Developing animals display a tremendous ability to change the course of their developmental path in response to the environment they experience, a concept referred to as developmental plasticity. This change in behavior, physiology or cellular processes is primarily thought to allow animals to better accommodate themselves to the surrounding environment. However, existing data on developmental stress and whether it brings about beneficial or detrimental outcomes show conflicting results. There are several well-referred hypotheses related to developmental stress in the current literature, such as the environmental matching, silver spoon and thrifty phenotype hypotheses. These hypotheses speculate that the early-life environment defines the capacity of the physiological functions and behavioral tendencies and that this change is permanent and impacts the fitness of the individual. These hypotheses also postulate there is a trade-off among organ systems and physiological functions when resources are insufficient. Published data on avian taxa show that some effects of developmental nutritional and thermal stressors are long lasting, such as the effects on body mass and birdsong. Although hypotheses on developmental stress are based on fitness components, data on reproduction and survival are scarce, making it difficult to determine which hypothesis these data support. Furthermore, most physiological and performance measures are collected only once; thus, the physiological mechanisms remain undertested. Here, we offer potential avenues of research to identify reasons behind the contrasting results in developmental stress research and possible ways to determine whether developmental programming due to stressors is beneficial or detrimental, including quantifying reproduction and survival in multiple environments, measuring temporal changes in physiological variables and testing for stress resistance later in life.

The environmental conditions that developing organisms experience have robust and long-lasting effects on their phenotypes. Body size, physiological functions and behavioral tendencies are shaped by these developmental conditions and can influence survival and reproductive success of the individual (Lindström, 1999). At the same time, the observed consequences of early life conditions vary considerably. Not surprisingly, there is a debate among stress biologists whether suboptimal developmental conditions allow animals to flourish in a comparable environment or, instead, reduce reproductive potential and/or shorten lifespan.

Several hypotheses have aimed at explaining the context dependency in the outcome of developmental stressors (see Glossary). The environmental matching hypothesis postulates that the early-life environment molds individuals to perform well in the forecasted adult environment (Monaghan, 2008). Thus, when environmental conditions are stable across the lifespan, individuals’ fitness is maximized regardless of the quality of the environment. In contrast, the silver spoon hypothesis predicts that animals which grow up in a good environment always outperform animals that grow up in a poor environment, regardless of the adult environment (Grafen, 1988; Monaghan, 2008). This occurs when a poor early-life environment constrains proper development and maturation of organ systems and physiological functions (Nord and Giroud, 2020). The combination of the environmental matching and silver spoon hypotheses is the thrifty phenotype hypothesis. It aims to explain the epidemiological data showing that low birth and body weight in 1 year old humans are associated with high rates of cardiovascular disease and diabetes (Hales and Barker, 1992, 2001). According to this hypothesis, the fitness of an individual who grows up in a poor environment always falls behind that of an individual from a good environment and is expected to decrease as the adult environment improves (Monaghan, 2008). All three hypotheses predict that individuals from a good rearing environment have higher fitness in a good adult environment compared with ones from a poor rearing environment, but the degree of differences differs. More importantly, predictions among the three hypotheses vary in a poor adult environment, highlighting the importance of collecting data under suboptimal environmental conditions to determine which hypothesis is supported.

In addition to the above-mentioned hypotheses, the trade-off theory has been well studied in the context of developmental stressors. It predicts that when resources are scarce, development and maturation of one or more organ system(s) is prioritized over others. This prioritization results in proper development of particular organs, often predicted to be the ones that are more essential for survival, while hindering the development of other organs. The developmental stress hypothesis is based on the trade-off theory (Spencer and MacDougall-Shackleton, 2011). It posits that birdsong is a good indicator of male quality because its development is costly and there is a trade-off in allocating resources to various organ systems when the developmental environment is stressful (Nowicki et al., 1998, 2002; Spencer and MacDougall-Shackleton, 2011). The time young songbirds learn to feed on their own coincides with the time that brain regions responsible for learning and producing song, i.e. song nuclei, develop. When food availability is low, prioritizing resource allocation towards somatic growth over song nuclei can result in low song complexity.

To test these hypotheses, a great number of studies have applied a stressor during development that mimics stressors experienced in the wild, such as suboptimal temperature, food deprivation, high population density, environmental toxins and hypoxia. In this Review, we focus on two common stressors in avian taxa: nutritional and thermal stress. We chose the avian taxa because there exists a wide range of studies that have tested the above-mentioned hypotheses using these stressors. These studies include ones on agricultural species, laboratory model species and wild birds. Nutritional stress has gathered attention in the field partly because of the developmental stress hypothesis (Nowicki et al., 1998). As a result, the majority of the studies examining the effects of nutritional stress have been carried out in songbirds, where song quality, song nuclei or corticosterone (one of the stress hormones) is measured. In contrast, thermal stress studies are done primarily in poultry, where researchers are interested in how to promote thermal tolerance in broilers and laying hens through hot summers to maximize survival and yield. Keeping these differences in mind, we categorized studies by nutritional and thermal stress. Despite the wealth of studies, it has been challenging to determine when developmental stressors bring beneficial or costly outcomes later in life, to identify which hypothesis the existing data support the most and to pinpoint the cause of varying results. In this Review, we will identify assumptions in existing hypotheses, gaps in knowledge and additional measures needed to decipher whether developmental stressors are beneficial or detrimental and offer recommendations for areas of future research.

