Harley-Davidson, Inc., Plaintiff-Appellee-Cross-Appellant v. Ronald Grottanelli, Doing Business as the Hog Farm, Defendant-Appellant-Cross-Appellee

164 F.3d 806, 49 U.S.P.Q. 2d (BNA) 1458, 1999 U.S. App. LEXIS 565
CourtCourt of Appeals for the Second Circuit
DecidedJanuary 15, 1999
DocketDocket 97-9446(L), 97-9464(XAP)
StatusPublished
Cited by44 cases

This text of 164 F.3d 806 (Harley-Davidson, Inc., Plaintiff-Appellee-Cross-Appellant v. Ronald Grottanelli, Doing Business as the Hog Farm, Defendant-Appellant-Cross-Appellee) is published on Counsel Stack Legal Research, covering Court of Appeals for the Second Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harley-Davidson, Inc., Plaintiff-Appellee-Cross-Appellant v. Ronald Grottanelli, Doing Business as the Hog Farm, Defendant-Appellant-Cross-Appellee, 164 F.3d 806, 49 U.S.P.Q. 2d (BNA) 1458, 1999 U.S. App. LEXIS 565 (2d Cir. 1999).

Opinion

JON O. NEWMAN, Circuit Judge:

This appeal primarily involves trademark issues as to whether the mark “HOG” as applied to large motorcycles is generic and whether a logo is insulated from an infringement claim as a permissible parody. These issues arise on an appeal by Ronald Grotta-nelli d/b/a The Hog Farm (“Grottanelli”) from the October 1, 1997, judgment of the District Court for the Western District of New York (Edmund F. Maxwell, Magistrate Judge 1 ), entered in a suit brought by Harley-Davidson, Inc. (“Harley-Davidson,” “Harley,” or “the company”). The judgment enjoins Grottanelli from using the word “hog” in reference to some of his products and services and from using his logo modeled on Harley-Davidson’s bar-and-shield design mark; however, the injunction permits Grot-tanelli’s continued use of the mark “THE HOG FARM” to identify his motorcycle service business within a geographically defined trading area. Harley-Davidson cross-appeals, contending that the Court should have narrowed the geographic area in which Grot-tanelli may use the mark “THE HOG FARM”.

We affirm the judgment to the extent that it found Grottanelli liable for infringement of Harley-Davidson’s bar-and-shield design mark and enjoined his future use of that mark. However, we conclude that the word “hog” had become generic as applied to large motorcycles before Harley-Davidson began to make trademark use of “HOG” and that Harley-Davidson’s attempt to withdraw this use of the word from the public domain cannot succeed. We therefore affirm in part, reverse in part, and remand.

Background

Harley-Davidson, a corporation based in Milwaukee, Wisconsin, manufactures and sells motorcycles, motorcycle parts and accessories, apparel, and other motorcycle-related merchandise. Two sets of Harley-Davidson’s marks are at issue in this case: the word “hog,” used either to refer to its motorcycles or to an officially sponsored bikers association, and its bar-and-shield logo.

1. The Word “Hog” Applied to Motorcycles

Public use of the word “hog”. In the late 1960s and early 1970s, the word “hog” was used by motorcycle enthusiasts to refer to motorcycles generally and to large motorcycles in particular. The word was used that way in the press at least as early as 1965, 2 and frequently thereafter, 3 prior to the 1980s when Harley first attempted to make trademark use of the term. Several dictionaries include a definition of “hog” as a motorcycle, especially a large one. 4 The October 1975 *809 issue of Street Chopper contained an article entitled “Honda Hog,” 5 indicating that the word “hog” was generic as to motorcycles and needed a tradename adjective.

Beginning around the early 1970s and into the early 1980s, motorcyclists increasingly came to use the word “hog” when referring to Harley-Davidson motorcycles. 6 However, for several years, as Harley-Davidson’s Manager of Trademark Enforcement acknowledged, the company attempted to disassociate itself from the word “hog.” The Magistrate Judge drew the reasonable inference that the company wished to distance itself from the connection between “hog” as applied to motorcycles and unsavory elements of the population, such as Hell’s Angels, who were among those applying the term to Harley-Davidson motorcycles.

Harley-Davidson’s use of the word “hog”. In 1981, Harley-Davidson’s new owners recognized that the term “hog” had financial value and began using the term in connection with its merchandise, accessories, advertising, and promotions. In 1983, it formed the Harley Owners’ Group, pointedly using the acronym “H.O.G.” In 1987, it registered the acronym in conjunction with various logos. It subsequently registered the mark “HOG” for motorcycles. That registration lists Harley-Davidson’s first use as occurring in 1990.

Grottanelli’s use of the word “hog”. Grot-tanelli opened a motorcycle repair shop under the name “The Hog Farm” in 1969. Since that time his shop has been located at various sites in western New York. At some point after 1981, Grottanelli also began using the word “hog” in connection with events and merchandise. He has sponsored an event alternatively known as “Hog Holidays” and “Hog Farm Holidays,” and sold products such as “Hog Wash” engine degreaser and a “Hog Trivia” board game.

