March 25, 2015
In 2006, after
suffering several miscarriages, UPS driver Peggy Young became pregnant; and, in consideration of her prior pregnancies, her doctor instructed her to not lift over 20
pounds during the first 20 weeks of her pregnancy (and, thereafter, to limit the lifting to 10 pounds). That medical advice was contrary to UPS's policy requiring its drivers to lift packages of up to 70 pounds or up to 150 pounds with assistance. In response to Young's doctor's advice, UPS told Young that she could not work. As a result, Young stayed home without pay and subsequently lost her medical coverage.
Young filed a federal lawsuit in federal District Court in Maryland against UPS , alleging that the employer had acted unlawfully in
refusing a workplace accommodation; and she alleged that the employer had accommodated other drivers with similar disabilities. Young said that her co-workers were willing
to help her with heavy packages. The District Court granted UPS' Motion of Summary Judgment, which was sustained on appeal by the United States Court of Appeals for the Fourth Circuit. Both the District and Circuit courts found that Young failed to establish a prima facie case for pregnancy discrimination because she could not prove that similarly situated UPS employees had received more favorable treatment
than she did. She appealed to the United States Supreme Court.
On March 25, 2015, the United States Supreme Court issued its Opinion in Young v. United Parcel Service, Inc. (Opinion, United States Supreme Court, Certiorari to the United States Court of Appeals for the 4th Circuit, No. 12-1226, March 25, 2015). Justice Breyer delivered the Opinion with Justices Roberts, Ginsburg, Sotomayor, and Kagan joining. Justice Alito concurred in the judgment. Justices Scalia filed a dissenting Opinion with Justices Kennedy and Thomas joining. Justice Kennedy also filed a dissenting Opinion.
Following is a verbatim extract of the Court's Syllabus:
The Pregnancy Discrimination Act added new language to the definitions
subsection of Title VII of the Civil Rights Act of 1964. The first
clause of the Pregnancy Discrimination Act specifies that Title VII's
prohibition against sex discrimination applies to discrimination "because
of or on the basis of pregnancy, childbirth, or related medical
conditions." 42 U. S. C §2000e(k). The Act's second clause says that
employers must treat "women affected by pregnancy . . . the same for
all employment-related purposes . . . as other persons not so affected
but similar in their ability or inability to work." Ibid. This case asks
the Court to determine how the latter provision applies in the context
of an employer's policy that accommodates many, but not all, workers
with nonpregnancy-related disabilities.
Petitioner Young was a part-time driver for respondent United
Parcel Service (UPS). When she became pregnant, her doctor advised
her that she should not lift more than 20 pounds. UPS, however, required
drivers like Young to be able to lift up to 70 pounds. UPS told
Young that she could not work while under a lifting restriction.
Young subsequently filed this federal lawsuit, claiming that UPS acted
unlawfully in refusing to accommodate her pregnancy-related lifting
restriction. She brought only a disparate-treatment claim of discrimination,
which a plaintiff can prove either by direct evidence that
a workplace policy, practice, or decision relies expressly on a protected
characteristic, or by using the burden-shifting framework set forth
in McDonnell Douglas Corp. v. Green, 411 U. S. 792. Under that
framework, the plaintiff has "the initial burden" of "establishing a
prima facie case" of discrimination. Id., at 802. If she carries her
burden, the employer must have an opportunity "to articulate some
legitimate, non-discriminatory reason[s] for" the difference in treat-ment. Ibid. If the employer articulates such reasons, the plaintiff
then has "an opportunity to prove by a preponderance of the evidence
that the reasons . . . were a pretext for discrimination." Texas Dept.
of Community Affairs v. Burdine, 450 U. S. 248, 253.
After discovery, UPS sought summary judgment. In reply, Young
presented several favorable facts that she believed she could prove.
In particular, she pointed to UPS policies that accommodated workers
who were injured on the job, had disabilities covered by the Americans
with Disabilities Act of 1990 (ADA), or had lost Department of
Transportation (DOT) certifications. Pursuant to these policies,
Young contended, UPS had accommodated several individuals whose
disabilities created work restrictions similar to hers. She argued that
these policies showed that UPS discriminated against its pregnant
employees because it had a light-duty-for-injury policy for numerous
"other persons," but not for pregnant workers. UPS responded that,
since Young did not fall within the on-the-job injury, ADA, or DOT
categories, it had not discriminated against Young on the basis of
pregnancy, but had treated her just as it treated all "other" relevant
"persons."
The District Court granted UPS summary judgment, concluding,
inter alia, that Young could not make out a prima facie case of discrimination
under McDonnell Douglas. The court found that those
with whom Young had compared herself-those falling within the on-the-job,
DOT, or ADA categories-were too different to qualify as
"similarly situated comparator[s]." The Fourth Circuit affirmed.
Held:
1. An individual pregnant worker who seeks to show disparate
treatment through indirect evidence may do so through application of
the McDonnell Douglas framework. Pp. 10-23.
(a) The parties' interpretations of the Pregnancy Discrimination
Act's second clause are unpersuasive. Pp. 12-20.
(i) Young claims that as long as "an employer accommodates
only a subset of workers with disabling conditions," "pregnant workers
who are similar in the ability to work [must] receive the same
treatment even if still other nonpregnant workers do not receive accommodations."
