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Global Retail Branding
My toolbox for launching a
Consumer Brand Worldwide
3 August 2022
Who am I?
• Trademark lawyer, Sweden
• Westerberg & Partners
• Private practice at three different law firms
and inhouse legal counsel.
• I help various clients, in various industries,
including the fashion industry, food industry,
restaurant industry, steel industry, recycling
and space industry etc.
• I do have start-up clients, both in tech and
in the retail business.
Agenda
1. Short introduction to trademarks as business assets
2. 10 rules in launching a global trademark
3. Other updates related to trademarks and branding
4. Trademark information for start-ups
INTRODUCTION
What is a trademark and what is
branding?
What is a trademark?
• Indicator of origin (words, designs, letters, numerals, colours,
the shape of goods, the packaging of goods, sounds)
• Set your products apart from the products of competitors
• Guarantee of consistent quality
What is branding?
• The process of making and building a brand of a trademark
(reputation and goodwill)
• Marketing activities and storytelling in order for the trademark
to become associated with positive characteristics (style,
elegance, trustworthiness, security, innovation etc)
The IP Management hierarchy (Davis J.L. Harrison)
15 years ago…
Today 
Trademarks now and then
Trademark registration = Business asset
• Your trademark will help your business grow.
• Business angels and Investment funds will verify that your
trademark is registered.
• Also for collaborations and even launching your brand online,
the registered trademark right is important
• Licensing and franchise will require trademark registration
10 rules in launching a global
trademark
Rule # 1 – Choose a ”good” trademark
• ”Kill your darlings” – the trademark needs to be distinctive
• Fanciful textcombinations differing from normal language
• Nonsense words in relation to the goods/services
• Not difficult to memorize
Rule # 2 - Conduct clearance/freedom to operate search
before you finally choose your trademark
• Online search, identity searches in trademark databases etc.
https://www.tmdn.org/tmview/#/tmview
• Particularly important in retail.
• Large company vs start-up
• Depending on the business model and level in IP management hierarchy
• Linguistic check
Rule # 3 – Consider the possible (trademark) rights
of others not only for your main brand
Rule # 4 – Register your trademark on the most
important markets
• The process from local to global is much faster now
• Start building a fundament of trademark protection early and consider future
products when doing so
• EU (+UK), US and China (also remember that Switzerland and Norway are not
EU countries)
• Some online platforms require that you have registered your trademark
• Some online platforms offer brand protection functions for the protection of
registered trademarks
Rule # 5 – Register .com
• Your website is often the heart of your communication
• This, in combination with social media channels, is where you can amplify your
marketing message
• On your website, you can provide your one-way story-telling without disruption
TAKE THE SAID ACTIONS BEFORE COMMUNICATING
TO OTHERS
Rule # 6 – Use your trademark as registered
• Or at least have a strategy for it
• Need to use your trademark as registered (also need to make
sure that others, for instance franchise partners, use your
trademark as registered).
• Keep an archive (marketing and legal to work closely in this)
Rule # 7 – Monitor your trademark
• Many companies believe that they are all set when they have filed and
registered their trademark
• Never sit back and relax – need to monitor
• Watching services to continously scan the registries for newly filed trademark
applications
• Online brand protection services – online take-down
Rule # 9 – Integrate your trademark into your business
• Never let the trademarks/legal team work in silo
• Trademarks team should work closely with management, production,
marketing, communications etc.
• There are situations when the marketing team wants to do something
provocative.
• In border line cases it is important to inform the communications team so
that they are well prepared for how to handle black-mail or social media
scrutiny.
Rule # 10 – Keep your company’s tone of voice
also in legal matters
Tone of voice…
Tone of voice – keep in mind
• Know your market (politics, public opinion, social media)
• Keep balance in all your communication
• Prepare communication in advance in case of foreseen threats
Other important comments and tools
related to trademarks and branding
How to handle an unreasonable giant
• A challenge to defend against a giant - financial muscles.
• Followers on social media (Tuesday Bassen)
• Opposition strategy vs enforcement strategy
• Consider to file another version of the trademark in case the trademark owner
seems unreasonable.
