The European economic recovery is gaining speed. Consumer confidence levels are up, manufacturing activity is spiking, and the eurozone region as a whole is booking growth for the first time in several quarters.

In the video below, Fool contributor Demitrios Kalogeropoulos discusses two U.S.-based consumer companies that stand to benefit if Europe's recovery outperforms expectations in the months ahead. While growth in the region will help many businesses, Demitrios singles out Tiffany (NYSE:TIF) and eBay (NASDAQ:EBAY) as potentially big winners from an improving economic environment there.

Fool contributor Demitrios Kalogeropoulos has no position in any stocks mentioned. The Motley Fool recommends eBay. The Motley Fool owns shares of eBay. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.