Opinion

Wheel Pros, LLC v. Rhino Tire USA, LLC

Court
District Court, M.D. Florida
Filed
Jul 18, 2024
Cited by
0 cases
Authority
More cited than 31.3%

“No one denies that an expert might draw a conclusion from a set of observations based on extensive and specialized experience.”

How later courts described this case

  • “No one denies that an expert might draw a conclusion from a set of observations based on extensive and specialized experience.”
  • “These alleged technical deficiencies affect the survey’s weight, however, and not its admissibility.”
  • “[a] district court's gatekeeper role under Daubert ‘is not intended to supplant the adversary system or the role of the jury.’”

Written by the judges who cited it.

The opinion

UNITED STATES DISTRICT COURT

MIDDLE DISTRICT OF FLORIDA

ORLANDO DIVISION

WHEEL PROS, LLC,

Plaintiff,

v. Case No: 6:22-cv-2171-JSS-EJK

RHINO TIRE USA, LLC, QINGDAO

RHINO INTERNATIONAL CO.,

LTD., QINGDAO RHINO INT’L CO.,

LTD and WILLIAM YI,

Defendants.

___________________________________/

ORDER

Plaintiff moves to strike the testimony and opinions of Defendant’s rebuttal

expert Henry D. Ostberg, Ph.D. pursuant to Federal Rule of Evidence 702. (Motion,

Dkt. 92.) Defendants oppose the Motion. (Dkt. 100.) The court held an evidentiary

hearing on the Motion on July 10, 2024. (Dkt. 142.) Upon consideration, Plaintiff’s

Motion is denied.

BACKGROUND

Plaintiff brings this action against Defendants for trademark infringement in

violation of the Lanham Act, 15 U.S.C. §§ 1114–19, 1125(a); common law trademark

infringement; common law unfair competition; violations of Florida’s Deceptive and

Unfair Trade Practices Act, Fla. Stat. §§ 501.201, et seq.; for cancellation of

Defendant’s registered trademarks; and for damages resulting from Defendants’

alleged false or fraudulent registration of its trademarks. (Dkt. 46.) Plaintiff and

Defendants are engaged in the business of selling wheels and tires for vehicles and each

owns trademarks in its respective brand. (Id. ¶¶ 15, 23, 103.) Plaintiff owns various

trademarks related to its “Black Rhino” brand and Defendants own trademarks for

their “Rhino” brand. (Id. ¶¶ 17–31.) According to Plaintiff, Defendants’ trademarks

infringe on its trademarks in part because the public is likely to be confused by the

similarities between the marks. (Id. ¶¶ 103–11.) The matter has proceeded through

discovery and the parties have filed cross motions for summary judgment. (Dkts. 90,

93.)

In support of its case, Plaintiff proffered the expert report of Dr. Robert A.

Peterson. (Dkt. 92 at 2–4.) Dr. Peterson conducted a forward likelihood of confusion

survey designed to determine the likelihood of confusion between Plaintiff’s “Black

Rhino” trademarks and Defendant’s “Rhino” trademarks within a target universe of

survey respondents. (Id.; Dkt. 92-1 at 5–20.) Dr. Peterson described his survey as

following “the modified sequential lineup approach,” which consisted of exposing one

group of respondents, the “assessment” or “test” group, to Plaintiff’s and Defendant’s

trademarks and exposing another group of respondents, the “control” group, to

Plaintiff’s mark and a non-infringing mark. (Dkt. 92-1 at 5.)1 Each respondent was

then asked the same “operative likelihood of confusion questions.” (Id. at 6.) Dr.

1 Dr. Peterson’s survey and methodology were based in part on the decision of the Trademark Trial

and Appeal Board of the U.S. Patent and Trademark Office in Ava Enterprises, Inc. v. Audio Boss USA,

Inc., 77 U.S.P.Q.2d 1783 (T.T.A.B. 2006). (Dkt. 92-1 at 5 n.3.)

