Lazo v. Sun Gir CA2/7
CourtCalifornia Court of Appeal
Date FiledOctober 29, 2026
DocketB343372
StatusUnpublished
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Full Opinion
Filed 10/29/26 Lazo v. Sun Gir CA2/7
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IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA
SECOND APPELLATE DISTRICT
DIVISION SEVEN
NYDIA DEL SOCORRO LAZO, B343372
Plaintiff and Appellant, (Los Angeles County
Super. Ct. No. 23STCV10863)
v.
SUN GIR INC.,
Defendant and Respondent.
APPEAL from a judgment of the Superior Court of
Los Angeles County, Bradley S. Phillips, Judge. Affirmed in part,
reversed in part, and remanded with instructions.
Caskey & Holzman, N. Cory Barari, Daniel M. Holzman
and Marshall A. Caskey for Plaintiff and Appellant.
McMillion & Hirtensteiner, Sylvia Havens and Evelina M.
Serafini for Defendant and Respondent.
________________________
INTRODUCTION
Nydia Del Socorro Lazo was a dedicated cashier who
worked at the same fast food restaurant location for 34 years
with no prior disciplinary record. Her former employer, Sun Gir
Incorporated (SGI) fired her based on three allegedly mishandled
transactions. Lazo sued alleging age discrimination and various
wage and hour claims arising from alleged meal and rest break
violations. The trial court granted summary judgment for SGI on
all causes of action.
SGI’s firing of Lazo based on three allegedly mishandled
transactions, presumably out of thousands, may seem
unwarranted. But to proceed to trial Lazo’s burden on summary
judgment was to adduce evidence the firing was motivated by age
discrimination, and we conclude she has not met her burden of
raising a triable issue of fact on that claim. We determine,
however, that Lazo raised a triable issue of fact regarding her
wage and hour claims for meal and rest break violations, failure
to provide accurate wage statements, failure to pay unpaid
wages, failure to produce wage records, and unfair or unlawful
business practices. Accordingly, we reverse the summary
judgment, affirm summary adjudication as to the age
discrimination claim and reverse summary adjudication as to
Lazo’s remaining claims.
FACTUAL AND PROCEDURAL BACKGROUND
We recite the facts in the light most favorable to Lazo, the
party opposing summary judgment. (See Aguilar v. Atlantic
Richfield Co. (2001) 25 Cal.4th 826, 844-845 (Aguilar).)
2
A. Lazo’s Employment With and Termination By SGI
Lazo began working at a Carl’s Jr. restaurant (Store 7400)
in Canoga Park in 1989, when she was 42 years old. Lazo
remained working at this location for over 34 years. In 2000, SGI
acquired this franchise location and continued to employ the
existing workers, including Lazo. Until her termination at the
age of 76, Lazo “had never been written up, reprimanded, or
disciplined for any work-related issues over the course of her 34-
year career” at Carl’s Jr.
During the last four years of her employment with SGI,
Lazo was employed as a “crew member” on the overnight or
“graveyard” shift from 12:00 a.m. to 8 a.m. Her duties included
“work[ing] the counter and drive-thru window, tak[ing] customer
orders, operat[ing] the cash register and process[ing] payment,
distribut[ing] food to customers, and clean[ing] the restaurant.”
Lazo did not handle food or do any food preparation as a cashier,
and she did not “have the training or expertise” to work as a cook,
including cooking food and maintaining the kitchen. The cooks
Lazo worked with “did not handle the register or customer
transactions.” In her time working at Carl’s Jr., Lazo had
previously worked as a shift leader for a period of four years, but
she was “demoted” from this position about 10 years before the
time she was fired.
During Lazo’s overnight shifts, “there would be only two
people scheduled to work”: Lazo and a cook. Lazo “was not able
to take and did not take 10-minute rest breaks free of work or 30-
minute meal breaks free of work, because [she] always needed to
be available when a customer came through the drive-thru and
there was no one to cover for [her]. The cook did not take breaks
3
for the same reason. The cook did not cover for [Lazo] and could
not, because he/she has a different job, does not know how to use
the register, and cannot take orders while cooking at the same
time. [Lazo] was not free to leave the restaurant during the
graveyard shift and [she] always had to be available at a
moment’s notice, even if there were gaps in time between orders.
When customers were not at the drive-thru window and [Lazo]
was not handling cash or orders, [she] would be busy cleaning the
restaurant.”