Glossary

Catch-up growth

This occurs when birds, after the end of treatment, grow at a rapid rate to ‘catch up’ to the body mass and size of their control counterparts or surpass them as they reach adulthood.

Developmental asymmetry

When the size of an appendage on one side is significantly different from the size of the same appendage on the other side of the organism

Heat shock proteins (HSPs)

A family of molecular chaperones which aid in repairing damage, such as DNA damage and protein misfolding, caused by cellular stressors (Dubrez et al., 2020; Feder and Hofmann, 1999).

Hormesis

A phenomenon whereby a low-level stressor triggers a favorable response whereas a high-level stressor leads to a harmful response (Agathokleous et al., 2019; Calabrese, 2013).

HVC

One of the song nuclei in birds; formerly called the high vocal center.

Latent effect

When an effect of a stressor appears at some time after the initial exposure

Song complexity

The number of syllables and songs in a repertoire, or other components of birdsong that, with more or fewer of these components, changes the quality of the song.

Song learning

The acquisition of species-specific song during development in birds.

Stressor

A stimulus that has the potential to cause molecular, cellular, organ or tissue damage in an animal (Wada, 2019).

Stress resilience

An animal's ability to restore performance after a temporary decline.

Stress resistance

An animal's ability to elicit behavioral, physiological or cellular responses to avoid persistent damage such that the animals’ performance is unaffected.

Stress tolerance

An animal's ability to maintain performance even when stressors result in some level of persistent damage. When the level of accumulated damage passes a tolerance threshold, performance starts to decline (Wada, 2019).

Thermoneutral zone

A range of ambient temperatures at which a homeotherm can maintain its core body temperature without increasing metabolic rate.

Thyroid hormones

One of the major regulators of metabolism; involved in body temperature regulation (Mullur et al., 2014). The thyroid gland predominantly produces thyroxine (T4), which is then converted to a more active form, triiodothyronine (T3), at the target tissue.

Transgenerational effect

Effects in organisms that can alter the phenotype of their descendants in subsequent, unexposed generations (i.e. F3).

In this section, we briefly summarize common findings in nutritional and thermal manipulation studies, highlighting whether stress tolerance (see Glossary), reproductive output and survival have been measured in these studies.

Nutritional manipulation

Nutritional stress involves any significant change in nutrition that is below optimal, such as caloric restriction and varying macronutrient availability. There are several different ways nutritional stress is administered, making it difficult to draw general conclusions about the outcomes of nutritional stress during development. Here, we categorize the studies by four ways nutrition was manipulated. The first is through food restriction, where the quality of food remains the same, but the amount of food provided to stressed individuals is less than in the control group. Secondly, food removal studies remove food at a random time of day for a specified length of time, whereas the control group has unlimited access to the same quality of food. The focus of this type of study is to investigate how unpredictability, rather than quantity of food, changes how individuals develop. Thirdly, increased foraging time studies, often used with birds, provide food mixed with inedible items that require individuals to search harder for their food compared with controls (Lemon, 1993). Lastly, in food quality studies, animals can eat ad libitum, but the macronutrient availability in the diet varies between treatment groups.

Generally, food restriction negatively impacts song learning (see Glossary) and complexity (see Glossary), growth and hormone levels. Male birds that have experienced food restriction as nestlings copy tutor songs less accurately compared with controls (Nowicki et al., 2002; Schmidt et al., 2013) (Table S1). One mechanism that links food restriction to song quality is a reduction in song nuclei volume, although the duration of the stressor influences its effect (Nowicki et al., 2002; MacDonald et al., 2006). As birds sing to attract a mate, food restriction can be detrimental if the change in birdsong lowers reproductive success. However, the effect of food restriction during development on fitness components is largely undertested. Additionally, birds under food restriction experience greater developmental asymmetry (see Glossary) and slower growth compared with unstressed birds (Pravosudov and Kitaysky, 2006; Kempster et al., 2007). Food-restricted females also had lower circulating levels of estradiol than controls, indicating a potential detriment to reproduction (Schmidt et al., 2014). Further studies are necessary to determine whether this change in estradiol decreases reproductive success.

Food removal generally hinders song complexity and learning, motivation to sing, growth rate and stress hormones. Birds subjected to this regime had smaller song repertoires, sang less and took longer to start singing (Buchanan et al., 2003; Spencer et al., 2004). One mechanism behind the observed changes in birdsong could be corticosterone, as stressed birds had higher corticosterone titers compared with controls. Food removal studies show mixed results for body mass; whereas some showed that stressed birds weighed less than control birds (Chin et al., 2013; Ericsson et al., 2016), others showed the opposite effect (Buchanan et al., 2003; Farrell et al., 2012; Goerlich et al., 2012; Farrell et al., 2015a). Unpredictability in food availability can cause some animals to consume more food when it is available, increasing overall food intake and body mass, which could explain this disparity. Further research is needed to determine whether these changes in growth rate impact the attractiveness, reproductive effort or success of affected individuals.