Peterson’s survey found that within the assessment group, 78.7% of participants were

likely to confuse Plaintiff’s trademarks and Defendant’s trademarks, and within the

control group, 51.7% of participants were likely to confuse Plaintiff’s trademark and

the non-infringing mark. (Id. ¶ 15.) Dr. Peterson thus concluded that there was a 27%

net likelihood of confusion (with a confidence range of 22.8% to 31.2%) between

Plaintiff’s “Black Rhino” trademark and Defendants’ “Rhino” trademark, which he

described as a “significant likelihood of confusion.” (Id. at 20.)

In rebuttal to Dr. Peterson’s report, Defendants proffered the expert report of

Dr. Henry D. Ostberg. (Dkt. 92-1 at 112–24.) Dr. Ostberg offered five opinions as to

what he termed “significant problems and fatal defects” with Dr. Peterson’s survey.

(Id. at 4.) Dr. Ostberg stated that Dr. Peterson’s survey: (1) was conducted with an

improper research design; (2) relied on interviews with the wrong survey respondents;

(3) improperly changed research designs; (4) relied on inappropriate statistical

calculations; and (5) is called into doubt by its own internal data. (Id. at 115–22.) Dr.

Ostberg’s report concluded that in his professional opinion, Dr. Peterson’s survey

“lacks reliability and validity, providing no scientific basis for its findings” and

therefore does not have “any meaningful evidentiary value.” (Id. at 123.)

Plaintiff now moves to exclude Dr. Ostberg’s rebuttal expert report and preclude

him from testifying at trial pursuant to Federal Rule of Evidence 702 and Daubert v.

Merrell Dow. Pharm., Inc., 509 U.S. 579 (1993). (Dkt. 92.) Defendants oppose the

Motion. (Dkt. 100.) On July 10, 2024, the court held an evidentiary Daubert hearing

at which it heard testimony from Dr. Ostberg and Dr. Peterson and accepted evidence

offered by the parties. (Dkts. 142, 143.)

APPLICABLE STANDARDS

In determining the admissibility of expert testimony under Federal Rule of

Evidence 702, “[t]he court serves as a gatekeeper, charged with screening out experts

whose methods are untrustworthy or whose expertise is irrelevant to the issue at

hand.” Corwin v. Walt Disney Co., 475 F.3d 1239, 1250 (11th Cir. 2007); Moore v.

Intuitive Surgical, Inc., 995 F.3d 839, 850 (11th Cir. 2021) (quoting Kilpatrick v. Breg,

Inc., 613 F.3d 1329, 1335 (11th Cir. 2010)). A determination of admissibility requires

findings that “(1) the expert is qualified to testify competently regarding the matters he

intends to address; (2) the methodology by which the expert reaches his conclusions is

sufficiently reliable as determined by the sort of inquiry mandated in [Daubert]; and (3)

the testimony assists the trier of fact, through the application of scientific, technical, or

specialized expertise, to understand the evidence or to determine a fact in issue.”

United States v. Frazier, 387 F.3d 1244, 1260 (11th Cir. 2004) (en banc) (quoting City of

Tuscaloosa v. Harcros Chems., Inc., 158 F.3d 548, 562 (11th Cir. 1998)). The party

offering an expert has the burden of satisfying each of these elements by a

preponderance of the evidence. Id.; Cook ex rel. Estate of Tessier v. Sheriff of Monroe Cnty.,

Fla., 402 F.3d 1092, 1107 (11th Cir. 2005). However, courts must not “improperly use

the admissibility criteria to supplant a plaintiff’s right to a jury trial: ‘Vigorous cross-

examination, presentation of contrary evidence, and careful instruction on the burden

of proof are the traditional and appropriate means of attacking shaky but admissible

evidence.’” Moore, 995 F.3d at 850 (quoting Daubert, 509 U.S. at 596).

