LUGO v. WALMART, INC.

CourtDistrict Court, E.D. Pennsylvania
DecidedJuly 22, 2022
Docket2:20-cv-05832
StatusUnknown

This text of LUGO v. WALMART, INC. (LUGO v. WALMART, INC.) is published on Counsel Stack Legal Research, covering District Court, E.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
LUGO v. WALMART, INC., (E.D. Pa. 2022).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA

SANDRA LUGO, : CIVIL ACTION : NO. 20-5832 Plaintiff, : v. : : WALMART, INC, : : Defendant. : M E M O R A N D U M EDUARDO C. ROBRENO, J. July 22, 2022 I. INTRODUCTION Plaintiff Sandra Lugo brings this action against Defendant Walmart Inc. (“Walmart”) alleging discrimination, retaliation, and false imprisonment in connection with Walmart’s termination of her employment. She brings claims under Title VII of the Civil Rights Act of 1964 (“Title VII”), the Age Discrimination in Employment Act (the “ADEA”), the Americans with Disabilities Act (the “ADA”), the Pennsylvania Human Relations Act (the “PHRA”), the Family and Medical Leave Act (the “FMLA”), and under Pennsylvania common law. Walmart moves for summary judgment on all of Plaintiff’s claims. Plaintiff does not contest the motion as to her claims for age discrimination under the ADEA and PHRA, so the motion will be granted as to those claims. As set forth below, the motion will also be granted as to Plaintiff’s claims for national origin discrimination under Title VII and the PHRA and for false imprisonment, but will be denied as to Plaintiff’s claims for disability discrimination under the ADA and PHRA and for retaliation in violation of the FMLA.1 II. BACKGROUND2

Plaintiff is a 54-year-old Puerto Rican woman. She began her employment with Walmart in 1997. At the time of her termination, Plaintiff worked as a full-time customer service manager. Plaintiff avers that at all times relevant to this litigation, she suffered from fibromyalgia and depression. Plaintiff’s condition required her, on occasion, to take leave from work pursuant to the FMLA.3 In consideration of Plaintiff’s fibromyalgia, Walmart also agreed to an accommodation, pursuant to which it was to provide her with a stool or chair when she needed to work behind a desk or counter. Plaintiff testified in her deposition that Deborah Jenkins,

the store manager and Plaintiff’s immediate supervisor, often

1 Walmart has also filed a motion for leave to file a reply brief for the purpose of challenging Plaintiff’s reliance on two employee statements that it claims were not produced in discovery. Because the Court does not rely upon either of the challenged statements in resolving the motion for summary judgment, that motion will be denied as moot. 2 As required at the summary judgment stage, the Court views the facts “in the light most favorable” to the nonmoving party and draws “all reasonable inferences” in that party’s favor. Young v. Martin, 801 F.3d 172, 174 n.2 (3d Cir. 2015). 3 Plaintiff took leaves of absence pursuant to the FMLA in 2002, 2016-17, and from April 13, 2018 through April 4, 2019. Lugo Dep. 92:15-96:13; 97:13- 22; 99:2-100:8; 119:6-9, ECF No. 24-1. refused to honor her accommodation and told Plaintiff “there’s nothing wrong with you.” Lugo Dep. at 122:7-8, ECF No. 24-1. Plaintiff testified further that when she told Jenkins she had

been diagnosed with depression, Jenkins accused her of “faking.” Id. at 161:22. Plaintiff once texted Jenkins that she had to go home to rest, to which Jenkins responded “[d]on’t start with me.” Ex. F, ECF No. 26-1. When Lugo took leave on July 22, 2019, Jenkins texted Plaintiff “U hv [sic] real issues.” Id. The errata sheet attached to Plaintiff’s deposition also seeks to add to her testimony that Jenkins “constantly belittled [Plaintiff] for being ‘Puerto Rican’ by calling [her] ‘bruja,’ a derogatory Spanish name for ‘witch.’” Id. at 280:24-25. During the time Plaintiff worked for Walmart, Walmart began giving “Happy to Help” coupons (“HTH coupons”) to cashiers. These coupons were worth fifty cents each and were presumably

for Walmart employees to give to customers. The following instruction is printed on the back of each HTH coupon: “One-time use only at Walmart U.S. store locations . . . . Not valid for Walmart Associate4 use.” Id. Ex. 3, ECF No. 24-1. In August 2019, based upon a review of store data, Walmart’s Market Asset Protection Manager Amy Jankaitis identified a few potential employees who were suspected of

