STAHL, Circuit Judge.
Laurie Chadwick brought a claim of sex discrimination under Title VII, 42 U.S.C.
§§ 2000e et seq., against WellPoint, Inc. and Anthem Health Plans of Maine, Inc. (collectively, “WellPoint”), after she was denied a promotion.
She alleged that her employer failed to promote her because of a sex-based stereotype that women who are mothers, particularly of young children, neglect their jobs in favor of their presumed childcare responsibilities. Having carefully reviewed the record, we are convinced that the district court erred in granting summary judgment in favor of WellPoint and therefore reverse and remand for further proceedings. As to the second issue presented on appeal, we find that the district court did not abuse its discretion by excluding the expert testimony proffered by Chadwick.
I. Background
It is elementary that at summary judgment a court must view the record in the light most favorable to the nonmoving party and draw all reasonable inferences in favor of the same.
See, e.g., Flowers v. Fiore,
359 F.3d 24, 29 (1st Cir.2004). We emphasize this basic rule here because the district court’s grant of summary judgment was due in part to a misapplication of this rule. Thus, we relate the factual basis for Chadwick’s claim against WellPoint with this dictate in mind.
Chadwick was a long-time employee of WellPoint, an insurance company, in its Maine office. She was hired by WellPoint in 1997, and was promoted in 1999 to the position of “Recovery Specialist II,” which involved the pursuit of overpayment claims and claims for reimbursement from third parties. In 2006, encouraged by her supervisor, she applied for a promotion to a management position entitled “Recovery Specialist Lead” or “Team Lead.” In this position, the successful candidate would be responsible for the recovery function for the region encompassing Maine, New Hampshire, and Connecticut. Because Chadwick was already performing several of the responsibilities of the Team Lead position and based on her supervisor’s comments, Chadwick believed she was the frontrunner for the position. In addition, on her most recent performance evaluation in 2005, she had received excellent reviews, scoring a 4.40 out of a possible 5.00 points.
There were two finalists for the Team Lead position, Chadwick and another in-house candidate, Donna Ouelette. While Chadwick had held the Recovery Specialist II position for seven years, Ouelette had only been promoted to that position about a year earlier. In addition, Ouelette had scored lower than Chadwick, though satisfactorily, on her most recent performance review, receiving a 3.84 out of a possible 5.0 points.
Three managers interviewed the two finalists: Linda Brink, who had previously supervised and worked closely with Chadwick; Dawn Leno, the Director of Recovery; and Nanci Miller, Chadwick’s immediate supervisor. Nanci Miller was the ultimate decisionmaker for the promotion but she considered input from Brink and Leno in reaching her decision. Based on her own perceptions and those of Brink and Leno, Miller graded Ouelette’s interview performance higher than Chadwick’s.
Miller subsequently offered the promotion to Ouelette over Chadwick.
At the time of the promotion decision, Chadwick was the mother of an eleven-year-old son and six-year-old triplets in kindergarten. There is no allegation, insinuation, or for that matter evidence that Chadwick’s work performance was negatively impacted by any childcare responsibilities she may have had. Indeed, Miller, the decisionmaker, did not know that Chadwick was the mother of young triplets until shortly before the promotion decision was made. Apparently, Chadwick’s husband, the primary caretaker for the children, stayed home with them during the day while Chadwick worked. He also worked off-hour shifts, presumably nights and weekends, when Chadwick was at home with the children. During the same period, Chadwick was also taking one course a semester at the University of Southern Maine.
Chadwick alleges that WellPoint denied her the promotion based on the sex-based stereotype that mothers, particularly those with young children, neglect their work duties in favor of their presumed childcare obligations. To support this claim, Chadwick points to the fact that she was significantly more qualified
for the promotion than was Ouelette, and also highlights three statements made by management around the time of the promotion decision.
First, on May 9, 2006, two months before the decision was reached, Miller, the decisionmaker, found out that Chadwick had three six-year-old children (in addition to an eleven-year-old son). Miller sent an email to Chadwick stating, “Oh my — I did not know you had triplets. Bless you!”
