From our perspective, the core of your question lies in understanding our fundamental nature. We, Osteospermum, are genetically coded as tender perennials. This means that in our native lands of South Africa, we live for multiple years, enjoying mild temperatures year-round. However, when introduced to climates with freezing winters, our cellular structure cannot withstand the ice crystals that form within our tissues. These crystals rupture our cell walls, causing fatal damage. Therefore, in vast regions of the US, we are functionally annuals, completing our entire life cycle—germination, growth, flowering, and seed production—within a single growing season before winter ends us.
Our survival hinges almost entirely on the minimum winter temperatures in your specific location. The USDA Plant Hardiness Zone Map is the key translator for this. We can typically survive outdoors year-round only in zones 10 and 11, where average annual extreme minimum temperatures rarely, if ever, dip below 30°F to 35°F (-1°C to +2°C). In these privileged zones, our roots remain alive and dormant, and we will gratefully re-sprout and flourish again come spring. In zones 9 and below, the increasing intensity and duration of freezing temperatures become a direct threat to our existence.
While the zone provides a general rule, our individual experience in your garden can vary. A sheltered microclimate—such as a south-facing wall that absorbs and radiates heat, or a spot protected under evergreen tree canopies—might offer us just enough protection to survive a borderline zone 9 winter, especially if it's a mild one. Furthermore, the condition of our bed is critical. We demand exceptionally well-draining soil. Soggy, waterlogged soil around our crowns and roots during cold weather is a death sentence, leading to rot that is often more fatal than the cold itself. A dry root system is a more resilient one when facing a chill.
If conditions are right for us to attempt survival, our strategy is dormancy. As daylight wanes and temperatures drop, we receive the signal to cease active growth and flowering. We redirect our remaining energy downward, away from our foliage and blooms, and into our root system. Above ground, our growth may die back completely, appearing quite dead to the untrained eye. But beneath the soil surface, if the cold has not been too severe, our root crown remains alive in a quiescent state, patiently waiting for the reliable warmth of spring to signal that it is safe to send up new shoots.
For gardeners outside our ideal hardiness range, your intervention dictates our fate. To give us a fighting chance in zones 7 and 8, a thick, dry mulch (like straw or bark chips) applied *after* the ground first freezes can insulate our root zone from temperature fluctuations. Alternatively, you can choose to dig us up, pot us, and overwinter us in a bright, cool (above freezing) location indoors, treating us like a cherished houseplant until it is safe to return outdoors. This act of relocation mirrors our native lack of a cold season and allows us to survive as the perennial we are meant to be.