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American Express sign on a restaurant door in New York. REUTERS Brendan McDermid

Appeals court declines to rehear AmEx arbitration clause case

5/29/2012 COMMENTS (0)

May 29 (Reuters) - A federal appeals court on Tuesday opted not to reconsider its February opinion allowing American Express merchant customers to file an antitrust lawsuit against the company.

A two-judge panel at the 2nd U.S. Circuit Court of Appeals had ruled that American Express cannot use an arbitration clause to prevent its merchant customers from banding together in an antitrust lawsuit against the company.

On Tuesday five appeals court judges said that the case had been wrongly decided and should have been granted an en banc rehearing.

"The panel opinion thus impairs the Federal Arbitration Act's strong federal policy favoring the enforcement of arbitration agreements, and frustrates the goals of arbitration by multiplying claims, lawsuits, and attorneys' fees," Chief Judge Dennis Jacobs wrote. His dissenting opinion was joined by judges Debra Ann Livingston and Jose Cabranes.

Judge Cabranes and Judge Reena Raggi also issued separate dissenting opinions. Judge Richard Wesley dissented as well.

Since 1999 American Express has included a mandatory arbitration clause requiring merchants to waive the right to sue the company in a class action. The clause is unenforceable, however, because it encroaches on merchants' rights under federal antitrust laws, the February panel ruled.

That opinion honored Supreme Court precedent in "preserving plaintiffs' ability to vindicate federal statutory rights, rather than eviscerating more than 120 years of antitrust law by closing the courthouse door to all but the most well-funded plaintiffs," Judge Rosemary Pooler said on Tuesday, writing for the majority.

A group of California and New York merchants, including restaurants and retailers, and the National Supermarkets Association sued American Express in 2003. They accused the company of using numerous tactics to force merchants to pay inflated fees for AmEx charge card transactions in violation of federal antitrust laws.

American Express argued that, under their contracts, the merchants were required to resolve their disputes individually in private arbitration. The district court agreed in 2006, upholding the arbitration clause.

But the 2nd Circuit, reviewing the case for a third time in light of successive Supreme Court rulings, refused to send the parties to arbitration.

The enforceability of arbitration clause became a hot-button issue after the Supreme Court's 2011 decision in AT&T Mobility v. Concepcion, which allowed companies to enforce class action waivers in consumer contracts. The decision appeared to be a windfall for companies, allowing them to thwart consumer class actions by adding arbitration clauses to their contracts.

But the circuit in February concluded that the Concepcion ruling did not apply to the merchants' antitrust claims. Relying on testimony from the plaintiffs' economics expert, the court found that the merchants would have no economic incentive to pursue an individual arbitration. The cost of hiring an antitrust expert to prove the case would dramatically outweigh the individual damages, the court noted.

Judge Cabranes in his opinion said the circuit split was a sign the case was ripe for the Supreme Court.

The case is In Re: American Express Merchants' Litigation, U.S. Court of Appeals for the 2nd Circuit, No. 06-1871.

For the merchants: Gary Friedman of the Friedman Law Group.

For American Express: Bruce Schneider, Julia Strickland and Stephen Newman of Stroock & Stroock & Lavan; Michael Kellogg of Kellogg, Huber, Hansen, Todd, Evans & Figel.

(Reporting By Basil Katz)

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