Cosmos Health Provides U.S. E-Commerce Update for October 2026: Monthly Subscription Value Reaches $1.83 Million, Approximately $22 Million Annualized
The subscription model launched in mid-July 2026 and began scaling in mid-September.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
Cosmos Health (NASDAQ:COSM) reported U.S. monthly subscription value of $1,832,785 as of October 31, 2026, for its direct-to-consumer business. This is equivalent to approximately $22.0 million annualized, rather than reported annual sales. October U.S. e-commerce sales totaled $1,673,004, including $1,015,231 attributable to subscriptions.
Active subscriptions reached 12,532, with net growth of 11,544 during October. They covered 29,507 product units, approximately 2.4 per subscription. October recorded approximately 19,100 orders from approximately 234,500 store sessions, with a reported conversion rate of 7.72%. Cosmos Health increased its marketing budget for fourth-quarter expansion and plans to expand digital customer acquisition, grow subscriptions and add portfolio products to its U.S. online stores. The company said U.S. e-commerce sales continued growing into November.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Hollow bars mark forward-looking points. How the balance works
Positive
- Moderate pointMonthly subscription value reached $1,832,785 at October 31, equivalent to approximately $22.0 million annualized.
- Moderate pointOctober U.S. e-commerce sales totaled $1,673,004, including $1,015,231 attributable to subscriptions.
- Moderate pointActive subscriptions reached 12,532 at October 31, with 11,544 net additions during October.
- Minor pointActive subscriptions contained 29,507 product units, approximately 2.4 per subscription.
- Minor pointOctober generated approximately 19,100 orders from approximately 234,500 store sessions.
3 minor points
- Minor pointOctober's reported store-session conversion rate was 7.72%.
- Minor point. Forward-looking: it has not happened yet and may not happen.Fourth-quarter plans include expanded digital customer acquisition, subscription growth and additional portfolio products in U.S. stores.
- Minor pointNovember U.S. e-commerce sales continued growing, the company said.
Negative
- Minor point. Forward-looking: it has not happened yet and may not happen.Fourth-quarter expansion carries an increased marketing budget, including spending for the holiday shopping season.
News Explained
The U.S. subscription model, launched in mid-July and scaled from mid-September, uses customer-selected recurring deliveries that renew; its reported subscription base therefore represents recurring-order activity, not only one-off sales.
Details
Market move: COSM +3.64% vs previous close. October 2026 e-commerce update
On Nov 11, the day this news came out, the latest delayed price for COSM is 3.64% above the previous close. Argus tracked a peak move of +2.1% during the session. Our momentum scanner has recorded 9 alerts for this stock so far that day. The latest delayed price is $0.20.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.
Key Figures
- Monthly subscription value
- $1,832,785
- U.S. direct-to-consumer subscriptions, as of October 31, 2026
- Total e-commerce sales
- $1,673,004
- U.S. e-commerce sales in October 2026
- Subscription sales
- $1,015,231
- Portion of U.S. e-commerce sales in October 2026
- Active subscriptions
- 12,532
- U.S. subscriptions, as of October 31, 2026
- Net subscription growth
- 11,544
- Net growth during October 2026
- Conversion rate
- 7.72%
- Share of store sessions resulting in an order in October 2026
Historical Context
-
U.S. active subscriptions rose to 12,050 and monthly subscription value reached $1,787,585.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
gmp technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
CHICAGO, IL / ACCESS Newswire / November 11, 2026 / Cosmos Health Inc. ("Cosmos Health" or the "Company") (NASDAQ:COSM), a diversified, vertically integrated global healthcare group, today announced that its U.S. direct-to-consumer subscription business reached
October 2026 Key Metrics
| Metric | October 2026 | Details |
| Monthly subscription value (as of October 31) | Approximately | |
| Active subscriptions (as of October 31) | 12,532 | Net growth of 11,544 during October |
| Product units in active subscriptions | 29,507 | Approximately 2.4 per subscription |
| Total sales | Including | |
| Orders | Approximately 19,100 | From approximately 234,500 store sessions |
| Conversion rate | Share of store sessions resulting in an order |
Building a Recurring Revenue Base
Cosmos Health launched its U.S. subscription model in mid-July 2026 and began scaling it in mid-September. The Company's products are sold through its own online stores directly to customers, who can choose a subscription for recurring delivery at checkout. Active subscriptions renew on a recurring basis, so every new subscriber can represent an ongoing customer relationship rather than a single sale.