Similar to food restriction and food removal, food mixed with inedible items (to increase foraging time in the lab) tends to hinder song learning and complexity, mate choice behavior and growth rate. Birds from nests with a higher foraging effort had lower song learning accuracy, lower song complexity and lower motivation to sing than controls (Spencer et al., 2003, 2005; Brumm et al., 2009; Bell et al., 2018). In another study, there was no effect on song-learning accuracy, but stressed males had lower song complexity than controls (Zann and Cash, 2008). Other studies observed that birds from nests with increased foraging effort had a smaller HVC (see Glossary) volume and decreased ability to remember novel songs compared with controls (Buchanan et al., 2004; Bell et al., 2018), suggesting that lower song complexity in the stressed birds may be due to an alteration in the song nuclei. These detriments to song components have been shown to affect mate choice, where females prefer non-stressed males (Spencer et al., 2005). Furthermore, stressed females have been shown to be less active in mate choice trials (Woodgate et al., 2010). This effect could decrease reproductive success, although this link has not been measured thoroughly in foraging studies. Additionally, birds forced to forage for longer weighed less during development, but they experienced catch-up growth (see Glossary) (Metcalfe and Monaghan, 2001; Spencer et al., 2003; Brumm et al., 2009; Woodgate et al., 2010; Kriengwatana et al., 2013). The decreased growth rate during treatment could be due to corticosterone, as stressed birds elevate baseline corticosterone levels in the developmental period (Kriengwatana et al., 2014). However, the exact mechanism for catch-up growth and whether it has long-term consequences on behavioral tendencies or survival remains untested.

In contrast to other types of nutritional stress studies, food quality has mixed effects on mate choice and behavior, and detrimental effects on growth rate. For mate choice, one study found that females preferred males that received high-quality food when given a choice (Naguib and Nemitz, 2007), whereas other studies did not observe this effect (Honarmand et al., 2015, 2017). Another study found that males given low-quality food spent more time with females that received the same treatment than with those that received high-quality food (Noguera et al., 2017). These results may be due to differences in sexually selected traits. In the zebra finch, females preferred males with redder beaks (Simons and Verhulst, 2011), and food quality was positively correlated with redness of the bills (Noguera, 2017). For birdsong, another sexually selected trait, birds given lower quality food had higher song rates compared with birds given high-quality food (Honarmand et al., 2015). This result is in contrast to those from other nutritional stress studies, which observed reduced song measures in the stress groups (Nowicki et al., 2002; Buchanan et al., 2003; Spencer et al., 2003, 2004, 2005; Brumm et al., 2009; Schmidt et al., 2013; Bell et al., 2018). There are also mixed results on reproductive efforts. Whereas one study found that low-quality diet negatively impacted clutch size, another study found no effect of diet quality on clutch size and other measures of reproductive success (Honarmand et al., 2017; Noguera et al., 2017). Because of the mixed results on reproductive variables, additional data are necessary to determine how diet quality affects reproduction. Regarding other fitness effects, quality of food in birds does not appear to influence survival or survival of the offspring of stressed individuals (Honarmand et al., 2010; Krause and Naguib, 2014; Honarmand et al., 2017). For behavior, birds on a low-quality diet as juveniles were more aggressive, less responsive to handling stress, less neophobic and learned some tasks better in adulthood than individuals on a high-quality diet (Brust et al., 2014; Noguera et al., 2015). Although there are also mixed results on exploratory behavior (Krause et al., 2009; Krause and Naguib, 2011, 2014, 2015), fast learning and possessing bold characteristics can give competitive advantages to stressed birds, especially when food resources are limited.

In summary, developmental nutritional stress often decreases song quality and induces catch-up growth. However, it is difficult to generalize a pattern because of mixed results. This is in part due to variation in the stressor application (i.e. methodology and timing), duration and severity of the stressor and timing of sample collection. Importantly, there may be a missed opportunity to measure variables that are more directly related to fitness, particularly under a nutritionally stressful environment as adults. What differs the most between the environmental matching, silver spoon and thrifty phenotype hypotheses is the fitness outcome in the poor adult environment, which is currently lacking in nutritional stress studies.

Thermal manipulation

For the purpose of this paper, we focus on studies that directly manipulate the temperature that the developing animals experience, rather than ones that manipulate environmental conditions of the parents or nest box temperatures (see Andreasson et al., 2020, for a review of the latter topic). This is because manipulation of the parental environment or nest box temperatures addresses a different set of questions, particularly trade-offs between current reproduction and survival for the parents. Avian embryos have a narrow range of temperatures that they can tolerate compared with other oviparous species (Webb, 1987; Du and Shine, 2015), and both temperature and stability of temperature are important for their development (Olson et al., 2008, 2006; Rubin et al., 2021; Stier et al., 2020). Here, we refer to conditioning as exposing young to a mild heat or cold treatment (during incubation or after hatching). Moreover, we define a challenge as exposing juveniles or adults to more severe heat or cold to assess stress tolerance of the conditioned and control individuals in order to distinguish between stressors that are applied at different stages of life for a distinct purpose. In contrast to nutritional stress studies, thermal manipulation studies are found mostly in agricultural species, which are precocial species and artificially selected. Although heat-conditioning studies in chickens and wild birds have been reviewed elsewhere (see Loyau et al., 2015, and Nord and Giroud, 2020, for details), we emphasize here the fitness effects of both heat and cold conditioning and possible mechanisms behind them.

