Professional Documents
Culture Documents
I. Findings of Fact.
The material factual issues in the action include the
following: (1) whether plaintiff has acquired trademark
rights in the name BEETLE for the combination jig
fishing lure with a plastic body, by prior
appropriation and use, and through state and federal
registration, of the name; (2) whether the name BEETLE
is descriptive of the combination jig fishing lure with
a plastic body; (3) if it is descriptive, whether the
name BEETLE has acquired secondary meaning; (4) whether
the name BEETLE is "deceptively misdescriptive" as
applied to the jig fishing lure with a plastic body;
[2]
(5) whether the distinctiveness of the mark has been
destroyed by third party usage; (6) whether there is a
likelihood of confusion between plaintiff's and
defendants' use of the word BEETLE; and (7) whether
defendants have used the name BEETLE in a manner which
results in "passing off" its product for that of
plaintiff.
1971-1972
1972-1973
1973-1974
1974-1975
$ 75,000
$112,500
$150,000
$175,500
B. Descriptiveness.
Natural beetles, and beetle larvae, have long been
recognized as effective fishing baits.[12] One of the
primary issues in this case is whether the jig with a
plastic body manufactured and sold by plaintiff is
similar in appearance to a natural beetle or beetle
larva.
Plaintiff's BEETLE lure has a round head, varying in
diameter from approximately three-sixteenths to onequarter inch and varying in weight from one thirtysecond to one-fourth ounce, from which protrudes the
eye of the hook. A soft plastic elongated body, varying
in diameter from approximately five-sixteenths to onehalf inch, extends from the lead head down the shank of
the hook to just beyond the initial curve of the bend
where it splits to form two tails. The plastic body has
semicircular grooved segmentation rings on its
underside, and is smooth on top and upper sides. The
lure varies in length from approximately one and onehalf to three inches. It appears in several different
C. Secondary Meaning.
Plaintiff contends that even if the name BEETLE is
considered descriptive, plaintiff's extensive sales,
advertising and promotion of its BEETLE lures has
caused the BEETLE name to become favorably known to the
trade and public as signifying a product of plaintiff.
Although the evidence is in conflict, it is found that
plaintiff has failed to prove this contention by a
preponderance of the evidence.
The evidence is uncontroverted that plaintiff has
advertised and promoted its BEETLE lures in both print
and broadcast media reaching many parts of the nation.
See Part I(A), supra. The important issue, however, is
the effect of that advertising and promotion on those
knowledgeable in the trade and consumers in the marketplace.
Plaintiff has presented substantial and credible
testimony that plaintiff's BEETLE name has become known
by fishing tackle dealers and manufacturers, and
outdoor *154 sports writers, in the Missouri and Kansas
area as signifying a product manufactured and sold by
plaintiff.[16] Plaintiff also presented some evidence of
D. "Deceptive Misdescription."
Defendants have asserted that the name BEETLE used in
connection with plaintiff's combination jig with a
plastic body is "deceptively misdescriptive." They are
apparently contending that if the name BEETLE is not
descriptive, it deceives the purchaser of the lure into
believing that the lure looks like a natural beetle.
The evidence does not support this contention.
Plaintiff markets its BEETLE lures on cards to which
the lures are attached individually enclosed in a clear
plastic envelope.[20] A potential lure purchaser is able
clearly to observe the appearance of the lure before
purchase. He is not deceived into believing that the
lure resembles a natural beetle by use of the name
BEETLE in connection with packaging which obscures the
true appearance of the lure.
Defendants presented no substantial evidence that lure
purchasers are misled into believing that plaintiff's
lure resembles a natural beetle by use of the name
BEETLE. The manner of the marketing of the lure,
combined with the clear absence of resemblance between
the lure and a natural beetle or a beetle larva, see
Part I(B), supra, support a finding that the term
BEETLE is not "deceptively misdescriptive" is applied
to plaintiff's BEETLE lure.
*
*
*
13.
14.
15.
16.
David's
Lisk Fly Mfg. Co.
Custom Tackle Mfg. Co.
J & N Tackle Mfg. Co.