4 Walmart refers to its employees as “Associates.” Def’s Br. at 1 n.1, ECF No. 23. stealing company property. To investigate the potential theft, Jankaitis contacted Asset Protection Assistant Store Manager Austin Taylor, who reviewed video surveillance of the suspected

incidents. On the surveillance tape, Taylor claims to have seen Plaintiff, on four occasions, using HTH coupons in transactions for herself and other Walmart employees. On August 24, 2019, Plaintiff was called into a meeting with Taylor and Brittney Fitzcharles, an Asset Protection Assistant Store Manager from a nearby Walmart Store. According to Plaintiff, Taylor told her they had called her in because she “stole . . . $2.50.” Id. at 56:3-4, ECF No. 26-1. Plaintiff testified that when she denied stealing, Taylor “read [her] the Miranda rights.” Id. at 56:12-13. Taylor then told her she was being terminated for her purported misuse of HTH coupons.5 Plaintiff further testified that Taylor asked her to pay back

the $2.50 or he and Fitzcharles would “call the police.” Id. at 251:13-14. Based on the record before the Court, it is unclear who made the ultimate decision to terminate Plaintiff. Both Jenkins and Fitzcharles deny having made the decision, and Taylor stated

5 At the time Plaintiff was terminated, Walmart’s disciplinary policy provided for progressive discipline. Ex. H, ECF No. 26-1. The policy set forth three levels (first written/yellow, second written/orange, and third written/red) of disciplinary action. The policy notifies employees that they may be terminated if their job performance does not improve after disciplinary action or if their “unacceptable performance and/or conduct is found to be serious.” Id. that he does not recall making the decision. See Jenkins Dep. at 83:20-23; ECF No. 26-1; Fitzcharles Dep. at 28:10-12, ECF No. 26-1; Taylor Dep. at 100:18-20, 102:19, ECF No. 26-1. Taylor

also stated that he could not terminate an employee on his own authority because Walmart employees cannot be terminated without the approval of the store manager. Taylor Dep. at 37:2-9, ECF No. 26-16; see also Fitzcharles Dep. at 29:6-8; ECF No. 26-1 (“Q. So, can the Asset Protection Manager make the decision to terminate an employe[e]? A. No.”). Despite this, Jenkins denies any involvement whatsoever in the decision to terminate Plaintiff. See Jenkins Dep. at 83:20-23, ECF No. 24-3. After the August 24, 2019 meeting, Plaintiff invoked Walmart’s “open door” policy, which allows its employees to speak with a member of management to question or challenge decisions and disciplines imposed. See Fitzcharles Dep. at

30:10-15, ECF No. 26-1. When Plaintiff sought to speak with Jenkins, the store manager, about her termination pursuant to this policy, Jenkins told Plaintiff the decision was “out of her hands.” Lugo Dep. at 58:2, ECF No. 26-1.7

6 “Q. During your tenure as an Asset Protection Assistant Store Manager did you ever terminate an employee without the approval of the store manager? A. I don’t believe so.” Taylor Dep. at 37:10-14, ECF No. 26-1. 7 Fitzcharles testified in her deposition that pursuant to Walmart’s open door policy, Jenkins would have had the power to reverse any decision to terminate Plaintiff even if Jenkins herself were not involved in the decision. Taylor testified in his deposition that Walmart has a “zero tolerance” policy with respect to employee theft. Taylor Dep. at 43:5-14; ECF No. 24-1. However, Taylor was unable to identify

the origin of such a policy or where that policy was written down. Id. at 43:23; see also id. at 48:7-15.

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

Related

McDonnell Douglas Corp. v. Green
411 U.S. 792 (Supreme Court, 1973)
Texas Department of Community Affairs v. Burdine
450 U.S. 248 (Supreme Court, 1981)
Anderson v. Liberty Lobby, Inc.
477 U.S. 242 (Supreme Court, 1986)
St. Mary's Honor Center v. Hicks
509 U.S. 502 (Supreme Court, 1993)
Kolstad v. American Dental Assn.
527 U.S. 526 (Supreme Court, 1999)
EBC, Inc. v. Clark Building System, Inc.
618 F.3d 253 (Third Circuit, 2010)
Anderson v. Wachovia Mortgage Corp.
621 F.3d 261 (Third Circuit, 2010)
James W. Woodson v. Scott Paper Co.
109 F.3d 913 (Third Circuit, 1997)
Gregory Fogleman v. Mercy Hospital, Inc
283 F.3d 561 (Third Circuit, 2002)
Gary L. Rinehimer v. Cemcolift, Inc
292 F.3d 375 (Third Circuit, 2002)
Joseph J. Tomasso v. The Boeing Company
445 F.3d 702 (Third Circuit, 2006)

Cite This Page — Counsel Stack

Bluebook (online)
LUGO v. WALMART, INC., Counsel Stack Legal Research, https://law.counselstack.com/opinion/lugo-v-walmart-inc-paed-2022.