Lazo’s managers created these work schedules and were
aware that Lazo was “the only non-cook employee helping
customers during the graveyard shift,” and that she was
“working more than 5 hours without a break.” There was
“sometimes” or “usually” a “lull” during the overnight shift “when
there are no cars coming through” that could “last anywhere from
30 minutes to an hour.” Lazo’s managers assigned her to clean
the restaurant overnight and she would clean during lulls in
customers. Lazo was not told she could not take meal and rest
breaks, nor did she report to SGI that she was unable to take her
breaks. Lazo testified that she did not “punch out” for meal
breaks during the “last years” of her employment.
In January 2023, SGI commissioned an independent loss
prevention audit of certain restaurants, including the one where
Lazo worked, “in an effort to resolve or limit loss of inventory due
to factors such as employee theft and cashier error. An audit
addresses transactions which appear to involve questionable or
unusual activity and include inspection for evidence of cash
shortages, improper discounts, refunds, voids, receipts not
matching what was delivered and similar mishandling, all of
which would be indications of potential theft.” “The auditor
4
checked activity such as excessive refunds, voids, and discounts,
and reviewed accounting records, videotapes and sales tickets,
looking for indications of suspicious activity. The auditor
reviewed all cash transactions, going back at least two weeks.”
The auditor did not focus on any particular employee and did not
know employee names but rather focused on potentially
questionable transactions, especially cash transactions. “Once
evidence of suspicious activity was found, the auditor would
complete his/her notes, save a picture of the suspect, and send
his/her findings to the appropriate management personnel.” SGI
conducted these audits of its restaurants on a monthly basis.
As relevant here, one “pattern of suspicious activity was
the use of voiding (X-ing out) one or more items of an order, even
though the item(s) was actually sold and delivered.” However,
voiding or X-ing out items could also simply reflect that the order
was canceled. Giving away food for free was against SGI policy,
warranting “immediate termination,” and the record of
transactions needed to “reflect exactly what was given to the
customer and what the customer paid.”
The 2023 audit “produced evidence that led [SGI] to believe
that at least ten [] employees mishandled at least
21 transactions,” including Lazo. The auditor reviewed video
footage of Lazo’s mishandled transactions. SGI subsequently
terminated seven of these employees, including Lazo, while the
other three “chose to voluntarily quit in lieu of being terminated
after they were confronted with the evidence of their misconduct.”
At that time, the employees who resigned were 19, 20, and 39
years old, and the terminated employees were ages 22, 22, 24, 39,
50, 50, and 76 (Lazo).
5
On March 24, 2023, Lazo was suspended without pay
pending an investigation with a notice that she had violated
company policies because “[m]anipulation of register transactions
appear to reflect cash theft.” Lazo disputed the allegations of
theft. Lazo was terminated for theft on March 29. Her
termination notice reflected the following three theft incidents:
On 2/9/2023, at 1:34 a.m., Order #340492 was taken
as a cash transaction. A large drink was served that
was not on the ticket. A bag of food was handed to
[the] customer that was also not on the ticket. The
ticket was thrown in the trash. At 1:39 a.m., [Lazo]
opened the register, took cash then walked away. It
was discovered that a fake ticket was created, and
the customer was still charged the full amount for the
items given.
On 2/12/2023, at 2:55 a.m., Order #340898 was taken
as a cash transaction. A drink was served which was
Xed-out on ticket. The register was then open and
closed. Cash was left on the countertop. A large bag
of food was given to the customer.
On 2/19/2023, at 2:08 a.m., Order #341724 was taken
as a cash transaction for 6-7 spicy chicken
sandwiches which were Xed-out of the system. The
cash register was used to charge only 1 spicy chicken
sandwich at a total of $1.08. The register was then
open and closed again.
6
Management did not tell Lazo that she was being
terminated because of her age. During her employment, Lazo
only recalled one “inappropriate comment[] . . . concerning her
age” 14 years before her termination, when a manager told Lazo
she was “ ‘already old.’ ”
After Lazo’s termination, she learned SGI “had hired 2 new
employees approximately 1 month before [her] employment
ended and who were women . . . 19-20 years old.” SGI filled
Lazo’s former overnight shift with three existing employees:
Kimberly, Ariel, and Blanca. Kimberly was born in 2002 and
hired by SGI in February 2023; Ariel was born in 2004 and hired
in December 2022; Blanca was born in 2003 and hired in March
2023.
Between September 2022 and July 2023, SGI hired
approximately 24 new employees at Store 7400 for various
positions, including cashier. Birthdates were available for most,
but not all, of these employees. No new hires during this period
for whom birthdates were available were over 40 years old.
