite. Michael Jewess 13 Brand “architectures” “one product, one brand” “monolithic branding”* * Olins, Wally, The brand handbook (Thames and Hudson, London, 2008), pages 44-53. Michael Jewess 14 “one product, one brand”, FMCG and alcohol Unilever (FMCG) Diageo (alcohol) Hellmann’s Smirnoff Knorr Guinness Vaseline Johnny Walker Dove Persil OMO Michael Jewess 15 “One product, one brand” for a product so innovative that it is hard to describe WORKMATE trade mark EU006145528 Specific goods within classes, 6, 18, 19, 20, 21 Workmate® Dual Height Tough Workbench WM626 Michael Jewess 16 “One product, one brand” for an innovative pharmaceutical product: no longer possible Analgesic: acetylsalicylic acid registered trade mark Aspirin Michael Jewess 17 “One product, one brand” for an innovative pharmaceutical product: current regulation in most territories Product effective against erectile dysfunction: (as the citrate) Michael Jewess 18 “One product, one brand” for an innovative pharmaceutical product: current regulation in most territories Product effective against erectile dysfunction: 1-[4-ethoxy-3-(6,7-dihydro-1-methyl-7-oxo-3-propyl1H-pyrazolo[4,3-d]pyrimidin-5-yl)phenylsulfonyl]-4methylpiperazine citrate Viagra (Pfizer trade mark, EU 233890, class 3) sildenafil citrate (generic name) Michael Jewess 19 Brand “architectures” “one product, one brand” good for FMCG, mass-produced alcoholic drinks, innovative products (incl. pharma but advantages are restricted by regulation) “monolithic branding”: combining the corporate mark with descriptive or semi-descriptive words or characters Michael Jewess 20 “Monolithic” brand architecture for a product range BMW 530d for a 5-size, 3.0 litre, diesel car, etc. GUCCI, “soft stirrup black brocade leather shoulder bag”, etc. Michael Jewess 21 “Monolithic” brand architecture for diverse but legally connected businesses VIRGIN ATLANTIC VIRGIN MONEY VIRGIN TRAINS etc. Michael Jewess 22 If customers are major organisations whose purchases (usually through a professional procurement function) are of individually expensive items (eg IT systems, defence systems) or else are bulk purchases (eg raw materials, utilities),- then monolithic branding is a “no brainer”. Michael Jewess 23 Corporate or “house” branding “ ‘Corporate personality’ is the soul, the persona, the spirit of the organization manifested in some comprehensible way….. The tangible manifestation of a corporate personality is its corporate identity.” * Olins, Wally, The brand handbook (Thames and Hudson, London, 2008), page 21. Michael Jewess 24 Michael Jewess 25 Michael Jewess 26 “a human symbol of achievement, especially individual achievement, which was considered to be a core value of the company” Michael Jewess 27 With 90 subjects, the symbol did not convey the intended notion without supporting verbal information. Green, David and Loveluck, Valerie [error for “Valeria”], “Understanding a corporate symbol”, Applied cognitive psychology, 8, 37-47 (1994) Michael Jewess 28 WHAT’S IN A NAME? – BRANDING IN LAW AND PRACTICE Michael Jewess, michaeljewess@researchinip.com OIPRC seminar, St Peter’s College, Oxford, 5 February 2015 Michael Jewess 29