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LRI Consulting Services
Labor Community Briefing
May 21, 2026
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| Organizing |
NLRB |
Strikes |
Elections |
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Here are the highlights of what you missed if you weren’t at our May Labor Community Briefing call. Want the full analysis, the data behind these headlines, and the chance to ask questions in real time? Join us on the next call.
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| 01 |
Q1 Organizing Snapshot: Teamsters Lead, Hospitals in the Crosshairs |
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The Q1 data tells a clear story: the Teamsters dominated the organizing landscape, filing more petitions than any other union, and hospitals remain the single most targeted industry. Election timelines continue to compress, with elections happening faster than at any point in recent memory, a dynamic that continues to favor unions. ULP charge patterns in Q1 also reflect a new reality: disappointed union members filing charges against their own unions is now a measurable trend.
| On the call, we walked through the full Q1 petition and ULP charge data by union, industry, and region. |
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| 02 |
Southern Workers Assembly: The Blitz Model Is Expanding |
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This month’s call featured a deep dive on the Southern Workers Assembly, the fastest-growing organizing infrastructure most employers have never heard of. SWA is not a union and cannot organize workers directly, but it is funded by every major union and operates as a feeder system for traditional organizers. Their “blitz” model deploys volunteer teams to factory gates during shift changes across multiple employers and industries simultaneously, creating concentrated pressure in single cities for several consecutive days. Blitz activity is spreading from the Carolinas to Texas and Virginia.
| Terry Dunn of Positive Management Leadership walked through SWA’s cross-industry targeting model, how they use Instagram and social media to sustain worker interest between blitzes, and how the Southern Service Workers Union’s cross-industry membership model fits into the broader picture. Data centers could be the next major target, as they fit SWA’s model perfectly, and employers in that space should be paying attention. |
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| 03 |
REI Boycott and Starbucks: Do Consumer Campaigns Actually Work? |
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REI workers launched a boycott on May 15 timed to the company’s Anniversary Sale, their highest-revenue period, with 11 unionized stores still lacking a contract four years after the first election. A 12th store (San Diego) has an election scheduled for May 27–28. Meanwhile, Starbucks Workers United is planning a “Community Day of Action” on May 23, asking customers to delete the Starbucks app. But the data from SWU’s four-month, 65-store strike last fall is instructive: Starbucks Q1 comparable sales rose 4%, and Red Cup Day, the biggest revenue day of the year, saw zero sales impact from the boycott call.
| 4 ½ yrs |
Since Starbucks Workers United’s first store win, and still no first contract |
| 700th |
Election won by SWU this week, a milestone that arrived with 4½ years elapsed and still no first contract to show for it |
| +4% |
Starbucks Q1 comp sales growth during SWU’s four-month strike. The consumer boycott had no measurable effect. |
Also notable: workers at the original Pike Place Starbucks filed a petition on April 3 and withdrew it on May 5 after baristas publicly described SWU’s deceptive organizing tactics, including disguising an organizing meeting as a “casual meetup.”
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| 04 |
Is the NLRB Constitutional? The Circuit Split Deepens |
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The constitutional challenge to the NLRB’s structure is gaining real traction. In Findhelp d.b.a. Aunt Bertha v. NLRB, a Fifth Circuit judge issued a permanent injunction blocking the Board from prosecuting a ULP case, finding that member removal protections are unconstitutional because the Board’s executive functions (investigating, prosecuting, and adjudicating ULP charges) take it outside the Humphrey’s Executor exemption. The D.C. Circuit reached a similar conclusion in Wilcox v. Trump, though on narrower grounds. The Third and Ninth Circuits have taken the opposite view, refusing injunctive relief to employers raising the same challenge, setting up what looks like an inevitable Supreme Court showdown.
| We covered what a successful constitutional challenge would actually mean for pending ULP cases, what employers can and cannot do right now to take advantage of this litigation, and where the circuit split is likely heading. |
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| 05 |
UAW Election Challengers, Cemex Fades Further |
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Shawn Fain is facing a crowded field of challengers heading into the UAW election, with at least four announced opponents and UAW Secretary-Treasurer Margaret Mock widely expected to enter the race. Fain ousted Mock after she refused to approve questionable financial expenditures, and the federal monitor ordered her reinstatement. Thirteen federal monitor reports have detailed a culture of retaliation and financial irregularities under Fain’s leadership. On Cemex: the Board’s en banc petition argues the Sixth Circuit’s ruling improperly constrains its adjudicative authority, while the Ninth Circuit separately punted, affirming a bargaining order under the older Gissel standard rather than engaging with Cemex at all.
| We discussed what a post-Fain UAW could look like, what his “May Day 2028” coordinated multi-industry strike plan means if it survives a leadership change, and whether the courts will simply let Cemex fade away without a definitive ruling. |
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LRI Consulting Services | Labor Community Briefing | May 2026
Highlights from the May 21 community call.
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