Arguello v. Conoco, Inc.

United States Court of Appeals Fifth Circuit F I L E D In the May 5, 2003 United States Court of Appeals Charles R. Fulbruge III for the Fifth Circuit Clerk _______________ m 01-11549 _______________ DENISE ARGUELLO, ET AL., Plaintiffs, DENISE ARGUELLO AND ALBERTO GOVEA, Plaintiffs-Appellants, VERSUS CONOCO, INC., Defendant-Appellee. _________________________ Appeal from the United States District Court for the Northern District of Texas _________________________ Before SMITH, BARKSDALE, and their claims of race discrimination in violation EMILIO M. GARZA, Circuit Judges. of 42 U.S.C. § 1981 and (2) the denial of their claims for injunctive relief under 42 U.S.C. JERRY E. SMITH, Circuit Judge: § 2000a. Arguello and Govea, both of whom are Hispanic, entered a store owned by Con- Denise Arguello and Alberto Govea appeal oco, Inc. (“Conoco”), intending to purchase (1) a judgment as a matter of law (“j.m.l.”) on gasoline and other items. There was a heated confrontation, during which the employee After Smith completed Arguello’s sale, the made several racially derisive remarks. Argu- tension between them escalated into a ello and Govea allege that they were deprived confrontation. Arguello testified that Smith of their ability to enter into a contract on non- began shouting obscenities at her and making discriminatory terms as prohibited by § 1981. racially derogatory remarks. Arguello began The jury decided for plaintiffs, but the district to leave with her purchase, but realized that court granted Conoco’s motion for j.m.l. un- she had the wrong copy of the credit card slip der FED. R. CIV. P. (50)(b). See Arguello v. and approached the counter again. After an- Conoco, Inc., 2001 U.S. Dist. LEXIS 18471 other argument, Arguello and Smith ex- (N.D. Tex. Nov. 9, 2001) (No. 397-CV-0638- changed copies. As Arguello walked away the H). Finding no error, we affirm. second time, Smith shoved a six-pack of beer off the counter and onto the floor. I. Arguello and Govea stopped with their Plaintiffs testified that after Arguello left the family at a Conoco store. After Arguello’s store, Smith began screaming racist remarks husband pumped gas into her car, Arguello over the intercom. At the same time, Smith and Govea (her father) went inside to pay for laughed at Arguello and her family and made the gas and buy some beer. As they stood in several crude gestures. Govea and other line, Cindy Smith, one of the two clerks on du- family members telephoned Conoco from a ty, waited on other customers. Arguello tes- payphone outside the store to lodge a tified that Smith was rude to her when she complaint. During that telephone reached the counter and that her demeanor conversation, the Conoco official indicated was less friendly than it had been with the cus- that he wanted to know the name of the clerk tomers she had previously served. After Ar- in question. When Govea attempted to re- guello presented her credit card as payment, enter the store to determine Smith’s name, Smith requested identification. Arguello tes- Smith locked him out while laughing and tified that Smith singled her out by demanding making crude gestures. that she provide identification; Smith contends that she requested identification because Argu- Arguello and Govea sued Conoco under 42 ello was attempting to buy beer. U.S.C. §§ 1981 and 2000a.1 The jury found for plaintiffs on the § 1981 claim and awarded Arguello, an Oklahoma resident, presented Smith with her valid Oklahoma driver’s 1 license. Smith initially refused to accept it, As initially filed, the suit included claims by claiming she could not take an out-of-state li- various additional plaintiffs alleging that Conoco cense, but she eventually accepted it and com- was in violation of §§ 1981 and 2000a and state law for subjecting minority customers to substan- pleted the transaction. During Arguello’s pur- dard service and racially derogatory remarks. The chase, Govea became increasingly frustrated district court dismissed or granted summary judg- with the manner in which Smith was treating ment for defendants on all claims. On appeal, a his daughter. Consequently, he left the beer he panel of this court reinstated and remanded for trial had intended to purchase on the counter and the claims raised by Arguello and Govea in this walked out of the store. appeal, but affirmed the rejection of all other claims and plaintiffs. See Arguello v. Conoco, Inc., 207 F.3d 803, 813 (5th Cir. 2000). 