Cosmos Health Announces Accelerating Customer Growth, Improving Unit Economics and Robotic Expansion Supporting $40M in Additional Annual Revenue
Rhea-AI Summary
Cosmos Health (NASDAQ:COSM) reported continued operational growth at Cosmofarm in 2025, adding nearly 100 new pharmacy customers (about a 20% weighted increase in active customer base). The business saw annual revenue per customer +12% and profitability per customer +14%, driven by improved route density, order execution and operational leverage. Cosmofarm added three new delivery routes in Attica and is upgrading a 29,000-square-foot Athens facility with expanded distribution and temperature-controlled storage. The company continues multi-year investments in ROWA and A-frame robotic systems and is executing an additional ~$1 million capital program to expand robotic capacity, supporting an incremental annual revenue potential of approximately $40 million as volumes scale.
Positive
- Customer base +20% (nearly 100 new pharmacies in 2025)
- Revenue per customer +12% year-over-year
- Profitability per customer +14% year-over-year
- Incremental revenue potential approximately $40 million annually from automation expansion
- Added delivery coverage with three new routes in Attica
Negative
- None.
News Market Reaction
On the day this news was published, COSM declined 5.57%, reflecting a notable negative market reaction. Argus tracked a peak move of +4.4% during that session. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $1M from the company's valuation, bringing the market cap to $22M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
COSM was down 3.19% while key peers showed mixed moves: SNYR down 1.1%, ZYXI down 37.34%, YI up 0.18%, EDAP up 1.25%, QIPT flat. Only EDAP appeared on the momentum scanner, moving down 11.45% earlier, suggesting today’s action in COSM was more stock-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 14 | Analyst coverage | Positive | -4.7% | Zacks initiated coverage with a $4.50 DCF-based valuation and growth forecasts. |
| Jan 05 | Manufacturing deal | Positive | +3.0% | Cana Labs signed a PathMuscle manufacturing and supply agreement with Libytec. |
| Dec 24 | Strategy update | Positive | +1.1% | Update on Q3 revenues above $17M and tariff-driven U.S. manufacturing strategy. |
| Dec 19 | Record quarter | Positive | -4.0% | Record revenue north of $17M, margin expansion, and new acquisitions highlighted. |
| Dec 03 | Crypto treasury plan | Positive | -10.8% | Prime Ledger partnership to manage $300M treasury and tokenize intellectual property. |
Recent crypto-tagged releases skew positive in tone, but 3 of 5 saw negative next-day moves, indicating frequent divergence between upbeat announcements and price reaction.
Over the last few months, Cosmos Health has highlighted record Q3 2025 revenues above $17 million, expanding gross margins, and platform expansion across pharmaceuticals, nutraceuticals, and healthcare services. It disclosed a $300,000,000 treasury strategy with Prime Ledger, record-breaking Q3 metrics, and Ethereum purchases exceeding $2 million. Zacks Small-Cap Research later initiated coverage with a $4.50 per-share valuation and projected revenue rising from $64.4M in 2025 to over $130M in 2027. Today’s operational update on Cosmofarm fits this narrative of scale-building and infrastructure investment.
Regulatory & Risk Context
An effective Form S-3 shelf filed on Nov 7, 2025 registered up to $200,000,000 of securities and included an at-the-market offering of up to $100,000,000 of common stock via A.G.P. The filing states that, unless otherwise indicated, net proceeds are intended for acquisition of crypto assets as a treasury asset and for general corporate purposes and working capital. No usage of this shelf or ATM was recorded in recent filings.
Market Pulse Summary
The stock moved -5.6% in the session following this news. A negative reaction despite operationally positive news fits prior instances where upbeat crypto-tagged announcements for COSM were followed by price declines, such as the Zacks coverage and treasury-tokenization updates. The company already has an S-3 shelf for up to $200,000,000 and an ATM of up to $100,000,000, which may weigh on sentiment. The focus on automation and capacity—supporting roughly $40 million of incremental revenue potential—has not always translated into immediate valuation gains.
AI-generated analysis. Not financial advice.
CHICAGO, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Cosmos Health Inc. ("Cosmos Health" or the “Company”) (NASDAQ:COSM), a diversified, vertically integrated global healthcare group, today announced continued operational growth and infrastructure expansion at Cosmofarm, its pharmaceutical distribution subsidiary in Greece.
During 2025, Cosmofarm added nearly 100 new pharmacy customers, representing a weighted average increase of approximately
To further strengthen service quality and last-mile delivery performance, Cosmofarm introduced three new delivery routes within the Attica region, expanding geographic coverage and delivery frequency across one of Greece’s most densely populated pharmaceutical markets.