Common findings for short-term conditioning

Heat conditioning of domesticated chickens for 4 or 24 h within 1 week of hatching improves survival during a heat challenge at market age, an age at which chickens are moved to a processing plant (Loyau et al., 2015). This is likely attributed to the fact that heat-conditioned chickens can maintain lower body temperature during an acute heat challenge compared with non-conditioned individuals (Ncho et al., 2021). Similarly, when chicken embryos are exposed to heat stress for a short period of time, they tend to be better equipped to handle increased ambient temperatures as juveniles and adults (Nord and Giroud, 2020). For instance, embryonic heat conditioning (at 39.5°C) for 2–3 h when the hypothalamic–pituitary–thyroid (HPT) axis of chickens is developing [around embryonic day (E) 10 and 13 (McNabb, 1989; Thommes, 1987)] improves heat tolerance at 34 or 42 days post-hatch (dph) (Piestun et al., 2011, 2008; but also see Collin et al., 2007). This heat tolerance is evident by higher survival rates at otherwise lethal or near-lethal temperatures or the ability to avoid hyperthermia during such a heat challenge compared with controls (Piestun et al., 2008).

Interestingly, an 18 h per day heat treatment as embryos not only improves heat tolerance but also improves cold tolerance, as shown by improved survival during a 5 day cold challenge at 32–37 dph (Saleh et al., 2020). These results indicate that embryonic exposure to suboptimal temperature may alter cellular or physiological pathways that are common protective mechanisms against thermal stressors. Furthermore, chicks briefly (30 or 60 min) exposed to 15°C twice during the last part of the incubation period (E18 and 19) recovered their body temperature faster after a cold challenge at 3 and 14 dph, and had a lower mortality during a cold challenge and reduced incidence of ascites (fluid accumulation in the abdominal cavity) compared with the controls (Shinder et al., 2009, 2011). In general, these results from short-term conditioning studies in poultry support the environmental matching hypothesis (Nord and Giroud, 2020).

Thyroid hormones (see Glossary), heat shock proteins (HSPs; see Glossary) and antioxidants have been proposed to facilitate this acquisition of thermal tolerance. In a study with broiler chickens, triiodothyronine (T3) levels were lower in embryos and chicks exposed to high incubation temperatures, which was accompanied by lower body temperatures and heat production around hatching compared with controls (Tona et al., 2008; Yahav and Hurwitz, 1996; Yahav and McMurtry, 2001; Yahav and Plavnik, 1999; Yahav et al., 2004b; reviewed in Ruuskanen et al., 2021; but also see Yahav et al., 2004a). Although others report that all animals had reduced T3 levels during a heat challenge, the reduction was greater in conditioned animals compared with non-conditioned animals (Moraes et al., 2003; Piestun et al., 2011, 2008; Tona et al., 2008; Yahav and McMurtry, 2001). Furthermore, laying hens heat conditioned for 6 h per day during the latter half of the incubation period had decreased thyroxin (T4) levels after a heat challenge and increased T4 levels after a cold challenge (Kamanli et al., 2015). Although metabolic rate was not measured in this study, these results indicate that these animals can potentially match metabolic rate to the ambient temperature better than non-conditioned animals through an alteration of the HPT axis.

In vitro studies indicate that a prior exposure to mild heat enhances cell survival at otherwise lethal temperatures via increased expression of HSPs (Moseley, 1997; Moseley et al., 1994; Rattan and Ali, 2007; Samali et al., 1999). Conversely, results related to the role of HSPs in heat tolerance in vivo are mixed (Shehata et al., 2020). Heat-conditioned animals tend to have higher levels of HSPs compared with controls. For instance, heat-conditioned and heat-conditioned/food-restricted chickens had elevated HSP70 protein levels in the brain during a 2 week heat challenge, whereas non-conditioned animals did not (Liew et al., 2003). In broilers, the duration of heat conditioning likely determines the level of HSPs, as heat conditioning (60 min per day) that lasted 1 week increased HSP90 and HSP70 protein levels, whereas 2 week heat conditioning did not (Wang and Edens, 1998). In another study with broilers, heat-conditioned chickens had reduced levels of HSPs (Yahav et al., 1997a,b). Thus, more studies are needed to examine the role of HSPs in acquired heat tolerance.

Thermal stress can elevate levels of reactive oxygen species (ROS) and oxidative damage in a cell if excess amounts of ROS are not neutralized (Mujahid et al., 2007, 2005; reviewed in Abdel-Moneim, 2021). Because antioxidants can neutralize free radicals, they are thought to enable thermal resistance. Cold temperature can cause cellular and tissue damage in broiler chickens (Julian, 2000; Wei et al., 2018; Zhang et al., 2011); thus, upregulation of antioxidants and other repair mechanisms can help minimize cold-associated damage. In fact, the conditioned hens that had experienced mild cold as embryos elevated superoxide dismutase antioxidant activity significantly more after a cold challenge compared with non-conditioned hens (Kamanli et al., 2015). Another study in broilers found that mild cold conditioning (e.g. 3–7°C lower than controls) during the juvenile period enhanced antioxidant enzyme activities (Li et al., 2017). However, severe thermal stress can hinder protective mechanisms, as an exposure to severe cold (e.g. a sudden 13°C drop) decreases antioxidant activities (broilers: Wei et al., 2018). It is possible that, when exposed to mild levels of cold stress, antioxidants are upregulated to minimize cold-associated oxidative damage to DNA, proteins and lipids. In contrast, when exposed to severe cold stress, the antioxidant system may be overwhelmed by free radicals or antioxidant levels may decrease as a result of damage to the antioxidant production pathway, leading to reduced levels of antioxidants available to neutralize free radicals (Zhang et al., 2009, 2018).