Second, during Chadwick’s interview with Brink, her former supervisor, she was asked how she would respond if an associate did not complete a project on time. Unhappy with Chadwick’s answer, Brink replied, “Laurie, you are a mother[.] [W]ould you let your kids off the hook that easy if they made a mess in [their] room[?] [W]ould you clean it or hold them accountable?”
Third, and most important, when Miller informed Chadwick that she did not get the promotion, Miller explained:
It was nothing you did or didn’t do. It was just that you’re going to school, you have the kids and you just have a lot on your plate right now.
In the same conversation, Miller said that, “if [the three interviewers] were in your position, they would feel overwhelmed.” Finally, Miller also told Chadwick that, “there would be something better down the road,” and that Chadwick would look back and say “it’s a good thing that that opportunity didn’t work out because I’m happier with this down the road.”
In her deposition, Miller said that she decided not to promote Chadwick because she interviewed poorly, and that she (Miller) only told Chadwick that she had “too much on her plate” in an ill-advised attempt to soften the blow. In addition, in its brief, WellPoint makes much of its assertion that Ouelette was apparently the mother of two children, ages nine and fourteen. However, unlike the district court, we do not give weight to this assertion.
Procedurally, WellPoint moved for summary judgment following discovery. A magistrate judge recommended the motion be granted, and the district court, in a separate opinion, agreed. The district court concluded that Chadwick’s claim could not proceed to a jury because “[njothing in Miller’s words show[ed] that” Chadwick was not promoted because of her sex, nor was there a “general atmosphere” of sex-based assumptions in the workplace.
Chadwick v. Wellpoint, Inc.,
550 F.Supp.2d 140, 147 (D.Me.2008). Chadwick now appeals.
II. Discussion
1. Summary Judgement Motion
We review the district court’s grant of summary judgment de novo.
Whitman v.
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STAHL, Circuit Judge.
Laurie Chadwick brought a claim of sex discrimination under Title VII, 42 U.S.C.
§§ 2000e et seq., against WellPoint, Inc. and Anthem Health Plans of Maine, Inc. (collectively, “WellPoint”), after she was denied a promotion.
She alleged that her employer failed to promote her because of a sex-based stereotype that women who are mothers, particularly of young children, neglect their jobs in favor of their presumed childcare responsibilities. Having carefully reviewed the record, we are convinced that the district court erred in granting summary judgment in favor of WellPoint and therefore reverse and remand for further proceedings. As to the second issue presented on appeal, we find that the district court did not abuse its discretion by excluding the expert testimony proffered by Chadwick.
I. Background
It is elementary that at summary judgment a court must view the record in the light most favorable to the nonmoving party and draw all reasonable inferences in favor of the same.
See, e.g., Flowers v. Fiore,
359 F.3d 24, 29 (1st Cir.2004). We emphasize this basic rule here because the district court’s grant of summary judgment was due in part to a misapplication of this rule. Thus, we relate the factual basis for Chadwick’s claim against WellPoint with this dictate in mind.
Chadwick was a long-time employee of WellPoint, an insurance company, in its Maine office. She was hired by WellPoint in 1997, and was promoted in 1999 to the position of “Recovery Specialist II,” which involved the pursuit of overpayment claims and claims for reimbursement from third parties. In 2006, encouraged by her supervisor, she applied for a promotion to a management position entitled “Recovery Specialist Lead” or “Team Lead.” In this position, the successful candidate would be responsible for the recovery function for the region encompassing Maine, New Hampshire, and Connecticut. Because Chadwick was already performing several of the responsibilities of the Team Lead position and based on her supervisor’s comments, Chadwick believed she was the frontrunner for the position. In addition, on her most recent performance evaluation in 2005, she had received excellent reviews, scoring a 4.40 out of a possible 5.00 points.
