Perez-Cordero v. Wal-Mart Puerto Rico, Inc.
656 F.3d 19
| 1st Cir. | 2011Background
- Pérez-Cordero sued Wal‑Mart Puerto Rico, Inc. and others for sex‑based discrimination under Title VII and Puerto Rico Law 100, asserting sexual harassment by supervisor Santiago and retaliation by Wal‑Mart management.
- Santiago, as Team Leader of the meat department, pursued Pérez-Cordero with unsolicited advances, including public kissing and sexual innuendo, after he rejected her and after co‑workers noted her interest.
- Santiago supervised Pérez-Cordero more strictly, reassigned duties, assigned him burdensome closing shifts, and criticized him publicly, following his rejection.
- Pérez-Cordero reported the harassment to store management starting September 2000; he received assurances but no effective corrective action, and his working conditions deteriorated.
- He filed a Department of Labor discrimination charge on October 3, 2000; Wal‑Mart learned of it in January 2001 and Santiago was transferred thereafter; Pérez-Cordero declined a later promotion offer.
- The district court granted summary judgment for the defendants; on appeal, the First Circuit vacated and remanded, ruling that genuine disputes existed regarding harassment elements and liability.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Was the harassment unwelcome and gender‑based? | Pérez-Cordero; harassment was unwelcome and linked to Santiago's gender. | Wal‑Mart argues conduct was not clearly unwelcome or gendered and not sufficiently severe. | Yes; harassment was unwelcome and gender‑based; material facts create a triable issue. |
| Was the harassment severe and pervasive enough to constitute a hostile environment? | Pérez-Cordero's evidence shows months‑long retaliation, public scolding, and coercive acts affecting conditions of employment. | District court found incidents infrequent or not sufficiently severe per factors balancing. | Yes; the record supports severe and pervasive harassment under the totality of circumstances. |
| Did Wal‑Mart have liability under the Faragher/Ellerth defense? | Management was aware of harassment and failed to take effective corrective action. | Employer reasonable care and plaintiff failed to utilize preventive opportunities. | No; Wal‑Mart cannot show the Faragher/Ellerth defense as a matter of law; liability established. |
| Is there a viable retaliation claim based on protected activity? | Escalation of harassment following complaints constitutes adverse retaliation; temporal proximity supports causation. | No sufficiently adverse action tied to protected activity proven; limited interim actions. | Yes; sufficient evidence of retaliation, including escalation after complaints, creates a triable issue. |
Key Cases Cited
- Oncale v. Sundowner Offshore Servs., Inc., 523 U.S. 75 (U.S. Supreme Court 1998) (sex discrimination scope includes men as well as women)
- Meritor Savings Bank, FSB v. Vinson, 477 U.S. 57 (U.S. Supreme Court 1986) (hostile environment liability framework)
- Burlington Indus., Inc. v. Ellerth, 524 U.S. 742 (U.S. Supreme Court 1998) (Faragher/Ellerth defense framework for employer liability)
- Forrest v. Brinker International Payroll Co., 511 F.3d 225 (1st Cir. 2007) (gender‑specific harassment and hostility can support claim)
- Agusty-Reyes v. Dep't of Educ. of P.R., 601 F.3d 45 (1st Cir. 2010) (six‑element framework for hostile environment and retaliation claims)
- Marrero v. Goya of P.R., Inc., 304 F.3d 7 (1st Cir. 2002) (hostile environment factors and harassment proof in context)
- Rosario v. Dep't of the Army, 607 F.3d 241 (1st Cir. 2010) (contextual support for recognizing non‑explicit harassment)
- O'Rourke v. City of Providence, 235 F.3d 713 (1st Cir. 2001) (consideration of non‑explicit harassment when evaluating hostile environment)
