The short answer

In Jack Daniel's Properties, Inc. v. VIP Products LLC (599 U.S. 140, decided 8 June 2023) the US Supreme Court held unanimously that the Rogers test does not apply when an alleged infringer uses a trademark as a designation of source for its own goods. VIP's "Bad Spaniels" dog toy was therefore not shielded from the normal likelihood-of-confusion analysis by the First Amendment.

599 U.S. 140
Citation
8 Jun 2023
Decided
Unanimous
Opinion by Kagan J.
Bad Spaniels
The product

Case snapshot

ItemDetail
CourtSupreme Court of the United States (certiorari from the Ninth Circuit; trial in the District of Arizona)
Citation / docket599 U.S. 140 (2023); No. 22-148
Argued / decided22 March 2023 / 8 June 2023
PartiesJack Daniel's Properties, Inc. v VIP Products LLC
IP areaTrademark infringement and dilution by tarnishment; parody; First Amendment
ResultNinth Circuit ruling vacated; Rogers does not apply to source-identifying use

Background and facts

VIP Products makes "Silly Squeakers" dog toys that imitate well-known drinks with dog-related puns. Its "Bad Spaniels" toy copied the Jack Daniel's whiskey bottle and label, replacing "Old No. 7 Brand Tennessee Sour Mash Whiskey" with "Old No. 2 on your Tennessee carpet." A disclaimer said the toy was not connected with Jack Daniel's.

Jack Daniel's sued for infringement and for dilution by tarnishment, arguing that the toy linked its mark to dog waste. Judge McNamee in Arizona ruled for Jack Daniel's. The Ninth Circuit reversed most of that ruling, applied the Rogers test, and held the dilution claim barred by the noncommercial-use exclusion.

  • Is humorous use of another's trademark as one's own mark on a commercial product tested for likelihood of confusion, or does it get heightened First Amendment protection under Rogers?
  • Is such use "noncommercial" under 15 U.S.C. 1125(c)(3)(C), so that a tarnishment claim is barred as a matter of law?

The court's reasoning

Justice Kagan wrote for a unanimous Court. The Court held that the Rogers test does not apply when the alleged infringer uses the mark as a designation of source for its own goods. Because VIP used its parody as its own trademark, the claim could not be dismissed on First Amendment grounds. The Court left Rogers in place for other uses, such as parody in expressive works. Justices Sotomayor (joined by Alito) and Gorsuch (joined by Thomas and Barrett) wrote concurrences.

Result and outcome

The Supreme Court ruled for Jack Daniel's and sent the case back. VIP's toy had to be assessed under the ordinary likelihood-of-confusion standard.

Analysis: why this case matters

The case narrows a defence that many brands feared. It says humour or parody does not automatically beat a trademark claim when the parody is used as a brand on a commercial product.

It also set up the debate in later cases such as Hermès v Rothschild, where the Court's reasoning on source identification is central.

Practical lessons for brand owners and inventors

  • Parody products that use a famous mark as their own brand face a trademark claim like any other.
  • A disclaimer does not guarantee protection.
  • Owners of famous marks can act against product parodies that use their marks as source identifiers.
  • Creators should keep the parody in expressive works, not in the brand of the product.

Sources and further reading

Wikipedia: Jack Daniel's Properties, Inc. v. VIP Products LLC
Supreme Court opinion (No. 22-148)

This study is built from the sources listed above. Where a point comes from a secondary report rather than the judgment itself, we say so. Check the judgment before relying on any detail.

Questions and answers

What did the Court decide?

The Rogers test does not apply when a mark is used as a designation of source for the user's own goods.

Was the vote unanimous?

Yes, with two concurring opinions.

Does parody lose all protection?

No. Rogers remains for other uses, such as expressive works.

Facing a similar dispute?

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Case study written by the IP team at SUPREMEiP®. General information, not legal advice.