There were two finalists for the Team Lead position, Chadwick and another in-house candidate, Donna Ouelette. While Chadwick had held the Recovery Specialist II position for seven years, Ouelette had only been promoted to that position about a year earlier. In addition, Ouelette had scored lower than Chadwick, though satisfactorily, on her most recent performance review, receiving a 3.84 out of a possible 5.0 points.
Three managers interviewed the two finalists: Linda Brink, who had previously supervised and worked closely with Chadwick; Dawn Leno, the Director of Recovery; and Nanci Miller, Chadwick’s immediate supervisor. Nanci Miller was the ultimate decisionmaker for the promotion but she considered input from Brink and Leno in reaching her decision. Based on her own perceptions and those of Brink and Leno, Miller graded Ouelette’s interview performance higher than Chadwick’s.
Miller subsequently offered the promotion to Ouelette over Chadwick.
At the time of the promotion decision, Chadwick was the mother of an eleven-year-old son and six-year-old triplets in kindergarten. There is no allegation, insinuation, or for that matter evidence that Chadwick’s work performance was negatively impacted by any childcare responsibilities she may have had. Indeed, Miller, the decisionmaker, did not know that Chadwick was the mother of young triplets until shortly before the promotion decision was made. Apparently, Chadwick’s husband, the primary caretaker for the children, stayed home with them during the day while Chadwick worked. He also worked off-hour shifts, presumably nights and weekends, when Chadwick was at home with the children. During the same period, Chadwick was also taking one course a semester at the University of Southern Maine.
Chadwick alleges that WellPoint denied her the promotion based on the sex-based stereotype that mothers, particularly those with young children, neglect their work duties in favor of their presumed childcare obligations. To support this claim, Chadwick points to the fact that she was significantly more qualified
for the promotion than was Ouelette, and also highlights three statements made by management around the time of the promotion decision.
First, on May 9, 2006, two months before the decision was reached, Miller, the decisionmaker, found out that Chadwick had three six-year-old children (in addition to an eleven-year-old son). Miller sent an email to Chadwick stating, “Oh my — I did not know you had triplets. Bless you!”
Second, during Chadwick’s interview with Brink, her former supervisor, she was asked how she would respond if an associate did not complete a project on time. Unhappy with Chadwick’s answer, Brink replied, “Laurie, you are a mother[.] [W]ould you let your kids off the hook that easy if they made a mess in [their] room[?] [W]ould you clean it or hold them accountable?”
Third, and most important, when Miller informed Chadwick that she did not get the promotion, Miller explained:
It was nothing you did or didn’t do. It was just that you’re going to school, you have the kids and you just have a lot on your plate right now.
In the same conversation, Miller said that, “if [the three interviewers] were in your position, they would feel overwhelmed.” Finally, Miller also told Chadwick that, “there would be something better down the road,” and that Chadwick would look back and say “it’s a good thing that that opportunity didn’t work out because I’m happier with this down the road.”
In her deposition, Miller said that she decided not to promote Chadwick because she interviewed poorly, and that she (Miller) only told Chadwick that she had “too much on her plate” in an ill-advised attempt to soften the blow. In addition, in its brief, WellPoint makes much of its assertion that Ouelette was apparently the mother of two children, ages nine and fourteen. However, unlike the district court, we do not give weight to this assertion.
Procedurally, WellPoint moved for summary judgment following discovery. A magistrate judge recommended the motion be granted, and the district court, in a separate opinion, agreed. The district court concluded that Chadwick’s claim could not proceed to a jury because “[njothing in Miller’s words show[ed] that” Chadwick was not promoted because of her sex, nor was there a “general atmosphere” of sex-based assumptions in the workplace.
Chadwick v. Wellpoint, Inc.,
550 F.Supp.2d 140, 147 (D.Me.2008). Chadwick now appeals.
II. Discussion
1. Summary Judgement Motion
We review the district court’s grant of summary judgment de novo.