Cosmofarm’s operating model is supported by multi-year, multi-million investments in automation and logistics infrastructure, including advanced ROWA and A-frame robotic systems for procurement, inventory management, and order fulfillment. A further capital investment program of approximately
ROWA and A-Frame Picking Line Extension Master Plan
The image above illustrates the master plan of the expanded ROWA and A-frame robotic picking line, highlighting an integrated automation layout designed to materially increase processing capacity, enhance accuracy and speed, and support incremental annual revenue potential of approximately
In addition to these initiatives, Cosmofarm continues to upgrade its wholly owned 29,000-square-foot property in Athens, pictured below, with modernized office space, expanded distribution areas, and enhanced temperature-controlled storage, to support the next phase of the Company’s growth.
Greg Siokas, CEO of Cosmos Health, stated: “Cosmofarm continues its record-setting momentum, reflecting strong execution across customer acquisition, improving unit economics, and operational efficiency. Our ongoing investment in advanced automation significantly expands capacity and positions the platform to support incremental annual revenue potential of approximately
About Cosmos Health Inc.
Cosmos Health Inc. (Nasdaq:COSM), incorporated in 2009 in Nevada, is a diversified, vertically integrated global healthcare group. The Company owns a portfolio of proprietary pharmaceutical and nutraceutical brands, including Sky Premium Life®, Mediterranation®, bio-bebe®, C-Sept® and C-Scrub®. Through its subsidiary Cana Laboratories S.A., licensed under European Good Manufacturing Practices (GMP) and certified by the European Medicines Agency (EMA), it manufactures pharmaceuticals, food supplements, cosmetics, biocides, and medical devices within the European Union. Cosmos Health also distributes a broad line of pharmaceuticals and parapharmaceuticals, including branded generics and OTC medications, to retail pharmacies and wholesale distributors through its subsidiaries in Greece and the UK. Furthermore, the Company has established R&D partnerships targeting major health disorders such as obesity, diabetes, and cancer, enhanced by artificial intelligence drug repurposing technologies, and focuses on the R&D of novel patented nutraceuticals, specialized root extracts, proprietary complex generics, and innovative OTC products. Cosmos Health has also entered the telehealth space through the acquisition of ZipDoctor, Inc., based in Texas, USA. With a global distribution platform, the Company is currently expanding throughout Europe, Asia, and North America, and has offices and distribution centers in Thessaloniki and Athens, Greece, and in Harlow, UK. More information is available at www.cosmoshealthinc.com, www.skypremiumlife.com, www.cana.gr, www.zipdoctor.co, www.cloudscreen.gr, as well as LinkedIn and X.
Forward-Looking Statements
With the exception of the historical information contained in this news release, the matters described herein may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Words such as “believes,” “expects,” “anticipates,” “intends,” “projects,” “estimates,” “plans,” and similar expressions, or future or conditional verbs such as “will,” “should,” “would,” “may,” and “could,” generally identify forward-looking statements, although not all forward-looking statements contain these words. These statements involve risks and uncertainties that may individually or materially affect the matters discussed herein for a variety of reasons outside the Company’s control, including, but not limited to: the Company’s ability to raise sufficient financing to implement its business plan; the effectiveness of its digital asset strategies, including accumulation and yield-generating activities; the impact of the war in Ukraine on the Company’s business, operations, and the economy in general; and the Company’s ability to successfully develop and commercialize its proprietary products and technologies. Readers are cautioned not to place undue reliance on these forward-looking statements, as actual results could differ materially from those anticipated. Readers are encouraged to review the risk factors set forth in the Company’s filings with the SEC, which are available at the SEC’s website (www.sec.gov). The Company disclaims any obligation to update or revise forward-looking statements, whether as a result of any new information, future events, or otherwise.
Investor Relations Contact:
BDG Communications
cosm@bdgcommunications.com
Images accompanying this announcement are available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/ab4534aa-b578-4985-aa6d-2293410064a2
https://www.globenewswire.com/NewsRoom/AttachmentNg/d418386a-a1e1-4945-8ad6-eec912b084e1
FAQ
How much did Cosmofarm grow its customer base in 2025 (Cosmos Health, NASDAQ:COSM)?
What improvement in unit economics did Cosmos Health report for Cosmofarm in 2025?
What is the expected incremental annual revenue potential from Cosmofarm's robotic expansion (COSM)?
How much additional capital is Cosmos Health investing now to expand robotic capacity at Cosmofarm?
What operational expansions did Cosmofarm complete in the Attica region in 2025?