China
• Will you ever offer your products or services there?
• Trademark squatters (peaked a couple of years ago)
• The Chinese trademarks office has taken measures to help trademark owners
• We have seen that it is easier nowadays to successfully act against a trademark
squatter in China
• Subclasses
• Consider Chinese trademark version and to have a local Chinese attorney watch for
similar marks
• It is relevant to go beyond your regular filing strategy to defeat trademark squatters
in China
• But: Keep an eye on the budget!
Metaverse and NFT:s (Non-Fungible Tokens)
• The virtual worlds are here to stay
• Will your company be there?
• Use requirement
• Uncertainty as to classification
• Indication that 12th edition of the Nice classification
will include ”downloadable digital files authenticated
by non-fungible tokens” as from Jan 1, 2023
• It is still not confirmed that the Chinese trademarks
office will accept this wording for NFT:s
• Nike’s recent EU and US applications; see EU
registration below.
Metaverse and NFT:s
Sustainability
Trademark information for start-ups
Tools for start-ups
Identity trademark searches
https://www.tmdn.org/tmview/#/tmview
SME (small and medium-sized enterprises) fund
For EU based companies EUIPO is offering SME funding for IP scans and IP
registrations, including trademarks, EUR 1500
https://euipo.europa.eu/ohimportal/en/online-services/sme-fund
Will continue 2023
IP Self Diagnostic electronic form
WIPO – IP diagnostic
https://www.wipo.int/ipdiagnostics-assessment/
Your IP journey could start like this
1. IP scan (self assessment via WIPO website)
2. Book a meeting with an advisor (there is no ”one size fits all” why
customization is necessary)
3. IP strategy
4. Protect your IP
5. Monitor and update IP and trademark strategy to reach commercial
goals
Did I reach my goal?
”The trademark can be the core business asset in your
company - if treated correctly. It can help your business
grow.”
Questions?
We focus on what we do best
We protect rights and resolve disputes.
Thank you!
annalena.nordin@westerberg.com

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03_08_Consumer branding_Annalena Nordin.pptx

  • 1. Global Retail Branding My toolbox for launching a Consumer Brand Worldwide 3 August 2022
  • 2. Who am I? • Trademark lawyer, Sweden • Westerberg & Partners • Private practice at three different law firms and inhouse legal counsel. • I help various clients, in various industries, including the fashion industry, food industry, restaurant industry, steel industry, recycling and space industry etc. • I do have start-up clients, both in tech and in the retail business.
  • 3. Agenda 1. Short introduction to trademarks as business assets 2. 10 rules in launching a global trademark 3. Other updates related to trademarks and branding 4. Trademark information for start-ups
  • 5. What is a trademark and what is branding? What is a trademark? • Indicator of origin (words, designs, letters, numerals, colours, the shape of goods, the packaging of goods, sounds) • Set your products apart from the products of competitors • Guarantee of consistent quality What is branding? • The process of making and building a brand of a trademark (reputation and goodwill) • Marketing activities and storytelling in order for the trademark to become associated with positive characteristics (style, elegance, trustworthiness, security, innovation etc)
  • 6. The IP Management hierarchy (Davis J.L. Harrison) 15 years ago… Today  Trademarks now and then
  • 7. Trademark registration = Business asset • Your trademark will help your business grow. • Business angels and Investment funds will verify that your trademark is registered. • Also for collaborations and even launching your brand online, the registered trademark right is important • Licensing and franchise will require trademark registration
  • 8. 10 rules in launching a global trademark
  • 9. Rule # 1 – Choose a ”good” trademark • ”Kill your darlings” – the trademark needs to be distinctive • Fanciful textcombinations differing from normal language • Nonsense words in relation to the goods/services • Not difficult to memorize
  • 10. Rule # 2 - Conduct clearance/freedom to operate search before you finally choose your trademark • Online search, identity searches in trademark databases etc. https://www.tmdn.org/tmview/#/tmview • Particularly important in retail. • Large company vs start-up • Depending on the business model and level in IP management hierarchy • Linguistic check
  • 11. Rule # 3 – Consider the possible (trademark) rights of others not only for your main brand