According to SGI’s general manager, following Lazo’s
termination, “most” applicants for the cashier position were
between 40 and 60 years old.
On April 3, 2023, Lazo’s counsel requested Lazo’s
“personnel file” from SGI, including “pay stubs, wage stubs and
time records,” and “[a]ny and all other records that relate to [her]
compensation, [and] time scheduled or worked.” In “spreadsheet
format,” SGI provided Lazo with a “computer-generated record”
of her wage statements and paystubs reflecting her
“compensation, [and] time scheduled or worked.” As relevant
here, the spreadsheet documented the date of each paycheck, as
7
well as regular and overtime hours, gross pay, and net pay for
each paycheck.
B. Legal Proceedings
In May 2023, Lazo sued SGI, alleging causes of action for
age discrimination (Gov. Code, § 12940, subd. (a)); failure to
provide meal and rest breaks (Lab. Code, §§ 226.7, 512, subd. (a));
failure to provide accurate wage statements (Lab. Code, § 226,
subd. (a)); failure to pay unpaid wages at discharge (Lab. Code,
§§ 201, 202); failure to produce personnel and wage records (Lab.
Code, §§ 226, subd. (c), 1198.5); and unfair or unlawful business
practices under the Unfair Competition Law (UCL) (Bus. & Prof.
Code, § 17200 et seq.). Lazo requested damages, including
punitive damages, and injunctive relief. SGI denied the
allegations in the complaint.
In July 2024, SGI moved for summary judgment, or
summary adjudication in the alternative, on all Lazo’s causes of
action. As relevant here, SGI argued Lazo’s age discrimination
claim failed because it terminated her for a “legitimate, non-
discriminatory reason,” i.e., the three thefts uncovered by the loss
prevention audit. SGI further argued Lazo could not establish
pretext by showing only that “a younger employee replaced her.”
As to Lazo’s meal break claim, SGI argued Lazo received a
“reasonable opportunity to take compliant breaks” pursuant to
SGI’s meal and rest break policy, Lazo was “told she was
supposed to take her breaks,” and Lazo could take breaks during
“long lulls” overnight or by asking the other employee to “cover.”
SGI further argued it did not knowingly or intentionally fail to
provide accurate wage statements or to pay unpaid wages, and
that there was no predicate act of unfair business practices.
8
Finally, as to the personnel and wage records claim, SGI argued
it produced Lazo’s complete file within nine days of her request, it
provided a “computer-generated record” of Lazo’s wages, and any
missing documents, including new hire documents and
performance reviews, were not available.
Lazo opposed summary judgment. Lazo argued SGI’s
motion violated Code of Civil Procedure section 437c, subdivision
(b)(1),1 and rule 3.1350(d)(1)(B) of the California Rules of Court,
because it “combin[ed] multiple facts and arguments into one
‘undisputed material fact’ and then cit[ed] to a large group of
evidence, without any clarification as to which evidence supports
which facts/arguments.” Lazo also argued summary judgment
was improper under section 437c, subdivision (h), because four
days before her opposition was due, SGI had produced discovery
of certain “email chains evidencing some of the discussions
between [SGI’s] decisionmakers prior to [Lazo’s] termination,”
but had “incriminatingly redacted” certain portions of the emails
on the basis of attorney-client privilege. Lazo asserted “the[se]
redacted portions will reveal . . . discussions of Lazo’s age.” Lazo
separately filed motions to compel further discovery and to
receive unredacted copies of these emails. Lazo’s counsel also
filed a declaration attesting that SGI’s assertion of attorney-
client privilege was “prejudicing [Lazo’s] ability to present all
‘facts essential to justify opposition’ ” to the motion for summary
judgment.
As to age discrimination, Lazo argued her termination for
theft was pretextual because SGI had changed its allegations of
1 Undesignated statutory references are to the Code of Civil
Procedure.
9
wrongdoing regarding the February 9, 2023 theft incident. Lazo
also asserted pretext because SGI “treated younger employees in
the audit more favorably” and she was replaced by three new
hires under 22 years old.
As to the wage and hour claims, Lazo identified evidence
that she and the cook on her shift “worked through breaks, could
not leave the restaurant, and could not cover for one another,”
and that “the gaps between customers . . . do not qualify as
breaks, since [she] could be called upon at any moment.” Lazo
also argued SGI’s knowledge that Lazo and the cook were not
taking meal and rest breaks established willful violations of the
related statutory claims for unpaid wages, inaccurate wage
statements, and the UCL violation.
