---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-111512"
form_type: "8-K"
ticker: "KFII"
cik: "0002029976"
company_name: "K&F GROWTH ACQUISITION CORP. II"
filed_at: "2026-10-22T13:24:49+00:00"
generated_at: "2026-10-22T13:26:10.581525+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.72
calibrated_materiality_score: 0.72
confidence: "high"
source: SEC EDGAR
---

# K&F Growth Acquisition Corp. II signs non-binding LOI to take David's Bridal's Pearl public at $350M enterprise value

## Summary
- Non-binding LOI, amended Oct 21, 2026 from original Sept 11, 2026, would separate Pearl from David's Bridal and list it via K&F (Nasdaq: KFII) at a $350M pro forma enterprise value.
- Deal contemplates a $75M PIPE including a proposed $25M anchor investment from CION Investment Corporation, David's Bridal's largest shareholder.
- Pearl forecasts >30% EBITDA margins in 2026 and revenue growth over 100% in 2027 to more than $85 million; it cites ~90% of U.S. brides in its ecosystem.
- Kelly Cook, David's Bridal CEO since 2019, is expected to lead Pearl as CEO, with president Elina Vilk, a former Meta and PayPal executive.
- Transaction remains non-binding and subject to due diligence, a definitive agreement, board and shareholder approvals, and regulatory clearance.

## SEC filing metadata
- accession: 0001213900-26-111512
- form_type: 8-K
- ticker: KFII
- cik: 0002029976
- company_name: K&F GROWTH ACQUISITION CORP. II
- filed_at: 2026-10-22T13:24:49+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.72
- calibrated_materiality_score: 0.72
- confidence: high
- sec_items: 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2029976/000121390026111512/0001213900-26-111512-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2029976/000121390026111512/ea0309113-8k425_kfgrow2.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-111512
- JSON: https://secwatch.observer/filing/0001213900-26-111512.json
- Plain text: https://secwatch.observer/filing/0001213900-26-111512.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.