  • 12. Rule # 4 – Register your trademark on the most important markets • The process from local to global is much faster now • Start building a fundament of trademark protection early and consider future products when doing so • EU (+UK), US and China (also remember that Switzerland and Norway are not EU countries) • Some online platforms require that you have registered your trademark • Some online platforms offer brand protection functions for the protection of registered trademarks
  • 13. Rule # 5 – Register .com • Your website is often the heart of your communication • This, in combination with social media channels, is where you can amplify your marketing message • On your website, you can provide your one-way story-telling without disruption
  • 14. TAKE THE SAID ACTIONS BEFORE COMMUNICATING TO OTHERS
  • 15. Rule # 6 – Use your trademark as registered • Or at least have a strategy for it • Need to use your trademark as registered (also need to make sure that others, for instance franchise partners, use your trademark as registered). • Keep an archive (marketing and legal to work closely in this)
  • 16. Rule # 7 – Monitor your trademark • Many companies believe that they are all set when they have filed and registered their trademark • Never sit back and relax – need to monitor • Watching services to continously scan the registries for newly filed trademark applications • Online brand protection services – online take-down
  • 17. Rule # 9 – Integrate your trademark into your business • Never let the trademarks/legal team work in silo • Trademarks team should work closely with management, production, marketing, communications etc. • There are situations when the marketing team wants to do something provocative. • In border line cases it is important to inform the communications team so that they are well prepared for how to handle black-mail or social media scrutiny.
  • 18. Rule # 10 – Keep your company’s tone of voice also in legal matters
  • 20. Tone of voice – keep in mind • Know your market (politics, public opinion, social media) • Keep balance in all your communication • Prepare communication in advance in case of foreseen threats
  • 21. Other important comments and tools related to trademarks and branding
  • 22. How to handle an unreasonable giant • A challenge to defend against a giant - financial muscles. • Followers on social media (Tuesday Bassen) • Opposition strategy vs enforcement strategy • Consider to file another version of the trademark in case the trademark owner seems unreasonable.
  • 23. China • Will you ever offer your products or services there? • Trademark squatters (peaked a couple of years ago) • The Chinese trademarks office has taken measures to help trademark owners • We have seen that it is easier nowadays to successfully act against a trademark squatter in China • Subclasses • Consider Chinese trademark version and to have a local Chinese attorney watch for similar marks • It is relevant to go beyond your regular filing strategy to defeat trademark squatters in China • But: Keep an eye on the budget!
  • 24. Metaverse and NFT:s (Non-Fungible Tokens) • The virtual worlds are here to stay • Will your company be there? • Use requirement • Uncertainty as to classification • Indication that 12th edition of the Nice classification will include ”downloadable digital files authenticated by non-fungible tokens” as from Jan 1, 2023 • It is still not confirmed that the Chinese trademarks office will accept this wording for NFT:s • Nike’s recent EU and US applications; see EU registration below.
  • 28. Tools for start-ups Identity trademark searches https://www.tmdn.org/tmview/#/tmview SME (small and medium-sized enterprises) fund For EU based companies EUIPO is offering SME funding for IP scans and IP registrations, including trademarks, EUR 1500 https://euipo.europa.eu/ohimportal/en/online-services/sme-fund Will continue 2023 IP Self Diagnostic electronic form WIPO – IP diagnostic https://www.wipo.int/ipdiagnostics-assessment/
  • 29. Your IP journey could start like this 1. IP scan (self assessment via WIPO website) 2. Book a meeting with an advisor (there is no ”one size fits all” why customization is necessary) 3. IP strategy 4. Protect your IP 5. Monitor and update IP and trademark strategy to reach commercial goals
  • 30. Did I reach my goal? ”The trademark can be the core business asset in your company - if treated correctly. It can help your business grow.”
  • 32. We focus on what we do best We protect rights and resolve disputes. Thank you! annalena.nordin@westerberg.com