As to the failure to produce personnel and wage records,
Lazo argued SGI did not provide her with “signed payroll reports
and paystubs.”
Following Lazo’s summary judgment opposition, on July 23,
2024, SGI moved for leave to file a first amended answer
including three additional affirmative defenses. SGI argued that
“a class action settlement [was] reached in a different case” (the
Monroe action) “which became effective on or after May 30, 2024.”
The Monroe settlement addressed wage and hour claims on
behalf of all persons employed by SGI from January 18, 2014
through December 21, 2022, and SGI asserted Lazo was a
member of this class and did not opt out of the settlement. Based
on this settlement, SGI’s proposed amended answer pleaded
defenses of settlement and release, claim or issue preclusion, and
accord and satisfaction, which would apply to Lazo’s wage and
hour claims falling under the class period.
10
Lazo opposed, arguing she would be prejudiced by the
amended answer. Lazo asserted SGI “deliberately did not
disclose any defenses or facts relating to the settlement
throughout this case, undoubtedly so that [Lazo] would not be
put on notice to object to, opt out of, or learn of relevant facts and
witnesses in the class actions.” According to Lazo, the Monroe
class action had “been pending since 2018 and 2021 and a
settlement was reached on or around December 15, 2021 . . . .
Between December 15, 2021 and March 21, 2024, the class
settlement was pending . . . with an unopposed motion for
preliminary approval of the class settlement being filed as early
as February 27, 2023.”
After a hearing, the trial court granted SGI leave to amend
its answer in October 2024. A transcript of the hearing
proceedings is not included in the appellate record.
In December 2024, the trial court granted summary
judgment in favor of SGI. On the age discrimination claim, the
court determined SGI met its initial burden to show Lazo “was
not performing competently in her position and that the adverse
employment action was due to a non-discriminatory motive.” The
court determined Lazo had not met her burden of demonstrating
a triable issue of fact that these reasons were pretextual and that
SGI acted with discriminatory animus because she did not
“present admissible evidence that [SGI] favored younger
employees or that age was a factor in her termination.”
As to the meal and rest breaks claim, the court concluded
SGI “presented facts negating that it had knowledge that [Lazo]
was not taking proper breaks or that [SGI] was undermining its
meal and rest break policies.” The court ruled that Lazo had not
established a triable issue because she did not present “any
11
evidence that [SGI] impeded or discouraged her from taking meal
and rest breaks in compliance with [SGI’s] policies,” Lazo did “not
assert that she was required to clean during her breaks,” and
“there is no duty for employers to prevent employees from
undertaking voluntary work during meal periods.” The court
granted summary judgment on the related wage and hour claims
and UCL claim, concluding that SGI met its burden to show it did
not violate the Labor Code meal and rest break requirements and
was not obligated to pay meal and rest break penalties.
Finally, as to the personnel and wage records claim, the
court observed SGI “asserts that it timely produced [Lazo’s]
complete file when requested, and that it otherwise does not
possess the items” Lazo identified as missing. The court
determined Lazo did not “provide any statutory authority
suggesting that the wage statements provided were inadequate;
nor does she present facts showing that she was injured by
[SGI’s] alleged failure to provide signed payroll reports and
paystubs.” The court further denied Lazo’s motions to compel
further discovery responses as moot.
Lazo timely appealed.
DISCUSSION
Lazo first challenges the trial court’s grant of leave to file
an amended answer. Lazo next argues the court erred by
granting summary judgment because she demonstrated triable
issues of material fact regarding her causes of action. Lazo
further argues the court should not have granted summary
judgment given her pending discovery motions and because SGI’s
12
separate statement did not conform to the statutory
requirements.2
A. The Trial Court Did Not Abuse Its Discretion by Granting
SGI’s Motion To Amend Its Answer
Lazo argues the court erred by permitting SGI to file an
amended answer pleading defenses based on the Monroe class
action settlement.
Section 473 permits amendments to pleadings in the
furtherance of justice, subject to the trial court’s discretion.
(§ 473, subd. (a).) “Ordinarily, courts should ‘exercise liberality’
in permitting amendments at any stage of the proceeding.