Whitman v. Miles,
387 F.3d 68, 70 (1st Cir.2004). Summary judgment is granted where “there is no genuine issue as to any material fact and ... the movant is entitled to judgment as a matter of law.” Fed.R.Civ.P. 56(c). An issue is genuine if “the evidence is such that a reasonable jury could return a verdict for the nonmoving party.”
Anderson v. Liberty Lobby, Inc.,
477 U.S. 242, 248, 106 S.Ct. 2505, 91 L.Ed.2d 202 (1986). Importantly, as we explained above, we view the summary judgment record in the light most favorable to the nonmoving party, here Chadwick, and also draw all reasonable inferences in her favor.
Flowers,
359 F.3d at 29.
a. Legal Background
Title VII of the Civil Rights Act of 1964 prohibits discrimination based on sex. 42 U.S.C. § 2000e-2(a). Notably, the Act does not prohibit discrimination based on caregiving responsibility.
Chadwick’s claim can be characterized as a “sex plus” claim. This denomination refers to the situation where “an employer classifies employees on the basis of sex
plus
another characteristic.” 1 Barbara Lindemann
&
Paul Grossman,
Employment Discrimination Law
456 (3d ed.1996) (emphasis in original). The terminology may be a bit misleading, however, because the “plus” does not mean that more than simple sex discrimination must be alleged; rather, it describes the case where “not all members of a disfavored class are discriminated against.”
Back v. Hastings on Hudson Union Free Sch. Dist.,
365 F.3d 107, 118 (2d Cir.2004). In other words, “[i]n such cases the employer does not discriminate against the class of men or women as a whole but rather treats differently a subclass of men or women.” Lindemann, 456. Here, Chadwick alleges that the subclass being discriminated against based on sex is women with children, particularly young children. Ultimately, regardless of the label given to the claim, the simple question posed by sex discrimination suits is whether the employer took an adverse employment action
at least in part
because of an employee’s sex.
See
42 U.S.C. § 2000e-
2(m) (“[A]n unlawful employment practice is established when the complaining party demonstrates that ... sex ... was
a
motivating factor for any employment practice, even though other factors also motivated the practice”) (emphasis added).
The type of discrimination Chadwick alleges involves stereotyping based on sex. The Supreme Court identified sex-based stereotyping as an impermissible form of discrimination in
Price Waterhouse.
There, a woman was denied partnership at the accounting firm for which she worked and was told by the partnership that she was too aggressive and macho, should attend a charm school, and should dress and behave more femininely.
Price Waterhouse v. Hopkins,
490 U.S. 228, 235, 109 S.Ct. 1775, 104 L.Ed.2d 268 (1989). The Supreme Court held that such remarks were evidence of sex-based stereotyping, which in turn suggested that sex discrimination was the cause of the failure to promote.
Id.
at 251, 109 S.Ct. 1775. The Court pointedly said, “[W]e are beyond the day when an employer could evaluate employees by assuming or insisting that they matched the stereotype associated with their group.”
Id.
The Supreme Court and several circuits, including this one, have had occasion to confirm that the assumption that a woman will perform her job less well due to her presumed family obligations is a form of sex-stereotyping and that adverse job actions on that basis constitute sex discrimination.
See Nevada Dep’t of Human Res. v. Hibbs,
538 U.S. 721, 730, 123 S.Ct. 1972, 155 L.Ed.2d 953 (2003);
Back,
365 F.3d at 120 (identifying sex-stereotyping where employer stated that a woman could not “be a good mother” and work long hours, and that a woman “would not show the same level of commitment ... because [she] had little ones at home”);
Lust v. Sealy, Inc.,
383 F.3d 580, 583 (7th Cir.2004) (sex-stereotyping found where decisionmaker admitted he didn’t promote plaintiff “because she had children and he didn’t think she’d want to relocate her family, though she hadn’t told him that”);
Santiago-Ramos v. Centennial P.R. Wireless Corp.,
217 F.3d 46, 57 (1st Cir.2000) (finding proof of sex-based discriminatory animus where direct supervisor questioned “whether [the plaintiff] would be able to manage her work and family responsibilities”);
Sheehan v. Donlen Corp.,
173 F.3d 1039, 1045 (7th Cir.1999) (in a Pregnancy Discrimination Act case, finding direct evidence of discrimination where supervisor told employee “that she was being fired so that she could ‘spend more time at home with her children’ ” because statement “invoked widely understood stereotypes the meaning of which is hard to mistake”).
