Vicki Barbera v. Pearson Education, Inc.
906 F.3d 621
7th Cir.2018Background
- Pearson employed Vicki Barbera (1989–2016); Pearson had a Severance Policy disallowing severance for voluntary departures and for employees offered employment by a purchaser in a transaction (Merger/Acquisition clause).
- Pearson ran Voluntary Separation Plans (VSPs) in 2013 and narrowly in Feb 17–28, 2014; Barbera was eligible for the 2014 VSP but did not opt in.
- Three male employees (Zale, Ramsey, Lukasik) voluntarily left and received severance between Aug 2014 and June 2015, before Pearson decided in summer 2015 to outsource warehouses to R.R. Donnelley.
- Pearson decided to transfer warehouses to Donnelley in mid–2015, gave Donnelley employee information by July, and signed the contract Oct 13, 2015 (effective Feb 29, 2016); Donnelley offered Barbera a placement.
- Barbera first sought severance "later in 2015" (she admitted no evidence of requests before Sept 2015), then emailed SVP Nathanson in Jan 2016 asking to exit with severance; that email thread was lost during litigation and the court accepted Barbera’s account of its contents.
- Procedurally: magistrate found spoliation but awarded limited cure (ordering certain facts taken as true); district court overruled Barbera’s objections and granted summary judgment for Pearson on Title VII sex-discrimination claim alleging denial of severance compared to male comparators; Barbera appealed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Pearson’s destruction of the Jan 2016 email warranted harsher discovery sanctions (including instruction that jury accept all proposed stipulations) | Barbera: destroyed emails show intent to deprive evidence; harsher sanctions needed beyond having certain facts taken as true. | Pearson: no intent to deprive; limited cure (treat specified email facts as true) was sufficient. | Court: No abuse of discretion; limited cure was adequate; no finding of intent to deprive, so additional sanctions unwarranted. |
| Whether Barbera established a Title VII sex-discrimination claim by showing similarly situated male comparators received severance while she did not | Barbera: three men received severance after VSPs; disparate treatment suggests sex discrimination and raises pretext due to inconsistent explanations. | Pearson: comparators are not similarly situated—timing differs and by the time Barbera requested severance the Donnelley transaction (and offer of employment) applied, invoking the Merger/Acquisition clause; differing circumstances explain decisions. | Court: Affirmed summary judgment for Pearson—comparators not similarly situated (timing and transaction/offered-job distinction); differing explanations are not inconsistent proof of pretext. |
Key Cases Cited
- Chatham v. Davis, 839 F.3d 679 (7th Cir. 2016) (abuse-of-discretion review for discovery-sanctions rulings)
- O’Leary v. Accretive Health, Inc., 657 F.3d 625 (7th Cir. 2011) (standard of review for summary judgment)
- Darst v. Interstate Brands Corp., 512 F.3d 903 (7th Cir. 2008) (viewing facts in plaintiff’s favor on summary judgment)
- Milligan-Grimstad v. Stanley, 877 F.3d 705 (7th Cir. 2017) (Title VII causation standard at summary judgment)
- Ortiz v. Werner Enters., Inc., 834 F.3d 760 (7th Cir. 2016) (all evidence must be considered together at summary judgment)
- Ferrill v. Oak Creek-Franklin Joint Sch. Dist., 860 F.3d 494 (7th Cir. 2017) (McDonnell Douglas framework articulation)
- Lauth v. Covance, Inc., 863 F.3d 708 (7th Cir. 2017) (definition of "similarly situated")
- Khowaja v. Sessions, 893 F.3d 1010 (7th Cir. 2018) (flexible inquiry into comparator similarity)
- Coleman v. Donahoe, 667 F.3d 835 (7th Cir. 2012) (similarly situated requirement and summary judgment guidance)
- Bass v. Joliet Pub. Sch. Dist. No. 86, 746 F.3d 835 (7th Cir. 2014) (reasonable jury standard at summary judgment)
- Hanners v. Trent, 674 F.3d 683 (7th Cir. 2012) (factors for comparator analysis)