Common findings for long-term conditioning

In contrast to short-term exposure to high incubation temperature, constantly high incubation temperature resulted in lower hatching success in chickens (Piestun et al., 2008) and zebra finches (Wada et al., 2015). Constant, high incubation temperature also led to a higher rate of malformations in chickens, often showing multiple malformations in one embryo (Noiva et al., 2014). Long-term heat conditioning also does not appear to provide thermotolerance in chickens in the way short-term heat conditioning does. For instance, 3 week heat conditioning of broilers right after hatching did not improve heat tolerance between 36 and 50 dph (Liew et al., 2003). Some of these results support the silver spoon hypothesis (Nord and Giroud, 2020) given that heat exposure during development has a negative consequence on hatching success, whereas other results do not support one particular hypothesis.

Three studies thus far have examined the effects of a 28 day juvenile heat-conditioning treatment on oxidative damage, survival and reproductive performance in zebra finches (Costantini et al., 2012, 2014; Hoffman et al., 2018). When birds were exposed to high heat (42°C) 3 h per day for 3 consecutive days as adults, the birds that underwent mild heat conditioning as juveniles (at 38°C) had lower plasma oxidative damage compared with non-conditioned birds and ones that were conditioned to high heat (42°C) as juveniles (Costantini et al., 2012). These results indicate that the severity of a stressor determines the ability to combat a future stressor. Furthermore, survival after adult treatment depended on a match between juvenile and adult treatment, where non-conditioned individuals that were exposed to high heat as adults and heat-conditioned individuals that were not exposed to heat again as adults had lower survival than those with ‘matching’ juvenile and adult treatments (Costantini et al., 2014). These results suggest that there is a cost to priming cellular and physiological functions in response to increased temperatures, which is precipitated when developmental and adult environments do not match. Interestingly, juvenile conditioning with mild heat (at 38°C) and exposure to high heat (42°C) as adults for 3 days independently improved percentage fertility in a clutch, indicating heat exposure enhances reproductive performance in zebra finches at those time points (Hoffman et al., 2018). In contrast to long-term heat conditioning in chickens, these results support the environmental matching hypothesis when the conditioning temperature is within the species’ thermoneutral zone (see Glossary).

Similar to long-term heat conditioning studies, long-term cold conditioning generally has a negative impact on offspring performance. Constant low incubation temperature resulted in high protein usage (Hepp et al., 2006), high metabolic rates (DuRant et al., 2011; Olson et al., 2006) and reduced thermoregulatory ability (Black and Burggren, 2004) during the incubation period in wood ducks, zebra finches and chickens. The effect of long-term cold conditioning lasted at least for the first 1–3 weeks of life, as shown by low body condition (i.e. lower body mass for the size) in the cold conditioned animals at or after hatching (DuRant et al., 2010), high metabolic rates (Nord and Nilsson, 2011; Wada et al., 2015) and high energy expenditure during a cold challenge (DuRant et al., 2012). Furthermore, zebra finches and American robins exposed to constantly low incubation temperature as embryos had a lower post-hatching survival (Berntsen and Bech, 2016; Ospina et al., 2018; Wada et al., 2015; but also see Nord and Nilsson, 2016), indicating a long-term effect of cold conditioning on fitness components.

Whether a developmental stressor enhances or reduces fitness-related measures (therefore bringing beneficial or detrimental outcomes) depends on the duration, severity and timing of the stressor, as well as the timing of the performance measurement and the stability of the environment throughout the experiment for each experimental group. In general, a short exposure to suboptimal temperatures as an embryo and soon after hatching enhances thermotolerance later in life, thus supporting the environmental matching hypothesis (Nord and Giroud, 2020). In contrast, constant or long-term thermal stress during incubation decreases hatching success and increases the incidence of the malformation and post-hatch survival (Noiva et al., 2014; Piestun et al., 2008; Wada et al., 2015). These data in part support the silver spoon hypothesis (Nord and Giroud, 2020) and indicate that severe or prolonged thermal stress likely hinders proper development. This biphasic response fits the framework of hormesis (see Glossary), where short exposure may induce a maximum response of the inverted U-shaped (concave) curve whereas long-term exposure pushes the response from adaptive to maladaptive (Calabrese, 2013). The concept is particularly interesting for developmental stressors because the hormetic dose–response curve can quantify a limit of plasticity and where an adaptive response turns into a maladaptive response (Agathokleous et al., 2019). This hormetic response may be due to alterations in the HPT axis and other physiological changes triggered by the developmental conditions, which are likely to have a cost when the animal's environment changes. Likewise, food restriction is known to negatively impact birdsong, but the severity of damage to the song nucleus depends on the duration of the nutritional stressor and the sensitivity of specific brain regions to the physiological response induced by the stressor. In previous studies, HVC growth was stunted first, and the telencephalon and robust nucleus of the arcopallium also experienced decreased growth if the duration of the stressor increased (Nowicki et al., 2002; MacDonald et al., 2006). At the same time, a change in birdsong has rarely been examined together with attractiveness and reproductive effort; thus, it is premature to conclude whether shorter and simpler songs due to food restriction are ultimately detrimental.