[Citations.] In particular, liberality should be displayed in
allowing amendments to answers, for a defendant denied leave to
amend is permanently deprived of a defense.” (Hulsey v. Koehler
(1990) 218 Cal.App.3d 1150, 1159; accord, Morgan v. Superior
Court of Los Angeles County (1959) 172 Cal.App.2d 527, 530 [“it
is a rare case in which ‘a court will be justified in refusing a party
leave to amend his pleadings so that he may properly present his
case’ ”].) “It is well established that leave to amend . . . is
entrusted to the sound discretion of the trial court, and ‘ “ ‘[t]he
exercise of that discretion will not be disturbed on appeal absent
a clear showing of abuse.’ ” ’ ” (Garcia v. Roberts (2009)
173 Cal.App.4th 900, 909; accord, Hong Sang Market, Inc. v. Peng
(2018) 20 Cal.App.5th 474, 488 (Hong Sang Market).) “ ‘[A]bsent
a showing of prejudice to the adverse party, the rule of great
2 Lazo’s opening brief also argued the trial court erred by
awarding costs to SGI, but she abandoned this argument in her
reply brief.
13
liberality in allowing amendment of pleadings will prevail.’ ”
(Hong Sang Market, at p. 488.)
Lazo contends that SGI failed to disclose the Monroe class
action during discovery to prevent her from objecting to or opting
out of the settlement. While Lazo did request discovery
regarding any other civil employment actions filed against SGI
within the past 10 years, including class action lawsuits, SGI
objected to this discovery request as overly broad, and Lazo did
not challenge these objections or move to compel discovery
responses on this issue.
Lazo further argues that permitting the additional defenses
in the amended answer caused her prejudice through “ ‘legal
gamesmanship’ ” and by costing her “resources spent on
litigation, the []ability to timely address defenses during
discovery, risk evaluation before trial, and probable delay.”
We conclude the trial court did not abuse its discretion by
granting SGI leave to file the amended answer. Here, SGI
requested leave to amend approximately seven weeks after the
Monroe settlement was finalized and enforceable. SGI’s new
defenses seeking to apply the Monroe settlement against Lazo
presented only legal issues and did not require any additional
discovery in this case beyond the fact of the settlement. (See
Hong Sang Market, supra, 20 Cal.App.5th at pp. 487-488 [trial
court did not abuse discretion by allowing defendant to amend
answer with a res judicata defense; although plaintiff asserted
defendant’s “extreme lack of diligence” and prejudice from
“address[ing] a new and complex defense ‘without the benefit of
either research or pretrial discovery,’ ” plaintiff was not
“prejudiced by any delay” because “[t]he issue was purely legal in
nature,” it was “unclear what, if any, discovery [plaintiff] might
14
have conducted that would bear upon a res judicata defense,” and
plaintiff had “opportunity to respond to the res judicata
defense”].)
Lazo relies on Green v. Rancho Santa Margarita Mortgage
Co. (1994) 28 Cal.App.4th 686 (Green), but that case is
distinguishable. There, the defendant mortgage broker moved to
amend its answer with a new affirmative defense sounding in
negligence. (Id. at p. 691.) The court denied leave to amend, and
the Court of Appeal affirmed, holding the “amendment would
have both contradicted the mortgage broker’s previous verified
pleading” which asserted its diligence “and required further
discovery, requiring the [plaintiffs] to substantially redo their
trial strategy.” (Id. at p. 693.) The court further observed the
defendant’s decision to delay its negligence defense was
“obviously deliberate and strategic, not a mere product of
inadvertence.” (Id. at p. 693, fn. 3.)
Even if, as Lazo avers, SGI employed “deliberate and
strategic” timing by disclosing the Monroe action after the
binding settlement, Lazo did not suffer prejudice akin to the
plaintiffs in Green. (Green, supra, 28 Cal.App.4th at p. 693,
fn. 3.) Unlike Green, SGI’s new defenses did not raise any new
factual issues or require further factual discovery but simply
presented a new legal issue: whether a portion of Lazo’s wage and
hour claims may be precluded by the class action settlement.
And while Lazo argues SGI’s timing compromised her use of
litigation resources and her trial strategy, Lazo does not argue
that she could not respond to SGI’s newly pleaded defenses on
their merits. (Cf. Mac v. Minassian (2022) 76 Cal.App.5th 510,
519 [“ ‘ “California courts have ‘a policy of great liberality in
allowing amendments at any stage of the proceeding so as to
15
dispose of cases upon their substantial merits where the
authorization does not prejudice the substantial rights of
others.’ ” ’ ”].)