ANALYSIS

A. Dr. Ostberg’s Qualifications to Testify

The basic Daubert requirements of “qualification, reliability, and helpfulness

[are] distinct concepts and the courts must take care not to conflate them.” Moore, 995

F.3d at 851 (quoting Frazier, 387 F.3d at 1260). With respect to the first prong, the

expert must be “qualified to testify competently regarding the matters he intends to

address.” Frazier, 387 F.3d at 1260 (quoting City of Tuscaloosa, 158 F.3d at 562).

“While scientific training or education may provide possible means to qualify,

experience in a field may offer another path to expert status.” Id. at 1260–61 (citing

Fed. R. Evid. 702). However, “[i]f the [expert] witness is relying solely or primarily

on experience, then the [expert] witness must explain how that experience leads to the

conclusion reached, why that experience is a sufficient basis for the opinion, and how

that experience is reliably applied to the facts” Id. at 1261 (citing Fed. R. Evid. 702

advisory committee’s note (2000 amends.)).

Here, Dr. Ostberg’s testimony is proffered as a rebuttal expert to address the

reliability and methodology of Dr. Peterson’s forward likelihood of confusion survey.

Plaintiff argues that Dr. Ostberg is not qualified because he testified and stated in his

report that he was not familiar with Dr. Peterson’s methodology. (Dkt. 92 at 7–12.)

The court disagrees.

In an action for trademark infringement, “[s]urvey evidence is one way a party

can demonstrate a likelihood of trademark confusion.” Superior Consulting Servs., Inc.

v. Shaklee Corp., No. 19-10771, 2021 WL 4438518, at *11 (11th Cir. Sept. 28, 2021)

(citing PlayNation Play Sys., Inc. v. Velex Corp., 924 F.3d 1159, 1169 (11th Cir. 2019)).

Consumer surveys, such as the one proffered by Dr. Peterson, “present images and

other information to participants and solicit responses to determine whether there is a

likelihood of trademark confusion.” Id. (citing Exxon Corp. v. Tex. Motor Exch. of

Houston, Inc., 628 F.2d 500, 506–507 (5th Cir. 1980)). When survey evidence is

introduced in trademark litigation:

[t]he usual procedure is for one of the parties to the litigation to hire a

survey taker to run an appropriate survey. The survey expert for the

opponent may then attack the substance and form of the other side’s

survey and/or counter it with a different survey producing different

results. Then ensues the “battle of the experts,” a process that takes place

in many trials of all kinds.

McCarthy on Trademarks and Unfair Competition § 32:158 (5th ed.). “If consumers

have been exposed to two allegedly similar trademarks in the marketplace for an

adequate period of time and no actual confusion is detected either by survey or in

actual reported instances of confusion, that can be powerful indication that the junior

trademark does not cause a meaningful likelihood of confusion.” Hard Candy, LLC v.

Anastasia Beverly Hills, Inc., 921 F.3d 1343, 1362 (11th Cir. 2019) (quoting Nabisco, Inc.

v. PF Brands, Inc., 191 F.3d 208, 228 (2d Cir. 1999)).

Based on his experience, education, and training, Dr Ostberg is sufficiently

qualified to rebut Dr. Peterson’s survey methodology. Dr. Ostberg has over 40 years

of experience in conducting marketing research and has conducted or overseen over

2,000 consumer surveys for various clients over that time. (Dkt. 92-1 at 113.) He

earned an M.B.A. degree and a Ph.D. degree in marketing from Ohio State University

and earned an L.L.B. law degree from New York Law School. (Id.) Dr. Ostberg has

further been retained as a marketing research expert in connection with trademark and

intellectual property litigation in over 200 cases, has been a frequent speaker “on the

subject of marketing, the use of surveys and related topics before a variety of

professional organizations,” and was on the faculty of both New York University and

Ohio State University. (Id. at 113–14.)

At his deposition, Dr. Ostberg testified that he was not familiar with Dr.

Peterson’s “modified sequential evaluation” approach. E.g., (Dkt. 92-1 at 133:21–24.)

