1. Introduction
Ecogeographic rules seek to quantify and comprehend the spatial distribution of individuals’ biological characteristics, such as body size, and are relevant to both biogeographical and macroecological research [
1,
2,
3]. Body size is a fundamental property of animals, as it is intimately correlated with almost all of their life cycle characteristics [
4,
5,
6,
7]. In addition, body size is a highly variable characteristic, affected by age, sex, phylogeny, and environment, and it influences countless ecological and evolutionary processes [
3].
Several ecogeographical rules describe patterns of body variation that might interfere in the expression of sexual dimorphism. Bergmann (1847) [
8] proposed that, in endothermic taxa, larger sizes are to be associated with higher latitudes and lower temperatures, while smaller individuals tend to be found in lower latitudes and higher temperatures. Bergmann’s rule assumes that body size is related to thermoregulation due to surface/volume ratios [
9]. Although widely tested in endothermic and ectothermic animals [
10,
11], its association with sexual dimorphism has been historically underexplored, especially in marine and coastal organisms.
Sexual dimorphism manifests in numerous ways, traditionally grouped in five main categories [
12]: size, body shape, the size and shape of the appendages, integumentary characteristics, and coloring. Among these categories, sexual size dimorphism (SSD) has been the object of many studies that sought to clarify its evolutionary and ecological mechanisms [
13,
14,
15,
16,
17,
18]. SSDs may be biased towards males (male-biased sexual size dimorphism, MBSSD) or females (female-biased sexual size dimorphism, FBSSD), reflecting different selective pressures associated with intraspecific competition, fecundity, and sexual selection [
19].
In this regard, Rensch’s rule represents one of the main theoretical frameworks necessary to the understanding of SSD’s macroevolutionary patterns. Originally proposed by Rensch [
14,
15], this rule predicts that, in clades with SSD biased towards males, the degree of dimorphism increases with the increase in the species’ average body size, while the opposite pattern is to be expected in clades with SSD biased towards females. Rensch’s rule has been widely corroborated in vertebrates, especially birds and mammals, being frequently associated with the intensification of sexual selection on larger males [
17,
20]. However, its applicability to invertebrates remains controversial, with variable empirical evidence and, in many cases, inverse or absent patterns [
3,
21].
In crustaceans, Rensch’s rule tests have revealed inconsistent results, frequently associated with the complexity of their reproductive systems, their phenotypic plasticity, and the constraints imposed by their exoskeleton [
12,
22]. Because growth occurs discontinuously through successive molts, body size is limited by intermolt growth increments and influenced by energetic trade-offs between somatic growth and reproduction, particularly after sexual maturity. Studies with decapods indicate that distinct selective pressures might influence males and females in different environmental contexts, modulating the somatic growth as well as the reproductive investment [
23,
24,
25]. Therefore, Rensch’s rule evaluations in coastal crustaceans, especially alongside latitudinal gradients and contrasting microhabitats, represent a relevant opportunity to test the generality of this macroecological pattern in ectothermic marine animals.
Besides SSD, sexual shape dimorphism (SShD) has garnered attention as a fundamental component of the differentiation between sexes. Differently from body size, the shape reflects subtle variations in the geometry of body structures, frequently associated with biomechanical, behavioral and reproductive functions [
12,
26]. SShD might emerge as a response to sexual selection, to the division of niches between sexes, or to specific functional demands such as defense, locomotion, and reproduction [
27,
28].
In decapod crustaceans, SShD has been documented mainly in structures such as the carapace, chelipeds, and pleon, frequently associated with agonistic behaviors, copulation, and egg incubation [
29,
30]. Studies based on geometric morphometrics demonstrate that males and females might present consistent form differences even in the absence of pronounced SSD, indicating that size and shape may respond independently to selective pressures [
31,
32]. Thus, the incorporation of SShD substantially amplifies the comprehension of the mechanisms that shape sexual dimorphism in organisms with rigid exoskeletons.
In species with a wide spatial distribution, it is common to encounter variations in environmental and ecological factors, such as availability of resources, competition, and defensive strategies, which may result in morphological differences between populations [
33,
34,
35,
36,
37]. An efficient approach for investigating these patterns involves evaluating morphological differences or similarities between geographically distinct populations [
38,
39]. Therefore, morphometric studies have proven themselves to be valuable tools in identifying variations in crustaceans, allowing for inferences about selective processes and phenotypic responses to environmental gradients [
31,
40].
