Smith v. Big Lots Stores Inc

CourtDistrict Court, N.D. Alabama
DecidedJune 28, 2021
Docket4:19-cv-01371
StatusUnknown

This text of Smith v. Big Lots Stores Inc (Smith v. Big Lots Stores Inc) is published on Counsel Stack Legal Research, covering District Court, N.D. Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Big Lots Stores Inc, (N.D. Ala. 2021).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT OF ALABAMA MIDDLE DIVISION

MARY JANE SMITH, ] ] Plaintiff, ] ] v. ] 4:19-cv-01371-ACA ] BIG LOTS STORES, INC., ] ] Defendant. ]

MEMORANDUM OPINION AND ORDER

Before the court is Defendant Big Lots Stores, Inc.’s (“Big Lots”) motion for summary judgment. (Doc. 25). Plaintiff Mary Jane Smith alleges that when she was 67 years old, Big Lots closed the store where she worked and declined to transfer her to a nearby newly- opening store, instead filling the new store’s position with two younger employees, in violation of the Age Discrimination in Employment Act of 1967(“ADEA”), 29 U.S.C. § 621 et seq. Big Lots moves for summary judgment on the grounds that Ms. Smith voluntarily resigned, her replacement was not substantially younger than her, and she cannot establish that its reason for declining to transfer her was pretextual. Because Ms. Smith has presented evidence creating a genuine dispute of material fact about each of those issues, the court DENIES the motion for summary judgment. I. BACKGROUND On a motion for summary judgment, the court “draw[s] all inferences and

review[s] all evidence in the light most favorable to the non-moving party.” Hamilton v. Southland Christian Sch., Inc., 680 F.3d 1316, 1318 (11th Cir. 2012) (quotation marks omitted). The court describes the facts in that light, accepting all

evidentiary disputes in Ms. Smith’s favor. Each Big Lots store has a “team lead” (Big Lots’ term for a store manager) and two “assistant team leads” (Big Lots’ term for an assistant manager). (Doc. 26- 1 at 20, 22–23). The assistant team leads share overlapping duties but also have

individual responsibilities for either service or merchandise. (Id. at 23). In 2001, Ms. Smith began working as an assistant team lead over service at a Big Lots store located in Gadsden, Alabama. (Doc. 27 at 12–13; Doc. 34-1 at 2 ¶ 4). She worked

in that position until 2018, when she was 67 years old and earning the equivalent of $17.40 per hour. (See Doc. 26-1 at 22–23; Doc. 27 at 5; Doc. 27-11). At that time, the store’s team lead was James Jackson (doc. 26-1 at 20), and its assistant team lead for merchandise was Olivia Mathews (doc. 26-1 at 22–23), who was 27 years old

(see doc. 27-23 at 5). In late 2017, Darren Smith, Big Lots’ “district team lead” (the company’s term for a district manager) learned that Big Lots was going to close the Gadsden store

and open a “Store of the Future” in Rainbow City, Alabama. (Doc. 26-1 at 12, 14, 17). Big Lots has a policy that, when it permanently closes a store for economic or business reasons, it will attempt to find positions at other locations for associates in

good standing. (Doc. 26-5 at 21). The policy also provides that Big Lots offers “store closing pay” to associates whose employment is terminated because of a permanent store closing if they remain with the store until released. (Id.). But “an

associate who turns down a transfer opportunity for a comparable position within thirty (30) miles will not be eligible for store closing pay.” (Id.). In December 2017, Mr. Smith spoke with John Soria, a 57-year old assistant team lead over merchandise at a Big Lots store located in Guntersville, Alabama,

about the plan to close the Gadsden store and open a Store of the Future in Rainbow City. (Doc. 27-25 at 6–7, 11). Mr. Smith asked Mr. Soria if he would be interested in temporarily helping to open to Rainbow City store, and when Mr. Soria indicated

his interest, Mr. Smith promised to be in touch about the opportunity. (Id. at 7; see also Doc. 26-1 at 37). The next month, Mr. Smith met with Mr. Jackson, then Gadsden’s assistant team lead over merchandise, Ms. Mathews, and finally Ms. Smith. (Doc. 26-1 at 23,