The overall outcome of the developmental stressor depends on the balance between benefits and costs (Loeschcke and Hoffmann, 2002). When the stressor is too harsh and inflicts persistent damage to the individual, the costs of the developmental conditions may mask the beneficial effects (Wilson and Franklin, 2002). For instance, higher than optimal incubation temperature can lower hatching success (costs) (Piestun et al., 2008). But among those that hatch, high incubation temperature often improves thermotolerance in adulthood (benefits) (Piestun et al., 2008). Therefore, the same suboptimal condition is costly for hatching success but possibly bears benefits for thermotolerance. This example highlights scenarios where the conditions that enhance immediate survival may be different from those that improve stress tolerance later in life or long-term survival. In the case of zebra finches, a higher than optimal incubation temperature lowered hatching success, whereas a lower than optimal incubation temperature lowered post-hatch survival (Wada et al., 2015). Here, both suboptimally high and low incubation temperatures had the cost of lower survival, but at different life stages. In both cases, developmental stressors may weed out less tolerant individuals; thus, surviving animals may do equally well as or better than non-stressed individuals. Ultimately, to determine whether developmental stressors are beneficial or detrimental to the animal, studies must also test survival and/or reproductive success to evaluate whether the benefits outweigh the costs.

Across the above-mentioned hypotheses, there are common assumptions and presumed mechanisms. One assumption is that the developmental environment has a permanent effect on physiological and cellular functions, such as endocrine and cellular stress responses. The silver spoon and thrifty phenotype hypotheses describe long-lasting effects of the developmental environment on the fitness of the individual (Monaghan, 2008). In the environmental matching hypothesis, fitness depends on whether early- and late-life environments match or not. All three hypotheses postulate a permanent change in physiological and cellular function as the root of such effects on fitness. But does the evidence point to a permanent change in physiological functions due to developmental stressors? Or do physiological and cellular functions remain plastic throughout one's life, despite being exposed to a developmental stressor?

Another assumption is that there is a trade-off among physiological systems, meaning the body prioritizes certain organ systems at the expense of others. The cost of this trade-off may manifest immediately or later in life. The trade-off theory is a proposed mechanism for impaired fitness under a poor early-life environment. Does evidence from the literature support the idea that organisms in a poor environment preferentially allocate resources to a particular organ system? Or is resource allocation reduced equally across organ systems, but various organs have different sensitivity to low resource availability? In this section, we explore evidence in avian studies that supports or opposes the assumptions of a permanent change in physiological functions and trade-offs.

Assumption 1: physiological and cellular functions change permanently when exposed to a developmental stressor

In Tables 1 and 2, we have categorized studies and variable types such as hormone levels and metabolic rates into the types of effect that have been observed. The most concrete support for a permanent change in physiological and cellular function would come from studies that measured those variables repeatedly and saw a consistent decline or elevation after an exposure to a developmental stressor. Effects can also manifest later in life (a latent effect; see Glossary) or in the next generation (a transgenerational effect; see Glossary). These latent and transgenerational effects, if documented repeatedly, would also support the idea that an exposure to developmental stressors permanently changes physiological functions. In contrast, effects that diminish over time oppose the assumption that there is a permanent change in physiological or cellular functions due to developmental stressors. To distinguish between no effect and a latent effect or between a permanent effect and a diminishing effect, one must measure animals multiple times across their lifespan. Likewise, effects observed a long time after the treatment ceased, but only measured once, require further studies with repeated measures to confirm whether the change is persistent. It is also possible that effects can be detected only after the animal was challenged with a stressor later in life; and these effects are interesting for two reasons. Firstly, if the change occurs in conjunction with fitness-related measures, then the results would indicate a change in stress resistance (see Glossary). Secondly, they emphasize the importance of testing stress resistance and going beyond collecting samples only in a benign adult environment, because we may otherwise miss the effects of developmental stressors. Here, we focus on long-term modifications in levels of hormones, HSPs, antioxidants and metabolic rates as potential mechanisms of observed changes in birdsong, morphology and growth due to developmental stressors.

One of the main mechanisms proposed for reduced song learning or growth rate in response to restricted food availability is plasma corticosterone. Song learning starts soon after fledging and goes into early adulthood, spanning weeks for close-ended learners (Brainard and Doupe, 2002). If plasma corticosterone is the culprit for impaired song learning, we should observe a sustained elevation (or suppression if corticosterone is necessary for song learning) during one or more phases of song learning. In respect to growth rate, it is possible that reduced growth rate during the treatment is due to elevated baseline or stress-induced corticosterone, which may return to control-comparable levels after the treatment ceases, permitting catch-up growth. Generally, developmental nutritional stress does not alter baseline corticosterone levels (Schmidt et al., 2012; Zimmer et al., 2013; Ericsson et al., 2016), whereas stress-induced corticosterone levels show mixed results (Table 1). Although some studies documented an increase in stress-induced corticosterone due to nutritional stress (Buchanan et al., 2003; Pravosudov and Kitaysky, 2006; Ericsson et al., 2016), others showed no effect (Goerlich et al., 2012; Zimmer et al., 2013; Schmidt et al., 2014; Ericsson et al., 2016). Nutritional stress also does not typically influence metabolic rate (Krause et al., 2009; Schmidt et al., 2012; Chin et al., 2013; Kriengwatana et al., 2013; but also see Criscuolo et al., 2008). An artificial elevation of corticosterone impedes song learning (Spencer et al., 2003), yet nutritional stress studies that observed effects on birdsong did not consistently detect a change in corticosterone. These results do not strongly support the idea that a permanent change in corticosterone occurs in stress-exposed animals, or that elevated corticosterone during the critical period of development accompanies a change in birdsong or growth rate.

