Opinion · Supreme Court of the United States

Wal-Mart Stores, Inc. v. Samara Brothers, Inc.

Wal-Mart Stores, Inc. v. Samara Bros., Inc., 529 U.S. 205 (2000)

Type
Opinion
Court
Supreme Court of the United States
Jurisdiction
Federal
Date
2000-03-29
Topic
general

How later courts describe this case

  • holding that a product’s unregistered trade dress in the form of product design is protectable upon a showing of secondary meaning
  • holding that product design trade dress is not inherently distinctive, and that designs could not be protected under § 43(a
  • holding that “trade dress constitutes a ‘symbol’ or ‘device’ for purposes of the” Lanham Act’s definition of “trademark”
  • holding that a product’s design is distinctive only upon a showing of secondary meaning
  • stating that "the Supreme Court has never directly addressed aesthetic functionality as a dispositive issue in a case”
  • holding that Lanham Act protection extends to product designs, as well as trademarks
  • holding that unregistered product design, unlike product packaging, is not inherently distinctive
  • commenting that Seabrook test is preferred for classifying inherently distinctive trade dress in packaging and containers

Citator

Wal-Mart Stores, Inc. v. Samara Brothers, Inc. has been questioned or limited by later authorities: relies on overruled authority: 15 U.S.C. § 1052 (held unconstitutional by Matal v. Tam). Read them before relying on it. 661 later decisions cite it.

Authority status
caution
Cited by
661 opinions

Headnotes

  1. Trademark Law — Distinctiveness In an action for infringement of unregistered trade dress under § 43(a) of the Lanham Act, a product's design is distinctive, and therefore protectible, only upon a showing of secondary meaning. 529 U.S. at 206, 216
  2. Trademark Law — Lanham Act — Scope of § 43(a) Trade dress constitutes a "symbol" or "device" for purposes of §§ 2 and 43(a) of the Lanham Act, and the definition of actionable marks embraces not only word marks and symbol marks but also trade dress, a category that has been expanded by many Courts of Appeals to encompass the design of a product. 529 U.S. at 209-210
  3. Trademark Law — Distinctiveness Although § 43(a) does not explicitly require a producer to show that its trade dress is distinctive, courts have universally imposed that requirement, because without distinctiveness the trade dress would not cause confusion as to the origin, sponsorship, or approval of the goods, as the section requires. 529 U.S. at 210
  4. Trademark Law — Distinctiveness A mark may be distinctive in one of two ways: it is inherently distinctive if its intrinsic nature serves to identify a particular source, or it has acquired distinctiveness if it has developed secondary meaning, which occurs when, in the minds of the public, the primary significance of the mark is to identify the source of the product rather than the product itself. 529 U.S. at 210-211
  5. Trademark Law — Distinctiveness No mark within the category of color can ever be inherently distinctive; a color may be protected as a trademark only upon a showing of secondary meaning, because a product's color does not almost automatically tell a customer that it refers to a brand and does not immediately signal a product source, though over time customers may come to treat a particular color on a product or its packaging as signifying a brand. 529 U.S. at 211-212
  6. Trademark Law — Distinctiveness Product design, like color, is not inherently distinctive, because the attribution of inherent distinctiveness to word marks and product packaging derives from the presumption that those features are intended to identify the source of the product, whereas consumers are aware that, almost invariably, even the most unusual of product designs is intended not to identify the source but to render the product itself more useful or more appealing. 529 U.S. at 212-213
  7. Trademark Law — Product Design — Competition and Threat of Suit Denying inherent distinctiveness to product design protects consumer interests because, given the unlikelihood of inherently source-identifying design and the absence of a reasonably clear test for inherent distinctiveness in this context, competition is deterred not merely by successful suit but by the plausible threat of suit against new entrants based on alleged inherent distinctiveness. 529 U.S. at 213-214
  8. Trademark Law — Product Design — Alternative Protections The conclusion that a product design cannot be protected under § 43(a) without a showing of secondary meaning works little harm to producers, since a producer can ordinarily obtain protection for a design that is inherently source identifying but lacks secondary meaning by securing a design patent or a copyright for the design. 529 U.S. at 214
  9. Trademark Law — Trade Dress While trade dress can be inherently distinctive, restaurant décor of the kind at issue in *Two Pesos* does not constitute product design but is either product packaging or a tertium quid akin to product packaging, and therefore that decision does not establish that product-design trade dress can be inherently distinctive. 529 U.S. at 214-215
  10. Trademark Law — Trade Dress Although some cases at the margin may be difficult to classify as product design or product packaging, courts should err on the side of caution and classify ambiguous trade dress as product design, thereby requiring secondary meaning, because the closeness of the question suggests relatively small utility in an inherent-distinctiveness principle and relatively great consumer benefit in requiring a demonstration of secondary meaning. 529 U.S. at 215