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.