When considering corticosterone as one of the candidates for mediating the effects of developmental stress on growth and metabolic rate in thermal conditioning studies, some studies saw a long-term effect of developmental thermal manipulation on plasma corticosterone levels (DuRant et al., 2010; Moraes et al., 2003; Rubin et al., 2021; Tona et al., 2008), whereas others saw diminishing effects or no effects (DuRant et al., 2010; Wada et al., 2015) (Table 2). It is worth noting that, with the exception of a zebra finch study that documented an increase in corticosterone at the same time as an increase in metabolic rate (Wada et al., 2015), changes in corticosterone do not seem to coincide with changes in growth rate or metabolic rate. It is commonly thought that a high metabolic rate leads to high growth when food is abundant whereas a low metabolic rate leads to high growth when food is scarce (Auer et al., 2015; Killen et al., 2011; Derting, 1989). In a study with wood ducks, embryos incubated at the lowest temperature had the highest energy expenditure during incubation (DuRant et al., 2011) and the lowest growth rate for the first 9 days post-hatching (DuRant et al., 2010). In contrast, a study with zebra finches showed a brief elevation in metabolic rate in female fledglings from the lowest incubation temperature group, even though their growth rate during the fledging period or beyond was comparable to that of the controls (Wada et al., 2015). Thus, it is unclear whether developmental thermal stress causes a permanent change in metabolic rate or corticosterone levels, which could in turn mediate a treatment effect on growth rate.

Given its role in temperature regulation, a permanent change in thyroid hormone production or thyroid hormone metabolism via deiodination would support the idea that developmental thermal stress enhances thermoregulatory capacity via alteration of the HPT axis. Poultry studies show that alterations in the HPT axis and body temperature accompanied by thermal conditioning can last for 4–6 weeks (Moraes et al., 2003; Piestun et al., 2011), in some cases up to 30 weeks (Kamanli et al., 2015), mitigating hyperthermia and hypothermia during a thermal challenge. At the same time, the effect of thermal manipulation on thyroid hormone levels can diminish over time (Yahav and Hurwitz, 1996; Yahav et al., 1997b) or only emerge after a heat challenge (Moraes et al., 2003; Piestun et al., 2008; Tona et al., 2008) (Table 2). Further studies are needed to confirm whether a long-term change in the HPT axis, hormone metabolism and hormone receptor abundance correlate with acquired heat or cold tolerance.

In general, it is difficult to determine whether developmental stressors alter physiological and cellular functions permanently. The main reason for this is that developmental stress studies do not typically measure physiological and cellular functions across time. Therefore, the results of these studies can only be categorized as possible long-term effects or no effect. This is especially true for nutritional stress studies. More nutritional stress studies should sample multiple physiological and fitness-related variables repeatedly across time to determine whether changes in stress responses persist in the organism. An exception to this recommendation would be song variables. Close-ended learners have crystallized (fixed) songs; thus, measuring song characteristics multiple times may not be very informative. Open-ended learners continue to learn song throughout their lives (Brainard and Doupe, 2002); thus, a change in song duration, rate or complexity in adulthood may not reflect the animals’ developmental environment. Previous studies also observed tissue specificity for some variables. For instance, effects of thermal manipulation on antioxidant levels and oxidative damage are heavily tissue specific. Similarly, changes in hormone metabolism and receptor abundance can change the efficacy of the hormones. As tissue antioxidants, oxidative damage and receptor levels are often terminal measures, there is a logistical hurdle for sampling repeatedly unless the animal is large enough to allow multiple tissue sampling.

Assumption 2: resources are preferentially allocated to particular organs

It is possible that, when exposed to a stressor, resource allocation is favored towards certain organs such as the brain or heart. Previous studies have shown that the brain is relatively buffered from nutritional and water deprivation, whereas the spleen, gonads and adipose tissues are not (Glazier, 2009). Referred to as brain-sparing, severe nutritional deprivation during mammalian fetal development increases blood delivery to the brain, while restricting blood flow to peripheral tissues via vascular remodeling (Cohen et al., 2015). It is possible that a similar trade-off occurs in birds. If the proportion of certain organs relative to the body size differed between the control and stressed groups, these data would support the idea that developmental stressors change resource allocation among organ systems. However, current data on developmental thermal manipulation in birds show higher relative organ mass compared with controls for all organs measured or lower relative organ mass for all organs measured (De Basilio et al., 2001; Shinder et al., 2009; Yahav and Hurwitz, 1996; but see Piestun et al., 2011) (Table 2). Thus, there is currently no strong support for the trade-off hypothesis. For nutritional stress studies in birds, organ data are scarce, limiting our ability to determine whether there is a trade-off due to nutritional stress during development.

As we searched the literature, we found three categories of studies that underscored gaps in our current knowledge and an additional assumption made in these studies. One category of studies administered a stressor to animals during development and examined the effects on physiology and behavior (Fig. 1A). In this type of study, it is difficult to know if physiological changes ultimately increase the fitness potential of the individual. Thus, these studies likely do not encapsulate the full effect of the stressor on the individual.