Brief for Petitioner 28. Her reading proves too
much. The Court doubts that Congress intended to grant pregnant
workers an unconditional "most-favored-nation" status, such that
employers who provide one or two workers with an accommodation
must provide similar accommodations to all pregnant workers, irrespective
of any other criteria. After all, the second clause of the Act,
when referring to nonpregnant persons with similar disabilities, uses
the open-ended term "other persons." It does not say that the employer
must treat pregnant employees the "same" as "any other persons" who are similar in their ability or inability to work, nor does it
specify the particular "other persons" Congress had in mind as appropriate
comparators for pregnant workers. Moreover, disparate treatment
law normally allows an employer to implement policies
that are not intended to harm members of a protected class, even if
their implementation sometimes harms those members, as long as
the employer has a legitimate, nondiscriminatory, nonpretextual reason
for doing so. See, e.g., Burdine, supra, at 252-258. There is no
reason to think Congress intended its language in the Pregnancy
Discrimination Act to deviate from that approach. Pp. 12-14.
(ii) The Solicitor General argues that the Court should give
special, if not controlling, weight to a 2014 Equal Employment Opportunity
Commission guideline concerning the application of Title
VII and the ADA to pregnant employees. But that guideline lacks
the timing, "consistency," and "thoroughness" of "consideration" necessary
to "give it power to persuade." Skidmore v. Swift & Co., 323
U. S. 134, 140. The guideline was promulgated after certiorari was
granted here; it takes a position on which previous EEOC guidelines
were silent; it is inconsistent with positions long advocated by the
Government; and the EEOC does not explain the basis for its latest
guidance. Pp. 14-17.
(iii) UPS claims that the Act's second clause simply defines sex
discrimination to include pregnancy discrimination. But that cannot
be right, as the first clause of the Act accomplishes that objective.
Reading the Act's second clause as UPS proposes would thus render
the first clause superfluous. It would also fail to carry out a key congressional
objective in passing the Act. The Act was intended to
overturn the holding and the reasoning of General Elec. Co. v. Gilbert,
429 U. S. 125, which upheld against a Title VII challenge a
company plan that provided nonoccupational sickness and accident
benefits to all employees but did not provide disability-benefit payments
for any absence due to pregnancy. Pp. 17-20.
(b) An individual pregnant worker who seeks to show disparate
treatment may make out a prima facie case under the McDonnell
Douglas framework by showing that she belongs to the protected
class, that she sought accommodation, that the employer did not accommodate
her, and that the employer did accommodate others "similar
in their ability or inability to work." The employer may then
seek to justify its refusal to accommodate the plaintiff by relying on
"legitimate, nondiscriminatory" reasons for denying accommodation.
That reason normally cannot consist simply of a claim that it is more
expensive or less convenient to add pregnant women to the category
of those whom the employer accommodates. If the employer offers a
"legitimate, nondiscriminatory" reason, the plaintiff may show that it is in fact pretextual. The plaintiff may reach a jury on this issue by
providing sufficient evidence that the employer's policies impose a
significant burden on pregnant workers, and that the employer's "legitimate,
nondiscriminatory" reasons are not sufficiently strong to
justify the burden, but rather-when considered along with the burden
imposed-give rise to an inference of intentional discrimination.
The plaintiff can create a genuine issue of material fact as to whether
a significant burden exists by providing evidence that the employer
accommodates a large percentage of nonpregnant workers while failing
to accommodate a large percentage of pregnant workers. This
approach is consistent with the longstanding rule that a plaintiff can
use circumstantial proof to rebut an employer's apparently legitimate,
nondiscriminatory reasons, see Burdine, supra, at 255, n. 10,
and with Congress' intent to overrule Gilbert. Pp. 20-23.
2. Under this interpretation of the Act, the Fourth Circuit's judgment
must be vacated. Summary judgment is appropriate when
there is "no genuine dispute as to any material fact." Fed. Rule Civ.
Proc. 56(a). The record here shows that Young created a genuine
dispute as to whether UPS provided more favorable treatment to at
least some employees whose situation cannot reasonably be distinguished
from hers. It is left to the Fourth Circuit to determine on
remand whether Young also created a genuine issue of material fact
as to whether UPS' reasons for having treated Young less favorably
than these other nonpregnant employees were pretextual. Pp. 23-24.
707 F. 3d 437, vacated and remanded.
Following is an extract from the Court's Opinion:
We note that statutory changes made after the time of
Young's pregnancy may limit the future significance of our
interpretation of the Act. In 2008, Congress expanded the
definition of "disability" under the ADA to make clear that
"physical or mental impairment[s] that substantially
limi[t]" an individual's ability to lift, stand, or bend are
ADA-covered disabilities. ADA Amendments Act of 2008,
122 Stat. 3555, codified at 42 U. S. C. §§12102(1)-(2). As
interpreted by the EEOC, the new statutory definition
requires employers to accommodate employees whose
temporary lifting restrictions originate off the job. See 29
CFR pt. 1630, App., §1630.2(j)(1)(ix). We express no view
on these statutory and regulatory changes.
Page 10 of the Opinion
Under this interpretation of the Act, the judgment of the
Fourth Circuit must be vacated. A party is entitled to
summary judgment if there is "no genuine dispute as to
any material fact and the movant is entitled to judgment
as a matter of law." Fed. Rule Civ. Proc. 56(a). We have
already outlined the evidence Young introduced. See Part
I-C, supra. Viewing the record in the light most favorable
to Young, there is a genuine dispute as to whether UPS
provided more favorable treatment to at least some employees
whose situation cannot reasonably be distinguished
from Young's. In other words, Young created a
genuine dispute of material fact as to the fourth prong of
the McDonnell Douglas analysis.
Young also introduced evidence that UPS had three
separate accommodation policies (on-the-job, ADA, DOT).
Taken together, Young argued, these policies significantly
burdened pregnant women. See App. 504 (shop steward's
testimony that "the only light duty requested [due to
physical] restrictions that became an issue" at UPS "were
with women who were pregnant"). The Fourth Circuit did
not consider the combined effects of these policies, nor did
it consider the strength of UPS' justifications for each
when combined. That is, why, when the employer accommodated
so many, could it not accommodate pregnant
women as well?
Page 23 of the Opinion