How valuable are trade mark surveys?

Managing IP is part of Legal Benchmarking Limited, 1-2 Paris Gardens, London, SE1 8ND

Copyright © Legal Benchmarking Limited and its affiliated companies 2025

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

How valuable are trade mark surveys?

A lively discussion about the use of survey evidence in trade mark cases took place yesterday, with a judge, a survey expert and a litigator sharing their perspectives

Robert Sacoff of Pattishall McAuliffe in Chicago started off by underlining his view that surveys absolutely should be allowed. “Canada is one of the countries that doesn’t seem to like trade mark surveys very much, perhaps following the lead of the UK,” he noted. He said Canadian and UK thinking is that judges should use their own common sense, excluding influences of their “own idiosyncratic knowledge or temperament” to determine whether the casual consumer would be likely to be confused.

“Well, I don’t know how you do that,” said Sacoff, “to speak for a whole group of potential people”.

The most common form of survey in the US is a mall intercept, with phone and internet surveys becoming more common. However, they don’t come cheap. “You probably can’t get any kind of survey for less than $25,000-$30,000,” said Sacoff. “And you could very easily be talking about six figures.” He added you are not obliged to disclose the survey results if they are unfavourable.

Great care must be taken when doing surveys. He pointed to the recent Charbucks case as an example of potential pitfalls to avoid. “Pretty much everyone in the trade mark community thought Starbucks should have won this case,” said Sacoff. A centerpiece of the case was a phone survey asking 600 people what they associate the name Charbucks with (Starbucks was the top association). “They didn’t do very well out of that,” said Sacoff. The Second Circuit said the survey was ‘”fundamentally flawed” because its conclusions were drawn from how consumers thought of the term in isolation and not in a real-world context.

Judge Vanessa Gilmore of the Southern District of Texas agreed that a judge is unlikely to represent the group in question and therefore there is a strong need for survey evidence. “I think survey evidence should be given high value and high priority, even more than experts. Anyone can hire an expert to say anything,” she said.

However, Judge Gilmore pointed to a report by the University of Pennsylvania on the role of surveys in trade mark litigation in the US that cited 16.6% of district court cases mentioning surveys as being relied on when determining the case. “It found surveys are not used as much as you think, or hope,” said Judge Gilmore.

She revealed her own research had indicated that confusion rates of 7% to 21% in consumer surveys have been found sufficient to support a conclusion of actual confusion among any real consumer.

Judge Gilmore said she is not strongly influenced if a survey is not done, but revealed she was reversed by an appeals court once because the lack of a survey was seen as negative. “A negative inference was drawn by a failure to do a survey by a defendant.”

Anne Niedermann of the Institut für Demoskopie Allenbach in Germany said the process disadvantages small to medium companies who cannot afford to do a survey. She proposed a solution of surveys being commissioned not by the parties but by the court. Judge Gilmore responded that she couldn’t imagine that being well received in US by lawyers. “They would ask me to butt out of their business,” she said. Sacoff added: “I would run to another court!”

Read an interview with Judge Gilmore here

more from across site and SHARED ros bottom lb

More from across our site

The insensitive reaction to a UK politician crying on TV proves we have a long way to go before we can say we are tackling workplace wellbeing
Adrian Percer says he was impressed by the firm’s work on billion-dollar cases as well as its culture
In our latest interview with women IP leaders, Catherine Bonner at Murgitroyd discusses technology, training, and teaching
Developments included an update in the VAR dispute between Ballinno and UEFA, the latest CMS updates, and a swathe of market moves
The LMG Life Sciences Americas Awards is thrilled to present the 2025 shortlist
A new order has brought the total security awarded to a Canadian tech company to $45 million, the highest-ever by an Indian court in an IP case
Andrew Blattman reflects on how IP practices have changed and shares his hopes for increased AI use and better performance on the stock market
The firm said major IP developments included advising on a ‘landmark’ deal involving green hydrogen production, as well as two major acquisitions
The appointments follow other recent moves in the European market as firms look to bolster their UPC offerings
Deborah Kirk discusses why IP and technology have become central pillars in transactions and explains why clients need practically minded lawyers
Gift this article