How and why does the areole meristem move in Echinocereus (Cactaceae)?

Background and Aims In Cactaceae, the areole is the organ that forms the leaves, spines and buds. Apparently, the genus Echinocereus develops enclosed buds that break through the epidermis of the stem adjacent to the areole; this trait most likely represents a synapomorphy of Echinocereus. The development of the areole is investigated here in order to understand the anatomical modifications that lead to internal bud development and to supplement anatomical knowledge of plants that do not behave according to classical shoot theory. Methods The external morphology of the areole was documented and the anatomy was studied using tissue clearing, scanning electron microscopy and light microscopy for 50 species that represent the recognized clades and sections of the traditional classification of the genus, including Morangaya pensilis (Echinocereus pensilis). Key Results In Echinocereus, the areole is sealed by the periderm, and the areole meristem is moved and enclosed by the differential growth of the epidermis and surrounding cortex. The enclosed areole meristem is differentiated in a vegetative or floral bud, which develops internally and breaks through the epidermis of the stem. In Morangaya pensilis, the areole is not sealed by the periderm and the areole meristem is not enclosed. Conclusions The enclosed areole meristem and internal bud development are understood to be an adaptation to protect the meristem and the bud from low temperatures. The anatomical evidence supports the hypothesis that the enclosed bud represents one synapomorphy for Echinocereus and also supports the exclusion of Morangaya from Echinocereus.