However, Dr. Ostberg made these statements based on his experience in the field of

conducting surveys in similar circumstances rather than due to any purported lack of

experience or qualification. Indeed, as Dr. Ostberg testified at the hearing, he based

his statements on courts’ recognition that “[t]here are two major types of surveys

experts use in trademark cases to aid in establishing the ‘likelihood of confusion’

element,” the Ever-Ready survey and the Squirt survey. Pinnacle Advert. & Mktg. Grp.,

Inc. v. Pinnacle Advert. & Mktg. Grp., LLC, No. 18-CV-81606, 2019 WL 7376782, at *3

(S.D. Fla. Sept. 26, 2019). The reliability of the method used in Dr. Peterson’s survey

is not presently before the court, but upon consideration of Dr. Ostberg’s

qualifications, he is sufficiently qualified to criticize that methodology in his rebuttal

report and at trial. See Delta T, LLC v. Dan’s Fan City, Inc., No. 8:19-cv-1731-VMC-

SPF, 2021 WL 2103074, at *3 (M.D. Fla. May 25, 2021) (“Dr. Befurt’s experience in

consumer marketing research and survey design methodologies makes him ‘minimally

qualified’ to testify about the methodologies Mr. Mauro employed in creating and

administering his three surveys.”); Orange Lake Country Club, Inc. v. Reed Hein & Assocs.,

LLC, No. 6:17-cv-1542-Orl-78DCI, 2019 WL 12536802, at *5 (M.D. Fla. Oct. 2, 2019)

(denying motion to exclude expert that “has ample experience in scientific surveying

and research”).

B. Reliability of Opinions

Plaintiff challenges the reliability of each of Dr. Ostberg’s proffered opinions

and argues that they are not supported by a sufficiently reliable methodology. (Dkt.

92 at 12–22.) Upon consideration, the court finds each opinion to be sufficiently

reliable.

Daubert’s reliability prong concerns “whether the reasoning or methodology

underlying the testimony is scientifically valid and . . . whether that reasoning or

methodology properly can be applied to the facts in issue.” Seamon v. Remington Arms

Co., LLC, 813 F.3d 983, 988 (11th Cir. 2016) (quoting Daubert, 509 U.S. at 592–93).

However, “[s]tandards of scientific reliability, such as testability and peer review, do

not apply to all forms of expert testimony.” Am. Gen. Life Ins. Co. v. Schoenthal Fam.,

LLC, 555 F.3d 1331, 1338 (11th Cir. 2009) (citing Kumho Tire Co. v. Carmichael, 526

U.S. 137, 151 (1999)). The district court “must have considerable leeway in deciding

in a particular case how to go about determining whether particular expert testimony

is reliable” and may find that nonscientific expert testimony is reliable based “upon

personal knowledge or experience.” Id. (quoting Kumho Tire Co., 526 U.S. at 151–52).

Indeed, “the text of Rule 702 expressly contemplates that an expert may be qualified

on the basis of experience.” See Fed. R. Evid. 702 advisory committee’s note (2000

amends.); Kumho Tire, Co., 526 U.S. at 156 (“No one denies that an expert might draw

a conclusion from a set of observations based on extensive and specialized

experience.”). In determining reliability, the district court must focus “solely on

principles and methodology, not on the conclusions that they generate.” Seamon, 813

F.3d at 988 (quoting Daubert, 509 U.S. at 595).

1. Improper Research Design

Dr. Ostberg opined that Dr. Peterson’s survey employed an improper research

design because: (1) the survey failed to adequately simulate market conditions by

comparing wheels for the Plaintiff and tires for the Defendant when such products

would only been seen together in the marketplace in “rare circumstances” and (2) the

survey improperly deviates from the Squirt method by showing the two trademarks in

close succession without creating any “distraction” in the mind of the survey

respondent. (Dkt. 92-1 at 115–18.) Plaintiff argues that Dr. Ostberg’s opinions are

unreliable because his conclusions about the products being of different categories was

not based on his status as an expert or any research into that area, he was not familiar

with the method employed by Dr. Peterson, and he mischaracterized the way in which

Dr. Peterson’s survey was conducted. (Dkt. 92 at 13–16.) Upon consideration, the

court finds this opinion to be sufficiently reliable.