In its 2003 decision in
Hibbs,
the Supreme Court took judicial notice of the stereotype that women, not men, are responsible for family caregiving. The Court noted that the Family Medical Leave Act (FMLA) was enacted by Congress because, “stereotype-based beliefs about the allocation of family duties remained firmly rooted [in society].”
Hibbs,
538 U.S. at 730, 123 S.Ct. 1972. The Court acknowledged the “pervasive sex-role stereotype that caring for family members is women’s work.”
Id.
at 731, 123 S.Ct. 1972. It explained that Congress created the FMLA’s gender-neutral twelve-week leave program in order to “attack the formerly state-sanctioned stereotype that only women are responsible for family caregiving, thereby reducing employers’ incentives to engage in discrimination by basing hiring and promotion decisions on stereotypes.”
Id.
at 737, 123 S.Ct. 1972.
In the simplest terms, these cases stand for the proposition that unlawful sex discrimination occurs when an employer takes an adverse job action on the
assumption that a woman, because she is a woman, will neglect her job responsibilities in favor of her presumed childcare responsibilities. It is undoubtedly true that if the work performance of a woman (or a man, for that matter) actually suffers due to childcare responsibilities (or due to any other personal obligation or interest), an employer is free to respond accordingly, at least without incurring liability under Title VII. However, an employer is not free to assume that a woman, because she is a woman, will necessarily be a poor worker because of family responsibilities. The essence of Title VII in this context is that women have the right to prove their mettle in the work arena without the burden of stereotypes regarding whether they can fulfill their responsibilities.
b. Chadwick’s Claim
We turn now to the specific facts of Chadwick’s claim, mindful that we are judging merely the claim’s viability under summary judgment, rather than as to ultimate liability. Chadwick presses her claim under two separate, though related, theories. She puts forth a “mixed motives” claim, under
Desert Palace, Inc. v. Costa,
539 U.S. 90, 123 S.Ct. 2148, 156 L.Ed.2d 84 (2003),
and a traditional discrimination claim under the familiar
McDonnell Douglas
burden shifting scheme.
Our decision here, however, is not dependent on analyzing Chadwick’s claim under each of these theories,
because- under both approaches, “plaintiffs must present enough evidence to permit a finding that there was differential treatment in an employment action and that the adverse employment decisión was caused at least in part by a forbidden type of bias.”
Hillstrom,
354 F.3d at 31 (discussing the “interaction between
Desert Palace
and
McDonnell Douglas
”).
In the opinion below, the district court acknowledged two important pieces of the puzzle. First, it found that sex-based stereotypes regarding women, families, and work are alive and well in our society.
Chadwick,
550 F.Supp.2d at 146. Second, it concluded that the statements made to Chadwick were based on “an assumption or generalization about the demands of continuing education coupled with child rearing responsibilities.”
Id.
Yet the district court granted summary judgment to WellPoint because, as the court explained, Miller did not explicitly say that Chadwick’s sex was the basis for her assumption that Chadwick would not be able to handle the demands of work and home.
Id.
at 147. The district court complained that the decisionmaker “[did] not refer explicitly to women,”
id.
at 146, and that “nothing in Miller’s words,”
id.
at 147, showed that the decision was based on “a stereotype about female caregivers, not about caregivers generally,”
id.
Presumably, the district court was looking for Miller to say explicitly that she thought Chadwick would be overwhelmed because she is
a woman
with kids, rather than, as Miller actually said, “you have the kids.” But this critique is not an adequate basis upon which to grant summary judgment in this case.
A plaintiff is entitled to prove discrimination by circumstantial evidence alone.