2. The Bar-and-Shield Logo

Harley-Davidson’s use of the logo. Since approximately 1909, Harley-Davidson has used variations of its bar-and-shield logo — a shield traversed across the middle by a horizontal bar. The words “Motor” and “Cycles” (or sometimes “Company”) appear at the chief and base of the shield, respectively, and the name “Harley-Davidson” appears on the horizontal bar. Variations of the bar-and-shield logo were registered with the United States Patent and Trademark Office in 1982 and thereafter.

Grottanelli’s use of the logo. By 1979, Grottanelli had begun using variants of Harley-Davidson’s bar-and-shield logo. His 1979 advertisements include a hand-drawn copy of the bar-and-shield logo, with the name “Harley-Davidson” displayed on the horizontal bar. Since 1982, in response to letters of protest from Harley-Davidson, Grottanelli has replaced the words “Harley-Davidson” on the horizontal bar of his logo with the words “American-Made.” He has also placed a banner at the bottom of his logo with the words “UNAUTHORIZED DEALER.” In 1986, Grottanelli began using his current logo, which adds an eagle’s wings behind the shield. This addition was apparently patterned after Harley-Davidson’s bicentennial logo design mark, which included an eagle above the shield. Grottanelli’s 1986 version of his logo also features a drawing of a pig wearing sunglasses. Grottanelli acknowledged at trial that his bar-and-shield logo is his version of Harley-Davidson’s logo and that his version is “supposed to be similar, but confusing ... [t]o a Harley-Davidson bar and shield.”

District Court’s rulings. The District Court concluded (i) that Grottanelli was the senior user of the mark “THE HOG FARM”, and that his use of this mark did not violate Harley-Davidson’s rights in the mark “HOG”, (ii) that Grottanelli’s other uses of the word “hog,” without the word “farm,” *810 violated New York’s anti-dilution statute, N.Y. Gen. Bus. L. § 368-d, (iii) that Harley-Davidson-was the senior user of its registered bar-and-shield trademark, (iv) that Grottanelli’s use of the bar-and-shield logo infringed plaintiffs mark and was not entitled to a parody defense, (v) that equity did not require the application of laches to allow Grottanelli to continue using the .bar-and-shield logo, and (vi) that Grottanelli was not entitled to attorney’s fees, because there was no evidence of Harley-Davidson’s fraud or bad-faith in its attempt to bar Grottanelli from using the name “The Hog Farm.” 7

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Vans, Inc. v. MSCHF Product Studio, Inc.
88 F.4th 125 (Second Circuit, 2023)
Jack Daniel's Properties, Inc. v. VIP Products LLC
599 U.S. 140 (Supreme Court, 2023)
Knowles-Carter v. Feyonce, Inc.
347 F. Supp. 3d 217 (S.D. Illinois, 2018)
Vaad L'Hafotzas Sichos, Inc. v. Kehot Publication Society
697 F. App'x 63 (Second Circuit, 2017)
Tesla Motors UT, Inc. v. Utah Tax Commission
2017 UT 18 (Utah Supreme Court, 2017)
Louis Vuitton Malletier S.A. v. My Other Bag, Inc.
674 F. App'x 16 (Second Circuit, 2016)
Louis Vuitton Malletier, S.A. v. My Other Bag, Inc.
156 F. Supp. 3d 425 (S.D. New York, 2016)
Victorinox AG v. B & F System, Inc.
114 F. Supp. 3d 132 (S.D. New York, 2015)
Solid 21, Inc. v. Hublot of America
109 F. Supp. 3d 1313 (C.D. California, 2015)
Tiffany & Co. v. Costco Wholesale Corp.
994 F. Supp. 2d 474 (S.D. New York, 2014)
Vaad L'Hafotzas Sichos, Inc. v. Kehot Publication Society
935 F. Supp. 2d 595 (E.D. New York, 2013)
Miller's Ale House, Inc. v. Boynton Carolina Ale House, LLC
745 F. Supp. 2d 1359 (S.D. Florida, 2010)
Starbucks Corp. v. Wolfe's Borough Coffee, Inc.
588 F.3d 97 (Second Circuit, 2009)
George & Co. LLC v. Imagination Entertainment Ltd.
575 F.3d 383 (Fourth Circuit, 2009)
Burck v. Mars, Inc.
571 F. Supp. 2d 446 (S.D. New York, 2008)

Cite This Page — Counsel Stack

Bluebook (online)
164 F.3d 806, 49 U.S.P.Q. 2d (BNA) 1458, 1999 U.S. App. LEXIS 565, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harley-davidson-inc-plaintiff-appellee-cross-appellant-v-ronald-ca2-1999.