In rendering this opinion, Dr. Ostberg specifically cited McCarthy on

Trademarks and Unfair Competition § 32:163 (5th ed.) and Jerre B. Swann, Likelihood

of Confusion Studies and the Straitened Scope of Squirt, 98 Trademark Rep. 739 (2008), as

well as case law discussing survey methods. (Dkt. 92-1 at 115–18); see Superior

Consulting Servs., Inc., 2021 WL 4438518, at *11 (citing McCarthy in affirming district

court’s Daubert ruling); Pinnacle Advert. & Mktg. Grp., Inc., 2019 WL 7376782, at *3

(relying on McCarthy and Swann article to find expert survey opinion unreliable).

Rather than simply parroting assertions made by counsel, Dr. Ostberg further relied

on his experience in conducting surveys under similar circumstances, his review of

Defendants’ website in marketing its products, conversations with Defendants’

attorney, and his experience as a consumer to conclude that the methodology

employed by Dr. Peterson was inappropriate. (Dkt. 92-1 at 138:2–144:9); cf. Delta T,

LLC, 2021 WL 2103074, at *4 (excluding as unreliable expert’s opinion that was

“simply repeat[ing] counsel’s opinion or analysis”). Dr. Ostberg’s methodology in

criticizing Dr. Peterson’s research design was thus sufficiently reliable to permit his

testimony at trial. See Superior Consulting Servs., Inc., 2021 WL 4438518, at *11

(affirming grant of Daubert motion in part where survey “did not comply with the Squirt

methodology it purported to apply”); Delta T, LLC, 2021 WL 2103074, at *4 (finding

rebuttal expert’s opinions reliable in part where “[i]n opining on the purported design

flaws in Mr. Mauro’s surveys, Dr. Befurt relied on his experience and expertise, Mr.

Mauro’s survey reports, and academic literature on the topic of survey designs,

including on survey designs in the intellectual property sphere.”); cf. Jellibeans, Inc. v.

Skating Clubs of Georgia, Inc., 716 F.2d 833, 844 (11th Cir. 1983) (“These alleged

technical deficiencies affect the survey’s weight, however, and not its admissibility.”)

(citing Exxon Corp. v. Texas Motor Exchange, 628 F.2d 500, 507 (5th Cir. 1980)).

2. Wrong Respondents Interviewed

Dr. Ostberg next opined that Dr. Peterson’s survey was flawed because it failed

to base its data on respondents who were likely to be future purchasers of Defendants’

products. (Dkt. 92-1 at 118–20.) According to Dr. Ostberg, “[u]nless past purchasers

are also future purchasers, who intend to repurchase the product with the trademark

at issue, they are not proper respondents in a likelihood of confusion survey.” (Id. at

118.) In support, Dr. Ostberg again relies on McCarthy on Trademarks and Unfair

Competition, as well as the Reference Manual on Scientific Evidence, p. 377 (Federal

Judicial Center, 3d ed. 2011), and cites various court cases supporting this principle.

(Id. at 118–20.) Upon consideration of this opinion, the court finds Dr. Ostberg’s

methodology in raising such “technical deficiencies” with Dr. Peterson’s survey

pursuant to the prevailing literature and practice to be sufficiently reliable to survive

Plaintiff’s Daubert motion. See, e.g., Pods Enterprises, Inc. v. U-Haul Int’l, Inc., No. 8:12-

cv-01479-T-27, 2014 WL 2625297, at *2–3 (M.D. Fla. June 12, 2014) (“PEI perceives

multiple technical deficiencies in Dr. Wood’s survey, including an improper universe

of respondents and improper questioning. Such technical deficiencies go to the weight

of Dr. Wood’s opinions, not their admissibility.”) (citing Jellibeans, Inc., 716 F.2d at

844–45); Orange Lake Country Club, Inc., 2019 WL 12536802, at *5 (“With respect to

the reliability of Dr. Naidoo’s opinions and helpfulness to the jury, Plaintiffs’

arguments likewise are better addressed on cross-examination than by motion to

exclude.”).