See
42 U.S.C. § 2000e-2(m) (requiring a plaintiff merely to “demonstrate! ]” that an employer used a forbidden consideration as a motivating factor with respect to an employment decision);
Desert Palace,
539 U.S. at 98-99, 123 S.Ct. 2148 (holding in the mixed-motives context that Title VII “does not mention, much less require, that a plaintiff make a heightened showing through direct evidence”);
Thomas v. Eastman Kodak Co.,
183 F.3d 38, 58 (1st Cir.1999) (finding that under a direct evidence requirement, “the
McDonnell Douglas/Burdine
framework would no longer serve the purpose for which it was designed: allowing plaintiffs to prove discrimination by circumstantial evidence”). In
Thomas,
a case involving race discrimination, we rejected the district court’s requirement that in order to survive summary judgment a plaintiff must allege “at least one piece of evidence that explicitly referred to the plaintiffs membership in a protected class.”
Id.
at 57 (quoting
Thomas v. Eastman Kodak Co.,
18 F.Supp.2d. 129, 137 (D.Mass.1998)). Instead, we concluded that “[t]here can be no rigid requirement that plaintiffs introduce a separate ‘plus’ factor, such as a negative employment comment about the plaintiffs protected class, in order to prove discrimination.”
Id.
at 58.
We apply this same lesson to Chadwick’s claim. We reject the district court’s requirement that Miller’s words explicitly indicate that Chadwick’s sex was the basis for Miller’s assumption about Chadwick’s inability to balance work and home. To require such an explicit reference (presumably use of the phrase “because you are a woman,” or something similar) to survive summary judgment would undermine the concept of proof by circumstantial evidence,
and would make it exceedingly difficult to prove most sex discrimination cases today.
See id.
at 58 n. 12 (use of circumstantial proof of discrimination “is all the more important now than it was when
McDonnell Douglas
was written, since ‘smoking gun’ evidence is ‘rarely found in today’s sophisticated employment world’ ”) (citing
Hodgens v. General Dynamics Corp.,
144 F.3d 151, 171 n. 13 (1st Cir.1998)).
Instead of adopting a “mechanical formula,” as the district court below proposed, we conduct a “case-by-case analysis” and consider the individual facts of Chadwick's claim.
Thomas,
183 F.3d at 58. Given what we know about societal stereotypes regarding working women with children, we conclude that a jury could reasonably determine that a sex-
based stereotype was behind Miller’s explanation to Chadwick that, “It was nothing you did or didn’t do. It was just that you’re going to school, you have the kids and you just have a lot on your plate right now.” Particularly telling is Miller’s comment that, “It was nothing you did or didn’t do.” After all, the essence of employment discrimination is penalizing a worker not for something she did but for something she simply is. A reasonable jury could infer from Miller’s explanation that Chadwick wasn’t denied the promotion because of her work performance or her interview performance but because Miller and others assumed that as a
woman
with four young children, Chadwick would not give her all to her job.
This inference is supported by several facts. First, the decisionmaker learned of Chadwick’s three six-year-olds just two months before she denied Chadwick the promotion. The young age and unusually high number of children would have been more likely to draw the decisionmaker’s attention and strengthen any sex-based concern she had that a woman with young children would be a poor worker.
Second, the decisionmaker’s reaction upon learning of Chadwick’s three small children was, “Bless you!” This statement is susceptible to various interpretations, but a jury could reasonably conclude that Miller meant that she felt badly for Chadwick because her life must have been so difficult as the mother of three young children.
This conclusion could be bolstered by Miller’s later explanation to Chadwick that the WellPoint interviewers, all female, would feel “overwhelmed” if they were in Chadwick’s position.
Third, because a plaintiff alleging discrimination infrequently has direct evidence of bias, the discrimination can “be proven through the elimination of other plausible non-discriminatory reasons until the most plausible reason remaining is discrimination.”