Geometric morphometrics constitutes a robust approach to visualizing and quantifying shape and size variations through coordinates of homologous anatomical landmarks [
26,
41,
42]. In crustaceans, this technique enables the identification of subtle morphological differences that are not detectable through traditional morphometry, being particularly efficient due to the calcified exoskeleton’s hardness and to the abundance of well-defined anatomical structures in the carapace [
30,
43,
44,
45,
46].
Hermit crabs (Paguroidea Latreille, 1802) constitute particularly interesting models for macroecological and evolutionary studies. Besides the ectothermy, these organisms present biological peculiarities, such as an asymmetrical and weakly calcified pleon, which makes them dependent on shells already available in their environment for protection, a limited resource that is subject to spatial and temporal variations [
47]. This dependency directly influences their growth, survival and reproductive success, in addition to interacting with the pressures of sexual selection and intraspecific competition, shaping the expression of sexual dimorphism [
48]. Therefore, hermit crabs offer a privileged natural system to investigate how environmental gradients and availability of resources affect body variation patterns, SSD, and SShD.
Among the Paguroidea species, the
Clibanarius sclopetarius (Herbst, 1796) stands out as an adequate model for this type of investigation. Widely distributed in the Western Atlantic, from Florida and the Caribbean to the Brazilian coast, the species occupies estuaries, sandy shores and mangrove forests, exhibiting high ecological plasticity [
49]. Several aspects of their biology have already been addressed, including growth, fecundity, shell selection, interspecific competition, and reproductive behavior [
50,
51,
52,
53,
54,
55]. This knowledge base, combined with their wide latitudinal distribution, makes the
C. sclopetarius an ideal organism to test the applicability of Bergmann’s rule as well as to evaluate their conformity to Rensch’s rule and their SSD and SShD patterns in relation to shell availability.
In this study, we investigate how macroecological rules are expressed based on population dynamics of C. sclopetarius throughout different latitudinal gradients. Our main hypothesis is that the species follows an inverse pattern to Bergmann’s rule (Bergmann’s converse), displaying larger body sizes in lower latitudes. This hypothesis is based on the expectation that, in tropical environments, warmer temperatures and reduced seasonal constraints may promote longer periods of activity and growth, potentially allowing individuals to attain larger body sizes than populations inhabiting higher latitudes. As to Rensch’s rule, we expect to find SSD biased towards males, reflecting a higher investment in growth and a competitive advantage in accessing shells. Considering their dependency upon this resource, we postulate that the occupation of suboptimal shells in tropical regions might restrict the maximum size of the individuals, influencing both the SSD as well as the SShD. Therefore, by integrating macroecological and morphometric approaches, this paper aims to elucidate how environmental factors, resource availability, and sexual selection interact to shape the morphological variation in a key species of hermit crabs.
4. Discussion
The results obtained for Clibanarius sclopetarius along a wide latitudinal gradient reveal a complex scenario that appears to be strongly modulated by local abiotic conditions (e.g., hydrodynamic regime and temperature) and biotic factors (e.g., shell adequacy and intraspecific competition), as well as by the morphological structure analyzed and the dimension considered in the evaluation of sexual dimorphism (size vs. shape). The diversity of responses reinforces the proposition that macroecological patterns in coastal decapod crustaceans emerge from the interaction between local environmental factors, life history, and specific ecological pressures, and not as direct and linear responses to broad climatic gradients.
Species with wide geographic distribution along latitudinal gradients, such as
C. sclopetarius, constitute interesting models for investigating intraspecific clinal variations in body size and shape. The simultaneous exposure to different thermal regimes, productivity patterns, seasonality, resource availability, and biotic pressures creates an environmental mosaic in which multiple gradients can act synergistically or antagonistically on the phenotype [
88,
89,
90]. In this context, body variation patterns rarely reflect responses to a single environmental factor, emerging instead from the interaction between climate, local ecology and life history. These factors may influence crustacean body size through their effects on metabolic constraints, growth rates, energy allocation, reproductive investment, and the availability of essential resources such as gastropod shells, ultimately shaping clinal phenotypic variation.