2 compensatory and punitive damages. The statute. Morris v. Dillard Dep’t Stores, Inc., court granted j.m.l., finding that the record 277 F.3d 743, 751 (5th Cir. 2001). The first provided no basis upon which a reasonable element is not disputedSSall parties concede jury could conclude that plaintiffs were that Arguello and Govea are Hispanic. prevented, on a discriminatory basis, from Further, the testimonial and other evidence entering into a contractual relationship in provides a basis for concluding that Smith violation of § 1981. subjected Arguello to substandard service. In conjunction with that evidence of II. maltreatment, the testimony regarding the We review a j.m.l. de novo. Coffel v. Stry- racially charged nature of Smith’s comments ker Corp., 284 F.3d 625, 630 (5th Cir. 2002). sufficed to create a jury question regarding A j.m.l. is appropriate only where “there is no whether Smith intentionally discriminated legally sufficient basis for a reasonable jury to against plaintiffs on the basis of race. find for [a] party.” FED. R. CIV. P. 50(a)(1); Therefore, this case turns on the third element, accord Reeves v. Sanderson Plumbing Prods., namely, whether Smith’s conduct implicated Inc., 530 U.S. 133, 139 (2000). Thus, a rights guaranteed by § 1981. motion for j.m.l. in a jury case is a challenge to the sufficiency of the evidence supporting the A. verdict. Flowers v. S. Reg’l Physician Servs., Section 1981 does not provide a general 247 F.3d 229, 235 (5th Cir. 2001). cause of action for race discrimination.2 Ra- ther, it prohibits intentional race discrimination In assessing the legal sufficiency of the evi- with respect to certain enumerated activities.3 dence, we consider the entire trial record in the At issue here is plaintiffs’ ability “to make and light most favorable to the nonmovant, enforce contracts” on nondiscriminatory terms. drawing reasonable inferences in his favor. Burch v. Coca-Cola Co., 119 F.3d 305, 313 (5th Cir. 1997). An issue is properly 2 Garrett v. Tandy Corp., 295 F.3d 94, 100 (1st submitted to the jury where there is a conflict Cir. 2002); Youngblood v. Hy-Vee Food Stores, in substantial evidenceSS“evidence of such Inc., 266 F.3d 851, 855 (8th Cir. 2001), cert. de- quality and weight that reasonable and fair- nied, 535 U.S. 1017 (2002); Hampton v. Dillard minded men in the exercise of impartial Dep’t Stores, Inc., 247 F.3d 1091, 1118 (10th Cir. judgment might reach different conclusions.” 2001). Boeing Co. v. Shipman, 411 F.2d 365, 374-75 3 (5th Cir. 1969) (en banc), overruled on other 42 U.S.C. § 1981(a) provides that grounds, Gautreaux v. Scurlock Marine, Inc., 107 F.3d 331 (5th Cir. 1997) (en banc). [a]ll persons within the jurisdiction of the United States shall have the same right in every State and Territory to make and en- To succeed on a § 1981 claim, a plaintiff force contracts, to sue, be parties, give evi- must establish “(1) that she is a member of a dence, and to the full and equal benefit of all racial minority; (2) that [the defendant] had laws and proceedings for the security of intent to discriminate on the basis of race; and persons and property as is enjoyed by white (3) that the discrimination concerned one or citizens, and shall be subject to like pun- more of the activities enumerated in the ishment, pains, penalties, taxes, licenses, and exactions of every kind, and to no other. 3 42 U.S.C. § 1981(a). between her and the merchant, and which was in some way thwarted.” Id. (emphasis To establish a deprivation of § 1981 rights added).5 in the retail context, the plaintiff must Govea cannot make that showing. demonstrate “the loss of an actual, not Although his decision to abandon his purchase speculative or prospective, contract interest.”4 resulted from Smith’s mistreatment of his An allegation of “the mere possibility that a daughter, Smith did not actually interfere with retail merchant would interfere with a an attempted purchase. According to Govea’s customer’s right to contract i n the future” is own testimony, he voluntarily set the beer on insufficient to support recovery under § 1981. the counter and left without trying to buy it. Morris, 277 F.3d at 752 (collecting cases). Consequently, there is no basis on which a Instead, the plaintiff “must offer evidence of reasonable jury could conclude that Smith pre- some tangible attempt to contract” that in vented Govea from making a purchase. Nor some way was “thwarted” by the defendant. can Smith’s later conduct in locking him out of Id. the store support a claim under § 1981, be- cause his subsequent attempts to gain entry in- The law in this circuit for § 1981 claims in to the store were, again by his own admission, the retail context is established by Morris. not to buy anything but to determine Smith’s There, this court plainly stated the rule that name so he could provide it to a Conoco rep- “where a customer has engaged in an actual at- resentative. tempt to contract that was thwarted by the merchant, courts have been willing to B. recognize a § 1981 claim.” Morris, 277 F.3d Arguello likewise cannot establish at 752 (emphasis added.) The Morris court interference with an actual contract interest. cited with approval, inter alia, Henderson v. Her claim must fail, because she successfully Jewel Food Stores, Inc., 1996 U.S. Dist. completed the transaction.6 Having received LEXIS 15796 (N.D. Ill. Oct. 23, 1996) (No. 96-C-3666), as “holding that ‘a § 1981 claim must allege that the plaintiff was “actually 5 At least one circuit has embraced Morris, and prevented, and not merely deterred, from none has questioned it. In Garrett, 295 F.3d at making a purchase or receiving service after 100-101, the court held that “to satisfy the foun- attempting to do so.’” Morris, id. (emphasis dational pleading requirements for a suit under added). The Morris court summarized its section 1981, a retail customer must allege that he holding by stating that “Morris must offer was actually denied the ability either to make, evidence of some tangible attempt to contract perform, enforce, modify, or terminate a contract, with Dillard’s during the course of the ban, or to enjoy the fruits of a contractual relationship, which could give rise to a contractual duty by reason of a race-based animus.” 