25; Doc. 27 at 24; Doc. 27-18 at 8). In his conversations with Mr. Jackson and Ms. Mathews, Mr. Smith explained that opening the new store in Rainbow City would be “hard work, it’s demanding, it’s going to be stressful because of the higher

demands and the higher expectations.” (Doc. 26-1 at 24–25; see also Doc. 27-18 at 8–9; Doc. 27-23 at 5). This is because “Stores of the Future” differed from the older stores based on their layouts, shopping experience, and upgraded standards for

cleanliness, neatness, and organization. (Doc. 26-1 at 17–19). Mr. Smith asked Mr. Jackson and Ms. Mathews for their “buy-in and commitment” to working at the new store. (Doc. 26-1 at 24–25). Each of them responded that they were excited

and wanted to transfer to the new store. (Doc. 26-1 at 24–25). Mr. Smith’s conversation with Ms. Smith went differently. First, he informed her that he already had Mr. Jackson and Ms. Mathews’ commitment to transfer to the new store, and he asked her what her plan was and whether she was going to

retire. (Doc. 27 at 24, 42). Ms. Smith, who had recently filled out a self-evaluation in which she stated that she was “looking forward to extend[ing] my long ter[m] service with Big Lots in the coming year with a new team and store,” (doc. 26-2 at

5–6; doc. 34-1 at 3 ¶ 8), said that her plan was in her self-evaluation (doc. 27 at 24). Mr. Smith, however, had not yet seen her self-evaluation. (Doc. 26-1 at 48; see also Doc. 26-2 at 8). Ms. Smith then asked Mr. Smith about his plan for the closing of the Gadsden

store and opening of the Rainbow City store. (Doc. 27 at 24, 42). He told her that the transition would be “very, very, very hard and very, very, very stressful,” and that he “[couldn’t] rely on taking [her] there and [her] not being able to handle that

job and walk out and leave [him] hanging.” (Id. at 23, 26, 42). Ms. Smith asked what she was supposed to do, and Mr. Smith responded that he could transfer her to a different, older store as an assistant team lead. (Id. at 26, 42). Ms. Smith, who

cares for her son and grandson (doc. 34-1 at 2–3 at ¶ 6), rejected that offer because the closest older store was forty minutes from her home and working there would interfere with her childcare responsibilities. (Doc. 27 at 71–72; Doc. 34-1 at 3 ¶ 9).

Ms. Smith asked Mr. Smith for another option, and he told her that “he could drop [her] down and give [her] a full-time position so [she] could retain the benefits at $10 an hour” at the new Rainbow City store. (Doc. 27 at 26–27). Ten dollars an hour was a significant decrease from her salary, which equated to $17.40 per hour.

(See Doc. 27-11). Mr. Smith told her that “a lot of older associates . . . would jump at that chance because they didn’t want the headache of having the full responsibility of a store.” (Doc. 27 at 27). Ms. Smith told him that she did not want a demotion

and asked him for any other options, and he told her that she could take the store closing pay. (Id. at 42). She said she did not want to do that until she talked to a human resources employee named Rick Saenz, and Mr. Smith said he would talk Mr. Saenz and “find out what [Big Lots] could do.” (Doc. 27 at 27, 42). Mr. Smith

never explicitly said that Ms. Smith could not transfer to the new store in her capacity as assistant team lead, but he did not offer her that position either. (Doc. 27 at 32). A week or two later, Mr. Smith told Ms. Smith that Big Lots would offer her twelve weeks’ store closing pay. (Doc. 27 at 28). At some point after that

conversation, Ms. Smith spoke to Mr. Smith one more time. (Id. at 29). During this conversation Mr. Smith gave her some more information about the end of her employment, and she “told him that [she] really didn’t want to leave the company,

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