B. The Trial Court Properly Granted Summary Adjudication
on Lazo’s Age Discrimination Claim
1. Summary Judgment and Standard of Review
Summary judgment or summary adjudication are
appropriate “if all the papers submitted show that there is no
triable issue as to any material fact and that the moving party is
entitled to a judgment as a matter of law.” (§ 437c, subd. (c); see
id., subd. (f) [summary adjudication].) A defendant moving for
summary judgment or summary adjudication “ ‘bears the burden
of showing the court that the plaintiff “has not established, and
cannot reasonably expect to establish, a prima facie case.” ’ ”
(Lyle v. Warner Brothers Television Productions (2006) 38 Cal.4th
264, 274 (Lyle).) The moving party “bears an initial burden of
production to make a prima facie showing of the nonexistence of
any triable issue of material fact; if he carries his burden of
production, he causes a shift, and the opposing party is then
subjected to a burden of production of his own to make a prima
facie showing of the existence of a triable issue of material fact.”
(Aguilar, supra, 25 Cal.4th at p. 850.) A triable issue of material
fact exists “ ‘if, and only if, the evidence would allow a reasonable
trier of fact to find the underlying fact in favor of the party
opposing the motion in accordance with the applicable standard
of proof.’ ” (Doe v. Salesian Society (2008) 159 Cal.App.4th 474,
478; see Padron v. Osoy (2025) 110 Cal.App.5th 677, 689.)
“ ‘On appeal from the granting of a motion for summary
judgment [or summary adjudication], we examine the record de
16
novo, liberally construing the evidence in support of the party
opposing summary judgment [or summary adjudication] and
resolving doubts concerning the evidence in favor of that party.’ ”
(Lyle, supra, 38 Cal.4th at p. 274.) “To analyze the issues, ‘we
follow the traditional three-step analysis. “We first identify the
issues framed by the pleadings, since it is these allegations to
which the motion must respond. Secondly, we determine
whether the moving party has established facts which negate the
opponents’ claim and justify a judgment in the movant’s favor.
Finally, if the summary judgment [or summary adjudication]
motion prima facie justifies a judgment, we determine whether
the opposition demonstrates the existence of a triable, material
factual issue.” ’ ” (Kaney v. Custance (2022) 74 Cal.App.5th 201,
213; accord, Shamsian v. Atlantic Richfield Co. (2003)
107 Cal.App.4th 967, 975.)
2. Fair Employment and Housing Act
California’s Fair Employment and Housing Act (FEHA)
forbids age discrimination in employment. (Gov. Code, § 12940,
subd. (a).) “Any employee making a claim of age discrimination
ultimately bears the burden of proving that the challenged
adverse employment action was based on the employee’s age.”
(Muzquiz v. City of Emeryville (2000) 79 Cal.App.4th 1106, 1116;
accord, Hersant v. Department of Social Services (1997)
57 Cal.App.4th 997, 1002 (Hersant).)
For claims of discrimination based on circumstantial
evidence, “California has adopted the three-stage burden-shifting
test established by the United States Supreme Court for trying
claims of discrimination, including age discrimination, based on a
theory of disparate treatment.” (Guz v. Bechtel National, Inc.
17
(2000) 24 Cal.4th 317, 354. (Guz).) The employee plaintiff has
the initial burden to establish a prima facie case of
discrimination (ibid.) by “present[ing] evidence that the plaintiff
(1) is over the age of 40; (2) suffered an adverse employment
action; (3) was performing satisfactorily at the time of the
adverse action; and (4) suffered the adverse action under
circumstances that give rise to an inference of unlawful
discrimination, i.e., evidence that the plaintiff was replaced by
someone significantly younger than the plaintiff.” (Sandell v.
Taylor-Listug, Inc. (2010) 188 Cal.App.4th 297, 321; accord,
Hersant, supra, 57 Cal.App.4th at p. 1003). If the plaintiff
establishes a prima facie case, “a presumption of discrimination
arises.” (Guz, at p. 355.)
The burden then “shifts to the employer to rebut the
presumption by producing admissible evidence, sufficient to
‘raise[] a genuine issue of fact’ and to ‘justify a judgment for the
[employer],’ that its action was taken for a legitimate,
nondiscriminatory reason.” (Guz, supra, 24 Cal.4th at pp. 355-
356.) “If the employer sustains this burden, the presumption of
discrimination disappears. [Citations.] The plaintiff must then
have the opportunity to attack the employer’s proffered reasons
as pretexts for discrimination, or to offer any other evidence of
discriminatory motive.” (Id. at p. 356.)
