THOMPSON v. IKEA US RETAIL LLC

CourtDistrict Court, E.D. Pennsylvania
DecidedApril 27, 2023
Docket2:21-cv-05288
StatusUnknown

This text of THOMPSON v. IKEA US RETAIL LLC (THOMPSON v. IKEA US RETAIL LLC) 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
THOMPSON v. IKEA US RETAIL LLC, (E.D. Pa. 2023).

Opinion

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

LORI THOMPSON, CIVIL ACTION Plaintiff, NO. 21-5288

v.

IKEA US RETAIL, LLC,

Defendant.

OPINION

Slomsky, J. April 27, 2023 TABLE OF CONTENTS I. INTRODUCTION ................................................................................................................. 1

II. BACKGROUND .................................................................................................................... 1

A. Plaintiff's 2018 Annual Performance Review................................................................. 2

B. XPO Logistics Settlement ................................................................................................. 4

C. Sanjay Kumar Replaces Frank Briel as Store Manager at IKEA College Park ........ 5

D. Plaintiff Informs Kumar about Her Upcoming Surgery ............................................... 5

E. IKEA's Family Medical Leave Act Policy ...................................................................... 6

F. Plaintiff's 2019 Annual Performance Review................................................................. 7

G. The 2019 Business Navigation Commercial Review ...................................................... 8

H. Plaintiff's Termination ..................................................................................................... 9

III. STANDARD OF REVIEW................................................................................................. 13

IV. ANALYSIS ........................................................................................................................... 14 A. A Reasonable Factfinder Could Find That Defendant Interfered with Plaintiff's Rights under the FMLA ....................................................................... 15

1. Genuine Disputes of Material Fact Exist as to Whether Defendant Was on Notice of Plaintiff's Intent to Take FMLA Leave ............................................ 15

2. Genuine Disputes of Material Fact Exist as to Whether Plaintiff Was Denied Her Entitled-to Benefits under the FMLA .................................................................... 17

B. A Reasonable Factfinder Could Find That Defendant Retaliated against Plaintiff for Exercising Her Rights under the FMLA .................................... 19

1. Genuine Disputes of Material Fact Exist Regarding the Causation Prong of Plaintiff's FMLA Retaliation Claim That Preclude Summary Judgment in Defendant's Favor .................................................................... 20

a. Temporal Proximity .................................................................................................. 22

b. "Other Evidence in the Record" Reveals an Inference of Retaliation ...................... 22

2. Defendant Provided a Legitimate Nonretaliatory Reason for Terminating Plaintiff .... 25

3. Genuine Disputes of Material Fact Exist as to Whether Defendant's Proffered Legitimate Nonretaliatory Reasons for Terminating Plaintiff Were Mere Pretext .......................................................................................... 25

V. CONCLUSION .................................................................................................................... 27 I. INTRODUCTION Plaintiff Lori Thompson (“Plaintiff” or “Thompson”) was employed at the College Park, Maryland store of Defendant IKEA US Retail, LLC (“Defendant” or “IKEA”) starting in 2007 and became its Commercial Manager at some point during her twelve years of employment. In

September 2019, a new Store Manager, Sanjay Kumar, was hired. Shortly after Kumar was hired, Thompson informed him that she needed to take time off in early 2020 for hernia surgery that she would schedule for when the store was less busy. Although Kumar did not appear to have any problem with her request for time off, Thompson alleges that he set out to manipulate a review of her performance and of her Commercial Team to reflect negatively on her work at IKEA. Thompson alleges that Kumar did so to cover up his real reason for terminating her—notifying him that she would be taking medical leave. Ultimately, her employment at the College Park store was terminated on December 3, 2019 for poor performance and leadership. On December 2, 2021, Thompson filed this lawsuit against IKEA alleging that it interfered with and retaliated against her for invoking her rights under the Family Medical Leave Act (“FMLA”), 29 U.S.C. § 2601, et seq. (Count I).1 (Doc. No. 1.)

II. BACKGROUND Plaintiff Lori Thompson was thirty-eight (38) years old when she was hired in March 2007 by Defendant IKEA as a Logistics Manager in its College Park, Maryland store (“IKEA College Park” or “College Park store”). (Doc. No. 23-3 at 1.) In 2016, she became the Interim Operations Manager at IKEA College Park. (Id.) Some time after this assignment and after a company-wide

1 Plaintiff withdrew two other claims alleged in her Complaint: (1) a violation of the Age Discrimination in Employment Act, 29 U.S.C. § 621, et seq. (Count II); and (2) a violation of the Maryland Fair Employment Practices Act, Md. Code, State Gov’t § 20-602 (Count III). (See Doc. No. 26-2 at 5 n.1.) reorganization that affected IKEA College Park, Plaintiff was promoted to Commercial Manager.2 (Id.) As Commercial Manager, Plaintiff led the Commercial Team and oversaw all commercial aspects of the store, including merchandising basics, communication, interior design, and product quality. (Id.; Doc. No. 26 at 1.) She also was responsible for driving sales and optimizing

profitability. (Doc. No. 23-3 at 2.) Throughout most of her tenure as Commercial Manager, Plaintiff reported to Frank Briel, the Store Manager of IKEA College Park.3 (Id.) A. Plaintiff’s 2018 Annual Performance Review Every year on September 1—the beginning of IKEA’s fiscal year—IKEA begins its annual employee review process, which has three parts: (1) the Start-Up Talk; (2) the Follow-Up Talk; and (3) the Performance Review. (Id.) In fiscal year 2018, during Plaintiff’s Start-Up Talk (the first step in the annual review process), Briel commented that “Lori will develop the business but at what cost. While she might encourage and challenge coworkers she often leads thru [sic] force. She won’t be able to take more responsibilities until she can admit her mistakes and identify her weaknesses. Her obsession to remain perfect drives people away from her.”4 (Id.) The 2018

Annual Performance Review does not include any comments regarding the Follow-Up Talk portion of the employee review process. And regarding Plaintiff’s Performance Review for 2018, which was written by Store Manager Briel, the Review states, in relevant part: I promoted Lori to commercial manager because I thought she could get things done while maintaining the logistics operation. She might become a strong

2 The reorganization was known as Organizing for Growth (“O4G”). (Doc. No. 23-3 at 1.)

3 Plaintiff describes Briel as an honest person and a fair manager. (Id. at 2.)

4 Briel also stated that Plaintiff should “[c]ontinue to develop James [another IKEA employee], accepting just because he has a different view doesn’t mean he is wrong. Work thru [sic] your frustrations, giving him the silent treatment is not productive.” (Id.

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THOMPSON v. IKEA US RETAIL LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thompson-v-ikea-us-retail-llc-paed-2023.