K&F Growth Acquisition Corp. II filed a Form 425 with the SEC on October 29, 2026, disclosing a LinkedIn post shared by Kelly Cook, Chief Executive Officer of David's Bridal, Inc., on October 28, 2026, in connection with a potential business combination involving Pearl, the wedding planning, media and commerce division of David's Bridal, Inc.

Key Highlights

  • Filing subject: K&F Growth Acquisition Corp. II, Commission File No. 001-42503, listed on NASDAQ:KFII, filed the communication on October 29, 2026.
  • Source content: The filing consists of a LinkedIn post shared by Kelly Cook, CEO of David's Bridal, Inc., on October 28, 2026, relating to Pearl.
  • Pearl's description: Pearl is described in the filing as the wedding planning, media and commerce division of David's Bridal, Inc.
  • Extension proxy: The company disclosed it filed a definitive proxy statement with the SEC on or about October 16, 2026, seeking shareholder approval to extend the deadline for completing an initial business combination.
  • No definitive agreement: According to the filing, the parties have not yet entered into definitive documentation regarding the business combination.
  • Future filings required: The filing states that if a business combination agreement is reached, the parties will be required to file a registration statement on Form S-4 with the SEC.
  • Pearl's disclosed plans: The filing references Pearl's plans to transition into a standalone entity and to expand into the home and baby markets, characterized as forward-looking statements subject to risks and uncertainties.

K&F Growth Acquisition Corp. II Discloses David's Bridal CEO Post on Pearl Combination

According to the filing, K&F Growth Acquisition Corp. II submitted the Form 425 under Rule 425 of the U.S. Securities Act of 1933 and Rule 14a-12 of the Securities Exchange Act of 1934. The underlying content is a LinkedIn post by Kelly Cook, CEO of David's Bridal, Inc., dated October 28, 2026, addressing Pearl, which the filing describes as the wedding planning, media and commerce division of David's Bridal. The filing makes clear that no definitive documentation for a business combination has been entered into at this stage.

The company also disclosed that it filed an Extension Proxy Statement with the SEC and mailed it to shareholders on or about October 16, 2026, in connection with a shareholder vote to approve an amendment extending the deadline by which the company must complete an initial business combination. The filing notes that shareholders may elect to redeem their public shares in connection with that extension vote. Should a definitive business combination agreement be reached, the filing states the parties would be required to submit a Form S-4 registration statement, including a preliminary and definitive proxy statement and prospectus, to the SEC. The company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025 was filed with the SEC on March 27, 2026, according to the filing, and contains information about director and officer interests and security ownership.

The filing contains forward-looking statements, including references to Pearl's plans to expand into the home and baby markets and to transition into a standalone entity. The filing identifies these statements through language such as "believe," "expect," "anticipate," "plan," and "will," and cautions that "many factors could cause actual results or future events to differ materially" from those statements. These characterizations are the company's own and are subject to its cautionary language as set forth in the filing.

What Was Disclosed

K&F Growth Acquisition Corp. II filed a Form 425 on October 29, 2026, consisting of a LinkedIn post by David's Bridal CEO Kelly Cook regarding Pearl. No definitive business combination agreement has been signed, and a shareholder extension vote was separately initiated via an October 16, 2026 proxy mailing.