This burden-shifting framework is “ ‘ “slightly modifie[d]” ’ ”
when a defendant employer moves for summary judgment or
summary adjudication. (Wills v. Superior Court (2011)
195 Cal.App.4th 143, 160 (Wills); accord, Kelly v. Stamps.com Inc.
(2005) 135 Cal.App.4th 1088, 1097 (Kelly).) If the employer’s
motion “relies in whole or in part on a showing of
nondiscriminatory reasons for the discharge, the employer
18
satisfies its burden as moving party if it presents evidence of
such nondiscriminatory reasons that would permit a trier of fact
to find, more likely than not, that they were the basis for the
termination.” (Kelly, at pp. 1097-1098; accord, Husman v. Toyota
Motor Credit Corp. (2017) 12 Cal.App.5th 1168, 1182 (Husman);
Scotch v. Art Institute of California (2009) 173 Cal.App.4th 986,
1005 (Scotch).) “To defeat the motion, the employee then must
adduce or point to evidence raising a triable issue, that would
permit a trier of fact to find by a preponderance that intentional
discrimination occurred.” (Kelly, at p. 1098; accord, Scotch, at
p. 1005.) The employee may do so by offering “substantial
evidence that the employer’s stated nondiscriminatory reason for
the adverse action was untrue or pretextual, or evidence the
employer acted with a discriminatory animus, or a combination of
the two, such that a reasonable trier of fact could conclude the
employer engaged in intentional discrimination.” (Hersant,
supra, 57 Cal.App.4th at p. 1005; accord, Horn v. Cushman &
Wakefield Western, Inc. (1999) 72 Cal.App.4th 798, 806-807
(Horn).)
However, “[i]t is not enough for the employee simply to
raise triable issues of fact concerning whether the employer’s
reasons for taking the adverse action were sound. What the
employee has brought is not an action for general unfairness but
for age discrimination.” (Hersant, supra, 57 Cal.App.4th at
p. 1005; accord, Wills, supra, 195 Cal.App.4th at p. 160 [“ ‘ “The
[employee] cannot simply show that the employer’s decision was
wrong or mistaken, since the factual dispute at issue is whether
discriminatory animus motivated the employer, not whether the
employer is wise, shrewd, prudent, or competent.” ’ ”].) Rather,
the employee’s “ ‘ “[c]ircumstantial evidence of ‘ “pretense” must
19
be “specific” and “substantial” in order to create a triable issue
with respect to whether the employer intended to discriminate’
on an improper basis.” ’ ” (Husman, supra, 12 Cal.App.5th at
p. 1182; accord, Morgan v. Regents of University of California
(2000) 88 Cal.App.4th 52, 69.) “[S]ummary judgment [or
summary adjudication] for the employer may [] be appropriate
where, given the strength of the employer’s showing of innocent
reasons, any countervailing circumstantial evidence of
discriminatory motive, even if it may technically constitute a
prima facie case [of discrimination], is too weak to raise a
rational inference that discrimination occurred.” (Guz, supra,
24 Cal.4th at p. 362.)
3. SGI Met Its Burden To Show It Terminated Lazo for
a Nondiscriminatory Reason, and Lazo Did Not
Demonstrate a Triable Issue of Fact That Her
Termination Was Motivated by Age Discrimination
Lazo concedes that SGI offered a nondiscriminatory reason
for her termination: that she mishandled transactions. We agree
that SGI met its initial burden to show it terminated Lazo for a
nondiscriminatory reason. SGI introduced evidence that an
independent loss prevention auditor determined Lazo and nine
other employees mishandled cash register transactions against
company policy under circumstances suggesting theft. Three of
these employees chose to voluntarily resign, while the six others
(including Lazo) disputed the accusations and were terminated.
Lazo argues she met her burden to show that SGI’s
justification for her termination was “a pretext to disguise illegal
[age] discrimination.” She first argues that SGI advanced
“shifting” and “factually baseless” reasons for her termination.
20
Lazo broadly asserts that SGI’s proffered reason for her firing
was pretext for age discrimination. She argues SGI did not have
a reasonable belief that she was stealing because she had no
record of wrongdoing during her previous years of employment,
and SGI did not properly investigate the circumstances
surrounding the alleged theft. Lazo also asserts that SGI
management dismissed objections from other employees about
her termination based on her lack of previous misconduct. As
stated, however, it is not enough to show the employer’s proffered
reason for termination was wrong or mistaken. (See Guz, supra,
24 Cal.4th at p. 358; Wills, supra, 195 Cal.App.4th at p. 160;
Hersant, supra, 57 Cal.App.4th at p. 1005.) Consistent with
FEHA, an “ ‘employer may fire an employee for a good reason, a
bad reason, a reason based on erroneous facts, or for no reason at
all, as long as its action is not for a discriminatory reason. . . .
“While an employer’s judgment or course of action may seem poor
or erroneous to outsiders, the relevant question is . . . whether
the given reason was a pretext for illegal discrimination.” ’ ”
(Arteaga v. Brink’s, Inc. (2008) 163 Cal.App.4th 327, 344.)
Indeed, Lazo’s burden is to demonstrate the firing was motivated
by an unlawful purpose.
Lazo also argues that SGI’s justification was pretextual
because it changed its characterization of Lazo’s February 9,
2023 transaction from giving away a bag of food and a drink to
overcharging for a side order of jalapeños. “[E]vidence of pretext
requires ‘ “such weaknesses, implausibilities, inconsistencies,
incoherencies, or contradictions . . . that a reasonable factfinder
could rationally find them ‘unworthy of credence,’ [citation], and
hence infer ‘that the employer did not act for the [asserted] non-
discriminatory reasons.’ ” ’ ” (Martin v. Trustees of California
21
State University (2023) 97 Cal.App.5th 149, 163 (Martin).) But
here, SGI consistently maintained that Lazo was fired because
the audit revealed she “mishandl[ed]” transactions, indicating
“potential theft.” (See Reeves v. MV Transportation, Inc. (2010)
186 Cal.App.4th 666, 680 [plaintiff did not establish triable issue
regarding employer’s alleged age discrimination by identifying
“slight[]” “inconsistencies in defendant’s position” which were
“not the kind of ‘ “fundamentally different justifications” ’ . . . for
an employment decision that created triable issues”]; accord, Guz,
supra, 24 Cal.4th at p. 364 [same, where employer first stated
employee’s termination was “to reduce costs” and later because of
a “ ‘downturn in [] workload’ ”]; Horn, supra, 72 Cal.App.4th at
pp. 813, 815 [affirming summary judgment on age discrimination
claim where employer’s reasons for terminating plaintiff “contain
the same central theme”].) Although there may be differences
between giving away SGI’s product (food and drink) and
mischarging for a different product (jalapeños), Lazo does not
argue that SGI changed its characterization of the other two
alleged mishandled transactions, which separately served to
justify her termination.3 For these reasons, a reasonable
factfinder could not infer from SGI’s different description of the
February 9, 2023 transaction that SGI did not fire Lazo for
mishandling transactions.
Even if we accept Lazo’s assertion that SGI’s theft
accusations lacked a factual basis, “an inference of intentional
discrimination cannot be drawn solely from evidence, if any, that
3 Lazo’s declaration submitted in opposition to summary
judgment conceded that she had no recollection of and could not
explain the February 19, 2023 allegation that she gave a
customer six or seven sandwiches but only charged for one.
22
the company lied about its reasons [for termination]. . . . Proof
that the employer’s proffered reasons are unworthy of credence
may ‘considerably assist’ a circumstantial case of discrimination,
because it suggests the employer had cause to hide its true
reasons. [Citation.] Still, there must be evidence supporting a
rational inference that intentional discrimination, on grounds
prohibited by the statute, was the true cause of the employer’s
actions.” (Guz, supra, 24 Cal.4th at pp. 360-361.) Lazo contends
she introduced such evidence showing SGI’s discriminatory
motive behind her termination. She argues: “while it was
pursuing its pretextual termination of Lazo, SGI was replacing
Lazo with 18-to-21-year-old employees, solely hiring young
employees in its restaurant, favoring other younger employees in
its audit while removing other aging employees, and later lying
about its knowledge of Lazo’s age and other dubious details
during depositions.” We determine Lazo’s circumstantial
evidence of age discrimination does not create a triable issue of
fact in light of SGI’s “strong contrary showing” of a
nondiscriminatory reason for her termination. (Guz, at p. 367.)
Lazo argues that “fifty percent of the employees who lost
their jobs as a result of SGI’s audit were over 40 years old or
about to be 40 years old.” “ ‘ “ ‘[T]o create an inference of
intentional discrimination, statistics must demonstrate a
significant disparity and must eliminate nondiscriminatory
reasons for the apparent disparity.’ ” ’ ” (Martin, supra, 97
Cal.App.5th at p. 168; accord, Foroudi v. The Aerospace Corp.
(2020) 57 Cal.App.5th 992, 1009.) Here, SGI produced evidence
that an independent auditor reviewed transactions without
access to employee i