"Beetle"
"Beetles"
"Split-tail life-like
Beetle Jigs"
"Beatle",
"Beatle Bomb"
"Beetle Bomb Spin"
"Beetle"
"Better Beetle"
"Beetle",
"Beetle Spin",
"Beetle Spinner",
"Action Beetle"
"Action Beetle"
"Beetle",
"Beetle Spin",
"Beetle Tails"
"Beetle",
"Beetle Spin"
"Longtail Beetle",
"Splittail Beetle",
"Mini-Beetle",
"Large Beetle"
"Spin Beetle",
"Beetle Pak",
"Beetle Jig"
"Beetle"
F. Likelihood of Confusion.
Defendants' use of the word BEETLE for their lures
consisting of a combination jig with a plastic body
clearly creates a likelihood of confusion among
consumers of plaintiff's BEETLE mark and defendants'
use of BEETLE. Although defendants' combinations of the
name BEETLE with other words such as UGLY BEETLE and
BEETLE
PLUS
are
not
identical
to
plaintiff's
combinations of SUPER BEETLE, BEETLE SPIN and ORIGINAL
BEETLE, they are sufficiently similar to create
G. Unfair Competition.
In addition to the confusingly similar names adopted by
defendants, other evidence was presented by plaintiff
which supports a finding that defendants marketed their
BEETLE lures in such a manner that consumers have been,
and will inevitably be, misled into believing that
defendants' lures are actually those produced by
plaintiff.
Defendants marketed their lures in a manner quite
similar to that used by plaintiff. Both packaged the
lures individually in clear plastic envelopes attached
to display cards containing from one to twenty-four
lures. The most prominent printed matter on the cards
of both is the name of the lure printed at the top.
Both plaintiff's and defendants' display cards have a
figurative design related to fishing as a background
for the lures, although the designs are not exactly the
same. The only substantial difference is the word
"Gapen's" appearing at the top of defendants' cards in
contrast to the name "Bass Buster" appearing at the top
of plaintiff's cards.[24]
Further, the printed advertising used by both parties
is similar. The name of the lure is clearly the most
dominant feature of the advertisements, while the names
of the manufacturer appear in less prominent print.[25]
A. Applicable Law.
Plaintiff has asserted both federal and common law
trademark infringement and unfair competition claims.
Although federal law applies to the federal trademark
infringement and unfair competition claims, state law
applies to plaintiff's common law claims. Blue Bell,
Inc. v. Farah Mfg. Co., 508 F.2d 1260 (5th Cir.
1975); La Societe Anonyme des Parfums Le Galion v. Jean
Patou, Inc., 495 F.2d 1265, 1270 n. 5 (2nd Cir.
1974); Artype, Inc. v. Zappulla, 228 F.2d 695 (2nd Cir.
1956).
Review of the few leading Missouri trademark decisions
indicates that Missouri applies generally recognized
B. Trademark Rights.
A trademark is generally any word, name, symbol or
device adopted and used by a manufacturer or merchant
to identify his goods and distinguish them from those
manufactured or sold by others. Sweetarts v. Sunline,
Inc., 380 F.2d 923, 926 (8th Cir. 1967); 3
Callmann, The Law of Unfair Competition, Trademarks,
and Monopolies [hereinafter "Callmann"], Section 65
(3rd ed. 1969).
*157 The exclusive right to use a trademark is
established by prior appropriation and use of the mark
in connection with a particular business. Wrist-Rocket
Mfg. Co., Inc. v. Saunders Archery Co., 516 F.2d 846,
850 (8th Cir. 1975), cert. denied, 423 U.S. 870, 96 S.
Ct. 134, 46 L. Ed. 2d 100 (1975); Electronic
Communications, Inc. v. Electronic Components for
Industry Co.,443 F.2d 487, 492 (8th Cir.
1971); Sweetarts v. Sunline, Inc., supra, 380 F.2d at
926; 3 Callmann, Section 76.1. Trademark rights are not
acquired by federal or state registration of the marks,
Inc., 326 F.2d 799, 51 CCPA 934 (1964); WilliamsonDickie Mfg. Co. v. Davis Mfg. Co., 251 F.2d 924 (3rd
Cir. 1958). It is assumed for purposes of this decision
that such a mark cannot become a valid common law
trademark.
From the conclusion that the name BEETLE is not
descriptive, it logically follows that the name may be
to
some
extent
"misdescriptive."
However,
"[t]he
proscription is not against misdescriptive terms unless
they are deceptive." Application of Automatic Radio
Mfg. Co., supra, 404 F.2d at 1396. Because the lure is
clearly visible to a prospective purchaser, who is able
to determine for himself what the appearance of the
lure is, it is concluded that the name BEETLE does not
deceive the purchaser into believing that the lure
resembles a natural beetle. Compare: R. Neumann & Co.
v.
Bon-Ton
Auto
Upholstery,
Inc.,
supra [name VYNANYDE as applied to artificial leather
considered deceptive because it suggests real leather].