Classic macroecological rules, such as Bergmann’s rule and Rensch’s rule, were originally formulated under the premise that broaden environmental variations, such as temperature and latitude, act directly on the physiology, metabolism and energy allocation of organisms, resulting in predictable patterns of body size variation and sexual dimorphism [
8,
14,
91]. However, empirical evidence indicates that such patterns emerge consistently only when climatic effects are not strongly modulated by local ecological constraints, such as intense competition, severe resource limitation, or habitat structural heterogeneity [
92,
93,
94].
Bergmann’s rule, originally proposed for endotherms, describes the tendency for organisms to have larger body sizes in colder regions due to advantages associated with heat conservation [
8]. Although there is broad support for this pattern in mammals and birds [
76,
95,
96], its application to ectotherms has produced highly variable results, including the absence of clines, weak relationships, or even inversions of the classic pattern [
97,
98].
This heterogeneity suggests that, in ectotherms, the mechanisms underlying clinal variation in body size differ substantially from those proposed for endotherms. In crustaceans, body size patterns along environmental gradients are influenced by a combination of factors, including indeterminate growth, temperature-dependent metabolic constraints, and, importantly, energy allocation strategies after sexual maturity. Once maturity is reached, a significant portion of energy is redirected toward reproduction rather than somatic growth, which can decouple body size from broad climatic gradients. In addition, local ecological conditions, such as resource availability, population density, and habitat structure, may further modulate growth trajectories, limiting the expression of exclusively temperature-driven clines [
99,
100,
101].
Competition for essential resources can act as an ecological buffer, dampening physiological responses that, in less restrictive environments, would directly reflect climatic variations [
102,
103,
104]. When the resource is obligatory and irreplaceable, as in the case of shells for hermit crabs, strategic plasticity is drastically reduced, and body growth becomes conditioned mainly by the availability and adequacy of the limiting resource [
98,
105,
106].
Studies with species of
Clibanarius and other diogenids corroborate this framework, demonstrating that the scarcity of viable shells imposes direct limitations on body growth, regardless of regional climatic conditions [
48,
50,
107]. Thus, the results obtained for
C. sclopetarius corroborate the absence of support for Bergmann’s rule. This pattern was consistent in both traditional and geometric morphometrics, regardless of the structure evaluated, indicating that the latitudinal gradient alone does not act as a primary determinant of size variation in this species.
This interpretation is further supported by the fact that the only significant correlation with latitude was detected for SSD in mangrove populations, indicating that, within this microhabitat, the degree of sexual size dimorphism decreases as latitude increases. The variation observed between mangrove forest and rocky shore populations, even at reduced spatial scales, suggests the role of microhabitats as an eco-evolutionary filter. The data show that the mangrove forests inhabited by C. sclopetarius in the South Atlantic present greater shell availability and adequacy (high adequacy index values) when compared with the rocky shores inhabited by the species (suboptimal adequacy indices).
Rocky shores are continuously exposed to wave action and stronger water currents, resulting in greater physical disturbance and increased transport or removal of empty gastropod shells from the intertidal zone. In contrast, mangrove forests are characterized by sheltered hydrodynamic conditions, where the complex root system reduces water flow, promotes sediment retention, and favors the accumulation and persistence of empty shells. Consequently, shell availability tends to be higher and more stable in mangrove habitats than on rocky shores [
50,
107,
108,
109]. On rocky shores,
C. sclopetarius occurs in sympatry mainly with
Clibanarius antillensis Stimpson, 1859,
Clibanarius symmetricus (Randall, 1840), and
Calcinus tibicen (Herbst, 1791), species that compete directly for similar resources, including shells. In contrast, in mangrove environments, the species was recorded only in association with
C. symmetricus, indicating a distinct competitive context.
Furthermore, the mangroves inhabited by C. sclopetarius in the South Atlantic presented greater shell adequacy, characterized by greater internal space, as indicated by the high values of the adequacy indices and larger mean cephalothoracic shield length (CEC), particularly in the Ilheus mangrove population. On the other hand, on rocky shores, shells with smaller internal volume and lower adequacy predominate, associated with conditions of greater hydrodynamism, which reduces the retention of these resources in the environment. Under these conditions, latitudinal variations may emerge in habitats with less ecological buffer, in the case of C. sclopetarius the mangrove forest, while remaining suppressed (greater ecological buffer) in more restrictive environments such as rocky shores.
