Cosmos Health Inc. (NASDAQ: COSM) has updated its guidance for the fourth quarter of 2026, projecting U.S. revenue of approximately $15 million and gross profit of approximately $10.5 million. The company stated that these figures are based on its current growth trajectory and internal assumptions.
The outlook includes an expected gross margin of approximately 70%. The company anticipates that subscriptions will generate more than three-quarters of the quarter’s U.S. revenue, totaling approximately $11.5 million. This figure is derived from approximately $8.2 million from first orders by new subscribers and approximately $3.3 million from renewals of subscriptions started during the quarter. The remaining revenue is expected to come from one-time purchases, estimated at approximately $3.5 million.
As of October 19, 2026, the company reported 14,624 online checkout orders and 8,940 active U.S. subscriptions. These numbers represent a 34% increase in orders and a 42% increase in subscriptions compared to figures announced on October 14, 2026. The company noted that 65.2% of U.S. online checkout orders have included a subscription, a figure that has risen to more than 85% of daily orders in recent days.
Cosmos Health also provided additional operational metrics, stating that the monthly subscription value at standard renewal pricing was $1,325,338 as of October 19, 2026. The company expects U.S. daily sales to more than triple during the quarter, rising from $60,000 at the start of the period to more than $200,000 by year-end. Additionally, the company anticipates active U.S. subscriptions will exceed 40,000 by the end of 2026.
The company’s Chief Executive Officer, Greg Siokas, commented on the momentum, noting that active subscriptions grew 42% to 8,940 and their monthly value rose 44% in the five days since the last update. The company emphasized that the recurring nature of the revenue base is a key focus, with subscribers renewing month after month.