6 There was some question whether Arguello intended to purchase the beer left behind by her 4 Morris, 277 F.3d at 751-52; see also Bellows father when he exited the store. Arguello testified v. Amoco Oil Co., 118 F.3d 268, 275 (5th Cir. that she had expected Smith to ring up her father’s 1997) (denying recovery under § 1981 because beer along with her purchases. She asserts that, plaintiff failed to introduce evidence that defendant absent Smith’s offensive behavior, she would have actually interfered with the contract). (continued...) 4 all she was entitled to under the retail-sales sponse to the narrow view of § 1981 ex- contract, she cannot demonstrate any loss pressed in Patterson v. McLean Credit Union, recoverable under § 1981.7 491 U.S. 164 (1989). The enactment of § 1981(b) was an explicit rejection of Patter- 1. son, in which the Court had refused to impose Plaintiffs argue for a broader interpretation liability for discriminatory conduct occurring of the § 1981 right to “make and enforce after the formation of an employment contract. contracts” on equal terms such that it would The new provision displaced Patterson’s un- cover conduct occurri ng after the derstanding of § 1981 by expanding the consummation of a retail-sales contract. They statute’s reach to “all phases and incidents of note that 42 U.S.C. § 1981(b), enacted as part the contractual relationship.” Rivers v. of the Civil Rights Act of 1991, extends the Roadway Express, Inc., 511 U.S. 298, 306-07 reach of § 1981 by defining the term “make (1994). and enforce contracts” to include “the making, performance, modification, and termination of Arguello and Govea correctly observe that contracts, and the enjoyment of all benefits, under § 1981, the “making” of a contract must privileges, terms, and conditions of the include the opportunity to enter into contractual relationship.” 42 U.S.C. negotiations on equal terms. That much was § 1981(b). true even before the 1991 modification of the statute. Plaintiffs go further, however, and This provision was enacted as a direct re- argue that in light of Congress’s response to Patterson, the statute should be read to impose liability for racial discrimination or 6 harassment occurring after the formation of (...continued) any contract. purchased the beer in a second, separate trans- action. There is a significant distinction, however, between employment agreements and retail Irrespective of whether Arguello intended to transactions. A contract for employment in- make the purchase, the only action she took with volves a continuing contractual relationship respect to the beer was to slide it across the counter that lasts for the duration of the agreement. nearer to her purchases after her father left the As a result of the 1991 amendments, the right store. After she completed her purchase, it was to enjoy the benefits of that relationship on a obvious that she had not bought her father’s beer. nondiscriminatory basis remains enforceable Nevertheless, she did not tell Smith that she desired under § 1981 so long as the relationship to purchase it, and she took no other action that continues. would indicate that she intended to do so. Her conduct therefore did not constitute an actual In the retail context, by contrast, there is no attempt to contract and provides insufficient sup- continuing contractual relationship. Instead, port for a claim under § 1981. the relationship is based on a single discrete 7 Cf. Hampton, 247 F.3d at 1118 (“We are transactionSSthe purchase of goods.8 There aligned with all the courts that have addressed the issue that there must have been interference with a 8 contract beyond the mere expectation of being A sale is defined as a contract between two treated without discrimination while shopping.”). (continued...) 5 fore, t he appropriate comparison is not the course of the meal and entitles the customer to application of § 1981 during the period in benefits in addition to the meal purchased.9 which an employment contract is in force. Ra- Restaurants are, in that respect, significantly ther, what Arguello and Govea are claiming in different from retail establishments. the retail context is akin to the use of § 1981 to enforce rights under an employment The second category is cases involving dis- contract that has already expired. criminatory prepayment or check-writing poli- cies.10 There, the plaintiff does not have to 2. demonstrate inability to contract, because dis- The remaining cases Arguello and Govea criminatory contractual terms violate § 1981 cite for the proposition that a § 1981 plaintiff even if parties willingly enter into the may recover despite having successfully com- contracts.11 The plaintiff is able to show the pleted his purchase fall into two broad loss of an actual contractual