Rensch’s rule describes an allometric relationship between sexual size dimorphism (SSD) and mean body size, predicting an increase in dimorphism when males increase their mean body size and a reduction when females increase their mean body size [
14,
15,
20]. In
C.
sclopetarius, the body size results revealed positive SSD values, indicating a consistent male bias for Rensch’s rule, a pattern widely documented in hermit crabs and associated with competitive advantage for shells and for partners [
109,
110,
111]. This male-biased size dimorphism facilitates pre-copulatory and copulatory behaviors such as male–male competition for receptive females, physical displacement of rivals, and mate guarding, in which larger males are more successful in maintaining prolonged pairing with females prior to and during copulation. Larger body size may also enhance a male’s ability to secure and defend both high-quality shells and mating opportunities, increasing reproductive success within dominance-based mating systems [
112,
113,
114].
The incorporation of the microhabitat factor and the morphological structure analyzed revealed specific eco-evolutionary contexts in which sexual size dimorphism expresses the inverse of the pattern predicted by Rensch’s rule. This inverse pattern, particularly evident in the rocky shore microhabitat, suggests that the increase in mean female body size results in a decrease in sexual dimorphism. In strongly resource-limited environments, the ecological costs associated with increased size seem to restrict the amplification of dimorphism, even in the presence of sexual selection favoring male bias [
18,
115]. In these environments, the lowest shell adequacy values were recorded, characterized by smaller internal volume in relation to hermit crab size. Thus, in strongly resource-limited environments, viability selection may act more intensely, favoring intermediate body sizes and restricting the amplification of sexual dimorphism.
Sexual dimorphism is not expressed uniformly throughout the body, often being the result of the combined action of sexual and natural selection pressures acting differentially on specific structures [
116,
117]. Body shape, in turn, constitutes a central attribute of functional biology and ecology, reflecting adaptations to different hydrodynamic regimes, substrate types and local environmental conditions [
117,
118].
Differences in body shape and size are expected when different populations of the same species inhabit different habitats, from flowing waters of mountain streams to lowland rivers and lakes or coastal bodies of variable salinity with different components and soils [
119,
120]. Such differences between individuals of the same species should be adaptations to different habitat pressures [
119,
121]. Schmitt (1942) [
122] states that these differences are evolutionary responses to populational fragmentation facilitated by the possible plasticity of species. Body shape investigation techniques using geometric morphometrics evaluate these dissimilarities [
32,
38] by analyzing the relationships between two or more separated populations [
123].
Geometric morphometric analyses of the carapace (CEC) did not provide support for Bergmann’s rule, corroborating evidence that ectotherms often do not exhibit the classic latitudinal pattern described for endotherms. In crustaceans, body size tends to mainly reflect growth rates, energy availability and local life history characteristics rather than processes linked to thermoregulation [
124,
125]. Additionally, field observations indicated the presence of behaviors potentially associated with thermal regulation in
C. sclopetarius, not yet described in the literature for the species, in which individuals used “little balls” of wet clay to partially seal the openings of occupied shells (
Figure 4). During low tide periods coinciding with peak daily temperatures, individuals were observed with small aggregates of wet clay partially blocking the apertures of occupied shells. When experimentally disturbed using forceps, individuals retracted the clay material further into the shell, whereas after disturbance ceased, the clay was gradually repositioned toward the shell aperture or partially expelled. This behavioral adjustment suggests an active manipulation of the clay aggregates in response to disturbance, potentially related to microclimatic regulation and/or protection against desiccation under high-temperature conditions (
Figure 4).
This behavior may be associated with the reduction in heat and water loss as well as the maintenance of more stable microenvironmental conditions inside the shell. These behaviors may act as compensatory mechanisms, reducing exposure to thermal variations and attenuating the effects of environmental temperature on body growth. Thus, such behavioral strategies may function as a buffering factor for size variation along the latitudinal gradient, contributing to the absence of a consistent pattern in relation to Bergmann’s rule.
The CEC showed consistent support for Rensch’s rule in the general analyses and, more evidently, in the rocky shore environment, indicating that this structure particularly clearly concentrates the expression of sexual dimorphism in
C. sclopetarius. This result is aligned with the central premise of Rensch’s rule, according to which species or populations with larger males tend to show an increase in SSD with increasing mean body size, generally associated with sexual selection and intraspecific competition [
14,
15,
21].