Thomas,
183 F.3d at 61;
see also Reeves v. Sanderson Plumbing Prods., Inc.,
530 U.S. 133, 147, 120 S.Ct. 2097, 147 L.Ed.2d 105 (“Proof that the defendant’s explanation is unworthy of credence is simply one form of circumstantial evidence that is probative of intentional discrimination, and it may be quite persuasive.”). In Chadwick’s case, Miller explained the non-promotion in one way to Chadwick (that she had too much on her plate with her kids and school) and in a very different way in her deposition (that Chadwick had performed poorly in her interviews). A jury could reasonably question the veracity of this second explanation given that Chadwick was an in-house, long-time employee who had worked closely with her interviewers, had received stellar performance reviews, and was already performing some of the key tasks of the Team Lead position. A jury could rightly question whether brief interviews
would actually trump Chadwick’s apparently weighty qualifications, or
whether, given the other circumstantial evidence discussed above, Chadwick was really passed over because of sex-based stereotypes.
In sum, we find that Chadwick has put forth sufficient evidence of discrimination that a reasonable jury could conclude that the promotion denial was more probably than not caused by discrimination. We do not opine on the ultimate balance of the evidence in this case. We only conclude that Chadwick has presented sufficient evidence of sex-based stereotyping to have her day in court. Given the common stereotype about the job performance of women with children and given the surrounding circumstantial evidence presented by Chadwick, we believe that a reasonable jury could find that WellPoint would not have denied a promotion to a similarly qualified man because he had “too much on his plate” and would be “overwhelmed” by the new job, given “the kids” and his schooling.
See Hibbs,
538 U.S. at 736, 123 S.Ct. 1972 (“Stereotypes about women’s domestic roles are reinforced by parallel stereotypes presuming a lack of domestic responsibilities for men.”).
2. Expert Testimony
Chadwick also appeals the district court’s exclusion of her proffered expert testimony. Chadwick proposed testimony from Dr. Mary Still, a Ph.D. in Sociology and a post-doctoral research fellow at Cornell University, with expertise in employment discrimination and sex-based stereotypes in the workplace. In her deposition, Dr. Still offered her opinion on the prevalence and taxonomy of sex-stereotype employment discrimination. She also opined on how the comments and behaviors of the WellPoint supervisors were consistent with larger societal patterns and concluded that certain comments were likely based on sex stereotyping about the roles of men and women.
The district court excluded Dr. Still’s testimony because “[t]he expert, whatever her professional credentials, is not competent to testify about what
these
supervisors meant, consciously or unconsciously, in using certain words.”
Chadwick,
550 F.Supp.2d at 147 (emphasis in original).
Federal Rule of Evidence 702 makes admissible expert testimony that will “assist the trier of fact to understand the evidence or to determine a fact in issue.” An expert witness “is permitted wide latitude to offer opinions, including those that are not based on firsthand knowledge or observation.”
Daubert v. Merrell Dow Pharmaceuticals, Inc.,
509 U.S. 579, 592, 113 S.Ct. 2786, 125 L.Ed.2d 469 (1993). While we interpret Rule 702 “liberally in favor of the admission of expert testimony,”
Levin v. Dalva Bros., Inc.,
459 F.3d 68, 78 (1st Cir.2006), we also review a district court’s ruling on admissibility of such testimony only for abuse of discretion,
Gen. Elec. Co. v. Joiner,
522 U.S. 136, 143, 118 S.Ct. 512, 139 L.Ed.2d 508 (1997). We do not find such abuse here.
In effect, the district court believed that there was a mismatch between the expert’s knowledge and qualifications and her ability to helpfully opine on the specifics of this case.
See Levin,
459 F.3d at 78-79. The
court below emphasized particularly that Dr. Still’s apparent lack of familiarity with the details of this case rendered her testimony unhelpful to a trier of fact.
We find no abuse of discretion in this conclusion.
III. Conclusion
For the foregoing reasons, we
REVERSE
the entry of summary judgment,
AFFIRM
the exclusion of the expert testimony, and
REMAND
for further proceedings consistent with this opinion. Costs to the appellant.