Outlook for the Fourth Quarter
The Company has allocated an increased marketing budget to continue scaling its U.S. direct-to-consumer sales through the fourth quarter of 2026, including the holiday shopping season. Cosmos Health plans to expand digital customer acquisition, grow its subscription base and introduce additional products from its portfolio to its U.S. online stores. Momentum has continued into November, with U.S. e-commerce sales continuing to grow significantly.
Greg Siokas, CEO of Cosmos Health, stated: "Since we began scaling our U.S. subscription platform in mid-September, we have built a subscription business with
"We believe recurring revenue is among the most valuable revenue a consumer health company can build, and we plan to continue scaling our U.S. direct-to-consumer business through the fourth quarter and beyond."
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 and ongoing conflicts in the Middle East and other regions on the Company's business, operations, and the economy in general; the Company's ability to successfully develop and commercialize its proprietary products and technologies; the timing, execution, regulatory clearance, valuation, structuring, and completion of any potential asset-backed or tokenized financing program; the legal, regulatory, and technological risks associated with digital assets and blockchain-based financial structures; the conversion of contract manufacturing pipeline volumes into production and revenue, including the timing, volume and terms of orders placed under multi-year agreements; the realization of anticipated gross margins; the timing, cost and completion of planned capital investments; changes in interest rates; changes in foreign currency exchange rates, commodity or other price inflation and deflation; our ability to issue debt on terms and at rates acceptable to us; the impact and expected outcome of investigations, inquiries, claims, and litigation; the challenges of operating in international markets; the adequacy of insurance coverage; the effect of accounting charges and of adopting certain accounting standards; the impact of legal and regulatory changes, including changes to tax laws and regulations; guidance for fiscal 2026 and beyond and financial outlook. Forward-looking statements are based on currently available information and our current assumptions, expectations and projections about future events. You should not rely on our forward-looking statements. These statements are not guarantees of future performance and are subject to future events, risks and uncertainties - many of which are beyond our control, dependent on the actions of third parties, or currently unknown to us - as well as potentially inaccurate assumptions that could cause actual results to differ materially from our historical experience and our expectations and projections. These risks and uncertainties include, but are not limited to, those described from time to time in our periodic reports filed with the SEC and available at the SEC's website (www.sec.gov). There also may be other factors that we cannot anticipate or that are not described herein, generally because we do not currently perceive them to be material. Such factors could cause results to differ materially from our expectations. Forward-looking statements speak only as of the date they are made, and we do not undertake to update these statements other than as required by law. You are advised, however, to review any further disclosures we make on related subjects in our filings with the Securities and Exchange Commission and in our other public statements.
Note: All figures are preliminary, unaudited operating data from the Company's e-commerce and subscription platforms and may differ from amounts in its financial statements. Total sales include taxes and shipping, net of discounts, returns and fees. Monthly subscription value is the amount billable on active subscriptions in a month at standard renewal pricing as of October 31, 2026; the annualized figure is that value multiplied by twelve and is not a forecast. Subscription metrics are subject to cancellations and churn, and none of these metrics represent U.S. GAAP revenue. November statements reflect preliminary data; actual results may differ materially.
Investor Relations Contact:
BDG Communications
cosm@bdgcommunications.com
SOURCE: Cosmos Health Inc.
View the original press release on ACCESS Newswire
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What was Cosmos Health's U.S. subscription value at October 31, 2026?
Cosmos Health's monthly subscription value was $1,832,785 as of October 31, 2026, equivalent to approximately $22.0 million annualized. Active subscriptions totaled 12,532, following net growth of 11,544 during October. The annualized value is not a reported full-year sales figure.
How much did Cosmos Health's U.S. e-commerce business sell in October 2026?
Cosmos Health's U.S. e-commerce business recorded $1,673,004 in October 2026 sales, including $1,015,231 attributable to subscriptions. The business recorded approximately 19,100 orders during the month.