Finally, defendant contends that plaintiff does not
have valid trademark rights in the name BEETLE because
the distinctiveness of the name has been destroyed by
widespread third-party usage of the name in connection
with fishing lures both similar and dissimilar in
appearance to plaintiff's plastic-bodied jig. A
trademark becomes a common mark in which no exclusive
rights can be obtained if, by reason of constant use by
others, the mark's original claim to distinctiveness
has been destroyed, 3 Callmann, Section 74.1.
Although a number of companies have marketed lures
similar and dissimilar to plaintiff's under the name
BEETLE or under a name including the word BEETLE,
plaintiff has proven that it has diligently and
C. Trademark Infringement.
In determining the issue of trademark infringement, the
test applied is whether defendants' use of a mark
similar to plaintiff's creates a likelihood of
confusion among the consumers. Electronics
Communications Inc. v. Electronic Components For
Industry Co., supra; Sweetarts v. Sunline, Inc., supra;
Dietene Company v. Dietrim Company,
supra; 3Callmann, Section 80, et seq. Plaintiff need
not show proof of actual confusion. Sweetarts v.
Sunline, Inc., supra.
Defendants' use of the name BEETLE for lures consisting
of a combination jig with a plastic body, either
separately or in the forms BEETLE PLUS or UGLY BEETLE,
is likely to create confusion with plaintiff's
trademarks BEETLE, BEETLE SPIN, and SUPER BEETLE. The
most prominent word in the names is the word BEETLE
which appears in both. The use of different modifying
words is not considered sufficient to dispel the
likelihood of confusion.
Further, defendants' use of the name "Gapen" and
plaintiff's use of the name "Bass Buster" on the BEETLE
labels and advertising does not diminish the likelihood
of confusion. A. T. Cross Co. v. Jonathan Bradley Pens,
Inc., 470 F.2d 689, 692 (2nd Cir. 1972); W. E. Bassett
Co. v. Revlon, Inc., 435 F.2d 656, 661 (2nd Cir.
1970). See also: Truck Equipment Service Company v.
Fruehauf Corp., supra. It is therefore concluded that
use by defendants of the names BEETLE, UGLY BEETLE and
BEETLE PLUS infringes upon plaintiff's statutory and
D. Unfair Competition.
Plaintiff has asserted claims of unfair competition
under both Section 1125, Title 15, United States Code,
and the common law. Plaintiff alleges that defendants'
adoption of confusingly similar names and marketing
devices for their lures results in a "passing off" of
defendants' lures for those produced by plaintiff.
The essence of the law for unfair competition is fair
play. 1 Callmann, Section 1. A claim for unfair
competition under both the statute and common law is
established by showing that one party is "passing off"
his product as that of another so that the public is
deceived regarding the source of the goods. Boston Pro.
Hockey Ass'n v. Dallas Cap & E. Mfg., Inc., 510 F.2d
1004 (5th Cir. 1975); National Lampoon, Inc. v.
American Broadcasting Companies, Inc., 376 F. Supp.
733(S.D.N.Y.1974), affirmed, 497 F.2d 1343 (2nd Cir.
1974); Volkswagenwerk Aktiengesellschaft v. Rickard,
supra; Water Gremlin Co. v. Ideal Fishing Float Co.,
supra. Proof
of deceitful intent is not
III. Relief.
Plaintiff seeks both an injunction against defendants'
continued use of the name BEETLE, separately and in the
forms UGLY BEETLE and BEETLE PLUS, for plastic-bodied
jigs, and an accounting.
A. Injunction.
Plaintiff has proven that defendants' acts of trademark
infringement and unfair competition will continue to
cause confusion among consumers unless enjoined. It is
therefore entitled to an injunction.
The parties have not fully addressed the issue of the
scope of the injunctive relief. The scope of injunctive
relief which may be granted is limited to the
geographic area of plaintiff's actual market
penetration. Hanover Star Milling Co. v. Metcalf, 240
U.S. 403, 36 S. Ct. 357, 60 L. Ed. 713
(1916); Sweetarts v. Sunline, Inc., 436 F.2d 705 (8th
Cir. 1971). See also:Truck Equipment Service Company v.
Fruehauf Corp., supra. Plaintiff has presented evidence
of nationwide sales of its BEETLE lures. Defendants
have not contended that the scope of injunctive relief,
if appropriate, should be limited to a particular
geographical area. Accordingly injunctive relief will
be granted on a nationwide basis.
B. Accounting.
Plaintiff also seeks an accounting of defendants'
profits derived from defendants' use of the trademark
BEETLE, separately and in the forms BEETLE PLUS and
UGLY BEETLE. An accounting is a form of equitable
relief and does not follow as a matter of course upon
the mere showing of trademark infringement. "An
accounting will be denied in a trademark infringement