Cosmos Health Provides Update on United States Business; Q4 2026 U.S. Revenue Expected to Reach $15 Million, with Gross Profit of $10.5 Million; Active U.S. Subscriptions Up 42% from 6,287 to 8,940 in Just Five Days
Cosmos Health guided to approximately $15 million of U.S. revenue and $10.5 million of gross profit for Q4 2026, implying a roughly 70% gross margin in its direct-to-consumer business. Active U.S. subscriptions reached 8,940 as of October 19, up 42% from 6,287 just five days earlier, with monthly subscription value up 44% to $1,325,338.
Key figures
- Guidance
- Q4 2026 U.S. revenue ~$15 million with ~$10.5 million gross profit (~70% gross margin); daily sales expected to rise from $60,000 to more than $200,000 by year-end; active U.S. subscriptions expected to exceed 40,000 by year-end
- Gross margin pct
- approximately 70%
- Renewal revenue q4
- ~$3.3 million
- Us checkout orders
- 14624
- First order revenue q4
- ~$8.2 million
- Active us subscriptions
- 8940
- Subscription revenue q4
- $11.5 million
- Subscription attach rate
- 65.2%
- Avg units per subscription
- 2.4
- Monthly subscription value
- $1,325,338
- One time purchase revenue q4
- ~$3.5 million
- Prior active us subscriptions
- 6287
- Us checkout orders 5day growth
- 34%
- Active us subscriptions 5day growth
- 42%
- Monthly subscription value 5day growth
- 44%
AI analysis
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