interest merely by categories. The first group involves discriminatory service in restaurants and clubs. These cases are easily distinguishable, because 9 See McCaleb v. Pizza Hut of Am., Inc., 28 F. dining at a restaurant generally involves a Supp.2d 1043 (N.D. Ill. 1998) (“[Pizza Hut] failed contractual relationship that continues over the to provide [the customers] the full benefits of the contract in that, among other things, they failed to provide [the customers] with the proper utensils and created a disturbing atmosphere in which to 8 (...continued) eat.”); Charity v. Denny’s, Inc., 1999 LEXIS parties involving the transfer of property in con- 11462, at *11 (E.D. La. 1999) (“[I]t could rea- sideration of the payment of a certain price in mon- sonably be said that a customer who enters a res- ey. BLACK’S LAW DICTIONARY 1337 (6th ed. taurant for service is contracting for more than just 1990); Grinnell Corp. v. United States, 390 F.2d food . . . . Dining in a restaurant includes being 932, 947-48 (Ct. Cl. 1968)(citing Comm’r of In- served in an atmosphere which a reasonable person ternal Revenue v. Brown, 380 U.S. 563, 571 would expect in the chosen place.”). (1965); see also Eusco, Inc. v. Huddleston, 835 S.W.2d 576, 579 (Tenn. 1992) (“The elements 10 Hill v. Shell Oil Co., 78 F. Supp.2d 764 necessary to constitute a sale are (1) a transfer of (N.D. Ill. 1999) (holding that customers could pro- title or possession, or both of (2) tangible personal ceed with § 1981 claims despite the fact that they property, for a (3) consideration.”) (citation and completed their purchases, because the gas station internal quotation marks omitted); Berger v. Alas- had a discriminatory prepayment policy); Hill v. ka, 910 P.2d 581, 586 (1996) (Alaska 1996) (“A Amoco Oil Co., 2001 U.S. Dist. LEXIS 3082 sale is the payment of money by a buyer to a seller (N.D. Ill. Mar. 19, 2001) (No. 97-C-7501) in exchange for title and possession of property.”); (same); Buchanan v. Consol. Stores Corp., 125 F. Youngblood, 266 F.3d at 854 (“[T]he key is Supp.2d 730 (D. Md. 2001) (holding that custo- whether any contractual duty remained after [plain- mers could proceed with § 1981 claim based on tiff] made his purchase. Once [he] paid the cashier discriminatory check writing policy). and received [his purchase] . . ., neither party owed 11 the other any duty under the retail-sales contract.”) According to § 1981(a), read in conjunction In the retail context, the exchange of goods for with § 1981(b), the right to make and enforce con- payment occurs simultaneously, and thus any tracts includes the right to enjoy “benefits, priv- contractual obligations are quite limited in ileges, terms, and conditions of the contractual re- duration. lationship” on a nondiscriminatory basis. 6 demonstrating that he was party to a injury.” Id. Although Arguello and Govea discriminatory contract. allege past wrongful conduct by Conoco, “[p]ast exposure to illegal conduct does not in In this case, however, there are no itself show a present case or controversy allegations of discriminatory contractual terms. regarding injunctive relief.” Lyons, 461 U.S. Arguello paid the same price for her purchase at 102 (citation and internal quotation marks as any other customer would have, and she omitted). Moreover, if Arguello and Govea was not required to use a nonpreferred have no cause of action under § 1981, they payment method. Each of the incidents of the have no closer relationship to future conduct contract was identical to that which would than does any member of the general public. apply to any other customer. When one views Arguello’s claim in this light, it is apparent that AFFIRMED.12 her only complaint is Smith’s offensive conduct. Egregious as that conduct may have been, it neither prevented the formation of a contract nor altered the substantive terms on which the contract was made. III. Arguello and Govea appeal the denial, for want of standing, of their claim for injunctive relief under § 2000a. We review questions of standing de novo. Castillo v. Cameron Coun- ty, 238 F.3d 339, 347 (5th Cir. 2001). “It goes without saying that those who seek to invoke the jurisdiction of the federal courts must satisfy the threshold requirement imposed by Article III of the Constitution by alleging an actual case or controversy.” City of Los Angeles v. Lyons, 461 U.S. 95, 101 (1983) (citations omitted). If a litigant is unable to establish standing, he may not seek relief on behalf of any party. James v. City of Dallas, 254 F.3d 551, 563 (citing O’Shea v. Littleton, 414 U.S. 488, 494 (1974)). In addition to the general standing 12 Plaintiffs challenge the exclusion of evidence requirements of injury in fact, causation, and of complaints of racial discrimination by other redressability, a litigant seeking injunctive Conoco employees at other Conoco stores. The relief must demonstrate “that [he is] likely to excluded evidence, however, would have no impact suffer future injury by the defendant and that on our disposition of their substantive claims, and, the sought-after relief will prevent that future as we have explained, they have no standing to pursue an injunction. 7