ON APPEAL FROM THE HIGH COURT OF JUSTICE
CHANCERY DIVISION
INTELLECTUAL PROPERTY
COMMUNITY TRADEMARK COURT
THE HONOURABLE MR JUSTICE ARNOLD
Strand, London, WC2A 2LL |
||
B e f o r e :
THE RIGHT HONOURABLE LORD JUSTICE LEWISON
and
THE RIGHT HONOURABLE SIR ROBIN JACOB
____________________
1) INTERFLORA INC 2) INTERFLORA BRITISH UNIT |
First Respondent Second Respondent (Claimants) |
|
- and - |
||
MARKS & SPENCER PLC |
Appellant (Defendant) |
____________________
Mr Michael Silverleaf QC and Mr Simon Malynicz (instructed by Pinsent Masons LLP) for the Respondents
Hearing date: 22 March 2013
____________________
Crown Copyright ©
Lord Justice Lewison:
"49. Indeed, if the referring court's assessments of the facts were to show that M & S's advertising, displayed in response to searches performed by internet users using the word 'Interflora', may lead those users to believe, incorrectly, that the flower-delivery service offered by M & S is part of Interflora's commercial network, it would have to be concluded that that advertising does not allow it to be determined whether M & S is a third party in relation to the proprietor of the trade mark or whether, on the contrary, it is economically linked to that proprietor. In those circumstances, the function of the INTERFLORA trade mark of indicating origin would be adversely affected.
50. In that context, as has been observed at paragraph 44 of this judgment, the relevant public comprises reasonably well-informed and reasonably observant internet users. Therefore, the fact that some internet users may have had difficulty grasping that the service provided by M & S is independent from that of Interflora is not a sufficient basis for a finding that the function of indicating origin has been adversely affected."
"[70] … not merely to avoid irrelevant (i.e. inadmissible) evidence; it is also to avoid evidence which is unlikely to be of real value." (Emphasis added)
"[76] … But the remaining objections still hold good: viz. that the selected witnesses are not (or at least cannot be shown to be) a fair sample of the class of reasonably well-informed and reasonably observant internet users, with the consequence that there is no ground for any extrapolation on a statistical basis, or on the basis of any mathematical or logical probability, of the views of the selected witnesses as representing the effect of the M & S advertisement on the hypothetical reasonably well-informed and reasonably observant internet user. If evidence of this kind cannot form the basis for extrapolation on the basis of any mathematical or logical probability leading to a conclusion about the effect of M & S's advertisement on the hypothetical reasonably well-informed and reasonably observant internet user, then in the absence of special circumstances it cannot be useful. And if it cannot be useful, it should not be allowed to distract the focus of the trial even if it is technically admissible."
"[135] … Unless the court can be confident that the evidence of the selected witnesses can stand proxy for the persons or construct through whose perception the legal question is to be answered it simply represents the evidence of those individuals."
"[142] … even at an interim stage a judge who is asked for permission to adduce such evidence should evaluate it carefully in order to see (a) whether it would be of real utility and (b) whether the likely utility of the evidence justifies the costs involved." (Emphasis added)
"[143] … In the general run of cases it seems to me to place an undue and unfair burden on the other party for one party to tender in evidence witness statements from selected respondents to a questionnaire without even undertaking to produce a selection that demonstrates the full range of answers to the questions. As Mr Hobbs said, that places the burden on the defendant to disprove the validity of the selection, rather than on the claimant to validate it. Such a burden could in my judgment only be justified if the party tendering the evidence can show that it is likely to have a real impact on the outcome of the trial." (Emphasis added)
"[144] … The current practice… is to allow the evidence in unless the judge can be satisfied that it will be valueless. In my judgment that is the wrong way round. I consider that, even if the evidence is technically admissible, the judge should not let it in unless (a) satisfied that it would be valuable and (b) that the likely utility of the evidence justifies the costs involved."
"[146] In the present case I do not consider that Interflora has demonstrated that the evidence it wishes to call would be of real value. To put it bluntly, Interflora starts with an unreliable dataset from which it proposes to select the witnesses most favourable to itself. (Emphasis added)
[150] In deciding whether to give permission, the court must evaluate the results of whatever material is placed before it. Only if the court is satisfied that the evidence is likely to be of real value should permission be given." (Emphasis added)
"[26] What did you think when you saw M & S when you entered the search term "Interflora"?"
"[27] Why do you say that?"
"[28] From your memory of these search results, what, if anything, do you think the results tell you about any relationship between Interflora and M & S?"