The relevance of CEC as an axis for the expression of sexual dimorphism can be explained by its functional roles in resource competition, defense, and mating interactions. In hermit crabs, the cephalothoracic shield provides structural support for muscle attachment, enhancing overall body robustness and mechanical strength. This structure is particularly important during agonistic interactions, where individuals engage in physical displacement of opponents, shell rapping, and direct pushing behaviors in disputes for shells and mates. Thus, larger and more robust shields may confer an advantage by improving resistance during contests and increasing success in securing and defending resources [
103,
109,
126]. In this way, environments such as rocky shores, characterized by greater hydrodynamism and spatial competition, may intensify selective pressures that favor the amplification of sexual dimorphism in structures central to locomotor and behavioral performance.
However, when the shape components of the CEC are considered, more complex patterns emerge that are strongly dependent on environmental context. The analysis of shape sexual dimorphism (SShD) and Form (Format) of the CEC followed Rensch’s rule in the rocky shore environment but exhibited the inverse of this pattern in the general analyses and in mangrove forests. This contrast suggests that the expression of shape sexual dimorphism does not respond only to general allometric processes, but is modulated by the interaction between microhabitat, resource availability and intensity of competitive pressures.
In mangrove environments, the greater availability and viability of shells, reflected by the high SAI and KSAI values, tends to reduce the intensity of intra- and interspecific competition for this obligatory resource. In this scenario, males and females no longer compete intensely for adequate shells, which may relax ecological constraints on body growth and morphology. Consequently, sexual dimorphism may be expressed in a more diffuse manner, affecting not only size, but also subtle components of shape and morphological integration (Form and Format), resulting in inverse or attenuated patterns in relation to the classic predictions of Rensch’s rule. This effect may indicate that, in structurally complex habitats with lower competitive pressure, morphological variation tends to reflect plastic and contextual responses, strongly associated with local ecological characteristics.
The uropod exopodites exhibited patterns dependent on the structure analyzed, reflecting functional constraints imposed by abdominal asymmetry and the obligatory occupation of gastropod shells [
53,
61]. In hermit crabs, the asymmetrical and coiled abdomen is permanently adapted to fit the spiral geometry of the shell, which restricts body extension and imposes directional constraints on movement, flexion, and spatial positioning inside the refuge. This condition results in a mechanically constrained system in which the uropods play distinct stabilizing roles on each side of the body [
53,
61]. In the left exopodite (EXO
e), support for Rensch’s rule was restricted to the rocky shore environment, while shape sexual dimorphism (SShD) consistently showed the inverse of the rule in all analyses. Furthermore, EXO
e did not show support for Bergmann’s rule, reinforcing the idea that this structure responds less to broad thermal gradients and more to local functional pressures and biomechanical limitations [
18,
125,
126].
In the right exopodite (EXO
d), the almost total absence of support for classic geographical rules, combined with positive support for Rensch’s rule for SSD in the general analysis and on rocky shores but the inverse pattern for SShD in all analyses and microhabitats, suggests that sexual dimorphism in this structure is deeply conditioned by functional asymmetries. In hermit crabs, the EXO
d is closely associated with body stabilization inside the shell and postural control, which imposes strong constraints on the degree of possible morphological variation, especially with regard to shape [
53,
61]. The recurrence of the inverse of Rensch’s rule in this structure may suggest that females may experience distinct selective pressures, possibly related to reproduction, pleon protection and efficiency in shell use, as already proposed for other anomurans [
127,
128].
Under these conditions, shell selection may favor sexual adjustments in relative size compatible with reproductive and behavioral demands while restricting freer variations in shape, resulting in a dissociation between SSD and SShD patterns. This decoupling reinforces evidence that functionally highly integrated structures tend to show limited or non-linear responses to classic allometric predictions, especially in organisms with morphology strongly modified by the use of external shelters such as gastropod shells [
18].
Together, these results demonstrate that, in Clibanarius sclopetarius, classic macroecological rules emerge in a fragmented manner and strongly dependent on the microhabitat and structure analyzed. While overall body size remains largely dampened by logical ecological constraints, specific shape components prove to be more sensitive to environmental variations, particularly when modulated by microhabitat and the function of the structure analyzed. These findings highlight the importance of multistructural and multivariate approaches to understanding macroecological patterns in coastal ectothermic crustaceans.