3. Research Design Changed Midway

Dr. Ostberg again relies on McCarthy on Trademarks and Unfair Competition

to criticize Dr. Peterson’s use of a pilot study that resulted in a change to the survey.

(Dkt. 92-1 at 120.) In particular, Dr. Ostberg states that Dr. Peterson’s report failed to

include a “credible explanation” for modifying his survey after the pilot study. (Id.)

Dr. Ostberg also testified that he relied on his “[c]ommon sense and general practice”

from his experience in the field to generate this opinion. (Dkt. 92-1 at 148:8–151:15.)

The court finds Dr. Ostberg’s methodology in reaching this opinion sufficiently

reliable. Plaintiff’s arguments challenging this opinion largely go towards whether Dr.

Ostberg reached the right conclusion in applying his method and are therefore

inappropriate to justify excluding Dr. Ostberg at this stage. Indeed, Plaintiff proffered

Dr. Peterson’s response report to Dr. Ostberg’s rebuttal, which specifically responds

the deficiencies noted in Dr. Ostberg’s report. (Dkt. 92-1 at 158–66.) With respect to

the methodology of Dr. Peterson’s survey, the parties have thus presented a “‘battle of

the experts,’ a process that takes place in may trials of all kinds” and any purported

deficiencies in Dr. Ostberg’s opinions are more appropriate to be addressed on cross-

examination of Dr. Ostberg at trial. McCarthy on Trademarks and Unfair

Competition § 32:158 (5th ed.); see Seamon, 813 F.3d at 988; Nview Health, Inc. v. David

V., No. 8:21-cv-385-VMC-TGW, 2022 WL 16923585, at *9 (M.D. Fla. Nov. 14, 2022)

(“The Court’s analysis as to reliability focuses solely on principles and methodology,

not on the conclusions that they generate.”) (cleaned up).

4. Inappropriate Statistical Calculations

Dr. Ostberg also opined regarding the statistical calculations in Dr. Peterson’s

survey. (Dkt. 92-1 at 121.) Specifically, Dr. Ostberg noted that Dr. Peterson’s survey

“did not have a probability sample,” yet the statistical calculations used are “applicable

only to surveys based on true probability samples of respondents, according to many

statistical texts.” (Id.) In support, Dr. Ostberg again cited to sections of McCarthy on

Trademarks and Unfair Competition. (Id.) Plaintiff argues that this opinion is not

reliable because Dr. Ostberg offers only “opaque conclusions” and admitted in

deposition that he had never taught or taken a statistics class. (Dkt. 92 at 20–21.) The

court disagrees and finds this opinion supported by a reliable methodology.

Dr. Ostberg’s analysis is grounded in his experience conducting consumer

surveys in trademark litigation, as well as scholarly literature regarding the type of

statistical analysis necessary in the survey conducted by Dr. Peterson. See McCarthy

on Trademarks and Unfair Competition § 32:164 (5th ed.) (“While each type of sample

can reasonably be projected to the universe at large, only a probability sample can be

projected to the entire universe by the use of definite mathematical and statistical

probability models.”). The court finds Dr. Ostberg’s method sufficiently reliable to

permit his testimony and Plaintiff may raise any issues it has with that method on cross

examination. See Edmondson v. Caliente Resorts, LLC, No. 8:15-cv-2672-T-23TBM,

2017 WL 10591833, at *10 (M.D. Fla. Aug. 31, 2017) (“Usually, objections based on

flaws in the survey’s methodology are properly addressed by the trier of fact.”) (quoting

PBM Products, LLC v. Mead Johnson & Co., 639 F.3d 111, 123 (4th Cir. 2011)); Quiet

Tech. DC-8, Inc. v. Hurel-Dubois UK Ltd., 326 F.3d 1333, 1341 (11th Cir. 2003) (“[a]

district court's gatekeeper role under Daubert ‘is not intended to supplant the adversary

system or the role of the jury.’”) (quoting Maiz v. Virani, 253 F.3d 641, 666 (11th Cir.