Witness | Answer | Witness statement |
(1) CRJ | [26] M & S is not Interflora… [28] You might think that there is a relationship. They offer similar things. No relationship. I can't really see it but other people might. Nothing in the search results. |
Other things always come up when you search for "Interflora".. You get the official Interflora site and others who use Interflora like Tesco and M & S |
(2) PH | [28] It could be either way – could be an affiliation or M & S could use Interflora as a provider – I would have thought competition – didn't occur to me that they are associated – are they? | I suppose M & S could be appearing as a search result because they could use Interflora as a provider or could be in competition with Interflora. I would have thought more competition but there was nothing on the search results page to tell me whether this was the case or not. |
(3) GSVH | [26] Sometimes other supermarkets had departments which do online flowers. I thought if I went that way I'd still get Interflora but wanted to make sure so I went to Interflora. [27] I didn't automatically assume that if I went to M & S I'd get Interflora flowers because other companies act as agents – I might have got Interflora flowers if you went through M & S – not sure so I didn't want any doubt and went for Interflora. |
When I saw the M & S search result I thought that there must be some supermarkets which also do online flowers. I thought if I went through the M & S site I would still get Interflora flowers. |
(4) JA | [26] Well, my immediate [reaction] was flowers really and went to who I wanted. I wouldn't buy flowers from M & S. [28] Er, well I guess from your question, I assume there must be some kind of relationship. I guess, probably M & S are bringing flowers to market via a white label Interflora-run site. No logical reason why you would search for Interflora and get M & S coming up. |
When I saw the M & S search result I was surprised that they'd come up. I thought M & S were appearing because they could be bringing flowers to market via a white label Interflora-run site. There's no other logical reason why you would search for Interflora and get M & S coming up. |
(5) JS | [26] Well I thought M & S was re-selling Interflora products but my decision to go to Interflora was because its recognised delivery process. | At the time I saw them I thought M & S was reselling Interflora products and I still think that now. |
(6) JLM | [26] I didn't even think about it – just assumed … I just wanted to order flowers [28] I hadn't even thought about it. Come to think about it actually, I'd have thought there'd be a link of some sort – are they owned by the same parent company – I don't know. |
Now thinking about it, seeing M & S made me think that the two might be owned by the same parent company or that M & S pack Interflora flowers. |
(7) BA C-H | [26] Well I knew they did flowers but I haven't used them before. I still went to Interflora. It's always the same, you type in a specific company and specific competitors come up. Not a shock but I googled a specific company. [28] Well I suppose it could be two ways. Interflora provide the flowers for them or M & S are trying to poach their customers – that's what I take it to mean. |
When I saw the M & S search result I thought I knew M & S did flowers but that I hadn't used them before… I thought for a time that M & S and Tesco had come up because Interflora provides the flowers to them. There was nothing on the search results page to tell me that there was no connection between Interflora and any of these other companies. |
(8) LCT | [26] I wondered whether they were an agent for them, a franchise or something. If put Interflora in and different [company] expect some sort of link up. … No of florists deliver I'd expect there's a link up between them and Interflora. | When I saw the search result for M & S Flowers come up, I assumed that M & S were an agent for Interflora…. Interflora sell via a large number of florists, which deliver flowers on their behalf and as M & S Flowers appeared on the Google search engine results page when "Interflora" was typed into the Google search bar I would expect there to be a link up between M & S Flowers and Interflora to sell flowers. There was nothing on the results page to suggest that this was not the case. |
(9) NJG | [26] I thought it was strange, Why would [they] be putting competitors as had googled Interflora. [28] It was either that M & S were present on the search results as a competitor or that M & S use Interflora. I have ordered from M & S before, if ordering from Interflora I expect Interflora. I don't know if there is a connection between Interflora and M & S, I thought it possible there was a connection. |
When I saw the search result for M & S Flowers I thought this was strange. When I search for Interflora I'd expect to see florists which have a relationship with Interflora. I was therefore confused as to whether M & S Flowers were present as a competitor or Interflora or whether there was a connection between the two. I thought that if M & S Flowers were a competitor of Interflora's it would be surprising for them to come up on a Google search for Interflora. I therefore thought there might well be a connection between Marks & Spencer and Interflora. Indeed there was nothing on the Google results search page to indicate to me that Interflora is not connected to Marks & Spencer. |
(10) HP | [26] Probably didn't think anything of it. Didn't go into it as have used Interflora before. [28] I think if you put Interflora into Google and M & S comes up that Interflora do deliveries for M & S. Tesco came up also. |
Before I entered the word "Interflora" into Google I wasn't aware that Interflora and M & S were connected, but I now assume that to be the case. I believe that if you put Interflora into Google and M & S Flowers comes up, then Interflora must do deliveries for Marks & Spencer. If a company comes up on a search engine I would assume that they are connected. |