The second category of studies administered a stressor to animals during development and examined the effects on physiology and behavior, and also included fitness correlates (Fig. 1B). Some studies in this category have used performance measures as a proxy for fitness potential. When fitness correlates are used, there are inherent assumptions that a certain body mass, body temperature and metabolic rate improve or reduce survival or reproductive success (Fig. 1). For instance, birdsong or plumage coloration is often used as an indicator of attractiveness in a male bird. However, very few studies have measured reproductive success such as fledging success along with birdsong. It is possible that female preference would change with developmental stressors and the current environment. Thus, whether stressed males with simpler songs are less successful at siring offspring is relatively unknown. Similarly, because the majority of thermal stress studies have been carried out in chickens, we know very little about how thermal stress affects song learning and production, female preference or reproductive success of the individual. It is important to note that if a developmental stressor tailored the animal towards a specific/stressful environment, measuring reproductive performance or survival in a benign environment could be misinterpreted. Thus, if at all possible, future studies should test more direct measures of reproductive success and fitness that may be affected by developmental stressors under various environments.

The third category of studies administered a stressor during development and again either later in life (the same or different stressor) or in the next generation and tested changes in stress tolerance – this type of study directly tests whether the developmental stressor causes adaptive phenotypic adjustment (Fig. 1C). When studies challenge animals later in life and quantify differences in mortality or reproduction between those exposed to a developmental stressor and controls, they can also inform us whether the developmental stressors in question bring fitness benefits in an equally stressful environment. However, studies where a stressor is applied later in life or in the next generation are rare, especially in nutritional stress studies. This may be the case in part because of a long generation time for most birds, limiting our ability to track long-term consequences and transgenerational effects. Although there are challenges in long-term experiments and logistical barriers of administering certain stressors, we urge researchers to test stress resistance and resilience (see Glossary) later in life.

Based on these gaps in knowledge, our recommendations for future studies are as follows. (1) Studies, whenever possible, should measure reproductive success (Andreasson et al., 2020) and/or survival to determine whether phenotypic adjustment due to the environment experienced as young improves or impairs fitness components. Measuring fitness components also informs us which of the hypotheses listed above is more supported by the data. Importantly, measuring lifetime reproductive success through tracking the F3 generation ultimately determines how developmental stressors impact fitness of an individual. If measuring fitness components is not possible, authors should be clear about assumptions of measuring fitness correlates. (2) Assessing animals’ reproductive success and survival under a stressor later in life will be an ultimate test for investigating whether phenotypic alteration is adaptive. If a developmental stressor does not enhance one's stress resistance and resilience, this likely confirms no adaptive response occurred. If a developmental stressor caused animals to thrive in a stressful environment, then further dose–response studies can quantify the range of stressor levels that induce an adaptive response by conditioning and the maximum performance and fitness gained by developmental stress exposure (Calabrese, 2013). At a minimum, we must keep in mind that the environment animals end up in during adulthood will likely influence the experimental results and interpretation of the results. (3) Measuring resource allocation such as the relative proportion of organ mass would test the trade-off theory. To allow multiple measurements of organ mass, we recommend using a non-invasive method (i.e. imaging or quantitative magnetic resonance) to examine whether (i) certain organs are shielded from the stressor more than others and (ii) the treatment effect on organ mass is transient or permanent. (4) Potential cross-tolerance between stressors is largely unknown. In poultry, restricting food during a period of heat stress improves the birds’ ability to sustain body temperature and survival by reducing total heat load (reviewed in Abdel-Moneim et al., 2021). As developmental heat conditioning lowers body temperature for a prolonged period (Ncho et al., 2021), it is possible that such conditioning can alter nutritional handling later in life. Future studies should investigate stress tolerance of one stressor by exposure to another stressor during development. (5) Mixed results observed across nutritional and thermal stress may result from differences in stress manipulation in individual studies, particularly in nutritional stress studies. To resolve this, nutritional manipulation should be standardized depending on the research questions asked when possible. As the stress physiology field is urged to define ‘stress’ in each study and precisely describe what is manipulated (MacDougall-Shackleton et al., 2019), nutritional stress studies should also use language to reflect the treatment, such as caloric restriction, increased foraging, unpredictable food supply or lower food quality, to cluster studies by stressor and establish common patterns. (6) Both nutritional stress and thermal stress studies have strengths and shortcomings in their experimental approaches; adopting the strengths of nutritional stress studies can improve thermal stress studies, and vice versa. For instance, nutritional stress studies can take the robust factorial experimental designs used in thermal stress studies to expose animals to nutritional stress at another time point. Thermal stress studies can go beyond agricultural and laboratory model species and also assess the effects on behavior, cognition and sexually selected traits. When conducted in this way, new studies will help determine when developmental stressors induce adaptive responses.

We thank Stefan Galander for inviting us to write this article. We also thank Dr Neil Metcalfe and two other anonymous reviewers as well as members of the Wada lab, particularly Cara Brittain, Madeline Choi, Alex Hoffman, Jack Bazzell and Kevin Pham for their valuable comments on the manuscript.

Funding

This work was partially supported by National Science Foundation grants (IOS-1553657 and IOS-2015802) and Alabama Agriculture Experiment Station to H.W. and National Science Foundation Graduate Research Fellowship (Fellow ID 2020264516) and Sigma Xi Grants in Aid of Research grant (G20191001100140538) to V.C.

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Competing interests

The authors declare no competing or financial interests.

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