2001)).

5. Internal Data Casts Doubt on the Validity of the Findings

Finally, Dr. Ostberg opined that the data collected in Dr. Peterson’s control

group survey casts doubt on the validity of the survey itself because a 51.7% likelihood

of confusion between Plaintiff’s trademark and the non-infringing control mark was

abnormally high. (Dkt. 92-1 at 122.) Dr. Ostberg’s conclusion in this opinion does

not cite to specific authority, but rather impliedly relies on his own education and

experience with conducting similar surveys for over four decades. As with Dr.

Ostberg’s other opinions, the court finds this opinion sufficiently reliable to preclude

exclusion of the opinion at this stage. See, e.g., Wreal, LLC v. Amazon.com, Inc., No. 14-

21385-CIV, 2016 WL 8793317, at *16 (S.D. Fla. Jan. 7, 2016) (rejecting argument that

expert’s rebuttal opinion should be excluded because he failed to cite authority where

expert’s “interpretation of [survey] data and his critiques of the technical aspects of the

survey will assist the trier of fact in determining the weight, if any, to give to [the]

survey”); Rebotix Repair, LLC v. Intuitive Surgical, Inc., No. 8:20-cv-2274-VMC-TGW,

2022 WL 3226774, at *6 (M.D. Fla. Aug. 10, 2022) (denying in part Daubert motion

to exclude “expert in marketing and consumer research surveys being offered to

critique the alleged design flaws” in opposing party’s survey).

C. Helpfulness to Trier of Fact

Finally, Plaintiff argues that because Dr. Ostberg’s opinions are not based on a

reliable methodology, those opinions will not be helpful to the jury and should be

excluded. (Dkt. 92 at 12–22.) The court disagrees.

“The final requirement for admissibility of expert testimony under Rule 702 is

that it assist the trier of fact.” Frazier, 387 F.3d at 1262. To establish this requirement,

the expert testimony must “concern[] matters that are beyond the understanding of the

average lay person.” Id. (citing United States v. Rouco, 765 F.2d 983, 995 (11th Cir.

1985)). “Proffered expert testimony generally will not help the trier of fact when it

offers nothing more than what lawyers for the parties can argue in closing arguments.

Id. at 1262–63.

Here, Dr. Ostberg is being proffered to criticize Dr. Peterson’s forward

likelihood of confusion survey, a technical matter in which Dr. Ostberg has sufficient

experience and that is beyond the understanding of the average lay person. See Delta

T, LLC, 2021 WL 2103074, at *5 (“[T]he Court finds that an expert’s opinion of the

methodologies [] utilized in creating [a] novel survey would assist the jury”); Taylor v.

Trapeze Memt., LLC, No. 0:17-cv-62262-KMM, 2019 WL 1977514, at *6 (S.D. Fla.

Feb. 28, 2019) (“Given that Dr. Fisher has extended experience in survey

methodology, the Court finds that his critique of Buncher’s survey will be helpful to

the trier of fact.”); Wreal, LLC, 2016 WL 8793317, at *16 (“Dr. Maronick’s

interpretation of Amazon’s data and his critiques of the technical aspects of the survey

will assist the trier of fact in determining the weight, if any, to give to Dr. Sarel’s

survey.”). Dr. Ostberg’s opinions will thus assist the jury at trial and will not be

excluded on this basis.

CONCLUSION

Accordingly, upon consideration and for the reasons discussed above, Plaintiff's

Daubert Motion to Strike Testimony and Opinions of Henry D. Ostberg, Ph.D. (Dkt.

92) is DENIED.

ORDERED in Orlando, Florida, on July 18, 2024.

( ya SZ. ielhess gle

JUVIE S. SNEED

UNITED STATES DISTRICT JUDGE

Copies furnished to:

Counsel of Record

-16-

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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