(11) GDF | [26] Er to tell the truth I was surprised M & S did it for Interflora. [27] Er I don't know really, I just thought M & S were a franchise for delivering for Interflora. |
When I saw M & S Flowers when I entered the search term "Interflora" I remember being surprised that Marks & Spencer sold flowers for Interflora. I believed that M & S Flowers must be a franchise for delivering flowers for Interflora. I automatically assumed that other search results, including M & S Flowers, which appeared when entering the search term "Interflora" into Google would have a connection with Interflora. |
(12) DA | [26] I thought they were … let me explain… and independent flower shop sort of Interflora as part of their … I don't know … delivers flowers. I thought M & S were using Interflora for their flowers. Interflora seemed to me to be a delivery company and M & S gave me the impression that's who they used. | I also remember M & S coming up – they always do when I search for Interflora. I know that independent flower shops are part of Interflora's network and deliver flowers for them. Because M & S came up right near the top, I assumed that M & S were using Interflora for their flowers too, just like the independent florists. |
(13) IMF | [26] Did not think anything of [relationship] between M & S and Interflora. [28] Did not think anything of the [relationship] between M & S and Interflora. |
I did not think much about Marks & Spencer coming up. I know they sell flowers in their stores and I was not surprised they came up on line. I have looked at Marks & Spencer flowers online in the past but I did not use it. I went back to Interflora. It did not put me off when I saw Marks & Spencer. When you put search terms into Google it is normal to see other results coming up. |
"[59] … Overall, I consider that this evidence is likely to be of some value in assisting the court to answer the question identified in paragraph 3 above. I do not think it is likely to be decisive, but nor does it appear to be of little or no value. How much weight to give it will be a matter for evaluation after the witnesses have been cross-examined and once it has been put in the context of all the other evidence available at trial."
"Where there is evidence of actual confusion, however, there have been many cases in which the courts have found it of assistance to hear from people who were confused and who are prepared to come to court. Usually, it is quite hard to find people who have been confused, because confusion by its very nature often doesn't come to light, and it is even harder to persuade confused people to come to court to give evidence. Thus the available sample is often a small one. But experience shows that it is rarely completely repetitious. On the contrary, it often shows a range of responses to the sign in issue. In my view, it is helpful for the court to receive first hand evidence of the range of responses from the people who had those responses."
"Counsel for Marks & Spencer complained that no statements had been obtained from those 24, but I see no need for Interflora to have done so. If Marks & Spencer wish to obtain statements from those witnesses, their contact details have been provided."
"In the general run of cases it seems to me to place an undue and unfair burden on the other party for one party to tender in evidence witness statements from selected respondents to a questionnaire without even undertaking to produce a selection that demonstrates the full range of answers to the questions. As Mr Hobbs said, that places the burden on the defendant to disprove the validity of the selection, rather than on the claimant to validate it. Such a burden could in my judgment only be justified if the party tendering the evidence can show that it is likely to have a real impact on the outcome of the trial."
"It is often been remarked that one of the problems with witness statements is that they often contain, in effect, the answers to a series of leading questions. In some cases judges have passed comments about witness statements being "heavily lawyered", meaning that the wording of the statement was more the product of the lawyer than of the witness. That is, of course, to be deprecated. Nevertheless, witness statements are, and have for some years been, an established feature of English civil litigation procedure. That being so, it would not be justified to require higher standards for the admission of consumer evidence in trade mark cases. That is particularly so where the gathering of the evidence has been made as transparent as it is here."
"…the questions asked must not be leading; and must not direct the person answering the question into a field of speculation upon which that person would never have embarked had the question not been put."
"On the application, Interflora is not seeking to put before the court the results of an experiment in the sense that I have just described. On the contrary, it is attempting to adduce evidence of what consumers' responses were when presented with Marks & Spencer's advertisements when they were in the real world situation."
i) The interviewees were not being asked about an experiment, but about their actual experience.
ii) The question was focussed on that historic experience; although the second part of the question was open to criticism because it switched from the past to the present.
iii) Although the question invited speculation it did not render the evidence "of little or no value", because of previous answers in the questionnaire. Even if the evidence stemming from the answers to question [28] is discounted, the answers to questions [26] and [27] would still be "of value".
Sir Robin Jacob:
Lord Justice Longmore: