The Julie Roehm Saga at Wal-Mart Stores, Inc.

            
 
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Case Details:

Case Code : HROB108
Case Length : 17 Pages
Period : 2006-2007
Pub Date : 2008
Teaching Note : Available
Organization : Hindustan Unilever Ltd; Axis Bank; Vodafone Plc.
Retail
Countries : USA

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This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.



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Excerpts Contd...

Wal-Mart's Counterclaim

In Wal-Mart's counterclaim filed on January 18, 2007, the company refuted Roehm's claims saying that the allegations "set forth vague and broad legal propositions that require no response."

Regarding her alleged misconduct, the lawsuit read, "Instead of working solely in WalMart's interest, (Roehm) frequently put her own first. She did not merely fail to avoid conflicts of interest, she invited them."...

Human Resource and Organization Behavior | Case Study in Management, Operations, Strategies, Human Resource and Organization Behavior, Case Studies

Roehm's Response

According to an excerpt from a statement by Roehm's lawyers, "It is not a coincidence that in Wal-Mart's proposed counterclaim, Wal-Mart -- which apparently reads its employees' e-mails -- has chosen only to excerpt small portions of some of those e-mails in its filings...

Roehm Blinks First

In August 2007, Roehm's lawsuit was dismissed from the Michigan court as the judge ruled that it should have been filed in Arkansas, where Wal-Mart was headquartered. Roehm had earlier submitted in court that she was a resident of Michigan and was only temporarily staying at Arkansas and as such had filed the suit there...

Discussion

This incident at Wal-Mart turned out to be the most talked about episode in corporate America during 2006 and 2007. With the country's largest private employer at the center of this controversy, analysts felt that the incident had provided ample food for thought to industry experts...

Exhibits

Exhibit I: Wal-Mart's Key Financials: 2003-2007
Exhibit II: The 2008 Fortune 500: America's Top Ten Corporations by Revenue
Exhibit III: Criticisms against Wal-Mart
Exhibit IV: Wal-Mart Stock's Performance
Exhibit V: Julie Roehm's Achievements

 

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