Tania Lopez v. Costco Wholesale Corp.

CourtCourt of Appeals for the Eleventh Circuit
DecidedAugust 7, 2025
Docket23-11791
StatusUnpublished

This text of Tania Lopez v. Costco Wholesale Corp. (Tania Lopez v. Costco Wholesale Corp.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eleventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tania Lopez v. Costco Wholesale Corp., (11th Cir. 2025).

Opinion

USCA11 Case: 23-11791 Document: 45-1 Date Filed: 08/07/2025 Page: 1 of 18

[DO NOT PUBLISH] In the United States Court of Appeals For the Eleventh Circuit

____________________

No. 23-11791 ____________________

TANIA MARIA LOPEZ, Plaintiff-Appellant, versus COSTCO WHOLESALE CORP.,

Defendant-Appellee.

Appeal from the United States District Court for the Southern District of Florida D.C. Docket No. 1:21-cv-21670-JEM ____________________

Before JILL PRYOR, BRANCH, and GRANT, Circuit Judges. USCA11 Case: 23-11791 Document: 45-1 Date Filed: 08/07/2025 Page: 2 of 18

2 Opinion of the Court 23-11791

PER CURIAM: Tania Lopez slipped and fell on mashed grapes on the floor at a store. Afterward, she experienced back and knee pain. She sued Costco Wholesale Corp. for negligence and won a jury verdict. But Costco successfully moved for judgment as a matter of law (“JMOL”). The district court ruled for Costco because Lopez’s only proof that the fall caused her injuries was the testimony of her treating physician, who had not filed a written expert report under Federal Rule of Civil Procedure 26(a)(2)(B). Upon excluding that testimony, the district court concluded that Lopez had failed to prove that the fall caused her injuries. Lopez appeals, contending that her physician was not re- quired to file a Rule 26(a)(2)(B) report. While this appeal was pend- ing, this Court published Cedant v. United States, 75 F.4th 1314 (11th Cir. 2023). In Cedant, we clarified that Rule 26(a)(2) does not re- quire treating physicians to submit written expert reports. After careful consideration, and with the benefit of oral ar- gument, we reverse the district court’s order granting Costco JMOL because its decision was based on the application of an erro- neous legal standard. Under Rule 26(a)(2), Lopez’s treating physi- cian was not required to file a written expert report. We remand the case to the district court so that it may rule on Costco’s alter- native Rule 59 motion for a new trial. I. BACKGROUND Tania Lopez slipped while shopping at Costco. After she fell, she looked around and noticed that there were dirty, mashed USCA11 Case: 23-11791 Document: 45-1 Date Filed: 08/07/2025 Page: 3 of 18

23-11791 Opinion of the Court 3

grapes on the floor. She experienced back and knee pain immedi- ately after the incident. As the pain worsened, Lopez sought medical treatment. At first, she saw a physical therapist. Eventually, she was sent to have a magnetic resonance imaging (“MRI”) test performed and was re- ferred to a spine clinic, where she saw neurosurgeon Santiago Figuereo. Figuereo asked Lopez about her symptoms, performed a physical examination, and reviewed her MRI reports. He diag- nosed her with herniated discs in her spine and presented her with treatment options. She chose one of the options, nerve-numbing injections, which he performed. Lopez sued Costco for negligence under Florida law. During discovery, Lopez disclosed that she had not retained any expert witness but intended to call Figuereo, her treating physician, to tes- tify at trial. She reported that Figuereo would testify about her past medical care and treatment, current condition, and future medical care. Figuereo also would testify about the cause of her injuries. The case proceeded to trial. At trial, Lopez argued to the jury that Costco was liable for her injuries because it failed to main- tain its common areas in a safe and proper condition and because it failed to warn her of a dangerous condition. She testified about falling at the Costco and then seeing the mashed grapes on the ground. She also introduced into evidence photographs of the floor after she fell. Figuereo also testified for Lopez at the trial. He told the jury about her appointments with him, her descriptions of her pain, the USCA11 Case: 23-11791 Document: 45-1 Date Filed: 08/07/2025 Page: 4 of 18

4 Opinion of the Court 23-11791

injuries he observed through his physical examination of her and his review of the MRI reports, and the injection treatments he gave her. He reported that the injection treatment lessened Lopez’s pain but that she would need future injection treatments. During Figuereo’s direct examination, Lopez’s counsel asked him whether it is necessary to determine the cause of a pa- tient’s injury to treat that patient. He answered that ascertaining whether a patient’s pain is caused by trauma, and by recent trauma specifically, helps in planning treatment because the procedures used to treat pain arising from such trauma “will be completely dif- ferent” from the procedures used to treat pain arising from, for ex- ample, age-related changes. Doc. 61 at 43. 1 Lopez’s counsel then asked whether Figuereo had “an opinion as to the cause” of Lopez’s injuries. Id. at 44. Figuereo testified that, based on the medical in- formation available to him and the fact that the symptoms started immediately after the trauma, the injuries were likely caused by the fall at Costco. Costco’s attorney objected that this testimony on causation went beyond Figuereo’s expertise. In considering the objection, the district court said that the “key” question was whether Figuereo had turned in an expert report under Rule 26(a)(2)(B). Id. at 53. Be- cause Figuereo was only disclosed as a witness under Rule 26(a)(2)(C) and had not submitted a Rule 26(a)(2)(B) report,

1 “Doc.” numbers refer to the district court’s docket entries. USCA11 Case: 23-11791 Document: 45-1 Date Filed: 08/07/2025 Page: 5 of 18

23-11791 Opinion of the Court 5

the court sustained Costco’s objection, ruling that Figuereo could not testify about the cause of Lopez’s injuries. Although Costco’s objection had been sustained, it never moved to strike from the record Figuereo’s initial answer to the causation question. Nor did the district court ever give the jury an instruction to disregard the testimony. Both after Lopez presented her case and just before the case went to the jury, Costco moved for a directed verdict under Rule 50(a). 2 Costco sought judgment on liability, causation, and damages. Both times, the district court reserved ruling on Costco’s motion, allowing the case to go to the jury without foreclosing a potential post-verdict JMOL motion under Rule 50(b). See Unitherm Food Sys., Inc. v. Swift-Eckrich, Inc., 546 U.S. 394, 405–06 (2006) (de- scribing the “accepted practice” of reserving ruling on a Rule 50(a) motion). After the jury returned a verdict for Lopez, awarding her $155,000, Costco renewed its motion for JMOL under Rule 50(b). Among other arguments, Costco contended that because the court “found [Lopez’s] disclosure to be insufficient pursuant to Federal

2 We treat a motion “for a directed verdict” as equivalent to the present-day

motion for “judgment as a matter of law” for purposes of Rule 50(a). McGin- nis v. Am. Home Mortg. Servicing, Inc., 817 F.3d 1241, 1265–66, 1265 n.1 (11th Cir. 2016) (Julie Carnes, J., concurring in part and dissenting in part). Similarly, we treat a motion for “judgment notwithstanding the verdict” as equivalent to the present-day “renewed motion for judgment as a matter of law” for pur- poses of Rule 50(b). Id. USCA11 Case: 23-11791 Document: 45-1 Date Filed: 08/07/2025 Page: 6 of 18

6 Opinion of the Court 23-11791

Rule of Civil Procedure 26 and precluded Dr. Figuereo from testi- fying on causation,” Lopez had “failed to present the jury with any expert testimony as to causation.” Doc. 63 at 7 (emphasis omitted).

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