Cosmos Health Sets Out Q4 2026 U.S. Outlook as Active Subscriptions Reach 8,940
Cosmos Health has outlined its fourth-quarter U.S. outlook, including expected revenue of approximately $15 million and gross profit of approximately $10.5 million, while active subscriptions reached 8,940.
Cosmos Health Inc. has provided an update on its U.S. direct-to-consumer business, saying it expects fourth-quarter 2026 U.S. revenue of approximately $15 million and gross profit of approximately $10.5 million. The company said the outlook is based on its current growth trajectory and internal assumptions.
For the quarter ending December 31, 2026, Cosmos Health expects approximately $15 million in U.S. revenue and approximately $10.5 million in gross profit, based on an expected gross margin of approximately 70%.
The company said subscriptions are expected to provide approximately $11.5 million of fourth-quarter U.S. revenue. That amount comprises approximately $8.2 million from first orders placed by new subscribers and approximately $3.3 million from renewals. One-time purchases are expected to contribute the remaining approximately $3.5 million.
Cosmos Health said its outlook covers its U.S. online direct-to-consumer business and reflects a significantly expanded marketing budget for the fourth quarter. The company expects revenue to accelerate during the quarter, with December expected to be the strongest month.
As of October 19, 2026, the company reported 8,940 active U.S. subscriptions, up 42% from the 6,287 announced on October 14, 2026. Cosmos Health expects active U.S. subscriptions to exceed 40,000 by year-end.
The platform had recorded 14,624 U.S. online checkout orders as of October 19, 2026, compared with 10,881 announced on October 14, 2026. The company also reported monthly subscription value at standard renewal pricing of $1,325,338, up 44% from $919,945 announced on October 14, 2026.
Cosmos Health said 65.2% of U.S. online checkout orders had included a subscription since the platform was introduced, compared with 60.5% previously reported. The company added that subscriptions accounted for more than 85% of daily orders in recent days.
Cosmos Health identified increased marketing investment, expanded digital customer acquisition, rising brand awareness, a wider product offering, repeat purchases and subscription adoption at checkout as factors supporting its outlook.
The company said subscribers average approximately 2.4 product units per subscription and that renewals are expected to increase as successive subscriber groups renew. It also expects U.S. daily sales to rise from $60,000 at the start of the quarter to more than $200,000 by year-end.
These figures are company expectations rather than reported results. They are based on the current growth trajectory and internal assumptions, and the company said actual outcomes may differ materially.
Cosmos Health said its subscription and order figures are preliminary and unaudited and may differ from amounts included in its financial statements. Monthly subscription value is calculated using standard renewal pricing. The company described it as an operating metric that is not revenue under U.S. GAAP and does not represent revenue earned to date.
The company also said its forward-looking statements are subject to risks and uncertainties. The factors identified include the ability to raise sufficient financing, international operating challenges, legal and regulatory changes, changes in interest rates and foreign currency exchange rates, and the realisation of anticipated gross margins. Cosmos Health stated that its forward-looking statements are not guarantees of future performance.
Cosmos Health, which trades on Nasdaq under the ticker NASDAQ:COSM, describes itself as a diversified, vertically integrated global healthcare group. Its activities include pharmaceutical and nutraceutical brands, manufacturing through Cana Laboratories S.A., distribution operations in Greece and the UK, research and development partnerships, and a telehealth business entered through the acquisition of ZipDoctor, Inc., based in Texas, USA.
Cosmos Health announced an update on its United States business, including expectations for approximately $15 million of U.S. revenue and approximately $10.5 million of gross profit in the fourth quarter of 2026. It also reported 8,940 active U.S. subscriptions and 14,624 U.S. online checkout orders as of October 19, 2026.
Cosmos Health expects U.S. revenue of approximately $15 million and gross profit of approximately $10.5 million for the fourth quarter ending December 31, 2026. The company says these expectations are based on its current growth trajectory and internal assumptions, and are subject to risks and uncertainties.
Cosmos Health expects approximately $11.5 million of fourth-quarter U.S. revenue to come from subscriptions, comprising approximately $8.2 million from first orders by new subscribers and approximately $3.3 million from renewals. One-time purchases are expected to contribute the remaining approximately $3.5 million.
Cosmos Health expects an approximately 70% gross margin and approximately $10.5 million of U.S. gross profit in the fourth quarter of 2026. The company says the margin profile reflects the efficiency of its direct-to-consumer model, while noting that the gross margin expectation is based on its current growth trajectory and internal assumptions.
Cosmos Health reported 8,940 active U.S. subscriptions as of October 19, 2026, up 42% from the 6,287 announced on October 14, 2026. The company expects active U.S. subscriptions to exceed 40,000 by year-end, subject to the assumptions and risks attached to its outlook.
Cosmos Health had tracked 14,624 U.S. online checkout orders as of October 19, 2026. This was up 34% from the 10,881 announced on October 14, 2026, and the figures are preliminary and unaudited and may differ from amounts reported in the company's financial statements.
Cosmos Health reported monthly subscription value at standard renewal pricing of $1,325,338 as of October 19, 2026, up 44% from $919,945 announced on October 14, 2026. The company says this is an operating metric, is not a measure of revenue under U.S. GAAP and does not represent revenue earned to date.
Cosmos Health identifies increased marketing investment, expanded digital customer acquisition, rising brand awareness, a broadening product offering, growing repeat purchases and subscription adoption at checkout as supporting factors. The company also says subscribers average approximately 2.4 product units per subscription and that each new subscription adds to a recurring base as subscribers renew month after month.
Cosmos Health expects U.S. daily sales to more than triple during the quarter, from $60,000 at its start to more than $200,000 by year-end, and expects active U.S. subscriptions to exceed 40,000 by year-end. These are company expectations based on its current growth trajectory and internal assumptions, not reported results.
Cosmos Health describes itself as a diversified, vertically integrated global healthcare group with pharmaceutical and nutraceutical brands, manufacturing operations, distribution businesses and research and development partnerships. Its U.S. outlook covers its online direct-to-consumer business, and the company has also entered telehealth through the acquisition of ZipDoctor, Inc., based in Texas, USA.
Cosmos Health shares trade on Nasdaq under the ticker symbol NASDAQ:COSM.
Cosmos Health says its outlook is subject to risks and uncertainties, including its ability to raise sufficient financing, the effectiveness of its digital asset strategies, international operating challenges, regulatory and legal changes, changes in interest rates and foreign currency exchange rates, and the realisation of anticipated gross margins. The company says actual results could differ materially from its expectations and projections and that its forward-looking statements are not guarantees of future performance.
Cosmos Health's CEO Greg Siokas said the company looks forward to keeping investors updated on its progress in the weeks ahead. The announcement does not provide a more specific date for a subsequent update.