Quarterly UpdatesOct 22, 2026, 11:56 AM
Cosmos Health: Q4 U.S. Revenue Expected at $15M; Subscriptions Up 42%
AI Summary
Cosmos Health Inc. provided an update on its U.S. business, expecting fourth-quarter 2026 revenue of approximately $15 million and gross profit of $10.5 million. The company reported a significant increase in active U.S. subscriptions, reaching 8,940 as of October 19, 2026, a 42% jump in five days. The CEO's letter to shareholders also highlighted strong preliminary nine-month 2026 revenue of $54.3 million and reaffirmed a full-year revenue outlook exceeding $90 million.
Key Highlights
- Cosmos Health expects Q4 2026 U.S. revenue of approximately $15 million, with gross profit of $10.5 million.
- Active U.S. subscriptions reached 8,940 as of October 19, 2026, up 42% from 6,287 on October 14, 2026.
- Monthly subscription value increased 44% to $1,325,338 as of October 19, 2026.
- Total U.S. revenue expected to be ~$15 million, comprising ~$11.5 million from subscriptions and ~$3.5 million from one-time purchases.
- Company expects U.S. daily sales to more than triple during Q4 2026, reaching over $200,000 by year-end.
- Active U.S. subscriptions are projected to exceed 40,000 by year-end 2026.
- Preliminary nine-month 2026 revenue was approximately $54.3 million, up 19% year-over-year.
- Full-year 2026 revenue is expected to surpass $90 million, an increase of approximately 38%.
Price Impact
More from COSM