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Successful control and prevention of biological invasions depend on identifying traits of non-native species that promote fitness advantages in competition with native species. Here, we show that, among 76 native and non-native woody plants of deciduous forests of North America, invaders express a unique functional syndrome that combines high metabolic rate with robust leaves of longer lifespan and a greater duration of annual carbon gain, behaviours enabled by seasonally plastic xylem structure and rapid production of thin roots. This trait combination was absent in all native species examined and suggests the success of forest invaders is driven by a novel resource-use strategy. Furthermore, two traits alone-annual leaf duration and nuclear DNA content-separated native and invasive species with 93% accuracy, supporting the use of functional traits in invader risk assessments. A trait syndrome reflecting both fast growth capacity and understorey persistence may be a key driver of forest invasions.

Many non-native, invasive woody species in mesic forests of North America are both shade tolerant and more productive than their native counterparts, but their ability to tolerate disturbances remains unclear. In particular, complete defoliation associated with herbivory and extreme weather events may have larger impacts on invaders if natives maintain greater resource reserves to support regrowth. On the other hand, invaders may be more resilient to partial defoliation by means of upregulation of photosynthesis or may be better able to take advantage of canopy gaps to support refoliation. Across a light gradient, we measured radial growth, new leaf production, non-structural carbohydrates (NSCs), chlorophyll content and survival in response to varying levels of defoliation in saplings of two native and two invasive species that commonly co-occur in deciduous forests of Eastern North America. Individuals were subjected to one of the four leaf removal treatments: no-defoliation controls, 50% defoliation over three growing seasons, 100% defoliation over one growing season and 100% defoliation over two growing seasons. Contrary to our hypothesis, native and invasive species generally did not differ in defoliation responses, although invasive species experienced more pronounced decreases in leaf chlorophyll following full defoliation and native species’ survival was more dependent on light availability. Radial growth progressively decreased with increasing defoliation intensity, and refoliation mass was largely a function of sapling size. Survival rates for half-defoliated saplings did not differ from controls (90% of saplings survived), but survival rates in fully defoliated individuals over one and two growing seasons were reduced to 45 and 15%, respectively. Surviving defoliated saplings generally maintained control NSC concentrations. Under high light, chlorophyll concentrations were higher in half-defoliated saplings compared with controls, which may suggest photosynthetic upregulation. Our results indicate that native and invasive species respond similarly to defoliation, despite the generally faster growth strategy of invaders.

Invasive woody plants from Europe and Asia tend to be more productive than co-occurring native species in deciduous forests of Eastern North America, but community-scale drivers of invasion success remain unknown. If increased productivity in invaders relative to natives comes at the expense of reduced relative allocation to defenses, generalist herbivores may preferentially consume invasive species, potentially reducing the effectiveness of invader growth advantage. We compared leaf traits related to herbivory (nitrogen concentration, total phenolics, cellulose and lignin concentrations, and leaf dry matter content) in 20 phylogenetically paired native and non-native, invasive species and evaluated species palatability to two generalist herbivores: one non-native (European gypsy moth, Lymantria dispar) and one native (fall webworm, Hyphantria cunia). We also evaluated potential physiological tradeoffs between defense-related leaf traits, leaf production, and carbon storage in this group of species. Invasive plants had higher leaf N and lignin concentrations than related native species (0.5% and 5%, respectively), but gypsy moth and fall webworm growth were not associated with plant nativity. Plant defense traits did not predict differences in gypsy moth growth, but fall webworm growth was marginally negatively associated with leaf N. We found no evidence of tradeoffs between defense-related leaf traits, leaf production, and carbon storage, indicating a limited role for carbon-based tradeoffs relating to growth and herbivory in these species, although other unmeasured carbon pools including reproduction may impact these relationships. Woody invaders continue to spread in Eastern North American forest understories, but we found no evidence of inhibition or facilitation by generalist insect herbivores, despite differences among species in leaf traits associated with defense.

Many non-native woody plants invade low-light forest understories but differ from native species in leaf phenology and seasonality of photosynthesis. It is unknown whether such differences in assimilation patterns are due to contrasting strategies of energy allocation. In a group of native and invasive species in Eastern North America, we hypothesized that invaders employ a grow-first strategy, prioritizing allocation to new structural biomass over carbon storage compared to native congeners. We also hypothesized that species producing a single spring leaf flush exhibit a more conservative carbon storage strategy than species with continuous leaf production. We measured sugar and starch concentrations (non-structural carbohydrates; NSCs) in spring and fall in the stems and roots of 39 species of native and non-native shrubs in a common garden, and compared these to patterns of leaf production across species. Native species had higher soluble sugar concentrations than invaders, but invaders tended to store more root starch in spring. We found no difference in leaf production between natives and invaders. Determinate species had more soluble sugars than indeterminate species but had lower root starch. We found no relationship between aboveground productivity and carbon storage. Our results suggest that closely related species with contrasting evolutionary histories have different carbon storage strategies, although not necessarily in relation to their growth potential. The higher soluble sugar concentrations of native species may reflect their evolutionary response to historical disturbances, or different interactions with soil microbes, while increased spring root starch in invaders may support fine root or fruit production.